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 |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
556KNew |
$16.2M - $17.3M
|
556K
$22.7M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 200.0% |
$29.1K - $31.8K
|
1.5K
$61.3K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14K- 44.83% |
$409K - $446K
|
17.3K
$706K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
800New |
$23.3K - $25.4K
|
800
$32.7K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 13.79% |
$36.6K - $39.9K
|
7.85K
$321K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
36.2KNew |
$1.05M - $1.15M
|
36.2K
$1.48M
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-100- 1.18% |
$2.91K - $3.18K
|
8.37K
$342K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
18.8KNew |
$546K - $611K
|
18.8K
$770K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-143KClosed |
$4.15M - $4.64M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.28KClosed |
$37.1K - $41.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
71.7KNew |
$2.22M - $2.33M
|
71.7K
$2.93M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-14.2KClosed |
$440K - $463K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10.5KClosed |
$323K - $340K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
9.63KNew |
$298K - $313K
|
9.63K
$394K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.13KClosed |
$34.7K - $35.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$329K - $339K
|
10.7K
$439K
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.14KClosed |
$249K - $257K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-175Closed |
$5.36K - $5.53K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-675Closed |
$20.7K - $21.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.59KClosed |
$263K - $271K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 40.7% |
$1.07K - $1.11K
|
51
$2.09K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$332K - $338K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-4.04KClosed |
$123K - $125K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
5.55KNew |
$169K - $172K
|
5.55K
$227K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Larson Financial Group LLC
|
SELL
|
- |
-389Closed |
$11.5K - $11.9K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Smith, Salley & Associates
|
SELL
|
- |
-8.1KClosed |
$240K - $248K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-11.5KClosed |
$342K - $352K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-1KClosed |
$29.7K - $30.6K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Round Table Services, LLC
|
SELL
|
- |
-11.2KClosed |
$331K - $342K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.89KClosed |
$55.9K - $57.7K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Manchester Financial Inc
|
SELL
|
- |
-200Closed |
$5.93K - $6.12K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-111KClosed |
$3.29M - $3.39M
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-7.05KClosed |
$200K - $208K
|
0
$0
|
|
|
Apr 19, 2021
Q1 2021
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-7.52KClosed |
$214K - $222K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 22, 2021
Q4 2020
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-354KClosed |
$9.67M - $10.1M
|
0
$0
|
|