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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-13.2K- 43.23% |
$392K - $412K
|
17.4K
$518K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
117+ 0.53% |
$3.46K - $3.64K
|
22.3K
$666K
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
BUY
|
- |
55.7KNew |
$1.65M - $1.73M
|
55.7K
$1.66M
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
10.7K+ 147.84% |
$317K - $334K
|
18K
$536K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.1KNew |
$387K - $406K
|
13.1K
$389K
|
|
|
Jul 29, 2024
Q2 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
28.2KNew |
$836K - $879K
|
28.2K
$841K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.17KNew |
$64.2K - $67.5K
|
2.17K
$64.7K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
1.5KNew |
$44.4K - $46.7K
|
1.5K
$44.7K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
19.9KNew |
$590K - $621K
|
19.9K
$594K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
554New |
$16.4K - $17.2K
|
554
$16.5K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
6.81KNew |
$202K - $212K
|
6.81K
$203K
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2K+ 61.36% |
$59.2K - $62.2K
|
5.26K
$157K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
726+ 1.02% |
$20.4K - $22.6K
|
72.2K
$2.15M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.96K- 15.8% |
$112K - $124K
|
21.1K
$630K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
400New |
$11.3K - $12.5K
|
400
$11.9K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.28K- 23.27% |
$92.1K - $102K
|
10.8K
$322K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
2.24K+ 1.53% |
$63K - $69.8K
|
149K
$4.43M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-3.45K- 33.7% |
$97K - $108K
|
6.79K
$202K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.01K- 2.51% |
$56.5K - $62.6K
|
77.9K
$2.32M
|
|
|
Apr 30, 2024
Q1 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
SELL
|
- |
-21.9K- 35.69% |
$617K - $684K
|
39.5K
$1.18M
|
|
|
Apr 19, 2024
Q1 2024
|
Donald L. Hagan, LLC
|
SELL
|
- |
-98.8K- 87.87% |
$2.78M - $3.08M
|
13.6K
$406K
|
|
| Q4 2023 | |||||||
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$51.1K - $58.8K
|
2K
$59.6K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14.7KNew |
$375K - $431K
|
14.7K
$437K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20.8K+ 2079700.0% |
$532K - $612K
|
20.8K
$620K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.7KNew |
$683K - $786K
|
26.7K
$796K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 160.22% |
$386K - $444K
|
24.5K
$731K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.2KNew |
$875K - $1.01M
|
34.2K
$1.02M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
320New |
$8.18K - $9.41K
|
320
$9.54K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.07K+ 7492.59% |
$155K - $179K
|
6.15K
$183K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-200- 1.73% |
$5.11K - $5.88K
|
11.3K
$338K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.36KNew |
$188K - $217K
|
7.36K
$219K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-79.7K- 39.62% |
$2.04M - $2.34M
|
121K
$3.62M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 2.07% |
$46.6K - $49.7K
|
86.4K
$2.57M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$16.9K - $18K
|
636
$19K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37- 0.13% |
$982 - $1.05K
|
29.3K
$874K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
148New |
$3.93K - $4.19K
|
148
$4.41K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$59.4K - $63.1K
|
2.29K
$68.3K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
559New |
$14.5K - $15.4K
|
559
$16.7K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200- 9.66% |
$5.19K - $5.51K
|
1.87K
$55.7K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
320New |
$8.3K - $8.81K
|
320
$9.54K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.28KNew |
$215K - $228K
|
8.28K
$247K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.8K- 73.68% |
$70.6K - $74.6K
|
1K
$29.8K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 7.3% |
$25.2K - $26.6K
|
12.7K
$379K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-14.4K- 50.28% |
$364K - $384K
|
14.3K
$425K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44.2K- 59.92% |
$1.11M - $1.18M
|
29.5K
$881K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.05KNew |
$76.9K - $81.3K
|
3.05K
$90.9K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.93KNew |
$73.9K - $78.1K
|
2.93K
$87.3K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.94K- 70.32% |
$175K - $185K
|
2.93K
$87.3K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.39K+ 157.18% |
$212K - $224K
|
13.7K
$409K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36.4K- 98.61% |
$917K - $969K
|
512
$15.3K
|
|