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 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
15.3KNew |
$436K - $496K
|
15.3K
$610K
|
|
|
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
$5.98M
|
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
BUY
|
- |
15.8KNew |
$449K - $510K
|
15.8K
$628K
|
|
|
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
$624K
|
|
|
May 04, 2022
Q1 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-15.3KClosed |
$474K - $494K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-41.8KClosed |
$1.3M - $1.35M
|
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
$169K
|
|
|
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
$6.45K
|
|
| 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
|
|
| Q4 2020 | |||||||
|
Feb 10, 2021
Q4 2020
|
Stephens Inc
|
SELL
|
- |
-29.6KClosed |
$850K - $889K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 11, 2020
Q2 2020
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
350New |
$8.47K - $10K
|
350
$13.9K
|
|