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 |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 7.94% |
$354K - $372K
|
120K
$4.37M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.1K- 75.16% |
$1.03M - $1.09M
|
9.96K
$363K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-920- 1.12% |
$31.5K - $33.2K
|
81.4K
$2.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 17.49% |
$2.3K - $2.41K
|
316
$11.5K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-16.9K- 23.23% |
$580K - $609K
|
55.9K
$2.04M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 14.09% |
$863K - $907K
|
153K
$5.6M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.7K- 15.88% |
$401K - $422K
|
62K
$2.26M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-618- 4.66% |
$21.2K - $22.3K
|
12.6K
$461K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.22% |
$960 - $1.01K
|
12.8K
$466K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-798- 5.67% |
$27.4K - $28.8K
|
13.3K
$485K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7KNew |
$58.3K - $61.3K
|
1.7K
$62K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 2.6% |
$96.8K - $102K
|
106K
$3.85M
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 2.57% |
$47.9K - $50.4K
|
53K
$1.94M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-830- 2.61% |
$28.5K - $29.9K
|
30.9K
$1.13M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-196- 0.4% |
$6.72K - $7.06K
|
48.2K
$1.76M
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-212K- 37.75% |
$7.26M - $7.63M
|
349K
$12.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.17% |
$88.2K - $92.7K
|
116K
$4.23M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-345- 5.43% |
$11.8K - $12.4K
|
6.01K
$219K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.95K- 2.9% |
$101K - $106K
|
98.9K
$3.61M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-267- 3.73% |
$9.16K - $9.62K
|
6.88K
$251K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.05K- 21.71% |
$70.4K - $74K
|
7.41K
$270K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50+ 0.31% |
$1.71K - $1.8K
|
16.1K
$589K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.83% |
$38.6K - $40.5K
|
60.3K
$2.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-348- 2.96% |
$11.9K - $12.5K
|
11.4K
$416K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.23% |
$617 - $649
|
7.65K
$279K
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-102- 0.78% |
$3.5K - $3.68K
|
12.9K
$471K
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-2- 0.01% |
$68.6 - $72.1
|
32.3K
$1.18M
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-2K- 5.55% |
$68.4K - $71.9K
|
34K
$1.24M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-117K- 71.22% |
$4.03M - $4.23M
|
47.5K
$1.73M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
464+ 7.01% |
$15.9K - $16.7K
|
7.08K
$258K
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.01% |
$68.6 - $72.1
|
18.1K
$661K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
413+ 1.29% |
$14.2K - $14.9K
|
32.5K
$1.19M
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-8.58K- 16.54% |
$294K - $309K
|
43.3K
$1.58M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-19- 0.04% |
$652 - $685
|
43.2K
$1.58M
|
|
|
Oct 21, 2024
Q3 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-639- 2.68% |
$21.9K - $23K
|
23.2K
$847K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.32K+ 353.38% |
$217K - $228K
|
8.11K
$296K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-119K- 21.47% |
$4.09M - $4.3M
|
436K
$15.9M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 1.67% |
$11K - $11.5K
|
18.8K
$686K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.93K- 3.47% |
$306K - $322K
|
249K
$9.08M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.26% |
$34.5K - $36.3K
|
78.9K
$2.88M
|
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-6.43K- 4.56% |
$220K - $232K
|
135K
$4.91M
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.46K- 6.86% |
$49.9K - $52.4K
|
19.7K
$721K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-6.56K- 12.03% |
$225K - $236K
|
48K
$1.75M
|
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-514- 3.39% |
$17.6K - $18.5K
|
14.6K
$534K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.92K- 1.26% |
$65.8K - $69.1K
|
150K
$5.49M
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
8.56KNew |
$293K - $308K
|
8.56K
$312K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-70- 0.51% |
$2.4K - $2.52K
|
13.6K
$497K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
BUY
|
- |
22.3K+ 0.99% |
$763K - $802K
|
2.27M
$82.8M
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-601- 7.04% |
$20.6K - $21.7K
|
7.93K
$289K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.77K- 12.14% |
$129K - $136K
|
27.3K
$997K
|