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 |
|---|---|---|---|---|---|---|---|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.26KNew |
$196K - $204K
|
5.26K
$217K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
13.2K+ 48.57% |
$490K - $511K
|
40.2K
$1.66M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-344- 4.18% |
$12.8K - $13.4K
|
7.88K
$325K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-403- 4.77% |
$15K - $15.7K
|
8.04K
$331K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-623- 1.39% |
$23.2K - $24.2K
|
44.1K
$1.82M
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
11.6K+ 11.27% |
$434K - $452K
|
115K
$4.73M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
3.39KNew |
$126K - $132K
|
3.39K
$140K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
19.3KNew |
$721K - $752K
|
19.3K
$796K
|
|
|
Jul 17, 2024
Q2 2024
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
44+ 0.74% |
$1.64K - $1.71K
|
5.98K
$246K
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
11.1K+ 31.46% |
$412K - $430K
|
46.2K
$1.9M
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-3.58K- 10.59% |
$133K - $139K
|
30.2K
$1.24M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
SELL
|
- |
-848- 13.01% |
$31.6K - $33K
|
5.67K
$234K
|
|
|
Jul 12, 2024
Q2 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
276+ 1.39% |
$10.3K - $10.7K
|
20.1K
$828K
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.2KNew |
$1.13M - $1.17M
|
30.2K
$1.24M
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.4KClosed |
$229K - $243K
|
0
$0
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
1.12KNew |
$40.2K - $42.7K
|
1.12K
$46.2K
|
|
|
May 15, 2024
Q1 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-2.77K- 24.69% |
$99.3K - $105K
|
8.46K
$348K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.59KNew |
$200K - $212K
|
5.59K
$230K
|
|
|
May 14, 2024
Q1 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-15.8K- 72.56% |
$565K - $600K
|
5.97K
$246K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.08K- 7.22% |
$289K - $307K
|
104K
$4.28M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.9K- 9.94% |
$391K - $415K
|
99K
$4.08M
|
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
BUY
|
- |
677+ 108.49% |
$24.2K - $25.7K
|
1.3K
$53.6K
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$364K - $386K
|
10.2K
$418K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.3K- 5.8% |
$118K - $125K
|
53.6K
$2.21M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.5KNew |
$804K - $853K
|
22.5K
$925K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60New |
$2.15K - $2.28K
|
60
$2.47K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
319New |
$11.4K - $12.1K
|
319
$13.1K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-95- 33.33% |
$3.4K - $3.61K
|
190
$7.82K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.85K- 2.1% |
$102K - $108K
|
133K
$5.47M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-13.4K- 6.68% |
$480K - $509K
|
187K
$7.72M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-70- 1.18% |
$2.51K - $2.66K
|
5.85K
$241K
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.4K- 49.26% |
$803K - $852K
|
23.1K
$952K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-397- 4.68% |
$14.2K - $15.1K
|
8.09K
$333K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 22.37% |
$76.6K - $81.3K
|
7.43K
$306K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-4.98K- 14.01% |
$178K - $189K
|
30.6K
$1.26M
|
|
|
Apr 10, 2024
Q1 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-90- 0.6% |
$3.22K - $3.42K
|
14.8K
$611K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10KNew |
$331K - $364K
|
10K
$414K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
742New |
$24.4K - $26.9K
|
742
$30.6K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
460+ 46000.0% |
$15.2K - $16.7K
|
461
$19K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15.4KNew |
$508K - $558K
|
15.4K
$635K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.51K- 98.74% |
$214K - $236K
|
83
$3.42K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
43.8KNew |
$1.44M - $1.59M
|
43.8K
$1.8M
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-400- 4.58% |
$13.2K - $14.5K
|
8.33K
$343K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-90- 1.09% |
$2.96K - $3.26K
|
8.14K
$335K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$764K - $839K
|
23.2K
$955K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213New |
$7.02K - $7.71K
|
213
$8.77K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.7KNew |
$1.04M - $1.15M
|
31.7K
$1.3M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
254New |
$8.37K - $9.2K
|
254
$10.5K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
2.43KNew |
$80K - $88K
|
2.43K
$100K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-430- 12.05% |
$14.2K - $15.6K
|
3.14K
$129K
|
|