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 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
674New |
$19.4K - $20.4K
|
674
$21.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
634+ 166.84% |
$18.2K - $19.2K
|
1.01K
$31.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.09KNew |
$31.3K - $33K
|
1.09K
$34.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 3.84% |
$87.6K - $92.4K
|
76.2K
$2.39M
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-1K- 5.71% |
$28.8K - $30.3K
|
16.5K
$517K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
4.6KNew |
$132K - $140K
|
4.6K
$144K
|
|
| Q3 2024 | |||||||
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.72KNew |
$239K - $255K
|
8.72K
$273K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.98KNew |
$191K - $204K
|
6.98K
$219K
|
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
79.9K+ 93.85% |
$2.19M - $2.34M
|
165K
$5.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
5.13K+ 28.0% |
$140K - $150K
|
23.5K
$735K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.67K+ 7.8% |
$73K - $78K
|
36.9K
$1.16M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
9.08KNew |
$249K - $265K
|
9.08K
$284K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
208New |
$5.7K - $6.08K
|
208
$6.52K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
315New |
$8.62K - $9.21K
|
315
$9.87K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.79K+ 58.11% |
$186K - $198K
|
18.5K
$579K
|
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
7.63K+ 40.7% |
$209K - $223K
|
26.4K
$827K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$532 - $565
|
20
$627
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.42K- 10.25% |
$117K - $125K
|
38.7K
$1.21M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-125- 3.05% |
$3.32K - $3.53K
|
3.98K
$125K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.6KNew |
$42.5K - $45.2K
|
1.6K
$50.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.64K- 40.65% |
$148K - $158K
|
8.24K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
186KNew |
$4.89M - $5.24M
|
186K
$5.84M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$276K - $295K
|
10.5K
$330K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 4.63% |
$60.9K - $65.3K
|
47.9K
$1.5M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.5K- 35.85% |
$223K - $239K
|
15.2K
$477K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.38K- 3.28% |
$36.2K - $38.7K
|
40.6K
$1.27M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.74K- 2.2% |
$98K - $105K
|
166K
$5.2M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.59K- 27.77% |
$146K - $157K
|
14.5K
$455K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-959- 7.02% |
$25.1K - $26.9K
|
12.7K
$398K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.85KNew |
$44.2K - $50.6K
|
1.85K
$58K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
20KNew |
$476K - $545K
|
20K
$626K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.59KNew |
$205K - $235K
|
8.59K
$269K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.62K- 0.68% |
$62.4K - $71.5K
|
383K
$12M
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10.7K- 25.85% |
$255K - $292K
|
30.6K
$960K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2KNew |
$47.7K - $54.6K
|
2K
$62.7K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$182K - $208K
|
7.61K
$238K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
15.5KNew |
$370K - $424K
|
15.5K
$486K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
43.7KNew |
$1.04M - $1.19M
|
43.7K
$1.37M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
371KNew |
$8.85M - $10.1M
|
371K
$11.6M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$2.48K - $2.65K
|
100
$3.13K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
350New |
$8.36K - $9.02K
|
350
$11K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-228- 1.75% |
$5.45K - $5.88K
|
12.8K
$402K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$35.9K - $38.7K
|
1.5K
$47.1K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 38.46% |
$12K - $13K
|
800
$25.1K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-386- 1.98% |
$9.27K - $10.1K
|
19.1K
$597K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.81KNew |
$43.4K - $47.1K
|
1.81K
$56.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.41KNew |
$130K - $141K
|
5.41K
$170K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.41K+ 540900.0% |
$130K - $141K
|
5.41K
$170K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 0.85% |
$2.32K - $2.5K
|
11.6K
$364K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$971K - $1.04M
|
41.8K
$1.31M
|
|