Latest Institutional Transactions on Innovator U.S. Small Cap Power (KAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KAPR) 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 |
---|---|---|---|---|---|---|---|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-755- 2.18% |
$24.2K - $25.9K
|
33.9K
$1.13M
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
26.3KNew |
$843K - $902K
|
26.3K
$875K
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
222+ 0.14% |
$7.12K - $7.61K
|
160K
$5.31M
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-180- 26.28% |
$5.77K - $6.17K
|
505
$16.8K
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.22K+ 47.39% |
$39.2K - $41.9K
|
3.81K
$127K
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
86New |
$2.76K - $2.95K
|
86
$2.86K
|
|
Feb 06, 2025
Q4 2024
|
Straight Path Wealth Management
|
BUY
|
- |
599+ 4.33% |
$19.2K - $20.5K
|
14.4K
$480K
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
62.4KNew |
$2M - $2.14M
|
62.4K
$2.07M
|
|
Feb 06, 2025
Q4 2024
|
Acas, LLC
|
BUY
|
- |
2.67K+ 23.63% |
$85.6K - $91.5K
|
14K
$464K
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
84+ 0.21% |
$2.69K - $2.88K
|
40.8K
$1.36M
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-11.4K- 62.17% |
$364K - $389K
|
6.91K
$230K
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.38K- 6.69% |
$108K - $116K
|
47.2K
$1.57M
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$847K - $905K
|
26.4K
$878K
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19.8KNew |
$635K - $678K
|
19.8K
$658K
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 26.71% |
$340K - $363K
|
29.1K
$966K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70+ 1.12% |
$2.24K - $2.4K
|
6.34K
$211K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.18% |
$898 - $960
|
15.3K
$509K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279+ 36.86% |
$8.94K - $9.56K
|
1.04K
$34.4K
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.39KNew |
$141K - $150K
|
4.39K
$146K
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-926- 3.86% |
$29.7K - $31.7K
|
23K
$766K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.14% |
$4.49K - $4.8K
|
12.1K
$403K
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
371+ 1.86% |
$11.9K - $12.7K
|
20.3K
$676K
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.37KNew |
$268K - $287K
|
8.37K
$278K
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-53K- 53.1% |
$1.7M - $1.82M
|
46.8K
$1.56M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 0.52% |
$2.89K - $3.08K
|
17.2K
$573K
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 10.88% |
$99.4K - $106K
|
31.6K
$1.05M
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 9.09% |
$16K - $17.1K
|
5K
$166K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.61K+ 23.72% |
$116K - $124K
|
18.8K
$625K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 2.28% |
$12.8K - $13.7K
|
17.2K
$570K
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-387- 3.17% |
$12.4K - $13.3K
|
11.8K
$393K
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-573- 2.24% |
$18.4K - $19.6K
|
25K
$830K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156- 0.69% |
$5K - $5.35K
|
22.4K
$746K
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-759- 4.9% |
$24.3K - $26K
|
14.7K
$490K
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-2.43K- 9.48% |
$77.9K - $83.2K
|
23.2K
$771K
|
|
Q3 2024 | |||||||
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.3K+ 23251.52% |
$469K - $501K
|
15.4K
$512K
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-100- 0.44% |
$3.05K - $3.27K
|
22.8K
$758K
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-14.4K- 62.12% |
$441K - $471K
|
8.8K
$293K
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.53KNew |
$108K - $115K
|
3.53K
$117K
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.86K+ 1.4% |
$148K - $159K
|
353K
$11.7M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.19K+ 61.85% |
$250K - $267K
|
21.4K
$712K
|
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-3.77K- 30.61% |
$115K - $123K
|
8.54K
$284K
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
7.52KNew |
$230K - $245K
|
7.52K
$250K
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-326- 1.82% |
$9.96K - $10.6K
|
17.6K
$585K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-2.41K- 1.64% |
$73.7K - $78.8K
|
145K
$4.82M
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 10.96% |
$24.4K - $26.1K
|
8.1K
$269K
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
16.6KNew |
$507K - $542K
|
16.6K
$552K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.42K+ 35.6% |
$166K - $177K
|
20.6K
$686K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.33K- 9.13% |
$285K - $305K
|
92.8K
$3.09M
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-41.8K- 28.63% |
$1.28M - $1.36M
|
104K
$3.46M
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
318+ 0.95% |
$9.71K - $10.4K
|
33.7K
$1.12M
|