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 |
|---|---|---|---|---|---|---|---|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.47K- 11.45% |
$40.2K - $43K
|
11.4K
$343K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
8.37KNew |
$229K - $245K
|
8.37K
$253K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.5K- 71.46% |
$123K - $132K
|
1.8K
$54.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 32.66% |
$473K - $505K
|
35.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.3KNew |
$938K - $1M
|
34.3K
$1.03M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-10.2K- 1.66% |
$278K - $297K
|
601K
$18.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
13.1KNew |
$359K - $384K
|
13.1K
$396K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.47K- 11.1% |
$67.7K - $72.3K
|
19.8K
$598K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.2K- 61.84% |
$581K - $621K
|
13.1K
$395K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-1.13K- 4.35% |
$30.9K - $33K
|
24.8K
$748K
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.53K- 14.26% |
$96.5K - $103K
|
21.2K
$640K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-3.05K- 3.63% |
$83.5K - $89.2K
|
80.9K
$2.44M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14K+ 12.73% |
$385K - $411K
|
124K
$3.75M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-308- 0.86% |
$8.43K - $9K
|
35.6K
$1.07M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
127+ 0.49% |
$3.48K - $3.71K
|
25.9K
$781K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.6K+ 27.73% |
$565K - $603K
|
95.1K
$2.87M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.7K+ 50.87% |
$238K - $254K
|
25.8K
$778K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
32.4K+ 75.61% |
$886K - $946K
|
75.2K
$2.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
1.24K+ 1.49% |
$34K - $36.3K
|
84.6K
$2.55M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
251+ 2.66% |
$6.87K - $7.34K
|
9.7K
$293K
|
|
|
Nov 12, 2024
Q3 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.52K+ 33.85% |
$206K - $220K
|
29.7K
$897K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
365+ 1.04% |
$9.99K - $10.7K
|
35.5K
$1.07M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.59K+ 8.65% |
$71K - $75.8K
|
32.6K
$983K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
246+ 2.45% |
$6.74K - $7.19K
|
10.3K
$311K
|
|
|
Nov 07, 2024
Q3 2024
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
5.52KNew |
$151K - $161K
|
5.52K
$166K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$239K - $255K
|
8.72K
$263K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 8.25% |
$31.3K - $33.4K
|
15K
$452K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.69K- 33.39% |
$156K - $166K
|
11.3K
$342K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.41K+ 28.55% |
$38.6K - $41.2K
|
6.35K
$192K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.38K+ 34.14% |
$120K - $128K
|
17.2K
$519K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
13.4KNew |
$366K - $391K
|
13.4K
$403K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.85K- 3.76% |
$50.6K - $54K
|
47.4K
$1.43M
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
100+ 8.46% |
$2.74K - $2.92K
|
1.28K
$38.7K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.86K- 6.88% |
$50.8K - $54.3K
|
25.1K
$758K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35.6K- 94.26% |
$975K - $1.04M
|
2.17K
$65.4K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
7.4K+ 94.39% |
$203K - $216K
|
15.2K
$460K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.26K- 17.73% |
$117K - $125K
|
19.8K
$597K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$191K - $204K
|
6.98K
$210K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
8.21K+ 13.09% |
$225K - $240K
|
70.9K
$2.14M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
29.9K+ 94.36% |
$819K - $875K
|
61.6K
$1.86M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-179- 1.42% |
$4.9K - $5.23K
|
12.4K
$374K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
79.9K+ 93.85% |
$2.19M - $2.34M
|
165K
$4.98M
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
11.1K+ 31.9% |
$305K - $325K
|
46K
$1.39M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
BUY
|
- |
184K+ 2167.58% |
$5.03M - $5.37M
|
192K
$5.79M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
13.6K+ 33.33% |
$373K - $399K
|
54.6K
$1.65M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.82K+ 17.9% |
$104K - $112K
|
25.1K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.55K+ 28.79% |
$69.7K - $74.4K
|
11.4K
$344K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.37K- 3.06% |
$37.5K - $40K
|
43.4K
$1.31M
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.31K- 3.92% |
$63.1K - $67.4K
|
56.5K
$1.71M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.13K+ 28.0% |
$140K - $150K
|
23.5K
$708K
|