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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$566K - $597K
|
14.8K
$658K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-910- 9.71% |
$34.8K - $36.6K
|
8.46K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 25.8% |
$61K - $64.3K
|
4.59K
$204K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44K- 0.62% |
$55.1K - $58.1K
|
231K
$10.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
94New |
$3.59K - $3.78K
|
94
$4.17K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 37.54% |
$174K - $184K
|
7.6K
$338K
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-5.53K- 60.94% |
$211K - $223K
|
3.55K
$158K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 1.96% |
$94K - $99K
|
128K
$5.69M
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 2.22% |
$10.3K - $10.8K
|
11.8K
$526K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.62K- 8.29% |
$62K - $65.3K
|
17.9K
$797K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
56New |
$2.14K - $2.25K
|
56
$2.49K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.7K+ 43.59% |
$103K - $109K
|
8.89K
$395K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$611 - $644
|
16
$711
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$194K - $205K
|
5.08K
$226K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.26KNew |
$239K - $252K
|
6.26K
$278K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.43KNew |
$322K - $339K
|
8.43K
$374K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-41.3K- 9.57% |
$1.58M - $1.66M
|
391K
$17.4M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.02KNew |
$192K - $202K
|
5.02K
$223K
|
|
| Q1 2024 | |||||||
|
Apr 22, 2025
Q1 2024
|
North Rock Partners, LLC
|
BUY
|
- |
534New |
$19.7K - $20.9K
|
534
$23.7K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.37KNew |
$198K - $210K
|
5.37K
$238K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.99KNew |
$258K - $273K
|
6.99K
$311K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
741+ 8.15% |
$27.3K - $29K
|
9.83K
$436K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.7KNew |
$393K - $417K
|
10.7K
$473K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122K+ 41.03% |
$4.51M - $4.79M
|
421K
$18.7M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.8K+ 134.24% |
$1.91M - $2.02M
|
90.3K
$4.01M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
217K+ 1218.66% |
$7.99M - $8.47M
|
234K
$10.4M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102KNew |
$3.75M - $3.98M
|
102K
$4.52M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.51KNew |
$203K - $215K
|
5.51K
$244K
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
56.2KNew |
$2.07M - $2.2M
|
56.2K
$2.49M
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$11.2K - $11.9K
|
304
$13.5K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
32.5K+ 137.98% |
$1.2M - $1.27M
|
56.1K
$2.49M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.69KNew |
$320K - $340K
|
8.69K
$386K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.97K- 20.31% |
$72.5K - $76.9K
|
7.71K
$342K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-24.5K- 3.12% |
$903K - $958K
|
760K
$33.8M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.62K+ 2.1% |
$244K - $259K
|
322K
$14.3M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.87KNew |
$68.8K - $73K
|
1.87K
$82.9K
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.74K+ 34.28% |
$248K - $263K
|
26.4K
$1.17M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$1.48K - $1.56K
|
40
$1.78K
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
367KNew |
$13.5M - $14.4M
|
367K
$16.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.92KNew |
$292K - $310K
|
7.92K
$352K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.78KNew |
$128K - $141K
|
3.78K
$168K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
435+ 43500.0% |
$14.7K - $16.2K
|
436
$19.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$665K - $733K
|
19.7K
$874K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$101 - $112
|
3
$133
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.5KNew |
$997K - $1.1M
|
29.5K
$1.31M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.26% |
$1.05K - $1.15K
|
12K
$531K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
144KNew |
$4.87M - $5.37M
|
144K
$6.41M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 3.42% |
$16.9K - $18.6K
|
14.1K
$626K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
4.8K+ 18.9% |
$162K - $179K
|
30.2K
$1.34M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.5K - $14.9K
|
401
$17.8K
|
|