Latest Institutional Transactions on Innovator U.S. Small Cap Power (KAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KAPR) 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 |
---|---|---|---|---|---|---|---|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 0.44% |
$3.05K - $3.27K
|
22.8K
$779K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.4K- 62.12% |
$441K - $471K
|
8.8K
$300K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.53KNew |
$108K - $115K
|
3.53K
$120K
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.6K+ 4.83% |
$48.8K - $52.1K
|
34.6K
$1.18M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.86K+ 1.4% |
$148K - $159K
|
353K
$12M
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-493- 1.89% |
$15.1K - $16.1K
|
25.6K
$875K
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.35K- 9.88% |
$133K - $142K
|
39.7K
$1.35M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.19K+ 61.85% |
$250K - $267K
|
21.4K
$731K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.52KNew |
$230K - $245K
|
7.52K
$257K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.77K- 30.61% |
$115K - $123K
|
8.54K
$291K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-326- 1.82% |
$9.96K - $10.6K
|
17.6K
$601K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.41K- 1.64% |
$73.7K - $78.8K
|
145K
$4.95M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 10.96% |
$24.4K - $26.1K
|
8.1K
$277K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.33K- 9.13% |
$285K - $305K
|
92.8K
$3.17M
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6KNew |
$507K - $542K
|
16.6K
$567K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.42K+ 35.6% |
$166K - $177K
|
20.6K
$705K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
1.92K+ 14.33% |
$58.5K - $62.6K
|
15.3K
$522K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.8K- 28.63% |
$1.28M - $1.36M
|
104K
$3.56M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
18.2K+ 12.87% |
$555K - $594K
|
159K
$5.44M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-10.2K- 10.54% |
$313K - $334K
|
86.9K
$2.97M
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.05K+ 1.35% |
$62.5K - $66.9K
|
154K
$5.25M
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.55K- 5.77% |
$47.2K - $50.5K
|
25.2K
$862K
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318+ 0.95% |
$9.71K - $10.4K
|
33.7K
$1.15M
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
450+ 6.77% |
$13.7K - $14.7K
|
7.1K
$242K
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.97K+ 19.03% |
$60.2K - $64.4K
|
12.3K
$421K
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.89K+ 1.78% |
$57.7K - $61.7K
|
108K
$3.7M
|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 23251.52% |
$469K - $501K
|
15.4K
$526K
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
685New |
$20.9K - $22.4K
|
685
$23.4K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.67K+ 19.3% |
$51.1K - $54.6K
|
10.3K
$353K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
13.2K+ 46.73% |
$404K - $432K
|
41.5K
$1.42M
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-330- 1.3% |
$10.1K - $10.8K
|
25K
$853K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
348+ 2.01% |
$10.6K - $11.4K
|
17.6K
$602K
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.21K- 27.16% |
$98.2K - $105K
|
8.62K
$294K
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500- 6.46% |
$15.3K - $16.3K
|
7.24K
$247K
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
BUY
|
- |
509+ 3.82% |
$15.5K - $16.6K
|
13.8K
$473K
|
|
Nov 05, 2024
Q3 2024
|
Acas, LLC
|
BUY
|
- |
413+ 3.79% |
$12.6K - $13.5K
|
11.3K
$386K
|
|
Nov 05, 2024
Q3 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
6.33KNew |
$193K - $207K
|
6.33K
$216K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-67.1K- 42.84% |
$2.05M - $2.19M
|
89.5K
$3.06M
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 0.38% |
$2.75K - $2.94K
|
23.4K
$800K
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 0.58% |
$3.39K - $3.62K
|
19.2K
$654K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.41K+ 176.37% |
$73.6K - $78.7K
|
3.78K
$129K
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
13K+ 188.62% |
$398K - $426K
|
20K
$681K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-850- 11.93% |
$26K - $27.8K
|
6.27K
$214K
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.79K- 3.41% |
$54.5K - $58.3K
|
50.6K
$1.73M
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
208+ 0.6% |
$6.35K - $6.79K
|
34.7K
$1.18M
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.52K- 34.78% |
$138K - $147K
|
8.47K
$289K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 37.54% |
$89K - $95.2K
|
10.7K
$365K
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10KNew |
$306K - $327K
|
10K
$342K
|
|
Oct 30, 2024
Q3 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
99.8KNew |
$3.05M - $3.26M
|
99.8K
$3.41M
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-800- 2.73% |
$24.4K - $26.1K
|
28.5K
$973K
|