Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) 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 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
10.8KNew |
$318K - $333K
|
10.8K
$371K
|
|
| Q4 2023 | |||||||
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-5.65K- 43.18% |
$151K - $166K
|
7.43K
$255K
|
|
|
Feb 08, 2024
Q4 2023
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.12K- 13.58% |
$29.9K - $33K
|
7.13K
$244K
|
|
|
Jan 26, 2024
Q4 2023
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
213KNew |
$5.68M - $6.26M
|
213K
$7.28M
|
|
|
Jan 23, 2024
Q4 2023
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-70- 0.19% |
$1.87K - $2.06K
|
36K
$1.23M
|
|
| Q3 2023 | |||||||
|
Nov 09, 2023
Q3 2023
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-11- 61.11% |
$302 - $311
|
7
$240
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
9New |
$247 - $254
|
9
$308
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
2KNew |
$53K - $55.7K
|
2K
$68.5K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.79K- 1.26% |
$73.9K - $77.7K
|
218K
$7.47M
|
|
|
Jul 24, 2023
Q2 2023
|
Accurate Wealth Management, LLC
|
BUY
|
- |
8.52KNew |
$226K - $237K
|
8.52K
$292K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
96.6KNew |
$2.56M - $2.69M
|
96.6K
$3.31M
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.31KNew |
$239K - $248K
|
9.31K
$319K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
789+ 1408.93% |
$20.3K - $21K
|
845
$28.9K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
27New |
$693 - $719
|
27
$925
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
231New |
$5.93K - $6.15K
|
231
$7.91K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
2.97KNew |
$76.2K - $79.1K
|
2.97K
$102K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-5- 45.45% |
$128 - $133
|
6
$206
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
800New |
$20.5K - $21.3K
|
800
$27.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
SELL
|
- |
-10.1K- 84.18% |
$259K - $269K
|
1.9K
$65.1K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
206+ 1.66% |
$5.29K - $5.49K
|
12.6K
$431K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
50New |
$1.28K - $1.33K
|
50
$1.71K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Smith Anglin Financial, LLC
|
BUY
|
- |
35.6KNew |
$924K - $945K
|
35.6K
$1.22M
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
50.1KNew |
$1.3M - $1.33M
|
50.1K
$1.72M
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
6New |
$156 - $159
|
6
$206
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
SELL
|
- |
-141- 0.36% |
$3.65K - $3.74K
|
39.5K
$1.35M
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
1.13KNew |
$29.3K - $30K
|
1.13K
$38.7K
|
|
| Q2 2022 | |||||||
|
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
10.2KNew |
$264K - $287K
|
10.2K
$350K
|
|
|
Aug 15, 2022
Q2 2022
|
White Knight Strategic Wealth Advisors, LLC
Princeton, NJ |
SELL
|
- |
-11KClosed |
$285K - $310K
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.3KClosed |
$33.7K - $36.6K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-900Closed |
$24.5K - $25.4K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Covington Capital Management
|
BUY
|
- |
1.07KNew |
$29.1K - $30.2K
|
1.07K
$36.7K
|
|
|
May 06, 2022
Q1 2022
|
Integrity Financial Corp
|
BUY
|
- |
891New |
$24.2K - $25.1K
|
891
$30.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-9.44KClosed |
$256K - $266K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-550Closed |
$15.1K - $15.4K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
SELL
|
- |
-187Closed |
$5.14K - $5.24K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.31KClosed |
$63.6K - $64.8K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-17.8KClosed |
$489K - $498K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 10, 2021
Q3 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.08KClosed |
$29.4K - $29.8K
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Strategic Asset Management, LLC
|
BUY
|
- |
4.6KNew |
$126K - $127K
|
4.6K
$158K
|
|
| Q2 2021 | |||||||
|
Jul 22, 2021
Q2 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-2.08KClosed |
$56K - $57.1K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-12.4KClosed |
$333K - $339K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
1.8KNew |
$46.8K - $48.4K
|
1.8K
$61.7K
|
|
|
Apr 13, 2021
Q1 2021
|
Hudson Capital Management LLC
|
SELL
|
- |
-247KClosed |
$6.42M - $6.64M
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
SELL
|
- |
-10.6KClosed |
$275K - $285K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-2.9KClosed |
$71.9K - $75.6K
|
0
$0
|
|
|
Jan 15, 2021
Q4 2020
|
Donald L. Hagan, LLC
|
SELL
|
- |
-60.4KClosed |
$1.5M - $1.58M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-25KClosed |
$611K - $634K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 05, 2020
Q2 2020
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-47.5KClosed |
$1.05M - $1.17M
|
0
$0
|
|