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 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.38K- 6.69% |
$108K - $116K
|
47.2K
$1.46M
|
|
|
Feb 04, 2025
Q4 2024
|
Red Crane Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
26.4KNew |
$847K - $905K
|
26.4K
$816K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
19.8KNew |
$635K - $678K
|
19.8K
$612K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.6K- 26.71% |
$340K - $363K
|
29.1K
$898K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
70+ 1.12% |
$2.24K - $2.4K
|
6.34K
$196K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
28+ 0.18% |
$898 - $960
|
15.3K
$473K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
279+ 36.86% |
$8.94K - $9.56K
|
1.04K
$32K
|
|
|
Jan 29, 2025
Q4 2024
|
Retirement Guys Formula LLC
|
SELL
|
- |
-926- 3.86% |
$29.7K - $31.7K
|
23K
$712K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
4.39KNew |
$141K - $150K
|
4.39K
$136K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-140- 1.14% |
$4.49K - $4.8K
|
12.1K
$375K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
371+ 1.86% |
$11.9K - $12.7K
|
20.3K
$628K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
8.37KNew |
$268K - $287K
|
8.37K
$259K
|
|
|
Jan 24, 2025
Q4 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-53K- 53.1% |
$1.7M - $1.82M
|
46.8K
$1.45M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-90- 0.52% |
$2.89K - $3.08K
|
17.2K
$533K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.1K+ 10.88% |
$99.4K - $106K
|
31.6K
$976K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-500- 9.09% |
$16K - $17.1K
|
5K
$155K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.61K+ 23.72% |
$116K - $124K
|
18.8K
$581K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-400- 2.28% |
$12.8K - $13.7K
|
17.2K
$530K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-387- 3.17% |
$12.4K - $13.3K
|
11.8K
$365K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-573- 2.24% |
$18.4K - $19.6K
|
25K
$772K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-156- 0.69% |
$5K - $5.35K
|
22.4K
$694K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
SELL
|
- |
-759- 4.9% |
$24.3K - $26K
|
14.7K
$455K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-2.43K- 9.48% |
$77.9K - $83.2K
|
23.2K
$717K
|
|
| Q3 2024 | |||||||
|
Feb 13, 2025
Q3 2024
|
Nfp Retirement, Inc.
Aliso Viejo, CA |
BUY
|
- |
80+ 0.73% |
$2.44K - $2.61K
|
11K
$341K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.53KNew |
$108K - $115K
|
3.53K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
4.86K+ 1.4% |
$148K - $159K
|
353K
$10.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
8.19K+ 61.85% |
$250K - $267K
|
21.4K
$662K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-326- 1.82% |
$9.96K - $10.6K
|
17.6K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
800+ 10.96% |
$24.4K - $26.1K
|
8.1K
$250K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.55K- 5.77% |
$47.2K - $50.5K
|
25.2K
$780K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
450+ 6.77% |
$13.7K - $14.7K
|
7.1K
$219K
|
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-330- 1.3% |
$10.1K - $10.8K
|
25K
$772K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-500- 6.46% |
$15.3K - $16.3K
|
7.24K
$224K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-3.21K- 27.16% |
$98.2K - $105K
|
8.62K
$266K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-90- 0.38% |
$2.75K - $2.94K
|
23.4K
$724K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-111- 0.58% |
$3.39K - $3.62K
|
19.2K
$592K
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
BUY
|
- |
208+ 0.6% |
$6.35K - $6.79K
|
34.7K
$1.07M
|
|
|
Oct 31, 2024
Q3 2024
|
Castle Wealth Management LLC
|
SELL
|
- |
-4.52K- 34.78% |
$138K - $147K
|
8.47K
$262K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.92K+ 37.54% |
$89K - $95.2K
|
10.7K
$330K
|
|
|
Oct 30, 2024
Q3 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
10KNew |
$306K - $327K
|
10K
$309K
|
|
|
Oct 23, 2024
Q3 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
12K+ 52.41% |
$367K - $393K
|
35K
$1.08M
|
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-440- 1.81% |
$13.4K - $14.4K
|
23.9K
$738K
|
|
|
Oct 22, 2024
Q3 2024
|
O Donnell Financial Services, LLC
|
SELL
|
- |
-2.67K- 1.53% |
$81.6K - $87.3K
|
172K
$5.31M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
673+ 2.26% |
$20.6K - $22K
|
30.5K
$943K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
74.3K+ 194.89% |
$2.27M - $2.42M
|
112K
$3.47M
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-933- 3.4% |
$28.5K - $30.5K
|
26.5K
$820K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
311New |
$9.21K - $9.68K
|
311
$9.61K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
386+ 3.24% |
$11.4K - $12K
|
12.3K
$380K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.14KNew |
$211K - $222K
|
7.14K
$220K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
751New |
$22.2K - $23.4K
|
751
$23.2K
|
|