Latest Institutional Transactions on Innovator U.S. Small Cap Power (KJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Small Cap Power (KJUL) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
82.1KNew |
$2.36M - $2.49M
|
82.1K
$2.35M
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-301K- 96.6% |
$8.67M - $9.14M
|
10.6K
$304K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.9KNew |
$54.6K - $57.5K
|
1.9K
$54.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-548- 4.82% |
$15.8K - $16.6K
|
10.8K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
7.27KNew |
$209K - $221K
|
7.27K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.22K- 11.72% |
$208K - $219K
|
54.4K
$1.56M
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.68K- 11.45% |
$279K - $294K
|
74.9K
$2.15M
|
|
|
Feb 14, 2025
Q4 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-2.72K- 7.67% |
$78.3K - $82.5K
|
32.7K
$939K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.81KNew |
$196K - $206K
|
6.81K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
98New |
$2.82K - $2.97K
|
98
$2.81K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
10.5K+ 80.22% |
$303K - $319K
|
23.6K
$677K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
700New |
$20.1K - $21.2K
|
700
$20.1K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-451- 2.28% |
$13K - $13.7K
|
19.4K
$555K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 41.13% |
$294K - $310K
|
14.6K
$419K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
5.38K+ 64.31% |
$155K - $163K
|
13.8K
$394K
|
|
|
Feb 13, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
28.8K+ 3296.46% |
$830K - $875K
|
29.7K
$852K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.29K- 1.36% |
$37.2K - $39.2K
|
93.8K
$2.69M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.85K- 76.94% |
$82K - $86.4K
|
854
$24.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.68K- 2.23% |
$48.3K - $50.9K
|
73.5K
$2.11M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
24.2KNew |
$696K - $734K
|
24.2K
$694K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
793New |
$22.8K - $24.1K
|
793
$22.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.23K+ 8.2% |
$35.4K - $37.3K
|
16.2K
$465K
|
|
|
Feb 11, 2025
Q4 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-34- 0.13% |
$979 - $1.03K
|
25.9K
$742K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.34K- 4.1% |
$38.4K - $40.5K
|
31.3K
$896K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.77KNew |
$281K - $296K
|
9.77K
$280K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 4.15% |
$355K - $374K
|
285K
$8.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
11.9K+ 14.76% |
$344K - $362K
|
92.9K
$2.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3- 0.03% |
$86.3 - $91
|
11.3K
$325K
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-962- 2.22% |
$27.7K - $29.2K
|
42.4K
$1.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-68- 1.07% |
$1.96K - $2.06K
|
6.29K
$180K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 5.61% |
$57.6K - $60.7K
|
33.6K
$964K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.8K+ 0.47% |
$80.7K - $85.1K
|
604K
$17.3M
|
|
|
Feb 07, 2025
Q4 2024
|
Miller Financial Services LLC
Marshall, MI |
BUY
|
- |
11KNew |
$317K - $334K
|
11K
$316K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-1.2K- 0.96% |
$34.5K - $36.3K
|
123K
$3.53M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
800New |
$23K - $24.3K
|
800
$22.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.37K+ 76.07% |
$39.3K - $41.5K
|
3.16K
$90.7K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.3K- 11.65% |
$66.3K - $69.9K
|
17.5K
$501K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
59.6KNew |
$1.72M - $1.81M
|
59.6K
$1.71M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
323New |
$9.3K - $9.8K
|
323
$9.26K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
674New |
$19.4K - $20.4K
|
674
$19.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
393New |
$11.3K - $11.9K
|
393
$11.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.24K- 6.83% |
$93.1K - $98.2K
|
44.1K
$1.27M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
634+ 166.84% |
$18.2K - $19.2K
|
1.01K
$29.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.1K- 5.14% |
$31.7K - $33.4K
|
20.3K
$582K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.29K- 32.06% |
$123K - $130K
|
9.08K
$260K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 23.56% |
$241K - $255K
|
27.2K
$780K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.66K- 12.64% |
$47.7K - $50.3K
|
11.5K
$329K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-300- 2.91% |
$8.63K - $9.1K
|
9.99K
$286K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-298- 1.15% |
$8.58K - $9.04K
|
25.5K
$731K
|