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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-80.5K- 52.47% |
$2.89M - $2.97M
|
72.9K
$2.72M
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
3.45KNew |
$124K - $127K
|
3.45K
$129K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.94K- 2.46% |
$106K - $108K
|
117K
$4.36M
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-1.65K- 2.75% |
$59.4K - $60.9K
|
58.4K
$2.18M
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.81K+ 26.82% |
$65.1K - $66.7K
|
8.56K
$320K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-4.18K- 9.66% |
$150K - $154K
|
39.1K
$1.46M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-36.1K- 8.27% |
$1.3M - $1.33M
|
400K
$14.9M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
13.3K+ 4.06% |
$479K - $491K
|
341K
$12.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
395+ 2.6% |
$14.2K - $14.6K
|
15.6K
$582K
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
13.6KNew |
$489K - $501K
|
13.6K
$508K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-48.5K- 5.69% |
$1.74M - $1.79M
|
805K
$30M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-2.22K- 28.02% |
$79.9K - $81.9K
|
5.71K
$213K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.81K- 1.64% |
$65.1K - $66.7K
|
109K
$4.06M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-4.08K- 11.38% |
$147K - $150K
|
31.8K
$1.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.99K- 4.12% |
$71.4K - $73.2K
|
46.2K
$1.73M
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-5.41K- 19.82% |
$195K - $200K
|
21.9K
$818K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-428- 2.33% |
$15.4K - $15.8K
|
17.9K
$669K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
SELL
|
- |
-669- 5.27% |
$24K - $24.7K
|
12K
$449K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
78New |
$2.8K - $2.87K
|
78
$2.91K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
262KNew |
$9.43M - $9.67M
|
262K
$9.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-4.09K- 6.77% |
$147K - $151K
|
56.3K
$2.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Foundry Financial Group, Inc.
Laconia, NH |
SELL
|
- |
-42- 0.31% |
$1.51K - $1.55K
|
13.7K
$510K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-52- 0.41% |
$1.87K - $1.92K
|
12.7K
$475K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-2K- 7.69% |
$71.9K - $73.7K
|
24K
$896K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13.1KNew |
$472K - $484K
|
13.1K
$490K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-16.3K- 55.78% |
$586K - $601K
|
12.9K
$483K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-3.62K- 3.43% |
$130K - $134K
|
102K
$3.81M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-6.56K- 5.5% |
$236K - $242K
|
113K
$4.2M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-250- 2.51% |
$8.99K - $9.21K
|
9.71K
$363K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-882- 1.5% |
$31.7K - $32.5K
|
57.9K
$2.16M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-1.46K- 11.42% |
$52.3K - $53.7K
|
11.3K
$422K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.99K- 57.93% |
$143K - $147K
|
2.9K
$108K
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.25K- 9.44% |
$45.1K - $46.2K
|
12K
$449K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-173- 1.07% |
$6.22K - $6.38K
|
16K
$596K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-5.69K- 31.41% |
$204K - $210K
|
12.4K
$464K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-2.05K- 2.07% |
$73.7K - $75.5K
|
96.9K
$3.62M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.95K- 10.61% |
$69.9K - $71.7K
|
16.4K
$612K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
14.4KNew |
$517K - $530K
|
14.4K
$537K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-2.7K- 8.01% |
$97K - $99.5K
|
31K
$1.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-727- 0.92% |
$26.1K - $26.8K
|
78.2K
$2.92M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-3K- 24.49% |
$108K - $111K
|
9.25K
$345K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
356+ 5.03% |
$12.8K - $13.1K
|
7.44K
$278K
|
|
|
Jan 27, 2025
Q4 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.27K- 17.18% |
$45.7K - $46.9K
|
6.13K
$229K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-695- 2.04% |
$25K - $25.6K
|
33.3K
$1.24M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-779- 6.04% |
$28K - $28.7K
|
12.1K
$453K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-109- 0.34% |
$3.92K - $4.02K
|
32.2K
$1.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-270- 1.16% |
$9.7K - $9.95K
|
23K
$857K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.23K- 9.85% |
$116K - $119K
|
29.6K
$1.11M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-10K- 50.83% |
$361K - $370K
|
9.71K
$363K
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-2.26M- 99.47% |
$81.1M - $83.2M
|
12K
$449K
|