Latest Institutional Purchases of Innovator U.S. Small Cap Power (KJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
426New |
$11.3K - $12K
|
426
$12.9K
|
|
|
Jul 10, 2024
Q2 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
236+ 0.67% |
$6.28K - $6.67K
|
35.4K
$1.07M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
20New |
$532 - $565
|
20
$603
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
186KNew |
$4.89M - $5.24M
|
186K
$5.63M
|
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
37.8K+ 500.05% |
$991K - $1.06M
|
45.3K
$1.37M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
10.5KNew |
$276K - $295K
|
10.5K
$317K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
1.41KNew |
$36.9K - $39.6K
|
1.41K
$42.5K
|
|
| Q4 2023 | |||||||
|
Jan 30, 2024
Q4 2023
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
371KNew |
$8.85M - $10.1M
|
371K
$11.2M
|
|
|
Jan 30, 2024
Q4 2023
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
43.7KNew |
$1.04M - $1.19M
|
43.7K
$1.32M
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
20KNew |
$476K - $545K
|
20K
$602K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
BUY
|
- |
15.5KNew |
$370K - $424K
|
15.5K
$468K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.59KNew |
$205K - $235K
|
8.59K
$259K
|
|
|
Feb 08, 2024
Q4 2023
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
7.61KNew |
$182K - $208K
|
7.61K
$230K
|
|
|
Jan 10, 2024
Q4 2023
|
Diligent Investors, LLC
|
BUY
|
- |
5.75K+ 9.31% |
$137K - $157K
|
67.5K
$2.04M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2KNew |
$47.7K - $54.6K
|
2K
$60.3K
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.85KNew |
$44.2K - $50.6K
|
1.85K
$55.8K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
23.3KNew |
$578K - $616K
|
23.3K
$702K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
17K+ 3400.0% |
$422K - $450K
|
17.5K
$528K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
100New |
$2.48K - $2.65K
|
100
$3.02K
|
|
| Q2 2023 | |||||||
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.5KNew |
$35.9K - $38.7K
|
1.5K
$45.3K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
350New |
$8.36K - $9.02K
|
350
$10.6K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
78+ 0.63% |
$1.86K - $2.01K
|
12.5K
$378K
|
|
| Q1 2023 | |||||||
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
5.41KNew |
$130K - $141K
|
5.41K
$163K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
5.41K+ 540900.0% |
$130K - $141K
|
5.41K
$163K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
1.81KNew |
$43.4K - $47.1K
|
1.81K
$54.5K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1KNew |
$24K - $26.1K
|
1K
$30.2K
|
|
| Q4 2022 | |||||||
|
Feb 15, 2023
Q4 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
41.8KNew |
$971K - $1.04M
|
41.8K
$1.26M
|
|
|
Feb 09, 2023
Q4 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
12.8KNew |
$296K - $318K
|
12.8K
$385K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
500New |
$11.6K - $12.5K
|
500
$15.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
90New |
$2.09K - $2.25K
|
90
$2.72K
|
|
| Q3 2022 | |||||||
|
Sep 11, 2024
Q3 2022
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
9.06KNew |
$208K - $229K
|
9.06K
$273K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.17K+ 22.26% |
$142K - $156K
|
33.9K
$1.02M
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
BUY
|
- |
300New |
$7.67K - $8K
|
300
$9.05K
|
|
| Q1 2021 | |||||||
|
May 14, 2021
Q1 2021
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
176New |
$4.53K - $4.65K
|
176
$5.31K
|
|