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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
11.1KNew |
$356K - $380K
|
11.1K
$377K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
843New |
$27K - $28.9K
|
843
$28.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 26.28% |
$5.77K - $6.17K
|
505
$17.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
86New |
$2.76K - $2.95K
|
86
$2.92K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-926- 3.86% |
$29.7K - $31.7K
|
23K
$783K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.39KNew |
$141K - $150K
|
4.39K
$149K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.14% |
$4.49K - $4.8K
|
12.1K
$412K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
80+ 0.73% |
$2.44K - $2.61K
|
11K
$376K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.53KNew |
$108K - $115K
|
3.53K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.86K+ 1.4% |
$148K - $159K
|
353K
$12M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
450+ 6.77% |
$13.7K - $14.7K
|
7.1K
$241K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-330- 1.3% |
$10.1K - $10.8K
|
25K
$849K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.21K- 27.16% |
$98.2K - $105K
|
8.62K
$293K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500- 6.46% |
$15.3K - $16.3K
|
7.24K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.52K- 34.78% |
$138K - $147K
|
8.47K
$288K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 37.54% |
$89K - $95.2K
|
10.7K
$363K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10KNew |
$306K - $327K
|
10K
$340K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.3K+ 194.89% |
$2.27M - $2.42M
|
112K
$3.82M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
673+ 2.26% |
$20.6K - $22K
|
30.5K
$1.04M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-933- 3.4% |
$28.5K - $30.5K
|
26.5K
$902K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311New |
$9.21K - $9.68K
|
311
$10.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
386+ 3.24% |
$11.4K - $12K
|
12.3K
$418K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 43.23% |
$392K - $412K
|
17.4K
$591K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
751New |
$22.2K - $23.4K
|
751
$25.5K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
55.7KNew |
$1.65M - $1.73M
|
55.7K
$1.89M
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.1KNew |
$387K - $406K
|
13.1K
$444K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
28.2KNew |
$836K - $879K
|
28.2K
$959K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$44.4K - $46.7K
|
1.5K
$51K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$590K - $621K
|
19.9K
$678K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
554New |
$16.4K - $17.2K
|
554
$18.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.81KNew |
$202K - $212K
|
6.81K
$231K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2K+ 61.36% |
$59.2K - $62.2K
|
5.26K
$179K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.96K- 15.8% |
$112K - $124K
|
21.1K
$718K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
726+ 1.02% |
$20.4K - $22.6K
|
72.2K
$2.45M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.28K- 23.27% |
$92.1K - $102K
|
10.8K
$367K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
400New |
$11.3K - $12.5K
|
400
$13.6K
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.45K- 33.7% |
$97K - $108K
|
6.79K
$231K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.24K+ 1.53% |
$63K - $69.8K
|
149K
$5.05M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.01K- 2.51% |
$56.5K - $62.6K
|
77.9K
$2.65M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21.9K- 35.69% |
$617K - $684K
|
39.5K
$1.34M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-98.8K- 87.87% |
$2.78M - $3.08M
|
13.6K
$463K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20.8K+ 2079700.0% |
$532K - $612K
|
20.8K
$707K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.7KNew |
$683K - $786K
|
26.7K
$908K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.2KNew |
$875K - $1.01M
|
34.2K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 160.22% |
$386K - $444K
|
24.5K
$833K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.07K+ 7492.59% |
$155K - $179K
|
6.15K
$209K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-200- 1.73% |
$5.11K - $5.88K
|
11.3K
$386K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.36KNew |
$188K - $217K
|
7.36K
$250K
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 2.07% |
$46.6K - $49.7K
|
86.4K
$2.94M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$16.9K - $18K
|
636
$21.6K
|
|