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 |
---|---|---|---|---|---|---|---|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
4.1K+ 2427.81% |
$137K - $156K
|
4.27K
$165K
|
|
Aug 15, 2025
Q2 2025
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
8.33K+ 40.88% |
$279K - $317K
|
28.7K
$1.11M
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-26.9K- 78.72% |
$900K - $1.02M
|
7.27K
$281K
|
|
Aug 14, 2025
Q2 2025
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-55- 0.63% |
$1.84K - $2.09K
|
8.67K
$336K
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
10.9K+ 3.31% |
$365K - $414K
|
340K
$13.2M
|
|
Aug 14, 2025
Q2 2025
|
Talon Private Wealth, LLC
The Villages, FL |
SELL
|
- |
-3.86K- 7.04% |
$129K - $147K
|
50.9K
$1.97M
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.45K+ 4.98% |
$115K - $131K
|
72.7K
$2.81M
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.8K- 10.6% |
$127K - $144K
|
32K
$1.24M
|
|
Aug 14, 2025
Q2 2025
|
Ubs Group Ag
|
BUY
|
- |
7.14KNew |
$239K - $271K
|
7.14K
$277K
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
499K+ 3816.62% |
$16.7M - $19M
|
512K
$19.8M
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
56.2K+ 63.94% |
$1.88M - $2.14M
|
144K
$5.58M
|
|
Aug 14, 2025
Q2 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-346- 1.42% |
$11.6K - $13.2K
|
24K
$931K
|
|
Aug 14, 2025
Q2 2025
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-41.6K- 1.12% |
$1.39M - $1.58M
|
3.67M
$142M
|
|
Aug 14, 2025
Q2 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
162New |
$5.42K - $6.16K
|
162
$6.27K
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-2.96K- 0.88% |
$98.9K - $112K
|
331K
$12.8M
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-17K- 4.31% |
$570K - $648K
|
378K
$14.7M
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-2.3K- 4.84% |
$77K - $87.5K
|
45.2K
$1.75M
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
3.05K+ 60.94% |
$102K - $116K
|
8.05K
$312K
|
|
Aug 14, 2025
Q2 2025
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-15.2K- 69.59% |
$507K - $576K
|
6.62K
$256K
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
133+ 1.07% |
$4.45K - $5.06K
|
12.5K
$485K
|
|
Aug 14, 2025
Q2 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
1.66K+ 11.39% |
$55.6K - $63.2K
|
16.3K
$630K
|
|
Aug 14, 2025
Q2 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.74K- 3.22% |
$58.3K - $66.2K
|
52.4K
$2.03M
|
|
Aug 14, 2025
Q2 2025
|
Betterment LLC
New York, NY |
SELL
|
- |
-820- 6.86% |
$27.4K - $31.2K
|
11.1K
$431K
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
12.1K+ 64.46% |
$404K - $459K
|
30.8K
$1.19M
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
5K+ 23.11% |
$167K - $190K
|
26.6K
$1.03M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-268K- 37.13% |
$8.98M - $10.2M
|
454K
$17.6M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-20.3K- 41.93% |
$679K - $772K
|
28.1K
$1.09M
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-15.7K- 8.19% |
$526K - $597K
|
176K
$6.82M
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.99KNew |
$66.7K - $75.8K
|
1.99K
$77.2K
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1- -0.0% |
$33.5 - $38
|
39.3K
$1.52M
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-6.36K- 12.37% |
$213K - $242K
|
45.1K
$1.75M
|
|
Aug 13, 2025
Q2 2025
|
Grantvest Financial Group LLC
Matawan, NJ |
BUY
|
- |
3.05K+ 49.2% |
$102K - $116K
|
9.25K
$358K
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
9.01K+ 4.23% |
$301K - $342K
|
222K
$8.6M
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-3.65K- 4.9% |
$122K - $139K
|
70.7K
$2.74M
|
|
Aug 12, 2025
Q2 2025
|
Archer Investment Corp
|
SELL
|
- |
-14K- 27.24% |
$468K - $532K
|
37.4K
$1.45M
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
17.3K+ 24.96% |
$579K - $658K
|
86.7K
$3.36M
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-510- 1.2% |
$17.1K - $19.4K
|
41.8K
$1.62M
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
917+ 12.77% |
$30.7K - $34.9K
|
8.1K
$314K
|
|
Aug 12, 2025
Q2 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-1.2K- 10.53% |
$40.2K - $45.6K
|
10.2K
$395K
|
|
Aug 12, 2025
Q2 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-12.5K- 49.34% |
$417K - $473K
|
12.8K
$495K
|
|
Aug 11, 2025
Q2 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
4.01KNew |
$134K - $152K
|
4.01K
$155K
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
20.4K+ 13.06% |
$682K - $775K
|
176K
$6.83M
|
|
Aug 11, 2025
Q2 2025
|
Bellwether Advisors, LLC
|
BUY
|
- |
27.7K+ 106.94% |
$926K - $1.05M
|
53.5K
$2.07M
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
184+ 0.54% |
$6.16K - $6.99K
|
34.5K
$1.34M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.24K+ 77.35% |
$75K - $85.1K
|
5.14K
$199K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-211- 0.38% |
$7.06K - $8.02K
|
56K
$2.17M
|
|
Aug 11, 2025
Q2 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-485- 4.86% |
$16.2K - $18.4K
|
9.5K
$368K
|
|
Aug 11, 2025
Q2 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
1.3KNew |
$43.5K - $49.4K
|
1.3K
$50.3K
|
|
Aug 11, 2025
Q2 2025
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.5K - $13.1K
|
345
$13.4K
|