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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1K+ 12.05% |
$34.7K - $36.9K
|
9.3K
$351K
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
3.51K+ 12.91% |
$122K - $129K
|
30.7K
$1.16M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-156- 0.35% |
$5.42K - $5.75K
|
45K
$1.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
52.4K+ 5.46% |
$1.82M - $1.93M
|
1.01M
$38.3M
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-58- 3.51% |
$2.01K - $2.14K
|
1.59K
$60.2K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-8.72K- 40.48% |
$303K - $322K
|
12.8K
$485K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
392+ 2.97% |
$13.6K - $14.5K
|
13.6K
$513K
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-2.89K- 2.39% |
$100K - $107K
|
118K
$4.46M
|
|
| Q2 2024 | |||||||
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 16.65% |
$102K - $106K
|
20.8K
$787K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317+ 4.35% |
$10.9K - $11.3K
|
7.6K
$287K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.9KNew |
$1.48M - $1.53M
|
42.9K
$1.62M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 6.73% |
$1.03K - $1.07K
|
476
$18K
|
|
|
Aug 14, 2024
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
26.5KNew |
$910K - $943K
|
26.5K
$1M
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.84KNew |
$304K - $315K
|
8.84K
$334K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21.4KNew |
$738K - $764K
|
21.4K
$810K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.21K+ 63.88% |
$214K - $221K
|
15.9K
$602K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
5.07K+ 63.06% |
$175K - $181K
|
13.1K
$496K
|
|
|
Aug 13, 2024
Q2 2024
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
SELL
|
- |
-2.47K- 13.66% |
$84.8K - $87.9K
|
15.6K
$589K
|
|
|
Aug 12, 2024
Q2 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
21.1K+ 15.98% |
$727K - $753K
|
153K
$5.79M
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.19KNew |
$247K - $256K
|
7.19K
$272K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
4.93K+ 313.69% |
$170K - $176K
|
6.5K
$246K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 5.4% |
$42.2K - $43.7K
|
23.9K
$904K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
1.42K+ 2.82% |
$48.9K - $50.6K
|
51.8K
$1.96M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-200- 0.85% |
$6.88K - $7.13K
|
23.3K
$879K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1.5K+ 26.88% |
$51.6K - $53.5K
|
7.08K
$268K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.2KNew |
$350K - $363K
|
10.2K
$385K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
6.45KNew |
$222K - $230K
|
6.45K
$244K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 322.05% |
$108K - $112K
|
4.12K
$156K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.8KNew |
$303K - $314K
|
8.8K
$333K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
18.8K+ 135.85% |
$647K - $670K
|
32.6K
$1.23M
|
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-25- 0.19% |
$860 - $891
|
13.3K
$504K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
16K+ 80.03% |
$550K - $569K
|
35.9K
$1.36M
|
|
|
Jul 26, 2024
Q2 2024
|
Worth Financial Advisory Group, LLC
Charlotte, NC |
BUY
|
- |
10.9KNew |
$374K - $388K
|
10.9K
$411K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$713K - $739K
|
20.7K
$783K
|
|
|
Jul 24, 2024
Q2 2024
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
32.9K+ 142.95% |
$1.13M - $1.17M
|
55.8K
$2.11M
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
43.8KNew |
$1.51M - $1.56M
|
43.8K
$1.65M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 7.39% |
$22.4K - $23.2K
|
9.44K
$357K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-725- 2.33% |
$24.9K - $25.8K
|
30.4K
$1.15M
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
3.71K+ 271.09% |
$128K - $132K
|
5.08K
$192K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
6.4K+ 21.42% |
$220K - $228K
|
36.3K
$1.37M
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.07K- 71.33% |
$36.8K - $38.1K
|
430
$16.2K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.28K+ 15.03% |
$78.4K - $81.2K
|
17.4K
$659K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.41KNew |
$221K - $228K
|
6.41K
$242K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.1KNew |
$484K - $501K
|
14.1K
$532K
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.3K- 14.67% |
$114K - $118K
|
19.2K
$725K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.96K+ 74.43% |
$98.3K - $102K
|
6.94K
$262K
|
|
|
May 15, 2024
Q1 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.97KNew |
$231K - $241K
|
6.97K
$263K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
200+ 1.16% |
$6.63K - $6.9K
|
17.5K
$660K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.63K- 12.35% |
$286K - $298K
|
61.2K
$2.31M
|
|