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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.91KNew |
$271K - $282K
|
8.91K
$337K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
2.56KNew |
$77.8K - $80.9K
|
2.56K
$96.6K
|
|
|
Jul 10, 2023
Q2 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.13KNew |
$64.8K - $67.4K
|
2.13K
$80.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.3K+ 177.53% |
$38.4K - $40.3K
|
2.03K
$76.6K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
6.5KNew |
$193K - $202K
|
6.5K
$246K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
330New |
$9.77K - $10.3K
|
330
$12.5K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
8.98KNew |
$266K - $279K
|
8.98K
$339K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
BUY
|
- |
267+ 3.07% |
$7.91K - $8.31K
|
8.98K
$339K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2KNew |
$59.2K - $62.3K
|
2K
$75.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.66K- 13.47% |
$49.1K - $51.6K
|
10.7K
$403K
|
|
|
Apr 10, 2023
Q1 2023
|
Bms Financial Advisors, LLC
|
BUY
|
- |
12KNew |
$355K - $374K
|
12K
$453K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-632- 4.06% |
$17.9K - $19.4K
|
14.9K
$565K
|
|
|
Feb 14, 2023
Q4 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
700New |
$19.8K - $21.5K
|
700
$26.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.34KNew |
$123K - $133K
|
4.34K
$164K
|
|
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-2.7K- 19.93% |
$76.5K - $82.8K
|
10.9K
$410K
|
|
|
Feb 06, 2023
Q4 2022
|
Park National Corp
|
BUY
|
- |
6.92KNew |
$196K - $212K
|
6.92K
$261K
|
|
|
Jan 25, 2023
Q4 2022
|
Sageworth Trust CO
|
BUY
|
- |
27.5KNew |
$780K - $845K
|
27.5K
$1.04M
|
|
|
Jan 18, 2023
Q4 2022
|
Hudson Capital Management LLC
|
BUY
|
- |
5.61K+ 2.94% |
$159K - $172K
|
196K
$7.42M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.34KNew |
$66.3K - $71.8K
|
2.34K
$88.4K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1KNew |
$28.4K - $31.2K
|
1K
$37.8K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
BUY
|
- |
128New |
$3.63K - $3.99K
|
128
$4.84K
|
|
|
Oct 20, 2022
Q3 2022
|
Acute Investment Advisory, LLC
Mesa, AZ |
BUY
|
- |
15.2K+ 10.24% |
$431K - $473K
|
163K
$6.17M
|
|
|
Oct 20, 2022
Q3 2022
|
4 J Wealth Management LLC
|
BUY
|
- |
163KNew |
$4.63M - $5.09M
|
163K
$6.17M
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
200New |
$5.67K - $6.23K
|
200
$7.56K
|
|
| Q2 2022 | |||||||
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-4.01K- 12.1% |
$114K - $130K
|
29.2K
$1.1M
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-24.9KClosed |
$709K - $805K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
2.21KNew |
$62.8K - $71.3K
|
2.21K
$83.3K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-7.17KClosed |
$204K - $232K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-9.51KClosed |
$271K - $307K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15.3KNew |
$436K - $496K
|
15.3K
$580K
|
|
|
Jul 18, 2022
Q2 2022
|
Collective Family Office LLC
|
SELL
|
- |
-8KClosed |
$228K - $259K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
BUY
|
- |
150KNew |
$4.28M - $4.86M
|
150K
$5.68M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
15.8KNew |
$449K - $510K
|
15.8K
$597K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-190Closed |
$5.41K - $6.14K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
15.7KNew |
$487K - $507K
|
15.7K
$592K
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-41.8KClosed |
$1.3M - $1.35M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$474K - $494K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 17, 2022
Q4 2021
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.44KClosed |
$44.8K - $46.4K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.43KClosed |
$44.5K - $46.2K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-300- 6.59% |
$9.33K - $9.67K
|
4.25K
$161K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-369Closed |
$11.5K - $11.9K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-1.04KClosed |
$32.3K - $33.4K
|
0
$0
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-11.8KClosed |
$367K - $380K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Oct 15, 2021
Q3 2021
|
Transform Wealth, LLC
|
SELL
|
- |
-884KClosed |
$27.2M - $28M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-156KClosed |
$4.76M - $4.83M
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Whittier Trust CO
|
SELL
|
- |
-800Closed |
$24.5K - $24.8K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.79KClosed |
$54.9K - $55.7K
|
0
$0
|
|
|
Jul 15, 2021
Q2 2021
|
Wolff Wiese Magana LLC
|
BUY
|
- |
162New |
$4.96K - $5.03K
|
162
$6.12K
|
|
| Q1 2021 | |||||||
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-2.15KClosed |
$64.5K - $66K
|
0
$0
|
|
|
Apr 14, 2021
Q1 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-6.8KClosed |
$204K - $209K
|
0
$0
|
|