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 |
|---|---|---|---|---|---|---|---|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.2K- 3.23% |
$43.8K - $45.2K
|
35.9K
$1.36M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-9.97K- 10.01% |
$365K - $377K
|
89.7K
$3.41M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-676- 1.31% |
$24.8K - $25.6K
|
51.1K
$1.94M
|
|
|
Jan 31, 2025
Q4 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-3.02K- 3.07% |
$111K - $114K
|
95.3K
$3.62M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-100- 0.33% |
$3.66K - $3.78K
|
30.6K
$1.16M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-200- 0.96% |
$7.33K - $7.56K
|
20.7K
$788K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.38K- 1.94% |
$124K - $128K
|
171K
$6.49M
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-5K- 23.72% |
$183K - $189K
|
16.1K
$612K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
688+ 1.91% |
$25.2K - $26K
|
36.6K
$1.39M
|
|
|
Jan 30, 2025
Q4 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
6.72KNew |
$246K - $254K
|
6.72K
$256K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.95K- 29.11% |
$291K - $300K
|
19.3K
$736K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
5.52KNew |
$202K - $208K
|
5.52K
$210K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-3.96K- 1.43% |
$145K - $150K
|
272K
$10.3M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-9.25K- 30.45% |
$339K - $350K
|
21.1K
$804K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-652- 0.54% |
$23.9K - $24.6K
|
120K
$4.55M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-131- 0.54% |
$4.8K - $4.95K
|
24.2K
$922K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.05K- 34.91% |
$185K - $191K
|
9.41K
$358K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
SELL
|
- |
-3.13K- 1.5% |
$115K - $118K
|
206K
$7.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-20- 0.3% |
$733 - $756
|
6.69K
$254K
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
31New |
$1.14K - $1.17K
|
31
$1.18K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-6.02K- 34.25% |
$220K - $227K
|
11.5K
$439K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-18.5K- 30.91% |
$677K - $699K
|
41.3K
$1.57M
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-192- 0.6% |
$7.03K - $7.26K
|
32.1K
$1.22M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-3.86K- 30.53% |
$141K - $146K
|
8.77K
$334K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-1.32K- 2.34% |
$48.5K - $50K
|
55.3K
$2.1M
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-1.49K- 11.17% |
$54.6K - $56.3K
|
11.9K
$451K
|
|
|
Jan 21, 2025
Q4 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-14.1K- 13.01% |
$516K - $532K
|
94.2K
$3.58M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-20.1K- 35.15% |
$736K - $760K
|
37.1K
$1.41M
|
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.34K- 3.43% |
$196K - $202K
|
150K
$5.72M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-6.74K- 14.18% |
$247K - $255K
|
40.8K
$1.55M
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
812New |
$29.7K - $30.7K
|
812
$30.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.27K- 18.44% |
$46.7K - $48.2K
|
5.63K
$214K
|
|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-44.4K- 37.58% |
$1.62M - $1.68M
|
73.7K
$2.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 6.34% |
$93.2K - $96.1K
|
37.6K
$1.43M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.23K- 0.89% |
$45K - $46.4K
|
137K
$5.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-625K- 61.66% |
$22.9M - $23.6M
|
389K
$14.8M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-84- 0.44% |
$3.08K - $3.18K
|
19.1K
$727K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4.49K- 12.38% |
$164K - $170K
|
31.8K
$1.21M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-470- 0.45% |
$17.2K - $17.8K
|
105K
$3.98M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1K+ 7.35% |
$34.7K - $36.9K
|
14.6K
$555K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.74K+ 18.05% |
$269K - $285K
|
50.6K
$1.93M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.25KNew |
$43.5K - $46.2K
|
1.25K
$47.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.58K+ 13.52% |
$54.7K - $58.1K
|
13.2K
$503K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.2KNew |
$319K - $339K
|
9.2K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.46K- 4.65% |
$50.6K - $53.7K
|
29.9K
$1.14M
|
|
|
Nov 14, 2024
Q3 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-72.7K- 2.57% |
$2.53M - $2.68M
|
2.75M
$105M
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
111+ 1.22% |
$3.85K - $4.09K
|
9.21K
$350K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-34.1K- 51.61% |
$1.18M - $1.26M
|
31.9K
$1.21M
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-103K- 18.9% |
$3.57M - $3.79M
|
441K
$16.8M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18KNew |
$626K - $665K
|
18K
$686K
|
|