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 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
30.2KNew |
$1.13M - $1.17M
|
30.2K
$1.38M
|
|
| Q1 2024 | |||||||
|
Nov 14, 2024
Q1 2024
|
Plotkin Financial Advisors, LLC
Chevy Chase, MD |
SELL
|
- |
-6.4KClosed |
$229K - $243K
|
0
$0
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.9K- 9.94% |
$391K - $415K
|
99K
$4.52M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.08K- 7.22% |
$289K - $307K
|
104K
$4.74M
|
|
|
May 13, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
10.2KNew |
$364K - $386K
|
10.2K
$464K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-3.3K- 5.8% |
$118K - $125K
|
53.6K
$2.45M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
22.5KNew |
$804K - $853K
|
22.5K
$1.03M
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
60New |
$2.15K - $2.28K
|
60
$2.74K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
319New |
$11.4K - $12.1K
|
319
$14.6K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-95- 33.33% |
$3.4K - $3.61K
|
190
$8.68K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-2.85K- 2.1% |
$102K - $108K
|
133K
$6.07M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-13.4K- 6.68% |
$480K - $509K
|
187K
$8.56M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-22.4K- 49.26% |
$803K - $852K
|
23.1K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-70- 1.18% |
$2.51K - $2.66K
|
5.85K
$267K
|
|
|
Apr 17, 2024
Q1 2024
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-397- 4.68% |
$14.2K - $15.1K
|
8.09K
$370K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-2.14K- 22.37% |
$76.6K - $81.3K
|
7.43K
$339K
|
|
| Q4 2023 | |||||||
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
460+ 46000.0% |
$15.2K - $16.7K
|
461
$21.1K
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
742New |
$24.4K - $26.9K
|
742
$33.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Secured Retirement Advisors, LLC
St Louis Park, MN |
BUY
|
- |
15.4KNew |
$508K - $558K
|
15.4K
$704K
|
|
|
Feb 14, 2024
Q4 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-6.51K- 98.74% |
$214K - $236K
|
83
$3.79K
|
|
|
Feb 13, 2024
Q4 2023
|
Leading Edge Financial Planning LLC
Knoxville, TN |
SELL
|
- |
-400- 4.58% |
$13.2K - $14.5K
|
8.33K
$380K
|
|
|
Feb 13, 2024
Q4 2023
|
Csenge Advisory Group
|
SELL
|
- |
-90- 1.09% |
$2.96K - $3.26K
|
8.14K
$372K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
23.2KNew |
$764K - $839K
|
23.2K
$1.06M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
213New |
$7.02K - $7.71K
|
213
$9.73K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
43.8KNew |
$1.44M - $1.59M
|
43.8K
$2M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
31.7KNew |
$1.04M - $1.15M
|
31.7K
$1.45M
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-430- 12.05% |
$14.2K - $15.6K
|
3.14K
$143K
|
|
|
Feb 05, 2024
Q4 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
6.51KNew |
$214K - $236K
|
6.51K
$297K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-27- 5.36% |
$889 - $978
|
477
$21.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
17New |
$560 - $616
|
17
$777
|
|
|
Jan 19, 2024
Q4 2023
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
5.66KNew |
$186K - $205K
|
5.66K
$259K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$65.9K - $72.4K
|
2K
$91.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
50+ 50.0% |
$1.65K - $1.81K
|
150
$6.85K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
301New |
$9.91K - $10.9K
|
301
$13.7K
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
11.2K+ 18.92% |
$369K - $406K
|
70.4K
$3.22M
|
|
|
Jan 05, 2024
Q4 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
20K+ 17.2% |
$659K - $724K
|
136K
$6.22M
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
30.7KNew |
$1.03M - $1.07M
|
30.7K
$1.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
615New |
$20.7K - $21.4K
|
615
$28.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
377KNew |
$12.7M - $13.2M
|
377K
$17.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-1.51K- 75.25% |
$50.6K - $52.5K
|
495
$22.6K
|
|
|
Nov 08, 2023
Q3 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
5.88K+ 88.98% |
$198K - $205K
|
12.5K
$570K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
199New |
$6.69K - $6.94K
|
199
$9.09K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-316- 33.83% |
$10.6K - $11K
|
618
$28.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Steward Financial Group LLC
|
BUY
|
- |
136KNew |
$4.59M - $4.75M
|
136K
$6.23M
|
|
|
Oct 16, 2023
Q3 2023
|
Applied Capital LLC
|
SELL
|
- |
-1.96K- 23.59% |
$66K - $68.4K
|
6.36K
$290K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
190New |
$6.39K - $6.62K
|
190
$8.68K
|
|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$377K - $390K
|
11.2K
$512K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.26K+ 85.65% |
$210K - $218K
|
13.6K
$619K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 75.0% |
$32.5K - $35.4K
|
345
$15.8K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-412- 6.21% |
$12.9K - $14.1K
|
6.23K
$284K
|
|