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 01, 2024
Q1 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
8.21KNew |
$267K - $281K
|
8.21K
$294K
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12.3KNew |
$399K - $418K
|
12.3K
$439K
|
|
Apr 30, 2024
Q1 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
181+ 0.38% |
$5.89K - $6.18K
|
48.4K
$1.73M
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.13% |
$14K - $14.7K
|
37.8K
$1.35M
|
|
Apr 30, 2024
Q1 2024
|
Straight Path Wealth Management
|
BUY
|
- |
13.3KNew |
$432K - $453K
|
13.3K
$475K
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
123K+ 108.07% |
$4.02M - $4.22M
|
238K
$8.51M
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-278K- 97.89% |
$9.05M - $9.49M
|
5.99K
$215K
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.19KNew |
$201K - $211K
|
6.19K
$221K
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
17.1KNew |
$555K - $582K
|
17.1K
$610K
|
|
Apr 29, 2024
Q1 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
86.7KNew |
$2.82M - $2.96M
|
86.7K
$3.11M
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 9.28% |
$40.7K - $42.7K
|
12.2K
$437K
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30New |
$976 - $1.02K
|
30
$1.07K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$65.1 - $68.3
|
13.7K
$490K
|
|
Apr 24, 2024
Q1 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
19KNew |
$619K - $650K
|
19K
$681K
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.94KNew |
$193K - $203K
|
5.94K
$213K
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.67K- 27.73% |
$86.9K - $91.2K
|
6.96K
$249K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
6.34K+ 96.12% |
$206K - $217K
|
12.9K
$463K
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
18.5K+ 168.95% |
$603K - $633K
|
29.5K
$1.06M
|
|
Apr 17, 2024
Q1 2024
|
Atticus Wealth Management, LLC
|
BUY
|
- |
982+ 3.93% |
$32K - $33.5K
|
25.9K
$929K
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.06K- 1.31% |
$34.4K - $36.1K
|
79.9K
$2.86M
|
|
Apr 16, 2024
Q1 2024
|
Weaver Consulting Group
|
BUY
|
- |
11.9K+ 12.16% |
$386K - $405K
|
109K
$3.92M
|
|
Apr 15, 2024
Q1 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
15.9KNew |
$518K - $543K
|
15.9K
$570K
|
|
Apr 12, 2024
Q1 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-12- 0.04% |
$391 - $410
|
31.1K
$1.11M
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.95K+ 94.17% |
$63.6K - $66.7K
|
4.03K
$144K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$14.6K - $15.4K
|
450
$16.1K
|
|
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
$124K
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.43KNew |
$250K - $275K
|
8.43K
$302K
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-530- 6.18% |
$15.7K - $17.3K
|
8.05K
$288K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$370K - $407K
|
12.5K
$446K
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
13.5KNew |
$402K - $442K
|
13.5K
$485K
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$416K - $458K
|
14K
$502K
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 20.45% |
$43.1K - $47.4K
|
8.55K
$306K
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.94KNew |
$57.5K - $63.3K
|
1.94K
$69.3K
|
|
Jan 22, 2024
Q4 2023
|
Foundry Financial Group, Inc.
Laconia, NH |
BUY
|
- |
13.7KNew |
$406K - $447K
|
13.7K
$490K
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.3K - $65.3K
|
2K
$71.6K
|
|
Jan 18, 2024
Q4 2023
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-16.5K- 72.18% |
$489K - $538K
|
6.35K
$227K
|
|
Jan 12, 2024
Q4 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-82.1K- 76.3% |
$2.44M - $2.68M
|
25.5K
$913K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.6K- 11.06% |
$196K - $216K
|
53.1K
$1.9M
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
18.4K+ 159.48% |
$547K - $602K
|
30K
$1.07M
|
|
Q3 2023 | |||||||
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-98- 0.67% |
$2.98K - $3.07K
|
14.5K
$521K
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$38.5K - $39.7K
|
1.27K
$45.4K
|
|
Nov 01, 2023
Q3 2023
|
Calton & Associates, Inc.
|
BUY
|
- |
9.36KNew |
$284K - $293K
|
9.36K
$335K
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-258K- 38.82% |
$7.82M - $8.06M
|
406K
$14.5M
|
|
Q2 2023 | |||||||
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 0.03% |
$29.2 - $30.8
|
3.22K
$115K
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
259New |
$7.56K - $7.97K
|
259
$9.27K
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.9KNew |
$201K - $212K
|
6.9K
$247K
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
160KNew |
$4.66M - $4.91M
|
160K
$5.71M
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.55K- 47.74% |
$45.3K - $47.8K
|
1.7K
$60.9K
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.78K- 16.99% |
$139K - $147K
|
23.3K
$835K
|