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 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
5.65KNew |
$191K - $210K
|
5.65K
$251K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81KNew |
$196K - $217K
|
5.81K
$258K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$10.1K - $11.2K
|
300
$13.3K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$67.6K - $74.5K
|
2K
$88.8K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.48K+ 35.22% |
$117K - $129K
|
13.3K
$593K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.9K - $14.3K
|
401
$17.8K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.56K - $1.61K
|
45
$2K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
181New |
$6.28K - $6.47K
|
181
$8.04K
|
|
| Q2 2023 | |||||||
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-318- 9.97% |
$10.5K - $11.2K
|
2.87K
$128K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.7K- 76.73% |
$1.12M - $1.18M
|
10.2K
$454K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-84- 0.13% |
$2.78K - $2.95K
|
64.7K
$2.87M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.29% |
$6.62K - $7.02K
|
15.3K
$678K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6KNew |
$199K - $211K
|
6K
$266K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.9KNew |
$62.9K - $66.7K
|
1.9K
$84.4K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-587- 7.87% |
$18.4K - $19.6K
|
6.87K
$305K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.9KNew |
$341K - $362K
|
10.9K
$483K
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
BUY
|
- |
20.7KNew |
$649K - $689K
|
20.7K
$918K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
158New |
$4.96K - $5.27K
|
158
$7.02K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.07KNew |
$65K - $69K
|
2.07K
$91.9K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-118- 5.39% |
$3.71K - $3.93K
|
2.07K
$91.9K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9.92KNew |
$312K - $331K
|
9.92K
$441K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 58.76% |
$95.2K - $101K
|
2.13K
$94.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
20.1KNew |
$632K - $671K
|
20.1K
$893K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$349K - $370K
|
11.1K
$493K
|
|
| Q4 2022 | |||||||
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.9KNew |
$468K - $516K
|
15.9K
$708K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.7K- 5.19% |
$313K - $345K
|
195K
$8.66M
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
9.99K+ 1253.83% |
$293K - $324K
|
10.8K
$479K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
450+ 450.0% |
$13.2K - $14.6K
|
550
$24.4K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.39K- 14.03% |
$70.2K - $77.5K
|
14.6K
$650K
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
35K+ 140.0% |
$1.03M - $1.13M
|
60K
$2.66M
|
|
|
Feb 07, 2023
Q4 2022
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
15.9KNew |
$468K - $516K
|
15.9K
$708K
|
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-114- 0.93% |
$3.35K - $3.69K
|
12.2K
$541K
|
|
| Q3 2022 | |||||||
|
Aug 14, 2024
Q3 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-100Closed |
$2.94K - $3.21K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-750- 23.08% |
$22.1K - $24.1K
|
2.5K
$111K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-60.5K- 68.93% |
$1.78M - $1.94M
|
27.3K
$1.21M
|
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
4.15KNew |
$122K - $133K
|
4.15K
$184K
|
|
|
Oct 28, 2022
Q3 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-349- 1.58% |
$10.3K - $11.2K
|
21.7K
$963K
|
|
|
Oct 26, 2022
Q3 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-12.1K- 1.53% |
$356K - $388K
|
778K
$34.5M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.97K- 16.03% |
$87.5K - $95.4K
|
15.6K
$691K
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Joseph Group Capital Management
Columbus, OH |
SELL
|
- |
-1.62K- 74.77% |
$47.4K - $52.9K
|
545
$24.2K
|
|
|
Aug 09, 2022
Q2 2022
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-115Closed |
$3.38K - $3.77K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Simon Quick Advisors, LLC
|
SELL
|
- |
-690Closed |
$20.3K - $22.6K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-294KClosed |
$8.65M - $9.64M
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-2.31K- 8.22% |
$67.8K - $75.5K
|
25.7K
$1.14M
|
|
|
Jul 20, 2022
Q2 2022
|
Founders Capital Management
|
BUY
|
- |
1.03KNew |
$30.3K - $33.8K
|
1.03K
$45.9K
|
|
|
Jul 20, 2022
Q2 2022
|
Applied Capital LLC
|
BUY
|
- |
8.01KNew |
$235K - $262K
|
8.01K
$356K
|
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-316- 33.55% |
$9.28K - $10.3K
|
626
$27.8K
|
|
|
Jul 14, 2022
Q2 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-68.5K- 86.29% |
$2.01M - $2.24M
|
10.9K
$483K
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-17.1KClosed |
$503K - $561K
|
0
$0
|
|
|
Jul 11, 2022
Q2 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-12KClosed |
$351K - $392K
|
0
$0
|
|