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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
76+ 0.85% |
$2.17K - $2.46K
|
9.03K
$307K
|
|
|
Jul 29, 2025
Q2 2025
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-4.79K- 3.33% |
$136K - $155K
|
139K
$4.72M
|
|
|
Jul 29, 2025
Q2 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-1.07K- 5.74% |
$30.6K - $34.8K
|
17.6K
$599K
|
|
|
Jul 29, 2025
Q2 2025
|
Straight Path Wealth Management
|
BUY
|
- |
234+ 1.57% |
$6.67K - $7.58K
|
15.2K
$516K
|
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
870+ 25.96% |
$24.8K - $28.2K
|
4.22K
$143K
|
|
|
Jul 28, 2025
Q2 2025
|
Compass Advisory Group LLC
|
SELL
|
- |
-1.3K- 4.54% |
$37.1K - $42.1K
|
27.3K
$929K
|
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
1.17K+ 2.75% |
$33.3K - $37.9K
|
43.7K
$1.49M
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-3.93K- 3.83% |
$112K - $127K
|
98.7K
$3.35M
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.78K+ 40.89% |
$50.6K - $57.6K
|
6.12K
$208K
|
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
17.7K+ 174.05% |
$506K - $575K
|
27.9K
$949K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
102KNew |
$2.9M - $3.3M
|
102K
$3.46M
|
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
16.8KNew |
$480K - $545K
|
16.8K
$572K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-3.91K- 11.0% |
$112K - $127K
|
31.7K
$1.08M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.24K+ 14.4% |
$92.2K - $105K
|
25.7K
$874K
|
|
|
Jul 21, 2025
Q2 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
25.5K+ 57.51% |
$726K - $825K
|
69.8K
$2.37M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
BUY
|
- |
107+ 0.65% |
$3.05K - $3.47K
|
16.5K
$561K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
250+ 0.87% |
$7.13K - $8.1K
|
29.1K
$989K
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
807+ 5.51% |
$23K - $26.1K
|
15.5K
$525K
|
|
|
Jul 16, 2025
Q2 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
1.06K+ 4.76% |
$30.3K - $34.4K
|
23.4K
$794K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.41K+ 20.41% |
$68.7K - $78.1K
|
14.2K
$484K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-36- 0.21% |
$1.03K - $1.17K
|
17.2K
$583K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.03K+ 12.24% |
$29.4K - $33.4K
|
9.46K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
4.59K+ 18.35% |
$131K - $149K
|
29.6K
$1M
|
|
| Q1 2025 | |||||||
|
Aug 26, 2025
Q1 2025
|
Winnow Wealth LLC
Waco, TX |
BUY
|
- |
7.83KNew |
$241K - $263K
|
7.83K
$266K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-980- 5.57% |
$30.2K - $32.9K
|
16.6K
$565K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
50New |
$1.54K - $1.68K
|
50
$1.7K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
13.8KNew |
$425K - $463K
|
13.8K
$468K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
10.4KNew |
$320K - $350K
|
10.4K
$353K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.4KNew |
$414K - $452K
|
13.4K
$457K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
963+ 3.82% |
$29.7K - $32.4K
|
26.2K
$891K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
1.88K+ 23.44% |
$57.9K - $63.2K
|
9.9K
$337K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
8.78K+ 3736.6% |
$271K - $295K
|
9.02K
$306K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-160- 0.89% |
$4.93K - $5.38K
|
17.8K
$605K
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-8.73K- 48.47% |
$269K - $294K
|
9.28K
$315K
|
|
|
May 05, 2025
Q1 2025
|
Miller Financial Services LLC
Marshall, MI |
SELL
|
- |
-1.93K- 7.32% |
$59.3K - $64.7K
|
24.4K
$829K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
216+ 0.93% |
$6.66K - $7.26K
|
23.4K
$796K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.51KNew |
$262K - $286K
|
8.51K
$289K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-1K- 7.28% |
$30.8K - $33.6K
|
12.7K
$433K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
323+ 3.86% |
$9.95K - $10.9K
|
8.69K
$295K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3K- 60.0% |
$92.5K - $101K
|
2K
$68K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.6K- 94.04% |
$574K - $626K
|
1.18K
$40.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.78K- 12.07% |
$54.8K - $59.8K
|
13K
$440K
|
|
| Q4 2024 | |||||||
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
779+ 12.3% |
$25K - $26.7K
|
7.11K
$242K
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
18KNew |
$577K - $617K
|
18K
$612K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.61KNew |
$212K - $226K
|
6.61K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
55+ 0.46% |
$1.76K - $1.88K
|
11.9K
$406K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.63KNew |
$212K - $227K
|
6.63K
$225K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.35K- 26.72% |
$75.4K - $80.6K
|
6.45K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.22KNew |
$103K - $110K
|
3.22K
$109K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
753New |
$24.1K - $25.8K
|
753
$25.6K
|
|