Purchases and Sales Made in Q3 2024 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) during Q3 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.85K- 3.76% |
$50.6K - $54K
|
47.4K
$1.43M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.86K- 6.88% |
$50.8K - $54.3K
|
25.1K
$758K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.31K- 3.92% |
$63.1K - $67.4K
|
56.5K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.47K- 11.1% |
$67.7K - $72.3K
|
19.8K
$598K
|
|
|
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
|
Crown Wealth Group, LLC
|
SELL
|
- |
-3.53K- 14.26% |
$96.5K - $103K
|
21.2K
$640K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.26K- 17.73% |
$117K - $125K
|
19.8K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-4.5K- 71.46% |
$123K - $132K
|
1.8K
$54.2K
|
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-5.69K- 33.39% |
$156K - $166K
|
11.3K
$342K
|
|
|
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
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-17.3K- 32.66% |
$473K - $505K
|
35.6K
$1.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-21.2K- 61.84% |
$581K - $621K
|
13.1K
$395K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-27K- 8.33% |
$740K - $790K
|
297K
$8.97M
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-35.6K- 94.26% |
$975K - $1.04M
|
2.17K
$65.4K
|