Purchases and Sales Made in Q4 2024 in Innovator U.S. Small Cap Power (KJUL)
This table provides information about the institutional ownership of Innovator U.S. Small Cap Power (KJUL) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. SMALL CAP POWER.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.29K- 1.36% |
$37.2K - $39.2K
|
93.8K
$2.69M
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.34K- 4.1% |
$38.4K - $40.5K
|
31.3K
$896K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-1.66K- 12.64% |
$47.7K - $50.3K
|
11.5K
$329K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1.68K- 2.23% |
$48.3K - $50.9K
|
73.5K
$2.11M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-2K- 5.61% |
$57.6K - $60.7K
|
33.6K
$964K
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.3K- 11.65% |
$66.3K - $69.9K
|
17.5K
$501K
|
|
|
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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-2.85K- 76.94% |
$82K - $86.4K
|
854
$24.5K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-3.04K- 3.84% |
$87.6K - $92.4K
|
76.2K
$2.18M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-3.24K- 6.83% |
$93.1K - $98.2K
|
44.1K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-4.29K- 32.06% |
$123K - $130K
|
9.08K
$260K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-7.22K- 11.72% |
$208K - $219K
|
54.4K
$1.56M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-8.2K- 53.81% |
$236K - $249K
|
7.04K
$202K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-8.39K- 23.56% |
$241K - $255K
|
27.2K
$780K
|
|
|
Feb 14, 2025
Q4 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-9.68K- 11.45% |
$279K - $294K
|
74.9K
$2.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-10.2K- 41.13% |
$294K - $310K
|
14.6K
$419K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-11.3K- 17.67% |
$324K - $341K
|
52.4K
$1.5M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-12.3K- 4.15% |
$355K - $374K
|
285K
$8.17M
|
|
|
Feb 11, 2025
Q4 2024
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-28.8K- 97.06% |
$830K - $875K
|
875
$25.1K
|
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-301K- 96.6% |
$8.67M - $9.14M
|
10.6K
$304K
|