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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 37.1% |
$469K - $494K
|
42.2K
$1.87M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.4K- 21.55% |
$57.7K - $60.7K
|
5.11K
$227K
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-439- 1.33% |
$18K - $19K
|
32.6K
$1.45M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
53.3K+ 4.89% |
$2.19M - $2.25M
|
1.14M
$50.7M
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
19.4KNew |
$800K - $821K
|
19.4K
$863K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-480- 19.4% |
$19.8K - $20.3K
|
1.99K
$88.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204New |
$8.4K - $8.62K
|
204
$9.06K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.4KNew |
$222K - $228K
|
5.4K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
334New |
$13.7K - $14.1K
|
334
$14.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-212- 1.72% |
$8.73K - $8.96K
|
12.1K
$539K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$196K - $201K
|
4.76K
$211K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
15.6K+ 237.98% |
$640K - $657K
|
22.1K
$981K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.75KNew |
$237K - $243K
|
5.75K
$255K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-508- 2.43% |
$20.9K - $21.5K
|
20.4K
$907K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-56- 0.68% |
$2.3K - $2.37K
|
8.2K
$364K
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
5.5K+ 275.55% |
$226K - $232K
|
7.5K
$333K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-6.66K- 28.06% |
$274K - $281K
|
17.1K
$758K
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-229- 1.53% |
$9.43K - $9.68K
|
14.7K
$654K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$86.4K - $88.7K
|
2.1K
$93.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
41.1K+ 195.56% |
$1.69M - $1.74M
|
62.1K
$2.76M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
2.03KNew |
$83.4K - $85.6K
|
2.03K
$90K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
8.2KNew |
$338K - $347K
|
8.2K
$364K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
109New |
$4.49K - $4.61K
|
109
$4.84K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-6KClosed |
$247K - $254K
|
0
$0
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.18KNew |
$48.4K - $49.6K
|
1.18K
$52.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-332- 3.56% |
$13.7K - $14K
|
9.01K
$400K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
3+ 0.03% |
$123 - $127
|
11.9K
$529K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
1.8K+ 13.97% |
$74.1K - $76.1K
|
14.7K
$652K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-2K- 4.85% |
$82.3K - $84.5K
|
39.2K
$1.74M
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-315- 2.52% |
$12.4K - $13K
|
12.2K
$541K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
340New |
$13.4K - $14K
|
340
$15.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
5KNew |
$197K - $207K
|
5K
$222K
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.91KNew |
$272K - $286K
|
6.91K
$307K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3.69K- 9.09% |
$145K - $153K
|
36.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.85K- 40.76% |
$230K - $242K
|
8.5K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
14.9K+ 67.55% |
$585K - $615K
|
36.9K
$1.64M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-9.11K- 40.54% |
$358K - $377K
|
13.4K
$594K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
338New |
$13.3K - $14K
|
338
$15K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-200- 3.38% |
$7.86K - $8.26K
|
5.72K
$254K
|
|
|
Oct 23, 2024
Q3 2024
|
Leading Edge Financial Planning LLC
Knoxville, TN |
BUY
|
- |
3+ 0.05% |
$118 - $124
|
5.72K
$254K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-1.83K- 3.14% |
$71.8K - $75.5K
|
56.2K
$2.5M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-122K- 17.16% |
$4.81M - $5.05M
|
590K
$26.2M
|
|
|
Oct 18, 2024
Q3 2024
|
Compass Ion Advisors, LLC
|
BUY
|
- |
5.93KNew |
$233K - $245K
|
5.93K
$263K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-900- 3.54% |
$35.4K - $37.2K
|
24.5K
$1.09M
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-1.59K- 10.57% |
$62.4K - $65.6K
|
13.4K
$596K
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
194+ 0.6% |
$7.63K - $8.02K
|
32.5K
$1.44M
|
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-275- 3.8% |
$10.8K - $11.4K
|
6.96K
$309K
|
|
| Q2 2024 | |||||||
|
May 14, 2025
Q2 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
921+ 15.06% |
$35.2K - $37.1K
|
7.04K
$312K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.66K- 14.32% |
$101K - $107K
|
15.9K
$705K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40- 0.04% |
$1.53K - $1.61K
|
102K
$4.54M
|
|