Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PDEC)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PDEC) 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 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-366- 35.43% |
N/A
|
667
$0
|
|
|
May 16, 2022
Q1 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-1.33K- 9.01% |
N/A
|
13.4K
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
21.9KNew |
N/A
|
21.9K
$0
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
500New |
N/A
|
500
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
14.3KNew |
N/A
|
14.3K
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-22.5KClosed |
N/A
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
700New |
N/A
|
700
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-99.6KClosed |
N/A
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.59KClosed |
N/A
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Alera Investment Advisors, LLC
|
BUY
|
- |
24.2KNew |
N/A
|
24.2K
$0
|
|
| Q3 2021 | |||||||
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-28.2KClosed |
N/A
|
0
$0
|
|
|
Oct 14, 2021
Q3 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-11.4KClosed |
N/A
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 06, 2021
Q2 2021
|
Fifth Third Bancorp
|
SELL
|
- |
-934Closed |
N/A
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-329KClosed |
N/A
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.75KClosed |
N/A
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.49KClosed |
N/A
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-26.9KClosed |
N/A
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-23.6KClosed |
N/A
|
0
$0
|
|
|
Feb 12, 2021
Q4 2020
|
Waddell & Associates, LLC
|
SELL
|
- |
-22.6KClosed |
N/A
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-27KClosed |
N/A
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 05, 2020
Q1 2020
|
Round Table Services, LLC
|
SELL
|
- |
-13.2KClosed |
N/A
|
0
$0
|
|