Latest Institutional Transactions on Innovator Etfs Tr S&P 500 Pwr (PMAY)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr S&P 500 Pwr (PMAY) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q2 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-34.2KClosed |
$919K - $1.05M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-1.57K- 13.4% |
$42.2K - $48.3K
|
10.1K
$364K
|
|
|
Aug 10, 2022
Q2 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8.64K- 40.95% |
$232K - $266K
|
12.5K
$447K
|
|
|
Aug 09, 2022
Q2 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-26.2KClosed |
$703K - $805K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
9.71KNew |
$261K - $299K
|
9.71K
$348K
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
70+ 0.48% |
$1.88K - $2.15K
|
14.5K
$520K
|
|
|
Aug 02, 2022
Q2 2022
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-243KClosed |
$6.54M - $7.48M
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
David R. Rahn & Associates Inc.
|
SELL
|
- |
-7.02KClosed |
$189K - $216K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
4.55KNew |
$122K - $140K
|
4.55K
$163K
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
16.5KNew |
$442K - $507K
|
16.5K
$590K
|
|
|
Jul 15, 2022
Q2 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-3.33K- 1.99% |
$89.4K - $102K
|
164K
$5.88M
|
|
|
Jul 13, 2022
Q2 2022
|
First National Bank Of Mount Dora, Trust Investment Services
|
SELL
|
- |
-8.79KClosed |
$236K - $271K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-3.46K- 28.96% |
$101K - $107K
|
8.48K
$304K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
25.1KNew |
$735K - $773K
|
25.1K
$899K
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-55.2KClosed |
$1.62M - $1.7M
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Straight Path Wealth Management
|
SELL
|
- |
-7.08KClosed |
$208K - $218K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10.4KClosed |
$304K - $320K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-277Closed |
$8.17K - $8.48K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-8.62KClosed |
$254K - $264K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 16, 2021
Q3 2021
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-85.4KClosed |
$2.49M - $2.56M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-23KClosed |
$670K - $691K
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-226Closed |
$6.59K - $6.79K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Mar 22, 2023
Q2 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-470- 12.05% |
$13.4K - $13.9K
|
3.43K
$123K
|
|
|
Aug 13, 2021
Q2 2021
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-7.55KClosed |
$215K - $223K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-141KClosed |
$4.01M - $4.16M
|
0
$0
|
|