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, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-716- 4.13% |
$22.1K - $24.1K
|
16.6K
$540K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
2.33K+ 7.23% |
$71.8K - $78.3K
|
34.5K
$1.12M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
502+ 3.47% |
$15.5K - $16.9K
|
15K
$486K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
216+ 0.93% |
$6.66K - $7.26K
|
23.4K
$760K
|
|
|
Apr 25, 2025
Q1 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
8.51KNew |
$262K - $286K
|
8.51K
$277K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-185- 0.81% |
$5.7K - $6.22K
|
22.6K
$735K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-1K- 7.28% |
$30.8K - $33.6K
|
12.7K
$414K
|
|
|
Apr 22, 2025
Q1 2025
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
323+ 3.86% |
$9.95K - $10.9K
|
8.69K
$282K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-11.6K- 13.98% |
$357K - $389K
|
71.3K
$2.31M
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-2.51K- 5.36% |
$77.3K - $84.4K
|
44.3K
$1.44M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.42K- 5.92% |
$43.6K - $47.6K
|
22.5K
$730K
|
|
|
Apr 18, 2025
Q1 2025
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-3K- 60.0% |
$92.5K - $101K
|
2K
$65K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.76K- 8.72% |
$85K - $92.7K
|
28.8K
$937K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
900+ 2.6% |
$27.7K - $30.3K
|
35.6K
$1.16M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-168- 0.89% |
$5.18K - $5.65K
|
18.6K
$605K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.78K- 12.07% |
$54.8K - $59.8K
|
13K
$421K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-18.6K- 94.04% |
$574K - $626K
|
1.18K
$38.3K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
68.6K+ 67.01% |
$2.2M - $2.35M
|
171K
$5.56M
|
|
|
Feb 19, 2025
Q4 2024
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
779+ 12.3% |
$25K - $26.7K
|
7.11K
$231K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.22KNew |
$103K - $110K
|
3.22K
$104K
|
|
|
Feb 14, 2025
Q4 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-2.35K- 26.72% |
$75.4K - $80.6K
|
6.45K
$209K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-5.89K- 56.98% |
$189K - $202K
|
4.45K
$145K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.63KNew |
$212K - $227K
|
6.63K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
55+ 0.46% |
$1.76K - $1.88K
|
11.9K
$388K
|
|
|
Feb 14, 2025
Q4 2024
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
6.61KNew |
$212K - $226K
|
6.61K
$215K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
13.1K+ 63.26% |
$419K - $448K
|
33.7K
$1.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
18KNew |
$577K - $617K
|
18K
$585K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
753New |
$24.1K - $25.8K
|
753
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
25.3K+ 336.51% |
$811K - $867K
|
32.8K
$1.07M
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.1KNew |
$356K - $380K
|
11.1K
$361K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 26.28% |
$5.77K - $6.17K
|
505
$16.4K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-755- 2.18% |
$24.2K - $25.9K
|
33.9K
$1.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
843New |
$27K - $28.9K
|
843
$27.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
86New |
$2.76K - $2.95K
|
86
$2.79K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279+ 36.86% |
$8.94K - $9.56K
|
1.04K
$33.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-926- 3.86% |
$29.7K - $31.7K
|
23K
$748K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.39KNew |
$141K - $150K
|
4.39K
$142K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.14% |
$4.49K - $4.8K
|
12.1K
$394K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156- 0.69% |
$5K - $5.35K
|
22.4K
$729K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
80+ 0.73% |
$2.44K - $2.61K
|
11K
$359K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.53KNew |
$108K - $115K
|
3.53K
$115K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 10.96% |
$24.4K - $26.1K
|
8.1K
$263K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.19K+ 61.85% |
$250K - $267K
|
21.4K
$696K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.86K+ 1.4% |
$148K - $159K
|
353K
$11.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
450+ 6.77% |
$13.7K - $14.7K
|
7.1K
$231K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-330- 1.3% |
$10.1K - $10.8K
|
25K
$811K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500- 6.46% |
$15.3K - $16.3K
|
7.24K
$235K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.21K- 27.16% |
$98.2K - $105K
|
8.62K
$280K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 0.38% |
$2.75K - $2.94K
|
23.4K
$761K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.52K- 34.78% |
$138K - $147K
|
8.47K
$275K
|
|