Latest Institutional Transactions on Innovator Etfs Tr S&P Invt Gra (EPRF)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr S&P Invt Gra (EPRF) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
214+ 264.2% |
$3.75K - $4.37K
|
295
$5.45K
|
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.62K- 13.67% |
$28.4K - $33K
|
10.2K
$189K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
200New |
$3.51K - $4.09K
|
200
$3.7K
|
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.03KNew |
$18.1K - $21.1K
|
1.03K
$19.1K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
2.13KNew |
$37.6K - $41.1K
|
2.13K
$39.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
189+ 100.0% |
$3.33K - $3.64K
|
378
$6.99K
|
|
|
Feb 13, 2023
Q4 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
12.4K+ 5246.84% |
$219K - $240K
|
12.7K
$234K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
92New |
$1.62K - $1.77K
|
92
$1.7K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2New |
$35.2 - $38.6
|
2
$37
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.23K- 35.44% |
$39.3K - $43.1K
|
4.07K
$75.2K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-10.2K- 49.27% |
$179K - $196K
|
10.5K
$193K
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
SELL
|
- |
-584- 63.76% |
$10.3K - $11.3K
|
332
$6.14K
|
|
| Q3 2022 | |||||||
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.88K+ 1.92% |
$35K - $40K
|
100K
$1.85M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-1.48K- 81.72% |
$27.5K - $31.4K
|
330
$6.1K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-185- 53.62% |
$3.51K - $4.02K
|
160
$2.96K
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-14.7KClosed |
$279K - $320K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
SELL
|
- |
-113KClosed |
$2.14M - $2.46M
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-4.3KClosed |
$81.5K - $93.5K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.15K- 9.03% |
$21.9K - $25.1K
|
11.6K
$215K
|
|
|
Aug 11, 2022
Q2 2022
|
Bivin & Associates, Inc.
Ponca City, OK |
SELL
|
- |
-22.8K- 10.07% |
$432K - $495K
|
203K
$3.76M
|
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
-205Closed |
$3.88K - $4.46K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
3.95KNew |
$74.9K - $85.9K
|
3.95K
$73K
|
|
|
Jul 28, 2022
Q2 2022
|
Private Capital Group, LLC
|
SELL
|
- |
-300Closed |
$5.69K - $6.53K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Wt Wealth Management
|
SELL
|
- |
-196KClosed |
$3.71M - $4.26M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Legacy Bridge, LLC
|
SELL
|
- |
-75.9KClosed |
$1.44M - $1.65M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-9.84KClosed |
$186K - $214K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
Carolina Wealth Advisors, LLC
|
BUY
|
- |
1New |
$19 - $21.8
|
1
$18.5
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.4KClosed |
$220K - $249K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.1KClosed |
$255K - $290K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-13.1KClosed |
$275K - $312K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-940Closed |
$19.8K - $22.4K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-14.5KClosed |
$306K - $346K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Destiny Wealth Partners, LLC
|
SELL
|
- |
-348K- 99.4% |
$7.32M - $8.3M
|
2.12K
$39.1K
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-25Closed |
$527 - $597
|
0
$0
|
|
| Q1 2021 | |||||||
|
Jul 24, 2024
Q1 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-8.97KClosed |
$211K - $221K
|
0
$0
|
|