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 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2KNew |
$51.1K - $58.8K
|
2K
$68.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
14.7KNew |
$375K - $431K
|
14.7K
$500K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
20.8K+ 2079700.0% |
$532K - $612K
|
20.8K
$710K
|
|
|
Feb 15, 2024
Q4 2023
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
26.7KNew |
$683K - $786K
|
26.7K
$912K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
15.1K+ 160.22% |
$386K - $444K
|
24.5K
$837K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
11.9KNew |
$304K - $350K
|
11.9K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
34.2KNew |
$875K - $1.01M
|
34.2K
$1.17M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
320New |
$8.18K - $9.41K
|
320
$10.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
6.07K+ 7492.59% |
$155K - $179K
|
6.15K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-200- 1.73% |
$5.11K - $5.88K
|
11.3K
$387K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
7.36KNew |
$188K - $217K
|
7.36K
$251K
|
|
|
Jan 12, 2024
Q4 2023
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-79.7K- 39.62% |
$2.04M - $2.34M
|
121K
$4.15M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.75K+ 2.07% |
$46.6K - $49.7K
|
86.4K
$2.95M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
636New |
$16.9K - $18K
|
636
$21.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-37- 0.13% |
$982 - $1.05K
|
29.3K
$1M
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
148New |
$3.93K - $4.19K
|
148
$5.05K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.29KNew |
$59.4K - $63.1K
|
2.29K
$78.2K
|
|
|
Aug 15, 2023
Q2 2023
|
First Capital Advisors Group, Llc.
Little Silver, NJ |
BUY
|
- |
559New |
$14.5K - $15.4K
|
559
$19.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-200- 9.66% |
$5.19K - $5.51K
|
1.87K
$63.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.64K+ 174.79% |
$42.6K - $45.2K
|
2.58K
$88.2K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
320New |
$8.3K - $8.81K
|
320
$10.9K
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
8.28KNew |
$215K - $228K
|
8.28K
$283K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-2.8K- 73.68% |
$70.6K - $74.6K
|
1K
$34.1K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1K- 7.3% |
$25.2K - $26.6K
|
12.7K
$434K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-14.4K- 50.28% |
$364K - $384K
|
14.3K
$487K
|
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-44.2K- 59.92% |
$1.11M - $1.18M
|
29.5K
$1.01M
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
3.05KNew |
$76.9K - $81.3K
|
3.05K
$104K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-6.94K- 70.32% |
$175K - $185K
|
2.93K
$100K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.93KNew |
$73.9K - $78.1K
|
2.93K
$100K
|
|
|
Apr 21, 2023
Q1 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
8.39K+ 157.18% |
$212K - $224K
|
13.7K
$469K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-36.4K- 98.61% |
$917K - $969K
|
512
$17.5K
|
|
| Q4 2022 | |||||||
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$121 - $130
|
5
$171
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.5KNew |
$301K - $324K
|
12.5K
$425K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
27New |
$652 - $702
|
27
$922
|
|
|
Feb 03, 2023
Q4 2022
|
Archer Investment Corp
|
BUY
|
- |
10.5KNew |
$253K - $273K
|
10.5K
$358K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Ncm Capital Management, LLC
Ramsey, NJ |
SELL
|
- |
-17.1K- 47.78% |
$409K - $455K
|
18.7K
$638K
|
|
|
Oct 18, 2022
Q3 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
890New |
$21.3K - $23.7K
|
890
$30.4K
|
|
|
Oct 14, 2022
Q3 2022
|
Gradient Investments LLC
|
SELL
|
- |
-113K- 98.78% |
$2.71M - $3.01M
|
1.4K
$47.7K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-370- 8.19% |
$8.75K - $9.96K
|
4.15K
$142K
|
|
|
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
$10.7K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-4.01KClosed |
$95K - $108K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-18.4K- 35.58% |
$436K - $496K
|
33.4K
$1.14M
|
|
|
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
$1.37K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
34.4KNew |
$888K - $956K
|
34.4K
$1.18M
|
|
|
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
|
|