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 |
---|---|---|---|---|---|---|---|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.77K- 2.33% |
$106K - $118K
|
158K
$5.06M
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-329K- 69.12% |
$9.25M - $10.2M
|
147K
$4.69M
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
27.5K+ 125.03% |
$774K - $857K
|
49.5K
$1.58M
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.2K- 5.69% |
$33.6K - $37.2K
|
19.8K
$632K
|
|
Apr 22, 2024
Q1 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.55K- 2.54% |
$128K - $142K
|
174K
$5.56M
|
|
Apr 19, 2024
Q1 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-4.94K- 7.39% |
$139K - $154K
|
61.9K
$1.97M
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-98.8K- 87.87% |
$2.78M - $3.08M
|
13.6K
$435K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-820- 6.27% |
$23.1K - $25.6K
|
12.3K
$391K
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.14K- 28.71% |
$88.2K - $97.7K
|
7.78K
$248K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-413K- 99.81% |
$11.6M - $12.9M
|
782
$25K
|
|
Q4 2023 | |||||||
May 22, 2024
Q4 2023
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
7.25KNew |
$185K - $213K
|
7.25K
$231K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14.7KNew |
$375K - $431K
|
14.7K
$468K
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20.8K+ 2079700.0% |
$532K - $612K
|
20.8K
$664K
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.7KNew |
$683K - $786K
|
26.7K
$853K
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.2KNew |
$875K - $1.01M
|
34.2K
$1.09M
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11.9KNew |
$304K - $350K
|
11.9K
$380K
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 160.22% |
$386K - $444K
|
24.5K
$783K
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
7.3KNew |
$187K - $215K
|
7.3K
$233K
|
|
Feb 14, 2024
Q4 2023
|
Old Mission Capital LLC
|
BUY
|
- |
7.49K+ 72.02% |
$191K - $220K
|
17.9K
$571K
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
18.3KNew |
$469K - $540K
|
18.3K
$586K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
302New |
$7.72K - $8.88K
|
302
$9.64K
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
320New |
$8.18K - $9.41K
|
320
$10.2K
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.07K+ 7492.59% |
$155K - $179K
|
6.15K
$196K
|
|
Feb 07, 2024
Q4 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
33.9KNew |
$868K - $999K
|
33.9K
$1.08M
|
|
Feb 05, 2024
Q4 2023
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-5.46K- 15.13% |
$140K - $161K
|
30.6K
$977K
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-200- 1.73% |
$5.11K - $5.88K
|
11.3K
$362K
|
|
Jan 23, 2024
Q4 2023
|
Straight Path Wealth Management
|
BUY
|
- |
5.29K+ 65.71% |
$135K - $156K
|
13.3K
$426K
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-79.7K- 39.62% |
$2.04M - $2.34M
|
121K
$3.88M
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.36KNew |
$188K - $217K
|
7.36K
$235K
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-153- 52.58% |
$4.06K - $4.33K
|
138
$4.4K
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 2.07% |
$46.6K - $49.7K
|
86.4K
$2.76M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-225- 0.25% |
$5.97K - $6.37K
|
90.9K
$2.9M
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$16.9K - $18K
|
636
$20.3K
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37- 0.13% |
$982 - $1.05K
|
29.3K
$936K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
148New |
$3.93K - $4.19K
|
148
$4.72K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$59.4K - $63.1K
|
2.29K
$73.1K
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
559New |
$14.5K - $15.4K
|
559
$17.8K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 174.79% |
$42.6K - $45.2K
|
2.58K
$82.4K
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200- 9.66% |
$5.19K - $5.51K
|
1.87K
$59.7K
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-57.7K- 99.99% |
$1.5M - $1.59M
|
5
$160
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.62K+ 1.9% |
$172K - $182K
|
355K
$11.3M
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-452- 28.77% |
$11.7K - $12.4K
|
1.12K
$35.7K
|
|
Aug 02, 2023
Q2 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
12.8K+ 136.55% |
$333K - $353K
|
22.2K
$710K
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
320New |
$8.3K - $8.81K
|
320
$10.2K
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
BUY
|
- |
17.2KNew |
$446K - $474K
|
17.2K
$549K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.28KNew |
$215K - $228K
|
8.28K
$264K
|
|
Q1 2023 | |||||||
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.8K- 73.68% |
$70.6K - $74.6K
|
1K
$31.9K
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 7.3% |
$25.2K - $26.6K
|
12.7K
$405K
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-14.4K- 50.28% |
$364K - $384K
|
14.3K
$455K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44.2K- 59.92% |
$1.11M - $1.18M
|
29.5K
$943K
|