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 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
2.2KNew |
$92.6K - $105K
|
2.2K
$149K
|
|
|
Apr 13, 2023
Q1 2023
|
Cambridge Advisors Inc.
|
SELL
|
- |
-215- 0.76% |
$9.05K - $10.3K
|
28.2K
$1.91M
|
|
| Q4 2022 | |||||||
|
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
$2.78M
|
|
| Q3 2022 | |||||||
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-67- 23.34% |
$2.82K - $3.11K
|
220
$14.9K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
32.6KNew |
$1.37M - $1.51M
|
32.6K
$2.21M
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
483KNew |
$20.3M - $22.4M
|
483K
$32.7M
|
|
|
Oct 21, 2022
Q3 2022
|
Asset Management Corp
|
BUY
|
- |
14.3KNew |
$599K - $661K
|
14.3K
$967K
|
|
|
Oct 17, 2022
Q3 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
1.39K+ 17.48% |
$58.4K - $64.4K
|
9.34K
$633K
|
|
| 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
$67.8K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$20.9K - $23.8K
|
500
$33.9K
|
|
|
Jul 22, 2022
Q2 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-2.05K- 5.34% |
$85.5K - $97.7K
|
36.3K
$2.46M
|
|
|
Jul 19, 2022
Q2 2022
|
Diversified, LLC
|
SELL
|
- |
-353- 6.88% |
$14.7K - $16.8K
|
4.78K
$324K
|
|
| 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
$4.09M
|
|
| 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
|
|
| Q2 2021 | |||||||
|
Aug 11, 2021
Q2 2021
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-157KClosed |
$7.13M - $7.23M
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-130Closed |
$5.92K - $6K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.21KClosed |
$55.3K - $56.1K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-100Closed |
$4.56K - $4.62K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Claro Advisors LLC
Boston, MA |
SELL
|
- |
-6.02KClosed |
$267K - $273K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.25KClosed |
$52.6K - $55.9K
|
0
$0
|
|
|
Jan 28, 2021
Q4 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-9.54KClosed |
$401K - $426K
|
0
$0
|
|