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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Hollencrest Capital Management
|
BUY
|
- |
1.51KNew |
$59.5K - $61.8K
|
1.51K
$65.9K
|
|
|
May 01, 2025
Q1 2025
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
1.45K+ 12.65% |
$57.4K - $59.5K
|
12.9K
$565K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
515+ 8.11% |
$20.3K - $21.1K
|
6.87K
$300K
|
|
|
Apr 30, 2025
Q1 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
12.2KNew |
$482K - $500K
|
12.2K
$533K
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
30.3KNew |
$1.2M - $1.24M
|
30.3K
$1.32M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
10.9K+ 174.36% |
$431K - $448K
|
17.2K
$751K
|
|
|
Apr 28, 2025
Q1 2025
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-170- 2.38% |
$6.72K - $6.97K
|
6.97K
$304K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
2.54K+ 35.7% |
$100K - $104K
|
9.64K
$421K
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
5.2KNew |
$206K - $213K
|
5.2K
$227K
|
|
|
Apr 23, 2025
Q1 2025
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.66K- 8.13% |
$105K - $109K
|
30.1K
$1.31M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
SELL
|
- |
-1.59K- 2.37% |
$62.8K - $65.2K
|
65.6K
$2.87M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-4.13K- 10.53% |
$163K - $169K
|
35.1K
$1.53M
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
5KNew |
$197K - $205K
|
5K
$218K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
740+ 7.37% |
$29.2K - $30.3K
|
10.8K
$471K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
1.5K+ 17.65% |
$59.3K - $61.5K
|
10K
$437K
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-1.07K- 2.27% |
$42.2K - $43.7K
|
46K
$2.01M
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
5.37KNew |
$212K - $220K
|
5.37K
$235K
|
|
|
Apr 15, 2025
Q1 2025
|
Vestment Financial LLC
Chanhassen, MN |
BUY
|
- |
8.91K+ 179.03% |
$352K - $365K
|
13.9K
$607K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2KNew |
$79K - $82K
|
2K
$87.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
2.37K+ 17.84% |
$93.7K - $97.2K
|
15.7K
$684K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.42K+ 13.21% |
$214K - $222K
|
46.4K
$2.03M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-421- 2.07% |
$16.6K - $17.3K
|
19.9K
$870K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
900+ 13.65% |
$35.6K - $36.9K
|
7.49K
$327K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-52K- 74.5% |
$2.05M - $2.13M
|
17.8K
$777K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-86.6K- 29.09% |
$3.38M - $3.5M
|
211K
$9.22M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.89K+ 30.95% |
$113K - $117K
|
12.2K
$533K
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
272+ 578.72% |
$10.6K - $11K
|
319
$13.9K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.2KNew |
$984K - $1.02M
|
25.2K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 95.31% |
$686K - $710K
|
864
$37.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.5K- 71.67% |
$839K - $868K
|
8.49K
$371K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.97K- 97.54% |
$155K - $160K
|
100
$4.37K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13KNew |
$278K - $288K
|
7.13K
$311K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.49KNew |
$214K - $222K
|
5.49K
$240K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.38KNew |
$366K - $379K
|
9.38K
$410K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.23KNew |
$165K - $171K
|
4.23K
$185K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
68New |
$2.65K - $2.75K
|
68
$2.97K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.44KNew |
$252K - $260K
|
6.44K
$282K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$61.7K - $63.8K
|
21.1K
$923K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 0.29% |
$6.21K - $6.43K
|
54.5K
$2.38M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$64.5K - $66.8K
|
1.65K
$72.2K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17.5KNew |
$685K - $709K
|
17.5K
$766K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.77KNew |
$264K - $274K
|
6.77K
$296K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$53.8K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$594K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 1.31% |
$5.27K - $5.46K
|
10.1K
$443K
|
|
| Q3 2024 | |||||||
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.59% |
$59K - $62.8K
|
6.17K
$270K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$499K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$685K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 47.37% |
$127K - $136K
|
10.7K
$470K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 34.89% |
$205K - $218K
|
10.4K
$454K
|
|