Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 0.68% |
$2.3K - $2.37K
|
8.2K
$352K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.07K+ 0.34% |
$167K - $172K
|
1.2M
$51.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.5K+ 275.55% |
$226K - $232K
|
7.5K
$322K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.99K+ 1.64% |
$81.9K - $84.1K
|
123K
$5.29M
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-229- 1.53% |
$9.43K - $9.68K
|
14.7K
$633K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.66K- 28.06% |
$274K - $281K
|
17.1K
$733K
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-213- 0.98% |
$8.77K - $9K
|
21.5K
$924K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
13.7KNew |
$563K - $577K
|
13.7K
$587K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
65New |
$2.68K - $2.75K
|
65
$2.79K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
531KNew |
$21.9M - $22.4M
|
531K
$22.8M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-5.93K- 8.86% |
$244K - $250K
|
60.9K
$2.62M
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
550+ 9.96% |
$22.6K - $23.2K
|
6.07K
$261K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
52+ 0.2% |
$2.14K - $2.2K
|
26.3K
$1.13M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-60.3K- 26.15% |
$2.48M - $2.55M
|
170K
$7.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-10- 0.05% |
$412 - $423
|
21.1K
$908K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
659+ 4.94% |
$27.1K - $27.8K
|
14K
$601K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
2.63K+ 47.11% |
$108K - $111K
|
8.21K
$353K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
33.9K+ 32.4% |
$1.4M - $1.43M
|
139K
$5.96M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
39.2KNew |
$1.61M - $1.66M
|
39.2K
$1.68M
|
|
|
Feb 04, 2025
Q4 2024
|
Allegiance Financial Group Advisory Services LLC
Vienna, VA |
BUY
|
- |
5.92KNew |
$243K - $250K
|
5.92K
$254K
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
114KNew |
$4.68M - $4.8M
|
114K
$4.88M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
22.2K+ 28.15% |
$915K - $939K
|
101K
$4.35M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-23.2K- 8.56% |
$954K - $979K
|
248K
$10.6M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-14.3K- 49.71% |
$590K - $606K
|
14.5K
$623K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-173- 0.26% |
$7.12K - $7.31K
|
66.8K
$2.87M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.23K- 3.77% |
$92K - $94.4K
|
57.1K
$2.45M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
715+ 1.92% |
$29.4K - $30.2K
|
37.9K
$1.63M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.56K- 1.89% |
$64.3K - $66K
|
80.9K
$3.47M
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$86.4K - $88.7K
|
2.1K
$90.2K
|
|
|
Jan 31, 2025
Q4 2024
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-61- 0.37% |
$2.51K - $2.58K
|
16.6K
$713K
|
|
|
Jan 31, 2025
Q4 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
SELL
|
- |
-1.69K- 4.55% |
$69.7K - $71.6K
|
35.5K
$1.53M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
14.3K+ 51.75% |
$589K - $605K
|
42K
$1.8M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-6.16K- 40.29% |
$254K - $260K
|
9.13K
$392K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.1K+ 195.56% |
$1.69M - $1.74M
|
62.1K
$2.67M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.37K- 8.3% |
$56.3K - $57.8K
|
15.1K
$649K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-10.3K- 11.07% |
$423K - $434K
|
82.5K
$3.54M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.03KNew |
$83.4K - $85.6K
|
2.03K
$87.1K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-712- 2.91% |
$29.3K - $30.1K
|
23.8K
$1.02M
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
7.88KNew |
$324K - $333K
|
7.88K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.25K- 19.1% |
$51.5K - $52.9K
|
5.3K
$228K
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-10.8K- 21.16% |
$446K - $458K
|
40.4K
$1.73M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.52K+ 17.4% |
$62.6K - $64.2K
|
10.3K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-176- 0.26% |
$7.24K - $7.44K
|
68.2K
$2.93M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.2KNew |
$338K - $347K
|
8.2K
$352K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-9.18K- 39.66% |
$378K - $388K
|
14K
$600K
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-25- 0.24% |
$1.03K - $1.06K
|
10.2K
$440K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-119- 1.61% |
$4.9K - $5.03K
|
7.25K
$312K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.85K+ 5.76% |
$76.1K - $78.2K
|
34K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-1.25K- 10.57% |
$51.4K - $52.8K
|
10.6K
$454K
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-835- 3.39% |
$34.4K - $35.3K
|
23.8K
$1.02M
|