Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) 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 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-12.5K- 35.26% |
$465K - $528K
|
23K
$971K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
8.18K+ 86.21% |
$304K - $346K
|
17.7K
$748K
|
|
|
Jul 10, 2025
Q2 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.89K- 26.01% |
$70.1K - $79.6K
|
5.36K
$227K
|
|
|
Jul 10, 2025
Q2 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-4.07K- 35.87% |
$151K - $172K
|
7.27K
$308K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-5.56K- 8.56% |
$207K - $235K
|
59.4K
$2.51M
|
|
|
Jul 09, 2025
Q2 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-644- 2.25% |
$23.9K - $27.2K
|
28K
$1.19M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-1.2K- 13.51% |
$44.6K - $50.7K
|
7.69K
$325K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
SELL
|
- |
-2.01K- 19.99% |
$74.8K - $85K
|
8.06K
$341K
|
|
|
Jul 07, 2025
Q2 2025
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-415- 2.37% |
$15.4K - $17.5K
|
17.1K
$723K
|
|
| Q1 2025 | |||||||
|
May 21, 2025
Q1 2025
|
Mbl Wealth, LLC
Charlotte, NC |
SELL
|
- |
-12.9K- 16.2% |
$509K - $528K
|
66.6K
$2.82M
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.54K- 15.36% |
$100K - $104K
|
14K
$591K
|
|
|
May 19, 2025
Q1 2025
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
24.2KNew |
$956K - $992K
|
24.2K
$1.02M
|
|
|
May 16, 2025
Q1 2025
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-240- 3.04% |
$9.48K - $9.84K
|
7.66K
$324K
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-534- 8.7% |
$21.1K - $21.9K
|
5.61K
$237K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
19K+ 72.81% |
$752K - $781K
|
45.2K
$1.91M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
BUY
|
- |
1.17K+ 1.36% |
$46.4K - $48.1K
|
87.7K
$3.71M
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
14.1K+ 34.17% |
$556K - $577K
|
55.3K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
449+ 2.59% |
$17.7K - $18.4K
|
17.8K
$754K
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
BUY
|
- |
3.27K+ 16.09% |
$129K - $134K
|
23.6K
$999K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
236New |
$9.32K - $9.68K
|
236
$9.99K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.95K+ 80.74% |
$275K - $285K
|
15.6K
$658K
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
9.19KNew |
$363K - $377K
|
9.19K
$389K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
2.9K+ 43.26% |
$115K - $119K
|
9.6K
$406K
|
|
|
May 15, 2025
Q1 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
9.57KNew |
$378K - $392K
|
9.57K
$405K
|
|
|
May 15, 2025
Q1 2025
|
Alliancebernstein L.P.
New York, NY |
BUY
|
- |
219K+ 14.63% |
$8.65M - $8.97M
|
1.72M
$72.6M
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-14K- 57.94% |
$554K - $575K
|
10.2K
$431K
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
BUY
|
- |
6.13KNew |
$242K - $251K
|
6.13K
$259K
|
|
|
May 14, 2025
Q1 2025
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-25- 0.28% |
$988 - $1.03K
|
9.02K
$382K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-20.1K- 52.94% |
$796K - $826K
|
17.9K
$758K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-36.2K- 16.26% |
$1.43M - $1.48M
|
186K
$7.88M
|
|
|
May 14, 2025
Q1 2025
|
Frisch Financial Group, Inc.
Melville, NY |
BUY
|
- |
3.77K+ 42.36% |
$149K - $154K
|
12.7K
$536K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
23.7K+ 78.3% |
$938K - $973K
|
54K
$2.29M
|
|
|
May 14, 2025
Q1 2025
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
19.8K+ 179.33% |
$784K - $813K
|
30.9K
$1.31M
|
|
|
May 14, 2025
Q1 2025
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
7.06KNew |
$279K - $289K
|
7.06K
$298K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
118+ 0.36% |
$4.66K - $4.84K
|
33K
$1.4M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-6.85K- 47.18% |
$271K - $281K
|
7.67K
$324K
|
|
|
May 14, 2025
Q1 2025
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-1.32K- 14.88% |
$52K - $53.9K
|
7.52K
$318K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-2.91K- 50.28% |
$115K - $119K
|
2.88K
$122K
|
|
|
May 13, 2025
Q1 2025
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-600- 8.7% |
$23.7K - $24.6K
|
6.3K
$267K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
33K+ 44.02% |
$1.3M - $1.35M
|
108K
$4.57M
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-14K- 96.26% |
$552K - $572K
|
543
$23K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
77.2K+ 36.61% |
$3.05M - $3.17M
|
288K
$12.2M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
13.8KNew |
$545K - $566K
|
13.8K
$584K
|
|
|
May 13, 2025
Q1 2025
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
250+ 48.45% |
$9.88K - $10.3K
|
766
$32.4K
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-18.1K- 78.07% |
$716K - $743K
|
5.1K
$216K
|
|
|
May 13, 2025
Q1 2025
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-19.2K- 20.32% |
$758K - $787K
|
75.3K
$3.19M
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
143+ 0.3% |
$5.65K - $5.86K
|
47.7K
$2.02M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
7.8K+ 10.51% |
$308K - $320K
|
82K
$3.47M
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
50.6K+ 21.8% |
$2M - $2.07M
|
283K
$12M
|
|