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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-100- 1.92% |
$3.95K - $4.1K
|
5.1K
$216K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
23.6K+ 28.07% |
$933K - $968K
|
108K
$4.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.1K+ 3.59% |
$1.66M - $1.72M
|
1.22M
$51.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
37+ 0.3% |
$1.46K - $1.52K
|
12.3K
$520K
|
|
|
Apr 29, 2025
Q1 2025
|
Jessup Wealth Management, Inc
Dayton, OH |
BUY
|
- |
20.6KNew |
$815K - $846K
|
20.6K
$873K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.54K+ 35.7% |
$100K - $104K
|
9.64K
$408K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-170- 2.38% |
$6.72K - $6.97K
|
6.97K
$295K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.9K+ 174.36% |
$431K - $448K
|
17.2K
$727K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.91K+ 6.97% |
$75.3K - $78.1K
|
29.2K
$1.24M
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-300- 5.02% |
$11.9K - $12.3K
|
5.68K
$240K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.66K- 8.13% |
$105K - $109K
|
30.1K
$1.27M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
30.9K+ 131.21% |
$1.22M - $1.27M
|
54.5K
$2.3M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2KNew |
$206K - $213K
|
5.2K
$220K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-181- 6.46% |
$7.15K - $7.42K
|
2.62K
$111K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-2.89K- 23.64% |
$114K - $118K
|
9.32K
$394K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-4.13K- 10.53% |
$163K - $169K
|
35.1K
$1.48M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.59K- 2.37% |
$62.8K - $65.2K
|
65.6K
$2.78M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.38K+ 1.3% |
$54.4K - $56.5K
|
107K
$4.53M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.97K+ 37.05% |
$196K - $204K
|
18.4K
$778K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
375+ 2.58% |
$14.8K - $15.4K
|
14.9K
$631K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5KNew |
$197K - $205K
|
5K
$211K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
740+ 7.37% |
$29.2K - $30.3K
|
10.8K
$456K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$42.2K - $43.7K
|
46K
$1.95M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.78K- 3.32% |
$70.4K - $73K
|
51.9K
$2.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
1.39K+ 17.26% |
$54.9K - $57K
|
9.44K
$399K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.5K+ 17.65% |
$59.3K - $61.5K
|
10K
$423K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.37KNew |
$212K - $220K
|
5.37K
$227K
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-18.7K- 2.48% |
$740K - $768K
|
736K
$31.1M
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
30.6K+ 118.45% |
$1.21M - $1.25M
|
56.4K
$2.39M
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-1.5K- 4.29% |
$59.3K - $61.5K
|
33.5K
$1.42M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
2.73K+ 4.21% |
$108K - $112K
|
67.6K
$2.86M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$79K - $82K
|
2K
$84.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
8.31K+ 38.08% |
$328K - $341K
|
30.1K
$1.27M
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.91K+ 179.03% |
$352K - $365K
|
13.9K
$588K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-190- 0.61% |
$7.51K - $7.79K
|
31.1K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-11.6K- 16.37% |
$457K - $475K
|
59.1K
$2.5M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
BUY
|
- |
350+ 0.59% |
$13.8K - $14.4K
|
59.7K
$2.53M
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 17.84% |
$93.7K - $97.2K
|
15.7K
$663K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
34.1K+ 34.96% |
$1.35M - $1.4M
|
131K
$5.56M
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-400- 1.04% |
$15.8K - $16.4K
|
38.2K
$1.62M
|
|
|
Apr 10, 2025
Q1 2025
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
SELL
|
- |
-1.03K- 8.33% |
$40.8K - $42.4K
|
11.4K
$481K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
11.1K+ 14.29% |
$440K - $457K
|
89K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-421- 2.07% |
$16.6K - $17.3K
|
19.9K
$842K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.42K+ 13.21% |
$214K - $222K
|
46.4K
$1.96M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-416- 4.15% |
$16.4K - $17.1K
|
9.6K
$406K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-8.31K- 21.94% |
$328K - $341K
|
29.6K
$1.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
900+ 13.65% |
$35.6K - $36.9K
|
7.49K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-52K- 74.5% |
$2.05M - $2.13M
|
17.8K
$752K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
20+ 0.2% |
$790 - $820
|
10.2K
$429K
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-75.4K- 11.49% |
$2.94M - $3.05M
|
581K
$24.6M
|
|