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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
504+ 3.11% |
$14K - $15.2K
|
16.7K
$492K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-446- 1.03% |
$12.4K - $13.5K
|
42.8K
$1.26M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-50.4K- 61.3% |
$1.4M - $1.52M
|
31.8K
$935K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
316+ 1.26% |
$8.79K - $9.54K
|
25.4K
$748K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
1.53K+ 1.57% |
$42.7K - $46.3K
|
98.9K
$2.91M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-200- 1.85% |
$5.57K - $6.04K
|
10.6K
$312K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.87K- 8.95% |
$135K - $147K
|
49.5K
$1.46M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.11K- 4.4% |
$30.8K - $33.3K
|
24K
$707K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
500+ 7.1% |
$13.9K - $15.1K
|
7.54K
$222K
|
|
|
Apr 16, 2025
Q1 2025
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-2.12K- 16.9% |
$58.9K - $63.9K
|
10.4K
$306K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.27K- 2.98% |
$35.2K - $38.2K
|
41.1K
$1.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
125+ 10.58% |
$3.48K - $3.77K
|
1.31K
$38.5K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-11.6K- 17.15% |
$322K - $349K
|
55.9K
$1.64M
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-6.01K- 3.07% |
$167K - $181K
|
190K
$5.58M
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-465- 0.91% |
$12.9K - $14K
|
50.8K
$1.49M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.67K+ 425.19% |
$46.5K - $50.4K
|
2.06K
$60.7K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.7K+ 3.28% |
$326K - $353K
|
368K
$10.8M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
8.02K+ 7.04% |
$231K - $243K
|
122K
$3.59M
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.9KNew |
$54.6K - $57.5K
|
1.9K
$55.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$209K - $221K
|
7.27K
$214K
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.72K- 7.67% |
$78.3K - $82.5K
|
32.7K
$963K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.81KNew |
$196K - $206K
|
6.81K
$200K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 80.22% |
$303K - $319K
|
23.6K
$695K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
98New |
$2.82K - $2.97K
|
98
$2.88K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
793New |
$22.8K - $24.1K
|
793
$23.3K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.85K- 76.94% |
$82K - $86.4K
|
854
$25.1K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-34- 0.13% |
$979 - $1.03K
|
25.9K
$761K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
$281K - $296K
|
9.77K
$287K
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11KNew |
$317K - $334K
|
11K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
800New |
$23K - $24.3K
|
800
$23.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
323New |
$9.3K - $9.8K
|
323
$9.5K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
674New |
$19.4K - $20.4K
|
674
$19.8K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
634+ 166.84% |
$18.2K - $19.2K
|
1.01K
$29.8K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.29K- 32.06% |
$123K - $130K
|
9.08K
$267K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.66K- 12.64% |
$47.7K - $50.3K
|
11.5K
$337K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-776- 1.09% |
$22.3K - $23.5K
|
70.1K
$2.06M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.09KNew |
$31.3K - $33K
|
1.09K
$32K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 3.84% |
$87.6K - $92.4K
|
76.2K
$2.24M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1K- 5.71% |
$28.8K - $30.3K
|
16.5K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.6KNew |
$132K - $140K
|
4.6K
$135K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.3KNew |
$938K - $1M
|
34.3K
$1.01M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$239K - $255K
|
8.72K
$256K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$191K - $204K
|
6.98K
$205K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
79.9K+ 93.85% |
$2.19M - $2.34M
|
165K
$4.86M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.67K+ 7.8% |
$73K - $78K
|
36.9K
$1.08M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.13K+ 28.0% |
$140K - $150K
|
23.5K
$690K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.08KNew |
$249K - $265K
|
9.08K
$267K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
208New |
$5.7K - $6.08K
|
208
$6.12K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
315New |
$8.62K - $9.21K
|
315
$9.27K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.63K+ 40.7% |
$209K - $223K
|
26.4K
$776K
|
|