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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.05KNew |
$76.9K - $81.3K
|
3.05K
$97.4K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
7.55KNew |
$190K - $201K
|
7.55K
$241K
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.93KNew |
$73.9K - $78.1K
|
2.93K
$93.5K
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.94K- 70.32% |
$175K - $185K
|
2.93K
$93.5K
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.39K+ 157.18% |
$212K - $224K
|
13.7K
$438K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36.4K- 98.61% |
$917K - $969K
|
512
$16.3K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-120- 1.5% |
$3.03K - $3.2K
|
7.87K
$251K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$49.9K - $52K
|
2K
$63.8K
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$125 - $130
|
5
$160
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
7.12KNew |
$178K - $185K
|
7.12K
$227K
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.5KNew |
$311K - $324K
|
12.5K
$397K
|
|
Feb 07, 2023
Q4 2022
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
12KNew |
$298K - $311K
|
12K
$381K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$674 - $702
|
27
$862
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
10.5KNew |
$262K - $273K
|
10.5K
$335K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-17.1K- 47.78% |
$413K - $455K
|
18.7K
$597K
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
890New |
$21.5K - $23.7K
|
890
$28.4K
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-113K- 98.78% |
$2.73M - $3.01M
|
1.4K
$44.6K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-24.5K- 52.34% |
$579K - $658K
|
22.3K
$711K
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-370- 8.19% |
$8.75K - $9.96K
|
4.15K
$132K
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.3KClosed |
$362K - $412K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
313New |
$7.41K - $8.43K
|
313
$9.99K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.01KClosed |
$95K - $108K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Truist Financial Corp
|
SELL
|
- |
-20.2KClosed |
$478K - $544K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-18.4K- 35.58% |
$436K - $496K
|
33.4K
$1.06M
|
|
Jul 19, 2022
Q2 2022
|
Nikulski Financial, Inc.
|
SELL
|
- |
-7.78KClosed |
$184K - $209K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
40New |
$946 - $1.08K
|
40
$1.28K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.4KNew |
$888K - $956K
|
34.4K
$1.1M
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-21.6KClosed |
$557K - $599K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-10.1KClosed |
$261K - $281K
|
0
$0
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Wealth Management, LLC
|
SELL
|
- |
-248KClosed |
$6.4M - $6.89M
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-590Closed |
$15.9K - $16.8K
|
0
$0
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-605Closed |
$16.3K - $17.2K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 12, 2021
Q3 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.66KClosed |
$44.3K - $46.2K
|
0
$0
|
|
Q2 2021 | |||||||
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.1KNew |
$29.2K - $30.6K
|
1.1K
$35.1K
|
|
Aug 13, 2021
Q2 2021
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-7.85KClosed |
$208K - $218K
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-425Closed |
$11.3K - $11.8K
|
0
$0
|
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.85KNew |
$49.1K - $51.5K
|
1.85K
$59.1K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-78.5KClosed |
$2.11M - $2.13M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-8.23KClosed |
$214K - $221K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 09, 2020
Q3 2020
|
Marcum Wealth, LLC
|
SELL
|
- |
-72.6KClosed |
$1.82M - $1.9M
|
0
$0
|