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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
18.4K+ 159.48% |
$547K - $602K
|
30K
$1.1M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$38.5K - $39.7K
|
1.27K
$46.5K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-258K- 38.82% |
$7.82M - $8.06M
|
406K
$14.9M
|
|
| Q2 2023 | |||||||
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-1- 0.03% |
$29.2 - $30.8
|
3.22K
$118K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
259New |
$7.56K - $7.97K
|
259
$9.49K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.9KNew |
$201K - $212K
|
6.9K
$253K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
160KNew |
$4.66M - $4.91M
|
160K
$5.85M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.78K- 16.99% |
$139K - $147K
|
23.3K
$855K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
300New |
$8.76K - $9.24K
|
300
$11K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-255K- 97.17% |
$7.45M - $7.86M
|
7.42K
$272K
|
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-44K- 82.5% |
$1.29M - $1.36M
|
9.33K
$342K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-176- 26.04% |
$4.96K - $5.16K
|
500
$18.3K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.53K+ 13.19% |
$99.5K - $104K
|
30.3K
$1.11M
|
|
|
Jun 21, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15.5KNew |
$436K - $454K
|
15.5K
$568K
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.5KNew |
$436K - $454K
|
15.5K
$568K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.48KNew |
$267K - $278K
|
9.48K
$347K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25.6KNew |
$721K - $751K
|
25.6K
$938K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$325K - $338K
|
11.5K
$423K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.5KNew |
$436K - $454K
|
15.5K
$568K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
172New |
$4.84K - $5.04K
|
172
$6.3K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 363.81% |
$304K - $316K
|
13.8K
$504K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
4KNew |
$113K - $117K
|
4K
$147K
|
|
|
Apr 24, 2023
Q1 2023
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
51.6KNew |
$1.45M - $1.51M
|
51.6K
$1.89M
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-5.6K- 88.89% |
$158K - $164K
|
700
$25.6K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24.5KNew |
$691K - $719K
|
24.5K
$899K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7KNew |
$197K - $205K
|
7K
$256K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.69KNew |
$216K - $225K
|
7.69K
$282K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.7K- 6.24% |
$71.8K - $77.2K
|
40.6K
$1.49M
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.71KNew |
$45.3K - $48.7K
|
1.71K
$62.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.1KNew |
$215K - $231K
|
8.1K
$297K
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.5K- 73.45% |
$572K - $614K
|
7.77K
$285K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$53.2 - $57.2
|
2
$73.3
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-380- 1.35% |
$10.1K - $11K
|
27.7K
$1.02M
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
3K+ 9.77% |
$79.2K - $88.5K
|
33.7K
$1.23M
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
13.5K+ 3.51% |
$358K - $400K
|
400K
$14.6M
|
|
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.49K+ 13.31% |
$65.9K - $73.6K
|
21.2K
$778K
|
|
|
Jul 27, 2022
Q2 2022
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-810- 6.3% |
$21.4K - $23.9K
|
12.1K
$442K
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.99KClosed |
$185K - $206K
|
0
$0
|
|
|
Jul 14, 2022
Q2 2022
|
Berkshire Money Management, Inc.
|
BUY
|
- |
81.9KNew |
$2.16M - $2.42M
|
81.9K
$3M
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-645Closed |
$17K - $19K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-3KClosed |
$84.3K - $89.1K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
15.3K+ 165.93% |
$431K - $455K
|
24.5K
$899K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
243KNew |
$6.84M - $7.22M
|
243K
$8.91M
|
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.3KNew |
$430K - $454K
|
15.3K
$561K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.71KNew |
$48.1K - $50.8K
|
1.71K
$62.7K
|
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
141New |
$3.96K - $4.19K
|
141
$5.17K
|
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.51KNew |
$239K - $253K
|
8.51K
$312K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.28KNew |
$35.9K - $37.9K
|
1.28K
$46.8K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-11.2KClosed |
$315K - $332K
|
0
$0
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
250New |
$7.03K - $7.42K
|
250
$9.16K
|
|