Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-779- 6.04% |
$28K - $28.7K
|
12.1K
$449K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-695- 2.04% |
$25K - $25.6K
|
33.3K
$1.23M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-109- 0.34% |
$3.92K - $4.02K
|
32.2K
$1.19M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-270- 1.16% |
$9.7K - $9.95K
|
23K
$851K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.23K- 9.85% |
$116K - $119K
|
29.6K
$1.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16K- 33.43% |
$577K - $591K
|
32K
$1.18M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.26M- 99.47% |
$81.1M - $83.2M
|
12K
$446K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-3.45K- 2.29% |
$124K - $127K
|
147K
$5.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 50.83% |
$361K - $370K
|
9.71K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
14.5KNew |
$519K - $532K
|
14.5K
$536K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-5.65K- 1.62% |
$203K - $208K
|
344K
$12.7M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
849New |
$30.5K - $31.3K
|
849
$31.5K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-15.3K- 21.58% |
$548K - $562K
|
55.4K
$2.05M
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9K+ 33.85% |
$104K - $107K
|
11.5K
$424K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-4.83K- 11.4% |
$174K - $178K
|
37.6K
$1.39M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-1.02K- 1.19% |
$36.7K - $37.6K
|
84.9K
$3.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-352- 2.4% |
$12.7K - $13K
|
14.3K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-16.9K- 10.55% |
$607K - $622K
|
143K
$5.31M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-4.43K- 12.98% |
$159K - $163K
|
29.7K
$1.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.42K- 1.06% |
$51.1K - $52.4K
|
133K
$4.93M
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-2.1K- 52.02% |
$75.3K - $77.2K
|
1.93K
$71.7K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.09K- 1.04% |
$39.2K - $40.2K
|
104K
$3.85M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.13% |
$960 - $1.01K
|
21.1K
$783K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.35KNew |
$252K - $265K
|
7.35K
$272K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.05% |
$446 - $469
|
28.4K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
866New |
$29.7K - $31.2K
|
866
$32.1K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 0.35% |
$3.63K - $3.82K
|
29.8K
$1.11M
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
295+ 1.15% |
$10.1K - $10.6K
|
26K
$965K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 0.76% |
$6.86K - $7.21K
|
26K
$964K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.71K- 19.93% |
$58.7K - $61.7K
|
6.88K
$255K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-116K- 3.93% |
$3.99M - $4.2M
|
2.84M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.12K- 14.06% |
$107K - $113K
|
19.1K
$707K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.5K- 35.71% |
$1.11M - $1.17M
|
58.5K
$2.17M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 29.24% |
$1.57M - $1.65M
|
111K
$4.1M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-59- 0.14% |
$2.02K - $2.13K
|
42.5K
$1.58M
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.44K- 10.14% |
$118K - $124K
|
30.5K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.45KNew |
$324K - $341K
|
9.45K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.64K+ 90.93% |
$228K - $239K
|
13.9K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.82K+ 2.11% |
$62.4K - $65.6K
|
88.1K
$3.26M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 2.29% |
$95.7K - $101K
|
119K
$4.42M
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$232K - $243K
|
6.75K
$250K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-600- 30.0% |
$20.6K - $21.6K
|
1.4K
$51.9K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10K- 4.33% |
$344K - $361K
|
221K
$8.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 6.45% |
$35K - $36.8K
|
14.8K
$548K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.58K- 25.43% |
$191K - $201K
|
16.4K
$607K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 25.92% |
$430K - $451K
|
35.8K
$1.33M
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.2KNew |
$520K - $546K
|
15.2K
$562K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.2KNew |
$419K - $440K
|
12.2K
$453K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 13.28% |
$740K - $778K
|
141K
$5.23M
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.61K- 13.67% |
$227K - $238K
|
41.7K
$1.55M
|
|