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 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.94K- 28.33% |
$95.7K - $100K
|
7.44K
$286K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
345New |
$11.2K - $11.8K
|
345
$13.3K
|
|
|
May 07, 2024
Q1 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.95KNew |
$324K - $340K
|
9.95K
$382K
|
|
|
May 06, 2024
Q1 2024
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
2.24K+ 21.79% |
$73K - $76.6K
|
12.5K
$482K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
1.02KNew |
$33.3K - $35K
|
1.02K
$39.4K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
55.3K+ 13.8% |
$1.8M - $1.89M
|
456K
$17.5M
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-431- 1.13% |
$14K - $14.7K
|
37.8K
$1.45M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
123K+ 108.07% |
$4.02M - $4.22M
|
238K
$9.13M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.25K- 9.28% |
$40.7K - $42.7K
|
12.2K
$469K
|
|
|
Apr 29, 2024
Q1 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-278K- 97.89% |
$9.05M - $9.49M
|
5.99K
$230K
|
|
| 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
$133K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
12.5KNew |
$370K - $407K
|
12.5K
$479K
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
13.5KNew |
$402K - $442K
|
13.5K
$521K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
14KNew |
$416K - $458K
|
14K
$539K
|
|
|
Feb 09, 2024
Q4 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.45K+ 20.45% |
$43.1K - $47.4K
|
8.55K
$329K
|
|
|
Feb 08, 2024
Q4 2023
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
BUY
|
- |
1.94KNew |
$57.5K - $63.3K
|
1.94K
$74.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$59.3K - $65.3K
|
2K
$76.9K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-6.6K- 11.06% |
$196K - $216K
|
53.1K
$2.04M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Independence LLC
|
BUY
|
- |
18.4K+ 159.48% |
$547K - $602K
|
30K
$1.15M
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.27KNew |
$38.5K - $39.7K
|
1.27K
$48.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-258K- 38.82% |
$7.82M - $8.06M
|
406K
$15.6M
|
|
| Q2 2023 | |||||||
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
259New |
$7.56K - $7.97K
|
259
$9.96K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6.9KNew |
$201K - $212K
|
6.9K
$265K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
160KNew |
$4.66M - $4.91M
|
160K
$6.13M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-4.78K- 16.99% |
$139K - $147K
|
23.3K
$897K
|
|
|
Jul 20, 2023
Q2 2023
|
Investment Research & Advisory Group, Inc.
|
BUY
|
- |
300New |
$8.76K - $9.24K
|
300
$11.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-255K- 97.17% |
$7.45M - $7.86M
|
7.42K
$285K
|
|
| Q1 2023 | |||||||
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-176- 26.04% |
$4.96K - $5.16K
|
500
$19.2K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
3.53K+ 13.19% |
$99.5K - $104K
|
30.3K
$1.17M
|
|
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.5KNew |
$436K - $454K
|
15.5K
$595K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
9.48KNew |
$267K - $278K
|
9.48K
$364K
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
25.6KNew |
$721K - $751K
|
25.6K
$984K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.5KNew |
$325K - $338K
|
11.5K
$443K
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.5KNew |
$436K - $454K
|
15.5K
$595K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
172New |
$4.84K - $5.04K
|
172
$6.61K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
10.8K+ 363.81% |
$304K - $316K
|
13.8K
$529K
|
|
|
Apr 17, 2023
Q1 2023
|
City Holding CO
|
SELL
|
- |
-5.6K- 88.89% |
$158K - $164K
|
700
$26.9K
|
|
|
Apr 14, 2023
Q1 2023
|
Asset Management Corp
|
BUY
|
- |
24.5KNew |
$691K - $719K
|
24.5K
$943K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
7KNew |
$197K - $205K
|
7K
$269K
|
|
|
Apr 13, 2023
Q1 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7.69KNew |
$216K - $225K
|
7.69K
$296K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8.1KNew |
$215K - $231K
|
8.1K
$311K
|
|
|
Feb 14, 2023
Q4 2022
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
1.71KNew |
$45.3K - $48.7K
|
1.71K
$65.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-2.7K- 6.24% |
$71.8K - $77.2K
|
40.6K
$1.56M
|
|
|
Feb 02, 2023
Q4 2022
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-21.5K- 73.45% |
$572K - $614K
|
7.77K
$299K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
2New |
$53.2 - $57.2
|
2
$76.9
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-380- 1.35% |
$10.1K - $11K
|
27.7K
$1.06M
|
|
| Q2 2022 | |||||||
|
Aug 01, 2022
Q2 2022
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.49K+ 13.31% |
$65.9K - $73.6K
|
21.2K
$816K
|
|
|
Aug 01, 2022
Q2 2022
|
Xml Financial, LLC
|
BUY
|
- |
13.5K+ 3.51% |
$358K - $400K
|
400K
$15.4M
|
|
|
Jul 25, 2022
Q2 2022
|
Smith Anglin Financial, LLC
|
SELL
|
- |
-6.99KClosed |
$185K - $206K
|
0
$0
|
|