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 |
|---|---|---|---|---|---|---|---|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
21.4KNew |
$738K - $764K
|
21.4K
$790K
|
|
|
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
$574K
|
|
|
Aug 13, 2024
Q2 2024
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
6.21K+ 63.88% |
$214K - $221K
|
15.9K
$587K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
1.23K+ 5.4% |
$42.2K - $43.7K
|
23.9K
$880K
|
|
|
Aug 12, 2024
Q2 2024
|
Maxwell Wealth Strategies Inc.
Pleasanton, CA |
BUY
|
- |
7.19KNew |
$247K - $256K
|
7.19K
$265K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-200- 0.85% |
$6.88K - $7.13K
|
23.3K
$857K
|
|
|
Aug 05, 2024
Q2 2024
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
10.2KNew |
$350K - $363K
|
10.2K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.14K+ 322.05% |
$108K - $112K
|
4.12K
$152K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
BUY
|
- |
8.8KNew |
$303K - $314K
|
8.8K
$324K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
20.7KNew |
$713K - $739K
|
20.7K
$763K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
43.8KNew |
$1.51M - $1.56M
|
43.8K
$1.61M
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 7.39% |
$22.4K - $23.2K
|
9.44K
$348K
|
|
|
Jul 12, 2024
Q2 2024
|
City Holding CO
|
SELL
|
- |
-1.07K- 71.33% |
$36.8K - $38.1K
|
430
$15.8K
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
2.28K+ 15.03% |
$78.4K - $81.2K
|
17.4K
$642K
|
|
|
Jul 10, 2024
Q2 2024
|
Csenge Advisory Group
|
BUY
|
- |
14.1KNew |
$484K - $501K
|
14.1K
$518K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
6.41KNew |
$221K - $228K
|
6.41K
$236K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
2.96K+ 74.43% |
$98.3K - $102K
|
6.94K
$256K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-13.9K- 18.07% |
$460K - $479K
|
62.9K
$2.31M
|
|
|
May 14, 2024
Q1 2024
|
Vantage Financial Partners Ltd., Inc.
|
SELL
|
- |
-7.79K- 2.11% |
$258K - $269K
|
361K
$13.3M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-8.63K- 12.35% |
$286K - $298K
|
61.2K
$2.25M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
207KNew |
$6.85M - $7.13M
|
207K
$7.61M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-11.5K- 12.56% |
$381K - $396K
|
80K
$2.94M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
272New |
$9.02K - $9.39K
|
272
$10K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
327New |
$10.8K - $11.3K
|
327
$12K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
SELL
|
- |
-4.78K- 44.34% |
$159K - $165K
|
6.01K
$221K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-396- 70.34% |
$13.1K - $13.7K
|
167
$6.15K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
BUY
|
- |
982New |
$32.6K - $33.9K
|
982
$36.2K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-3.45K- 2.81% |
$114K - $119K
|
119K
$4.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
SELL
|
- |
-11.3K- 4.67% |
$375K - $391K
|
231K
$8.51M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
55New |
$1.82K - $1.9K
|
55
$2.03K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-265- 2.3% |
$8.79K - $9.15K
|
11.3K
$415K
|
|
|
Apr 15, 2024
Q1 2024
|
Andina Capital Management, LLC
Lehi, UT |
SELL
|
- |
-8.74K- 7.13% |
$290K - $302K
|
114K
$4.19M
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-1K- 50.0% |
$33.2K - $34.5K
|
1K
$36.8K
|
|
| Q4 2023 | |||||||
|
Oct 03, 2024
Q4 2023
|
Keeler & Nadler Financial Planning & Wealth Management
Dublin, OH |
SELL
|
- |
-7.4KClosed |
$227K - $247K
|
0
$0
|
|
|
Mar 04, 2024
Q4 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
580New |
$17.8K - $19.4K
|
580
$21.4K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
25.1KNew |
$770K - $838K
|
25.1K
$924K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
10.4KNew |
$320K - $348K
|
10.4K
$384K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.23KNew |
$191K - $208K
|
6.23K
$229K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
10KNew |
$307K - $334K
|
10K
$368K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
20KNew |
$613K - $667K
|
20K
$736K
|
|
|
Feb 12, 2024
Q4 2023
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-1.79K- 22.21% |
$54.7K - $59.6K
|
6.25K
$230K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-461- 6.72% |
$14.1K - $15.4K
|
6.4K
$236K
|
|
|
Jan 31, 2024
Q4 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-379Closed |
$11.6K - $12.7K
|
0
$0
|
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
18New |
$552 - $601
|
18
$663
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
1.99KNew |
$61K - $66.4K
|
1.99K
$73.3K
|
|
|
Jan 12, 2024
Q4 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
SELL
|
- |
-1.04K- 2.87% |
$31.9K - $34.7K
|
35.2K
$1.3M
|
|
|
Jan 10, 2024
Q4 2023
|
Advance Capital Management, Inc.
Southfield, MI |
SELL
|
- |
-2.4K- 26.31% |
$73.5K - $80K
|
6.71K
$247K
|
|
|
Jan 10, 2024
Q4 2023
|
Range Financial Group LLC
|
SELL
|
- |
-4.59K- 38.59% |
$141K - $153K
|
7.3K
$269K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
3KNew |
$93.7K - $96.3K
|
3K
$110K
|
|
|
Nov 14, 2023
Q3 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-40- 1.12% |
$1.25K - $1.28K
|
3.52K
$130K
|
|