Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUN) 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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-7.33K- 14.53% |
$268K - $281K
|
43.1K
$1.58M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
61K+ 125.58% |
$2.23M - $2.34M
|
110K
$4.03M
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-34K- 21.27% |
$1.24M - $1.3M
|
126K
$4.62M
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-13.1K- 4.05% |
$478K - $501K
|
310K
$11.4M
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-40.7K- 31.79% |
$1.49M - $1.56M
|
87.3K
$3.21M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
669+ 1.83% |
$24.5K - $25.7K
|
37.3K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-21.6K- 24.05% |
$788K - $827K
|
68.1K
$2.5M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-5.69K- 13.25% |
$208K - $218K
|
37.3K
$1.37M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-13.8K- 6.88% |
$506K - $530K
|
187K
$6.88M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
7.15KNew |
$261K - $274K
|
7.15K
$263K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.84K- 3.77% |
$67.4K - $70.7K
|
47.1K
$1.73M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
12.8KNew |
$468K - $491K
|
12.8K
$470K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-29.5K- 6.95% |
$1.08M - $1.13M
|
394K
$14.5M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.19K- 0.27% |
$43.4K - $45.6K
|
439K
$16.1M
|
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2- 0.01% |
$73.1 - $76.7
|
22.9K
$843K
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.13K- 34.4% |
$261K - $273K
|
13.6K
$499K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
16.2K+ 3.77% |
$593K - $622K
|
446K
$16.4M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
4.54K+ 2.96% |
$166K - $174K
|
158K
$5.8M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.57K- 1.57% |
$57.4K - $60.2K
|
98.5K
$3.62M
|
|
|
May 09, 2025
Q1 2025
|
Atlantic Private Wealth, LLC
|
BUY
|
- |
2KNew |
$73.1K - $76.7K
|
2K
$73.5K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.27K- 18.96% |
$46.6K - $48.9K
|
5.44K
$200K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-529- 2.14% |
$19.3K - $20.3K
|
24.2K
$890K
|
|
|
May 08, 2025
Q1 2025
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-19K- 53.94% |
$695K - $729K
|
16.2K
$596K
|
|
|
May 08, 2025
Q1 2025
|
North Rock Partners, LLC
|
BUY
|
- |
1.63KNew |
$59.6K - $62.5K
|
1.63K
$59.8K
|
|
|
May 08, 2025
Q1 2025
|
Tfo Tdc, LLC
|
BUY
|
- |
8.98KNew |
$328K - $344K
|
8.98K
$330K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-406- 3.52% |
$14.8K - $15.6K
|
11.1K
$409K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.84K- 5.31% |
$67.4K - $70.7K
|
32.8K
$1.21M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
835+ 9.52% |
$30.5K - $32K
|
9.61K
$353K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
101K+ 131.03% |
$3.7M - $3.88M
|
178K
$6.55M
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-19.9K- 15.58% |
$729K - $765K
|
108K
$3.97M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.79K- 0.89% |
$65.3K - $68.5K
|
200K
$7.33M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2.15K- 16.14% |
$78.6K - $82.5K
|
11.2K
$410K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-4.71K- 9.43% |
$172K - $181K
|
45.3K
$1.66M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-6- 0.04% |
$219 - $230
|
15.9K
$585K
|
|
|
May 05, 2025
Q1 2025
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-1K- 1.96% |
$36.6K - $38.4K
|
50.1K
$1.84M
|
|
|
May 05, 2025
Q1 2025
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
SELL
|
- |
-38K- 58.21% |
$1.39M - $1.46M
|
27.3K
$1M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-261- 2.24% |
$9.54K - $10K
|
11.4K
$419K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-3.3K- 9.2% |
$121K - $127K
|
32.6K
$1.2M
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-6.39K- 33.02% |
$234K - $245K
|
13K
$476K
|
|
|
May 02, 2025
Q1 2025
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-2.55K- 0.81% |
$93K - $97.6K
|
314K
$11.5M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-108K- 89.9% |
$3.93M - $4.12M
|
12.1K
$444K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
24+ 0.33% |
$877 - $920
|
7.36K
$270K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
9.65KNew |
$353K - $370K
|
9.65K
$354K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.81K- 14.36% |
$103K - $108K
|
16.8K
$615K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
138New |
$5.05K - $5.29K
|
138
$5.07K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-13.3K- 3.42% |
$486K - $510K
|
375K
$13.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-30- 6.3% |
$1.1K - $1.15K
|
446
$16.4K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-687- 0.4% |
$25.1K - $26.3K
|
170K
$6.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.01K- 12.12% |
$183K - $192K
|
36.3K
$1.33M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-65.7K- 33.54% |
$2.4M - $2.52M
|
130K
$4.78M
|