Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Jan 23, 2025
Q4 2024
|
Aa Financial Advisors, LLC
Columbus, OH |
BUY
|
- |
14.5K+ 8.08% |
$580K - $602K
|
193K
$8.09M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
113New |
$4.53K - $4.71K
|
113
$4.73K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-31K- 53.99% |
$1.24M - $1.29M
|
26.4K
$1.11M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.28K- 4.74% |
$51.4K - $53.4K
|
25.7K
$1.08M
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-776- 2.17% |
$31.1K - $32.3K
|
35K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
2.46K+ 4.32% |
$98.6K - $102K
|
59.3K
$2.48M
|
|
|
Jan 22, 2025
Q4 2024
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-7K- 26.73% |
$281K - $292K
|
19.2K
$803K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-714- 0.47% |
$28.6K - $29.8K
|
152K
$6.37M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-40.7K- 63.56% |
$1.63M - $1.69M
|
23.3K
$975K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
13.6K+ 78.4% |
$547K - $568K
|
31K
$1.3M
|
|
|
Jan 21, 2025
Q4 2024
|
Gradient Investments LLC
|
SELL
|
- |
-8.18K- 37.22% |
$328K - $341K
|
13.8K
$578K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-3.49K- 4.4% |
$140K - $145K
|
75.8K
$3.17M
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
SELL
|
- |
-4- 0.02% |
$160 - $167
|
18.8K
$789K
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.45K- 1.76% |
$98.1K - $102K
|
137K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
8.68K+ 1.58% |
$348K - $362K
|
558K
$23.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-293- 2.4% |
$11.8K - $12.2K
|
11.9K
$498K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 14.86% |
$70.1K - $72.9K
|
10K
$419K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
1.63KNew |
$65.4K - $67.9K
|
1.63K
$68.2K
|
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
200+ 0.99% |
$8.02K - $8.34K
|
20.3K
$850K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-85- 1.11% |
$3.41K - $3.54K
|
7.57K
$317K
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-30- 0.11% |
$1.2K - $1.25K
|
27.7K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.55K- 16.94% |
$102K - $106K
|
12.5K
$523K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-257- 0.63% |
$10.3K - $10.7K
|
40.6K
$1.7M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-4.93K- 6.84% |
$198K - $206K
|
67.3K
$2.81M
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-160- 1.14% |
$6.42K - $6.67K
|
13.9K
$583K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-72- 0.61% |
$2.89K - $3K
|
11.8K
$493K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-647K- 84.43% |
$26M - $27M
|
119K
$4.99M
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-35.7K- 26.33% |
$1.43M - $1.49M
|
99.7K
$4.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
483+ 0.57% |
$19.4K - $20.1K
|
85.4K
$3.57M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.28K- 3.76% |
$212K - $220K
|
135K
$5.65M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.46K- 5.94% |
$139K - $144K
|
54.8K
$2.29M
|
|
|
Jan 13, 2025
Q4 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-289- 2.3% |
$11.6K - $12K
|
12.3K
$514K
|
|
|
Jan 13, 2025
Q4 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-2.64K- 8.0% |
$106K - $110K
|
30.4K
$1.27M
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
89+ 0.31% |
$3.57K - $3.71K
|
28.6K
$1.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-107- 1.1% |
$4.29K - $4.46K
|
9.65K
$404K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9.65K- 7.93% |
$387K - $402K
|
112K
$4.69M
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.3K+ 31.58% |
$1.37M - $1.47M
|
151K
$6.33M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-100- 1.45% |
$3.79K - $4.05K
|
6.81K
$285K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$241K - $258K
|
6.37K
$266K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
48.6K+ 31.32% |
$1.84M - $1.97M
|
204K
$8.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
50New |
$1.89K - $2.02K
|
50
$2.09K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$107K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14K+ 127.6% |
$532K - $568K
|
25K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
36.8K+ 220.8% |
$1.4M - $1.49M
|
53.5K
$2.24M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 1.59% |
$11.4K - $12.1K
|
18.6K
$777K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
170K+ 62.55% |
$6.45M - $6.89M
|
442K
$18.5M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
37.2K+ 78.38% |
$1.41M - $1.5M
|
84.6K
$3.54M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-1.79K- 18.78% |
$67.9K - $72.5K
|
7.75K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-7.81K- 0.21% |
$296K - $316K
|
3.75M
$157M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
113KNew |
$4.29M - $4.58M
|
113K
$4.73M
|
|