Latest Institutional Transactions on Innovator Growth 100 Power Buf (NJUL)
This table provides information on the latest institutional transactions involving Innovator Growth 100 Power Buf (NJUL) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
4.73KNew |
$257K - $273K
|
4.73K
$290K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.05K- 4.27% |
$57K - $60.6K
|
23.5K
$1.44M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-26.8K- 69.29% |
$1.45M - $1.54M
|
11.9K
$727K
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-1.09K- 76.45% |
$59.2K - $62.9K
|
336
$20.6K
|
|
|
May 08, 2024
Q1 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-166K- 91.08% |
$8.98M - $9.54M
|
16.2K
$994K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
SELL
|
- |
-600- 8.48% |
$32.6K - $34.6K
|
6.48K
$397K
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.98KNew |
$216K - $229K
|
3.98K
$244K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.9K- 16.42% |
$103K - $110K
|
9.67K
$593K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.34K- 35.77% |
$127K - $135K
|
4.2K
$258K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.79KNew |
$288K - $319K
|
5.79K
$355K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
11New |
$547 - $607
|
11
$675
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
7.09KNew |
$352K - $391K
|
7.09K
$435K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-400- 9.88% |
$19.9K - $22.1K
|
3.65K
$224K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
625New |
$31.1K - $34.5K
|
625
$38.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-1.9K- 27.55% |
$94.2K - $105K
|
4.98K
$306K
|
|
|
Feb 07, 2024
Q4 2023
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
BUY
|
- |
5.12KNew |
$254K - $282K
|
5.12K
$314K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
BUY
|
- |
4.2K+ 36.91% |
$209K - $232K
|
15.6K
$956K
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.19K- 35.23% |
$159K - $176K
|
5.87K
$360K
|
|
|
Jan 24, 2024
Q4 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
3.65KNew |
$181K - $201K
|
3.65K
$224K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
3New |
$149 - $165
|
3
$184
|
|
| Q3 2023 | |||||||
|
Nov 03, 2023
Q3 2023
|
Castle Wealth Management LLC
|
BUY
|
- |
7.01KNew |
$354K - $367K
|
7.01K
$430K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
4.91KNew |
$248K - $257K
|
4.91K
$301K
|
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
7.96KNew |
$402K - $417K
|
7.96K
$488K
|
|
|
Nov 01, 2023
Q3 2023
|
Prw Wealth Management LLC
|
SELL
|
- |
-13.8K- 73.4% |
$696K - $723K
|
5K
$307K
|
|
|
Oct 11, 2023
Q3 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
4.43KNew |
$224K - $232K
|
4.43K
$272K
|
|
|
Oct 05, 2023
Q3 2023
|
Keystone Wealth Services, LLC
|
BUY
|
- |
6.1KNew |
$308K - $320K
|
6.1K
$374K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
488New |
$23.1K - $25K
|
488
$29.9K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
866New |
$40.9K - $44.4K
|
866
$53.1K
|
|
| Q1 2023 | |||||||
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
45New |
$1.89K - $2.16K
|
45
$2.76K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 4.66% |
$2.86K - $3.26K
|
1.39K
$85.3K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.2KNew |
$92.6K - $105K
|
2.2K
$135K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9.34KNew |
$393K - $447K
|
9.34K
$573K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-215- 0.76% |
$9.05K - $10.3K
|
28.2K
$1.73M
|
|
| Q4 2022 | |||||||
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
8.17KNew |
$338K - $365K
|
8.17K
$501K
|
|
|
May 11, 2023
Q4 2022
|
Tucker Asset Management LLC
Littleton, CO |
SELL
|
- |
-1.88KClosed |
$77.6K - $83.9K
|
0
$0
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
40.9KNew |
$1.69M - $1.83M
|
40.9K
$2.51M
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-67- 23.34% |
$2.82K - $3.11K
|
220
$13.5K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
32.6KNew |
$1.37M - $1.51M
|
32.6K
$2M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
483KNew |
$20.3M - $22.4M
|
483K
$29.6M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
14.3KNew |
$599K - $661K
|
14.3K
$875K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.39K+ 17.48% |
$58.4K - $64.4K
|
9.34K
$573K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-66- 6.19% |
$2.75K - $3.15K
|
1K
$61.3K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$20.9K - $23.8K
|
500
$30.7K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.05K- 5.34% |
$85.5K - $97.7K
|
36.3K
$2.23M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-353- 6.88% |
$14.7K - $16.8K
|
4.78K
$293K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-175Closed |
$7.75K - $8.45K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
60.3KNew |
$2.67M - $2.91M
|
60.3K
$3.7M
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-980Closed |
$45.1K - $47.2K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-240Closed |
$11K - $11.4K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-10.1KClosed |
$463K - $477K
|
0
$0
|
|