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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-44.4K- 37.58% |
$1.62M - $1.68M
|
73.7K
$2.71M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.27K- 18.44% |
$46.7K - $48.2K
|
5.63K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.54K- 6.34% |
$93.2K - $96.1K
|
37.6K
$1.38M
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-1.23K- 0.89% |
$45K - $46.4K
|
137K
$5.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-625K- 61.66% |
$22.9M - $23.6M
|
389K
$14.3M
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-84- 0.44% |
$3.08K - $3.18K
|
19.1K
$704K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4.49K- 12.38% |
$164K - $170K
|
31.8K
$1.17M
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-470- 0.45% |
$17.2K - $17.8K
|
105K
$3.85M
|
|
| Q3 2024 | |||||||
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
1.25KNew |
$43.5K - $46.2K
|
1.25K
$46.2K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1K+ 7.35% |
$34.7K - $36.9K
|
14.6K
$538K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
9.2KNew |
$319K - $339K
|
9.2K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
1.78K+ 480.32% |
$61.9K - $65.7K
|
2.15K
$79.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
86+ 1.19% |
$2.99K - $3.17K
|
7.33K
$270K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.75K- 41.01% |
$95.3K - $101K
|
3.95K
$145K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
10.9KNew |
$377K - $400K
|
10.9K
$399K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
18KNew |
$626K - $665K
|
18K
$664K
|
|
|
Nov 14, 2024
Q3 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
111+ 1.22% |
$3.85K - $4.09K
|
9.21K
$339K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2K- 8.75% |
$69.4K - $73.8K
|
20.8K
$768K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.3KNew |
$497K - $527K
|
14.3K
$527K
|
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
5.44K+ 25.37% |
$189K - $201K
|
26.9K
$990K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.22K+ 20.03% |
$77.1K - $81.9K
|
13.3K
$490K
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-600- 3.49% |
$20.8K - $22.1K
|
16.6K
$611K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-667- 3.3% |
$23.2K - $24.6K
|
19.6K
$720K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
SELL
|
- |
-2.33K- 29.38% |
$80.9K - $85.9K
|
5.6K
$206K
|
|
|
Nov 08, 2024
Q3 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-1.1K- 3.73% |
$38.3K - $40.6K
|
28.4K
$1.05M
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-424- 6.22% |
$14.7K - $15.6K
|
6.4K
$236K
|
|
|
Nov 06, 2024
Q3 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-435- 4.18% |
$15.1K - $16K
|
9.98K
$367K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.23K- 16.25% |
$42.8K - $45.5K
|
6.36K
$234K
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-18.1K- 61.51% |
$630K - $669K
|
11.4K
$418K
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.54K- 24.76% |
$88.1K - $93.6K
|
7.71K
$284K
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
BUY
|
- |
49+ 0.33% |
$1.7K - $1.81K
|
14.9K
$550K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-300- 3.73% |
$10.4K - $11.1K
|
7.75K
$285K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-654- 2.85% |
$22.7K - $24.1K
|
22.3K
$821K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-775- 2.13% |
$26.9K - $28.6K
|
35.6K
$1.31M
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.9K- 4.3% |
$65.9K - $70K
|
42.3K
$1.56M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.1K+ 4.03% |
$38.1K - $40.5K
|
28.4K
$1.04M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
SELL
|
- |
-37K- 74.27% |
$1.28M - $1.36M
|
12.8K
$472K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
4.22K+ 46.98% |
$146K - $155K
|
13.2K
$486K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.94K- 1.12% |
$67.3K - $71.5K
|
171K
$6.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
150+ 0.25% |
$5.21K - $5.53K
|
59.2K
$2.18M
|
|
|
Oct 11, 2024
Q3 2024
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
1K+ 12.05% |
$34.7K - $36.9K
|
9.3K
$342K
|
|
|
Oct 08, 2024
Q3 2024
|
Gill Capital Partners, LLC
Denver, CO |
BUY
|
- |
392+ 2.97% |
$13.6K - $14.5K
|
13.6K
$500K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-58- 3.51% |
$2.01K - $2.14K
|
1.59K
$58.7K
|
|
| Q2 2024 | |||||||
|
Apr 01, 2025
Q2 2024
|
Family Wealth Group, LLC
Lexington, KY |
BUY
|
- |
26.4KNew |
$908K - $941K
|
26.4K
$972K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
6.5KNew |
$224K - $232K
|
6.5K
$239K
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.97K+ 16.65% |
$102K - $106K
|
20.8K
$767K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
30+ 6.73% |
$1.03K - $1.07K
|
476
$17.5K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
42.9KNew |
$1.48M - $1.53M
|
42.9K
$1.58M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
317+ 4.35% |
$10.9K - $11.3K
|
7.6K
$280K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
8.84KNew |
$304K - $315K
|
8.84K
$325K
|
|