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 |
|---|---|---|---|---|---|---|---|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.79K+ 58.11% |
$186K - $198K
|
18.5K
$543K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$532 - $565
|
20
$588
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.42K- 10.25% |
$117K - $125K
|
38.7K
$1.14M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-125- 3.05% |
$3.32K - $3.53K
|
3.98K
$117K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
426New |
$11.3K - $12K
|
426
$12.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
1.6KNew |
$42.5K - $45.2K
|
1.6K
$47.1K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-5.64K- 40.65% |
$148K - $158K
|
8.24K
$242K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-2.32K- 4.63% |
$60.9K - $65.3K
|
47.9K
$1.41M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$276K - $295K
|
10.5K
$309K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.5K- 35.85% |
$223K - $239K
|
15.2K
$447K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
186KNew |
$4.89M - $5.24M
|
186K
$5.49M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-1.38K- 3.28% |
$36.2K - $38.7K
|
40.6K
$1.2M
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-3.74K- 2.2% |
$98K - $105K
|
166K
$4.89M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-5.59K- 27.77% |
$146K - $157K
|
14.5K
$427K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-959- 7.02% |
$25.1K - $26.9K
|
12.7K
$374K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.85KNew |
$44.2K - $50.6K
|
1.85K
$54.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
20KNew |
$476K - $545K
|
20K
$587K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.59KNew |
$205K - $235K
|
8.59K
$253K
|
|
|
Feb 13, 2024
Q4 2023
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-2.62K- 0.68% |
$62.4K - $71.5K
|
383K
$11.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2KNew |
$47.7K - $54.6K
|
2K
$58.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-10.7K- 25.85% |
$255K - $292K
|
30.6K
$901K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$182K - $208K
|
7.61K
$224K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
15.5KNew |
$370K - $424K
|
15.5K
$457K
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
43.7KNew |
$1.04M - $1.19M
|
43.7K
$1.29M
|
|
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
371KNew |
$8.85M - $10.1M
|
371K
$10.9M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$2.48K - $2.65K
|
100
$2.94K
|
|
| Q2 2023 | |||||||
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
350New |
$8.36K - $9.02K
|
350
$10.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-228- 1.75% |
$5.45K - $5.88K
|
12.8K
$377K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$35.9K - $38.7K
|
1.5K
$44.2K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-500- 38.46% |
$12K - $13K
|
800
$23.5K
|
|
|
May 12, 2023
Q1 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-386- 1.98% |
$9.27K - $10.1K
|
19.1K
$561K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.81KNew |
$43.4K - $47.1K
|
1.81K
$53.1K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.41K+ 540900.0% |
$130K - $141K
|
5.41K
$159K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.41KNew |
$130K - $141K
|
5.41K
$159K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$24K - $26.1K
|
1K
$29.4K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-100- 0.85% |
$2.32K - $2.5K
|
11.6K
$341K
|
|
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$971K - $1.04M
|
41.8K
$1.23M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
90New |
$2.09K - $2.25K
|
90
$2.65K
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.8KNew |
$296K - $318K
|
12.8K
$375K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
500New |
$11.6K - $12.5K
|
500
$14.7K
|
|
| Q3 2022 | |||||||
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.06KNew |
$208K - $229K
|
9.06K
$267K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.17K+ 22.26% |
$142K - $156K
|
33.9K
$997K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-15.8KClosed |
$358K - $409K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-145KClosed |
$3.29M - $3.76M
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3KClosed |
$73.8K - $79.8K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-8.04KClosed |
$198K - $214K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
SELL
|
- |
-44.3KClosed |
$1.09M - $1.18M
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-7.73KClosed |
$190K - $206K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-1.36K- 29.14% |
$34.8K - $36.3K
|
3.31K
$97.4K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
300New |
$7.67K - $8K
|
300
$8.83K
|
|