Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-14.4K- 15.23% |
$494K - $519K
|
80.1K
$2.97M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-8.02K- 6.94% |
$275K - $289K
|
108K
$3.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-590- 6.21% |
$20.2K - $21.3K
|
8.92K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
18.4K+ 40.39% |
$632K - $664K
|
64K
$2.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.51K- 4.05% |
$51.8K - $54.5K
|
35.8K
$1.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
5.05K+ 9.38% |
$173K - $182K
|
58.8K
$2.18M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.8K- 6.49% |
$781K - $820K
|
328K
$12.2M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 3.99% |
$1.22M - $1.28M
|
853K
$31.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-7.77K- 10.23% |
$267K - $280K
|
68.2K
$2.53M
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-4.39K- 6.81% |
$151K - $158K
|
60.1K
$2.23M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-980- 6.24% |
$33.6K - $35.3K
|
14.7K
$546K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-23.5K- 10.87% |
$806K - $847K
|
193K
$7.14M
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
6.85K+ 15.67% |
$235K - $247K
|
50.6K
$1.88M
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-26K- 29.44% |
$892K - $938K
|
62.4K
$2.31M
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
SELL
|
- |
-1- 0.01% |
$34.3 - $36
|
13.8K
$513K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-372- 0.56% |
$12.8K - $13.4K
|
66.4K
$2.46M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-110K- 84.99% |
$3.78M - $3.97M
|
19.4K
$721K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-597- 3.15% |
$20.5K - $21.5K
|
18.3K
$680K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
61.1K+ 5.88% |
$2.1M - $2.2M
|
1.1M
$40.8M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-2.15K- 5.59% |
$73.7K - $77.4K
|
36.3K
$1.35M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-194- 0.36% |
$6.65K - $6.99K
|
53K
$1.97M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 17.49% |
$2.3K - $2.41K
|
316
$11.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-10.3K- 7.94% |
$354K - $372K
|
120K
$4.44M
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.1K- 75.16% |
$1.03M - $1.09M
|
9.96K
$369K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-920- 1.12% |
$31.5K - $33.2K
|
81.4K
$3.02M
|
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
SELL
|
- |
-16.9K- 23.23% |
$580K - $609K
|
55.9K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-25.2K- 14.09% |
$863K - $907K
|
153K
$5.69M
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-28- 0.22% |
$960 - $1.01K
|
12.8K
$473K
|
|
|
Nov 06, 2024
Q3 2024
|
Straight Path Wealth Management
|
SELL
|
- |
-618- 4.66% |
$21.2K - $22.3K
|
12.6K
$469K
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-11.7K- 15.88% |
$401K - $422K
|
62K
$2.3M
|
|
|
Nov 05, 2024
Q3 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-798- 5.67% |
$27.4K - $28.8K
|
13.3K
$493K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
1.7KNew |
$58.3K - $61.3K
|
1.7K
$63K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.4K- 2.57% |
$47.9K - $50.4K
|
53K
$1.97M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.82K- 2.6% |
$96.8K - $102K
|
106K
$3.92M
|
|
|
Oct 31, 2024
Q3 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-830- 2.61% |
$28.5K - $29.9K
|
30.9K
$1.15M
|
|
|
Oct 31, 2024
Q3 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-196- 0.4% |
$6.72K - $7.06K
|
48.2K
$1.79M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-2.57K- 2.17% |
$88.2K - $92.7K
|
116K
$4.29M
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-345- 5.43% |
$11.8K - $12.4K
|
6.01K
$223K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
SELL
|
- |
-2.95K- 2.9% |
$101K - $106K
|
98.9K
$3.67M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-267- 3.73% |
$9.16K - $9.62K
|
6.88K
$255K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.05K- 21.71% |
$70.4K - $74K
|
7.41K
$275K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-348- 2.96% |
$11.9K - $12.5K
|
11.4K
$422K
|
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.13K- 1.83% |
$38.6K - $40.5K
|
60.3K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
50+ 0.31% |
$1.71K - $1.8K
|
16.1K
$598K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-18- 0.23% |
$617 - $649
|
7.65K
$284K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-117K- 71.22% |
$4.03M - $4.23M
|
47.5K
$1.76M
|
|
|
Oct 23, 2024
Q3 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
464+ 7.01% |
$15.9K - $16.7K
|
7.08K
$263K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-8.58K- 16.54% |
$294K - $309K
|
43.3K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-19- 0.04% |
$652 - $685
|
43.2K
$1.6M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
413+ 1.29% |
$14.2K - $14.9K
|
32.5K
$1.21M
|