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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.3K
|
353
$14.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
42.5K+ 38.76% |
$1.61M - $1.72M
|
152K
$6.23M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
6.02K+ 151.61% |
$228K - $244K
|
9.99K
$409K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129- 1.01% |
$4.89K - $5.22K
|
12.6K
$517K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.22K+ 10.57% |
$160K - $171K
|
44.1K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-40- 0.67% |
$1.52K - $1.62K
|
5.89K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26.6K+ 105.85% |
$1.01M - $1.08M
|
51.6K
$2.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
7.75K+ 24.73% |
$294K - $314K
|
39.1K
$1.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
66.6K+ 35.62% |
$2.52M - $2.7M
|
254K
$10.4M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
32.8K+ 246.27% |
$1.24M - $1.33M
|
46.2K
$1.89M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-901- 1.48% |
$34.1K - $36.5K
|
59.8K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
117K+ 499.22% |
$4.43M - $4.73M
|
140K
$5.75M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
1.46KNew |
$55.3K - $59.1K
|
1.46K
$59.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
6.02K+ 75.54% |
$228K - $244K
|
14K
$573K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
94New |
$3.56K - $3.81K
|
94
$3.85K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
5.52K+ 64.48% |
$209K - $224K
|
14.1K
$578K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
265K+ 272.67% |
$10M - $10.7M
|
362K
$14.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
70.3K+ 102.07% |
$2.66M - $2.85M
|
139K
$5.71M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
27.1K+ 475.97% |
$1.03M - $1.1M
|
32.8K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
10.9K+ 56.33% |
$414K - $442K
|
30.3K
$1.24M
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
6.2KNew |
$235K - $251K
|
6.2K
$254K
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
310+ 2.52% |
$11.7K - $12.5K
|
12.6K
$516K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9KNew |
$341K - $364K
|
9K
$369K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
54.7K+ 5.88% |
$2.07M - $2.21M
|
984K
$40.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.53KNew |
$285K - $305K
|
7.53K
$309K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 0.26% |
$7.73K - $8.26K
|
77.8K
$3.19M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.1KNew |
$231K - $247K
|
6.1K
$250K
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
43.1K+ 107.38% |
$1.63M - $1.75M
|
83.3K
$3.41M
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
13.4K+ 8.02% |
$509K - $544K
|
181K
$7.42M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
28.3K+ 76.56% |
$1.07M - $1.14M
|
65.2K
$2.67M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-53.8K- 28.58% |
$2.04M - $2.18M
|
135K
$5.52M
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$265 - $283
|
23.1K
$946K
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$15.2K - $16.2K
|
400
$16.4K
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
56.5K+ 85.26% |
$2.14M - $2.29M
|
123K
$5.03M
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29- 0.04% |
$1.1K - $1.17K
|
77.9K
$3.19M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
4.18K+ 8.6% |
$158K - $169K
|
52.7K
$2.16M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
8.14K+ 112.45% |
$308K - $329K
|
15.4K
$630K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
527+ 4.07% |
$20K - $21.3K
|
13.5K
$553K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
83.1K+ 30.37% |
$3.15M - $3.36M
|
357K
$14.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-98- 0.73% |
$3.71K - $3.97K
|
13.3K
$545K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 87.05% |
$1.42M - $1.52M
|
5.59K
$229K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
30KNew |
$1.14M - $1.21M
|
30K
$1.23M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
78.1K+ 90.68% |
$2.96M - $3.16M
|
164K
$6.73M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.5K+ 439.88% |
$56.8K - $60.7K
|
1.84K
$75.5K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
5.62K+ 20.83% |
$213K - $227K
|
32.6K
$1.34M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.98KNew |
$189K - $202K
|
4.98K
$204K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
SELL
|
- |
-875- 4.44% |
$33.2K - $35.4K
|
18.9K
$773K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.65K- 2.6% |
$62.6K - $66.8K
|
61.9K
$2.54M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-327- 2.19% |
$12.4K - $13.2K
|
14.6K
$597K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.58K+ 26.17% |
$97.6K - $104K
|
12.4K
$509K
|