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 |
---|---|---|---|---|---|---|---|
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
$944K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
243KNew |
$6.84M - $7.22M
|
243K
$9.35M
|
|
May 10, 2022
Q1 2022
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
BUY
|
- |
15.3KNew |
$430K - $454K
|
15.3K
$588K
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
1.71KNew |
$48.1K - $50.8K
|
1.71K
$65.7K
|
|
May 05, 2022
Q1 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
141New |
$3.96K - $4.19K
|
141
$5.42K
|
|
Apr 22, 2022
Q1 2022
|
Investment Partners, Ltd.
|
BUY
|
- |
8.51KNew |
$239K - $253K
|
8.51K
$327K
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.28KNew |
$35.9K - $37.9K
|
1.28K
$49.1K
|
|
Q4 2021 | |||||||
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-9.51KClosed |
$272K - $278K
|
0
$0
|
|
Feb 07, 2022
Q4 2021
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-195KClosed |
$5.56M - $5.7M
|
0
$0
|
|
Jan 14, 2022
Q4 2021
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.9KClosed |
$312K - $320K
|
0
$0
|
|
Q3 2021 | |||||||
Oct 28, 2021
Q3 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-19.9KClosed |
$563K - $573K
|
0
$0
|
|
Q2 2021 | |||||||
Aug 10, 2021
Q2 2021
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-9.38KClosed |
$259K - $267K
|
0
$0
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.1KClosed |
$58K - $59.6K
|
0
$0
|
|
Q1 2021 | |||||||
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-16KClosed |
$419K - $441K
|
0
$0
|
|
Q4 2020 | |||||||
Mar 22, 2023
Q4 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-2.08K- 16.4% |
$51.8K - $54.7K
|
10.6K
$408K
|
|
Jan 26, 2021
Q4 2020
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10KNew |
$249K - $262K
|
10K
$384K
|
|
Jan 13, 2021
Q4 2020
|
Parkside Investments, LLC
|
SELL
|
- |
-74.2KClosed |
$1.84M - $1.95M
|
0
$0
|