Latest Institutional Transactions on Innovator U.S. Small Cap Power (KJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KJUL) 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 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-451- 2.28% |
$13K - $13.7K
|
19.4K
$577K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
700New |
$20.1K - $21.2K
|
700
$20.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 8.2% |
$35.4K - $37.3K
|
16.2K
$483K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
793New |
$22.8K - $24.1K
|
793
$23.6K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.2KNew |
$696K - $734K
|
24.2K
$721K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.68K- 2.23% |
$48.3K - $50.9K
|
73.5K
$2.19M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.85K- 76.94% |
$82K - $86.4K
|
854
$25.4K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.34K- 4.1% |
$38.4K - $40.5K
|
31.3K
$931K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
$281K - $296K
|
9.77K
$291K
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-28.8K- 97.06% |
$830K - $875K
|
875
$26.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-34- 0.13% |
$979 - $1.03K
|
25.9K
$770K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 14.76% |
$344K - $362K
|
92.9K
$2.77M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 1.07% |
$1.96K - $2.06K
|
6.29K
$187K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-962- 2.22% |
$27.7K - $29.2K
|
42.4K
$1.26M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3- 0.03% |
$86.3 - $91
|
11.3K
$338K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 4.15% |
$355K - $374K
|
285K
$8.49M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 0.96% |
$34.5K - $36.3K
|
123K
$3.67M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11KNew |
$317K - $334K
|
11K
$328K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 0.47% |
$80.7K - $85.1K
|
604K
$18M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 5.61% |
$57.6K - $60.7K
|
33.6K
$1M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 76.07% |
$39.3K - $41.5K
|
3.16K
$94.2K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
800New |
$23K - $24.3K
|
800
$23.8K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.6KNew |
$1.72M - $1.81M
|
59.6K
$1.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.3K- 11.65% |
$66.3K - $69.9K
|
17.5K
$520K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
323New |
$9.3K - $9.8K
|
323
$9.62K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
674New |
$19.4K - $20.4K
|
674
$20.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 5.14% |
$31.7K - $33.4K
|
20.3K
$605K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.24K- 6.83% |
$93.1K - $98.2K
|
44.1K
$1.31M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
634+ 166.84% |
$18.2K - $19.2K
|
1.01K
$30.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
393New |
$11.3K - $11.9K
|
393
$11.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.66K- 12.64% |
$47.7K - $50.3K
|
11.5K
$341K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 23.56% |
$241K - $255K
|
27.2K
$811K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.29K- 32.06% |
$123K - $130K
|
9.08K
$270K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-300- 2.91% |
$8.63K - $9.1K
|
9.99K
$298K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-298- 1.15% |
$8.58K - $9.04K
|
25.5K
$760K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
301K+ 156.55% |
$8.65M - $9.12M
|
493K
$14.7M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-776- 1.09% |
$22.3K - $23.5K
|
70.1K
$2.09M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.09KNew |
$31.3K - $33K
|
1.09K
$32.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-230- 2.37% |
$6.62K - $6.98K
|
9.47K
$282K
|
|
|
Jan 27, 2025
Q4 2024
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-988- 1.0% |
$28.4K - $30K
|
97.4K
$2.9M
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
840+ 1.83% |
$24.2K - $25.5K
|
46.9K
$1.4M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.25K- 10.97% |
$36K - $37.9K
|
10.1K
$302K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-100- 7.8% |
$2.88K - $3.03K
|
1.18K
$35.2K
|
|
|
Jan 23, 2025
Q4 2024
|
O Donnell Financial Services, LLC
|
BUY
|
- |
590K+ 1043.51% |
$17M - $17.9M
|
646K
$19.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
BUY
|
- |
356KNew |
$10.3M - $10.8M
|
356K
$10.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 3.84% |
$87.6K - $92.4K
|
76.2K
$2.27M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.2K- 53.81% |
$236K - $249K
|
7.04K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1K- 5.71% |
$28.8K - $30.3K
|
16.5K
$491K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.6KNew |
$132K - $140K
|
4.6K
$137K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5.69K+ 2.99% |
$164K - $173K
|
196K
$5.83M
|