Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PAPR) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
12.2K+ 179.35% |
$398K - $424K
|
19K
$689K
|
|
|
Aug 01, 2024
Q2 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-4.05K- 14.49% |
$132K - $141K
|
23.9K
$867K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-596- 1.83% |
$19.4K - $20.7K
|
31.9K
$1.16M
|
|
|
Jul 31, 2024
Q2 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
49.6KNew |
$1.62M - $1.72M
|
49.6K
$1.8M
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
6.09K+ 90.22% |
$199K - $211K
|
12.8K
$465K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
95+ 0.04% |
$3.1K - $3.3K
|
216K
$7.83M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6.19K+ 41.23% |
$202K - $215K
|
21.2K
$768K
|
|
|
Jul 30, 2024
Q2 2024
|
Bcgm Wealth Management, LLC
|
BUY
|
- |
436+ 3.86% |
$14.2K - $15.1K
|
11.7K
$426K
|
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
SELL
|
- |
-19- 0.51% |
$620 - $659
|
3.69K
$134K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-8.33K- 36.72% |
$272K - $289K
|
14.4K
$520K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
9.28KNew |
$303K - $322K
|
9.28K
$336K
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
300+ 29.5% |
$9.79K - $10.4K
|
1.32K
$47.7K
|
|
|
Jul 26, 2024
Q2 2024
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
15.4KNew |
$502K - $534K
|
15.4K
$558K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.15K+ 6.23% |
$37.4K - $39.8K
|
19.6K
$709K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
46.5K+ 28.26% |
$1.52M - $1.61M
|
211K
$7.65M
|
|
|
Jul 25, 2024
Q2 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-378- 4.23% |
$12.3K - $13.1K
|
8.55K
$310K
|
|
|
Jul 25, 2024
Q2 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
9.47KNew |
$309K - $328K
|
9.47K
$343K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
3.61K+ 12.58% |
$118K - $125K
|
32.3K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
741New |
$24.2K - $25.7K
|
741
$26.8K
|
|
|
Jul 23, 2024
Q2 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
650+ 6.4% |
$21.2K - $22.5K
|
10.8K
$391K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.82KNew |
$59.3K - $63.1K
|
1.82K
$65.9K
|
|
|
Jul 22, 2024
Q2 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
370KNew |
$12.1M - $12.8M
|
370K
$13.4M
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
45.7K+ 191.58% |
$1.49M - $1.59M
|
69.6K
$2.52M
|
|
|
Jul 22, 2024
Q2 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
21.2KNew |
$691K - $735K
|
21.2K
$767K
|
|
|
Jul 19, 2024
Q2 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
10.8KNew |
$352K - $374K
|
10.8K
$391K
|
|
|
Jul 19, 2024
Q2 2024
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
650+ 4.86% |
$21.2K - $22.5K
|
14K
$508K
|
|
|
Jul 19, 2024
Q2 2024
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
5.93KNew |
$193K - $206K
|
5.93K
$215K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.29KNew |
$270K - $288K
|
8.29K
$300K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
7.85KNew |
$256K - $272K
|
7.85K
$284K
|
|
|
Jul 16, 2024
Q2 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
6.33KNew |
$206K - $219K
|
6.33K
$229K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
21K+ 65.82% |
$686K - $730K
|
53K
$1.92M
|
|
|
Jul 15, 2024
Q2 2024
|
Diligent Investors, LLC
|
BUY
|
- |
37.4K+ 83.31% |
$1.22M - $1.3M
|
82.3K
$2.98M
|
|
|
Jul 12, 2024
Q2 2024
|
Weaver Consulting Group
|
BUY
|
- |
4.91K+ 26.21% |
$160K - $170K
|
23.7K
$857K
|
|
|
Jul 12, 2024
Q2 2024
|
Lake Street Financial LLC
|
SELL
|
- |
-9.88K- 14.01% |
$322K - $343K
|
60.6K
$2.2M
|
|
|
Jul 12, 2024
Q2 2024
|
Relative Value Partners Group, LLC
Northbrook, IL |
BUY
|
- |
60.6KNew |
$1.98M - $2.1M
|
60.6K
$2.2M
|
|
|
Jul 08, 2024
Q2 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.99K+ 10.91% |
$97.4K - $104K
|
30.4K
$1.1M
|
|
| Q1 2024 | |||||||
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
167+ 8.92% |
$5.42K - $5.61K
|
2.04K
$73.9K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-19.2K- 21.72% |
$624K - $646K
|
69.3K
$2.51M
|
|
|
May 15, 2024
Q1 2024
|
Geo Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-10.4KClosed |
$336K - $348K
|
0
$0
|
|
|
May 15, 2024
Q1 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
7.96KNew |
$259K - $268K
|
7.96K
$289K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-1.74K- 60.01% |
$56.3K - $58.3K
|
1.16K
$41.9K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-19.5K- 18.92% |
$632K - $654K
|
83.5K
$3.02M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.88K+ 9.25% |
$288K - $298K
|
105K
$3.8M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10KNew |
$325K - $336K
|
10K
$362K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
32.8KNew |
$1.06M - $1.1M
|
32.8K
$1.19M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-4.1K- 25.79% |
$133K - $138K
|
11.8K
$428K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
6.8K+ 43.15% |
$221K - $229K
|
22.6K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-2.9K- 15.84% |
$94.3K - $97.5K
|
15.4K
$559K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
3.84KNew |
$125K - $129K
|
3.84K
$139K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
340New |
$11K - $11.4K
|
340
$12.3K
|
|