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 |
---|---|---|---|---|---|---|---|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
35.9K+ 128.18% |
$1.36M - $1.45M
|
64K
$2.63M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
1.9K+ 19.54% |
$72.1K - $77K
|
11.6K
$479K
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
30.8K+ 25.2% |
$1.17M - $1.25M
|
153K
$6.3M
|
|
Oct 15, 2024
Q3 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-236- 0.57% |
$8.94K - $9.55K
|
40.9K
$1.68M
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
18.4K+ 30.18% |
$696K - $744K
|
79.3K
$3.26M
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.37K- 5.16% |
$128K - $137K
|
62K
$2.55M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-7.9K- 26.43% |
$299K - $320K
|
22K
$905K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
10KNew |
$380K - $406K
|
10K
$413K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
564New |
$21.4K - $22.8K
|
564
$23.2K
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1.93K+ 2.33% |
$73.2K - $78.2K
|
84.9K
$3.5M
|
|
Oct 10, 2024
Q3 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-3K- 26.32% |
$114K - $121K
|
8.4K
$346K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
703New |
$26.6K - $28.5K
|
703
$28.9K
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
20.8K+ 43.21% |
$789K - $843K
|
69K
$2.84M
|
|
Oct 09, 2024
Q3 2024
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
5.73KNew |
$217K - $232K
|
5.73K
$236K
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-763- 2.76% |
$28.9K - $30.9K
|
26.9K
$1.11M
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
10.5K+ 60.86% |
$397K - $424K
|
27.7K
$1.14M
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
52K+ 98.8% |
$1.97M - $2.1M
|
105K
$4.31M
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-123- 1.73% |
$4.66K - $4.98K
|
6.98K
$287K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-31.9K- 3.99% |
$1.21M - $1.29M
|
767K
$31.6M
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.21K+ 13.45% |
$83.5K - $89.3K
|
18.6K
$766K
|
|
Oct 07, 2024
Q3 2024
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
6.08K+ 22.59% |
$230K - $246K
|
33K
$1.36M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-328- 2.69% |
$12.4K - $13.3K
|
11.8K
$488K
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
BUY
|
- |
1.3K+ 11.58% |
$49.4K - $52.8K
|
12.6K
$517K
|
|
Oct 07, 2024
Q3 2024
|
Advance Capital Management, Inc.
Southfield, MI |
BUY
|
- |
5.11KNew |
$193K - $207K
|
5.11K
$210K
|
|
Oct 07, 2024
Q3 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
3.18K+ 8.3% |
$120K - $129K
|
41.5K
$1.71M
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
5.01K+ 49.95% |
$190K - $203K
|
15.1K
$620K
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.58K+ 3.37% |
$173K - $185K
|
140K
$5.78M
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-1.16K- 3.92% |
$44K - $47K
|
28.5K
$1.17M
|
|
Q2 2024 | |||||||
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-624- 4.66% |
$23.3K - $24.3K
|
12.8K
$526K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
9.71KNew |
$362K - $377K
|
9.71K
$400K
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-268K- 66.47% |
$10M - $10.4M
|
135K
$5.58M
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14.1K- 60.9% |
$524K - $547K
|
9.03K
$372K
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-6.41K- 42.44% |
$239K - $249K
|
8.7K
$358K
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.62KNew |
$247K - $257K
|
6.62K
$273K
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.47KNew |
$54.9K - $57.3K
|
1.47K
$60.7K
|
|
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
$484K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
1.33K+ 12.64% |
$49.5K - $51.6K
|
11.8K
$487K
|
|
Aug 13, 2024
Q2 2024
|
Schnieders Capital Management LLC
|
BUY
|
- |
5.25KNew |
$196K - $204K
|
5.25K
$216K
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.02% |
$112 - $117
|
18.6K
$766K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-12.3K- 7.93% |
$459K - $478K
|
143K
$5.88M
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
5.36KNew |
$200K - $208K
|
5.36K
$221K
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 49.33% |
$132K - $137K
|
3.63K
$149K
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-18.6K- 77.4% |
$695K - $724K
|
5.44K
$224K
|
|
Aug 09, 2024
Q2 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-3.7K- 39.96% |
$138K - $144K
|
5.56K
$229K
|
|
Aug 07, 2024
Q2 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
12.2KNew |
$454K - $473K
|
12.2K
$501K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-7.17K- 53.67% |
$267K - $279K
|
6.19K
$255K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.15KNew |
$42.7K - $44.5K
|
1.15K
$47.2K
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
58New |
$2.16K - $2.25K
|
58
$2.39K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-720- 11.13% |
$26.8K - $28K
|
5.75K
$237K
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
52New |
$1.94K - $2.02K
|
52
$2.14K
|