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 |
|---|---|---|---|---|---|---|---|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-74- 0.2% |
$2.89K - $2.99K
|
36.5K
$1.55M
|
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
272+ 578.72% |
$10.6K - $11K
|
319
$13.5K
|
|
|
Feb 26, 2025
Q4 2024
|
Life Wealth Investments, LLC
Winter Garden, FL |
BUY
|
- |
25.2KNew |
$984K - $1.02M
|
25.2K
$1.07M
|
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
8.01KNew |
$313K - $324K
|
8.01K
$339K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-843- 3.07% |
$32.9K - $34.1K
|
26.7K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-21.5K- 71.67% |
$839K - $868K
|
8.49K
$359K
|
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
SELL
|
- |
-17.6K- 95.31% |
$686K - $710K
|
864
$36.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
8.49K+ 134.87% |
$332K - $343K
|
14.8K
$626K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-3.97K- 97.54% |
$155K - $160K
|
100
$4.23K
|
|
|
Feb 12, 2025
Q4 2024
|
Riverchase Wealth Management, LLC
Flower Mound, TX |
BUY
|
- |
5.49KNew |
$214K - $222K
|
5.49K
$232K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
7.13KNew |
$278K - $288K
|
7.13K
$302K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
9.38KNew |
$366K - $379K
|
9.38K
$397K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
4.23KNew |
$165K - $171K
|
4.23K
$179K
|
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
68New |
$2.65K - $2.75K
|
68
$2.88K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
71New |
$2.77K - $2.87K
|
71
$3K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$61.7K - $63.8K
|
21.1K
$894K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.44KNew |
$252K - $260K
|
6.44K
$273K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 0.29% |
$6.21K - $6.43K
|
54.5K
$2.31M
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$64.5K - $66.8K
|
1.65K
$69.9K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17.5KNew |
$685K - $709K
|
17.5K
$742K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.77KNew |
$264K - $274K
|
6.77K
$286K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$52K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$575K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 1.31% |
$5.27K - $5.46K
|
10.1K
$429K
|
|
| Q3 2024 | |||||||
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.59% |
$59K - $62.8K
|
6.17K
$261K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$483K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$663K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.3K+ 127.16% |
$1.6M - $1.7M
|
77.4K
$3.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 47.37% |
$127K - $136K
|
10.7K
$455K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.06KNew |
$260K - $277K
|
7.06K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 34.89% |
$205K - $218K
|
10.4K
$439K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8KNew |
$509K - $542K
|
13.8K
$584K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-88- 1.05% |
$3.25K - $3.45K
|
8.31K
$352K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$57.4K - $61K
|
1.56K
$65.8K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.75K- 28.91% |
$101K - $108K
|
6.75K
$286K
|
|
|
Nov 01, 2024
Q3 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-16- 3.6% |
$590 - $628
|
428
$18.1K
|
|
|
Oct 31, 2024
Q3 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-4.56K- 4.79% |
$168K - $179K
|
90.8K
$3.84M
|
|
|
Oct 30, 2024
Q3 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-2.63K- 76.64% |
$96.8K - $103K
|
800
$33.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-843- 30.98% |
$31.1K - $33.1K
|
1.88K
$79.5K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-2.81K- 4.93% |
$104K - $110K
|
54.2K
$2.29M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-5.75K- 3.01% |
$212K - $225K
|
185K
$7.84M
|
|
|
Oct 09, 2024
Q3 2024
|
Orba Wealth Advisors, L.L.C.
Chicago, IL |
SELL
|
- |
-1.03K- 4.77% |
$38K - $40.4K
|
20.5K
$869K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-30- 0.48% |
$1.11K - $1.18K
|
6.22K
$263K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
233New |
$8.34K - $8.85K
|
233
$9.86K
|
|
|
Aug 13, 2024
Q2 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
7.26KNew |
$260K - $276K
|
7.26K
$307K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.11KNew |
$254K - $270K
|
7.11K
$301K
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
8.29KNew |
$297K - $315K
|
8.29K
$351K
|
|
|
Aug 09, 2024
Q2 2024
|
Great Lakes Retirement, Inc.
Sandusky, OH |
BUY
|
- |
24New |
$859 - $912
|
24
$1.02K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
5.9KNew |
$211K - $224K
|
5.9K
$250K
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
33.5KNew |
$1.2M - $1.27M
|
33.5K
$1.42M
|
|