Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (USEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (USEP) 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 11, 2022
Q4 2021
|
Bedel Financial Consulting, Inc.
|
BUY
|
- |
425+ 3.0% |
N/A
|
14.6K
$0
|
|
Q3 2021 | |||||||
Nov 15, 2021
Q3 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-3.97KClosed |
N/A
|
0
$0
|
|
Nov 12, 2021
Q3 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-594Closed |
N/A
|
0
$0
|
|
Nov 05, 2021
Q3 2021
|
Advisory Services Network, LLC
|
SELL
|
- |
-3.48KClosed |
N/A
|
0
$0
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-7.23KClosed |
N/A
|
0
$0
|
|
Q2 2021 | |||||||
Aug 13, 2021
Q2 2021
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-120KClosed |
N/A
|
0
$0
|
|
Aug 12, 2021
Q2 2021
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-77.8KClosed |
N/A
|
0
$0
|
|
Aug 10, 2021
Q2 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.3KClosed |
N/A
|
0
$0
|
|
Aug 06, 2021
Q2 2021
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-5KClosed |
N/A
|
0
$0
|
|
Aug 05, 2021
Q2 2021
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-73Closed |
N/A
|
0
$0
|
|
Aug 02, 2021
Q2 2021
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-2KClosed |
N/A
|
0
$0
|
|
Q1 2021 | |||||||
May 24, 2021
Q1 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-26.9KClosed |
N/A
|
0
$0
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-10.5KClosed |
N/A
|
0
$0
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-4.24KClosed |
N/A
|
0
$0
|
|
Q4 2020 | |||||||
Feb 10, 2021
Q4 2020
|
Tfc Financial Management
|
SELL
|
- |
-9Closed |
N/A
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.2KClosed |
N/A
|
0
$0
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-268KClosed |
N/A
|
0
$0
|