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 |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
20.6KNew |
$672K - $705K
|
20.6K
$756K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
60.6K+ 132.32% |
$1.97M - $2.07M
|
106K
$3.9M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
16K+ 14.9% |
$521K - $547K
|
124K
$4.53M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
17.1KNew |
$555K - $583K
|
17.1K
$625K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
22K+ 176.95% |
$718K - $753K
|
34.5K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
10.7KNew |
$350K - $367K
|
10.7K
$394K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
16.4K+ 263.52% |
$534K - $561K
|
22.6K
$830K
|
|
|
May 13, 2024
Q1 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
1.1KNew |
$35.8K - $37.6K
|
1.1K
$40.3K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.94K- 28.33% |
$95.7K - $100K
|
7.44K
$273K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-473K- 99.61% |
$15.4M - $16.2M
|
1.85K
$67.7K
|
|
|
May 10, 2024
Q1 2024
|
Orion Capital Management LLC
|
BUY
|
- |
500+ 3.33% |
$16.3K - $17.1K
|
15.5K
$568K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.2K - $11.8K
|
345
$12.6K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
605+ 3.96% |
$19.7K - $20.7K
|
15.9K
$582K
|
|
|
May 07, 2024
Q1 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-211- 1.14% |
$6.87K - $7.21K
|
18.3K
$672K
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
3.09K+ 11.62% |
$101K - $106K
|
29.7K
$1.09M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
6.05KNew |
$197K - $207K
|
6.05K
$222K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.95KNew |
$324K - $340K
|
9.95K
$364K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 21.79% |
$73K - $76.6K
|
12.5K
$459K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
3.62K+ 39.58% |
$118K - $124K
|
12.8K
$467K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.02KNew |
$33.3K - $35K
|
1.02K
$37.5K
|
|
|
May 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.21KNew |
$267K - $281K
|
8.21K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
55.3K+ 13.8% |
$1.8M - $1.89M
|
456K
$16.7M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.3KNew |
$399K - $418K
|
12.3K
$449K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.13% |
$14K - $14.7K
|
37.8K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
123K+ 108.07% |
$4.02M - $4.22M
|
238K
$8.71M
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-278K- 97.89% |
$9.05M - $9.49M
|
5.99K
$220K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.19KNew |
$201K - $211K
|
6.19K
$227K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 9.28% |
$40.7K - $42.7K
|
12.2K
$447K
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17.1KNew |
$555K - $582K
|
17.1K
$625K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$976 - $1.02K
|
30
$1.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19KNew |
$619K - $650K
|
19K
$697K
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.94KNew |
$193K - $203K
|
5.94K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.67K- 27.73% |
$86.9K - $91.2K
|
6.96K
$255K
|
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
982+ 3.93% |
$32K - $33.5K
|
25.9K
$951K
|
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.9KNew |
$518K - $543K
|
15.9K
$583K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.95K+ 94.17% |
$63.6K - $66.7K
|
4.03K
$148K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$14.6K - $15.4K
|
450
$16.5K
|
|
| Q4 2023 | |||||||
|
Jun 27, 2024
Q4 2023
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-567KClosed |
$16.8M - $18.5M
|
0
$0
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.47KNew |
$103K - $113K
|
3.47K
$127K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-530- 6.18% |
$15.7K - $17.3K
|
8.05K
$295K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$250K - $275K
|
8.43K
$309K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$370K - $407K
|
12.5K
$456K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$416K - $458K
|
14K
$514K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
13.5KNew |
$402K - $442K
|
13.5K
$496K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 20.45% |
$43.1K - $47.4K
|
8.55K
$313K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.94KNew |
$57.5K - $63.3K
|
1.94K
$71K
|
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
13.7KNew |
$406K - $447K
|
13.7K
$502K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.3K - $65.3K
|
2K
$73.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-82.1K- 76.3% |
$2.44M - $2.68M
|
25.5K
$935K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.6K- 11.06% |
$196K - $216K
|
53.1K
$1.94M
|
|