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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-25.6K- 35.02% |
$953K - $993K
|
47.4K
$1.91M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30- 0.04% |
$1.12K - $1.17K
|
78K
$3.14M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.41K- 42.44% |
$239K - $249K
|
8.7K
$350K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-14.1K- 37.53% |
$525K - $547K
|
23.4K
$944K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
91.2KNew |
$3.4M - $3.54M
|
91.2K
$3.67M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.62KNew |
$247K - $257K
|
6.62K
$267K
|
|
|
Aug 14, 2024
Q2 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
848+ 9.75% |
$31.6K - $33K
|
9.54K
$385K
|
|
|
Aug 14, 2024
Q2 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-155- 0.79% |
$5.78K - $6.02K
|
19.4K
$782K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47KNew |
$54.9K - $57.3K
|
1.47K
$59.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
191K+ 99.57% |
$7.14M - $7.44M
|
384K
$15.5M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
267KNew |
$9.95M - $10.4M
|
267K
$10.8M
|
|
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
15.3KNew |
$572K - $596K
|
15.3K
$618K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-13.7K- 11.38% |
$512K - $534K
|
107K
$4.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
12.8K+ 17.91% |
$476K - $497K
|
84.1K
$3.39M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-608- 9.65% |
$22.7K - $23.6K
|
5.69K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.1K- 60.9% |
$524K - $547K
|
9.03K
$364K
|
|
|
Aug 14, 2024
Q2 2024
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
101K+ 2.76% |
$3.76M - $3.92M
|
3.76M
$151M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
33.6K+ 27.7% |
$1.25M - $1.31M
|
155K
$6.25M
|
|
|
Aug 14, 2024
Q2 2024
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-11.7K- 31.72% |
$435K - $453K
|
25.1K
$1.01M
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
22.7K+ 2.51% |
$848K - $884K
|
930K
$37.5M
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
2.86K+ 4.95% |
$107K - $111K
|
60.7K
$2.45M
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-360K- 56.92% |
$13.4M - $14M
|
272K
$11M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33K+ 12.64% |
$49.5K - $51.6K
|
11.8K
$477K
|
|
|
Aug 13, 2024
Q2 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
466+ 4.12% |
$17.4K - $18.1K
|
11.8K
$474K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-19.6K- 4.65% |
$730K - $761K
|
401K
$16.2M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
9.54K+ 133.72% |
$356K - $371K
|
16.7K
$672K
|
|
|
Aug 13, 2024
Q2 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-137- 1.57% |
$5.11K - $5.33K
|
8.57K
$345K
|
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.25KNew |
$196K - $204K
|
5.25K
$211K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$112 - $117
|
18.6K
$750K
|
|
|
Aug 13, 2024
Q2 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
11.2KNew |
$418K - $435K
|
11.2K
$452K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36KNew |
$200K - $208K
|
5.36K
$216K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-6.42K- 12.94% |
$239K - $250K
|
43.2K
$1.74M
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
2.76K+ 17.1% |
$103K - $107K
|
18.9K
$761K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-45.3K- 59.67% |
$1.69M - $1.76M
|
30.6K
$1.24M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-12.3K- 7.93% |
$459K - $478K
|
143K
$5.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-880- 6.46% |
$32.8K - $34.2K
|
12.7K
$513K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.6K- 77.4% |
$695K - $724K
|
5.44K
$219K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
79.4K+ 448.67% |
$2.96M - $3.09M
|
97.1K
$3.91M
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
56.7K+ 593.45% |
$2.12M - $2.21M
|
66.3K
$2.67M
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
942+ 2.94% |
$35.1K - $36.6K
|
33K
$1.33M
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 49.33% |
$132K - $137K
|
3.63K
$146K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.71K+ 5.18% |
$138K - $144K
|
75.4K
$3.04M
|
|
|
Aug 12, 2024
Q2 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-3.23K- 17.33% |
$120K - $125K
|
15.4K
$621K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-8.54K- 8.84% |
$319K - $332K
|
88.1K
$3.55M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
6.42KNew |
$239K - $250K
|
6.42K
$259K
|
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.7K- 39.96% |
$138K - $144K
|
5.56K
$224K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.02K+ 316.14% |
$112K - $117K
|
3.97K
$160K
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-35- 0.59% |
$1.31K - $1.36K
|
5.93K
$239K
|
|
|
Aug 09, 2024
Q2 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21.5K- 7.63% |
$803K - $837K
|
260K
$10.5M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
865+ 2.22% |
$32.3K - $33.6K
|
39.9K
$1.61M
|