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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.13% |
$960 - $1.01K
|
21.1K
$778K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.35KNew |
$252K - $265K
|
7.35K
$271K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
295+ 1.15% |
$10.1K - $10.6K
|
26K
$959K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-106- 0.35% |
$3.63K - $3.82K
|
29.8K
$1.1M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
866New |
$29.7K - $31.2K
|
866
$31.9K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13+ 0.05% |
$446 - $469
|
28.4K
$1.05M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-32.5K- 35.71% |
$1.11M - $1.17M
|
58.5K
$2.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-3.12K- 14.06% |
$107K - $113K
|
19.1K
$703K
|
|
|
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
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.71K- 19.93% |
$58.7K - $61.7K
|
6.88K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
1.82K+ 2.11% |
$62.4K - $65.6K
|
88.1K
$3.24M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-45.7K- 29.24% |
$1.57M - $1.65M
|
111K
$4.07M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-59- 0.14% |
$2.02K - $2.13K
|
42.5K
$1.57M
|
|
|
Nov 14, 2024
Q3 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-2.79K- 2.29% |
$95.7K - $101K
|
119K
$4.39M
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-4.48K- 4.09% |
$153K - $161K
|
105K
$3.87M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.45KNew |
$324K - $341K
|
9.45K
$348K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
6.64K+ 90.93% |
$228K - $239K
|
13.9K
$514K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.44K- 10.14% |
$118K - $124K
|
30.5K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-200- 0.76% |
$6.86K - $7.21K
|
26K
$958K
|
|
|
Nov 14, 2024
Q3 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
6.75KNew |
$232K - $243K
|
6.75K
$249K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-600- 30.0% |
$20.6K - $21.6K
|
1.4K
$51.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4K+ 40.39% |
$632K - $664K
|
64K
$2.36M
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-10K- 4.33% |
$344K - $361K
|
221K
$8.15M
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.02K- 6.45% |
$35K - $36.8K
|
14.8K
$545K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.58K- 25.43% |
$191K - $201K
|
16.4K
$603K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.2KNew |
$520K - $546K
|
15.2K
$558K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-12.5K- 25.92% |
$430K - $451K
|
35.8K
$1.32M
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
12.2KNew |
$419K - $440K
|
12.2K
$450K
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-6.61K- 13.67% |
$227K - $238K
|
41.7K
$1.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.4K- 15.23% |
$494K - $519K
|
80.1K
$2.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.02K- 6.94% |
$275K - $289K
|
108K
$3.96M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-590- 6.21% |
$20.2K - $21.3K
|
8.92K
$329K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-21.6K- 13.28% |
$740K - $778K
|
141K
$5.19M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.05K+ 9.38% |
$173K - $182K
|
58.8K
$2.17M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 6.49% |
$781K - $820K
|
328K
$12.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 3.99% |
$1.22M - $1.28M
|
853K
$31.4M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 4.05% |
$51.8K - $54.5K
|
35.8K
$1.32M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.77K- 10.23% |
$267K - $280K
|
68.2K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.39K- 6.81% |
$151K - $158K
|
60.1K
$2.21M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 29.44% |
$892K - $938K
|
62.4K
$2.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.85K+ 15.67% |
$235K - $247K
|
50.6K
$1.86M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 10.87% |
$806K - $847K
|
193K
$7.1M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-980- 6.24% |
$33.6K - $35.3K
|
14.7K
$543K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.01% |
$34.3 - $36
|
13.8K
$510K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-372- 0.56% |
$12.8K - $13.4K
|
66.4K
$2.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-597- 3.15% |
$20.5K - $21.5K
|
18.3K
$675K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-194- 0.36% |
$6.65K - $6.99K
|
53K
$1.95M
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.1K+ 5.88% |
$2.1M - $2.2M
|
1.1M
$40.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.15K- 5.59% |
$73.7K - $77.4K
|
36.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 84.99% |
$3.78M - $3.97M
|
19.4K
$716K
|