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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2- 0.01% |
$68.6 - $72.1
|
18.1K
$671K
|
|
|
Oct 21, 2024
Q3 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
6.32K+ 353.38% |
$217K - $228K
|
8.11K
$301K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.93K- 3.47% |
$306K - $322K
|
249K
$9.22M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 1.67% |
$11K - $11.5K
|
18.8K
$697K
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-119K- 21.47% |
$4.09M - $4.3M
|
436K
$16.2M
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-1.01K- 1.26% |
$34.5K - $36.3K
|
78.9K
$2.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-70- 0.51% |
$2.4K - $2.52K
|
13.6K
$505K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-601- 7.04% |
$20.6K - $21.7K
|
7.93K
$294K
|
|
|
Oct 15, 2024
Q3 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-3.77K- 12.14% |
$129K - $136K
|
27.3K
$1.01M
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
33.3KNew |
$1.14M - $1.2M
|
33.3K
$1.23M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 10, 2024
Q3 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-2.77K- 9.39% |
$95K - $99.8K
|
26.7K
$991K
|
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-37- 0.03% |
$1.27K - $1.33K
|
110K
$4.09M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22+ 0.32% |
$754 - $793
|
6.98K
$259K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-162- 0.98% |
$5.55K - $5.84K
|
16.4K
$607K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.47% |
$37.6K - $39.5K
|
11.8K
$439K
|
|
|
Oct 07, 2024
Q3 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-2.35K- 22.12% |
$80.6K - $84.7K
|
8.28K
$307K
|
|
|
Oct 02, 2024
Q3 2024
|
Mc Alister, Sweet & Associates, Inc.
|
BUY
|
- |
10.3K+ 19.68% |
$352K - $370K
|
62.5K
$2.32M
|
|
| Q2 2024 | |||||||
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-964- 73.36% |
$32.2K - $33.9K
|
350
$13K
|
|
|
Sep 30, 2024
Q2 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
15.6KNew |
$523K - $550K
|
15.6K
$580K
|
|
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85KNew |
$329K - $346K
|
9.85K
$365K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1+ 0.0% |
$33.4 - $35.1
|
22K
$814K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$638K - $671K
|
19.1K
$707K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.25K- 15.18% |
$41.7K - $43.8K
|
6.97K
$258K
|
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 11.56% |
$51.8K - $54.4K
|
11.8K
$439K
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
64New |
$2.14K - $2.25K
|
64
$2.37K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
216+ 0.42% |
$7.22K - $7.59K
|
51.1K
$1.89M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-12- 0.03% |
$401 - $422
|
34.3K
$1.27M
|
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
12.5KNew |
$419K - $440K
|
12.5K
$464K
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
6.3KNew |
$210K - $221K
|
6.3K
$234K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-239- 66.57% |
$7.98K - $8.4K
|
120
$4.45K
|
|
|
Aug 07, 2024
Q2 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-259- 1.79% |
$8.65K - $9.1K
|
14.2K
$528K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-930- 21.31% |
$31.1K - $32.7K
|
3.44K
$127K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.32KNew |
$44.1K - $46.4K
|
1.32K
$49K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
200+ 5.71% |
$6.68K - $7.03K
|
3.7K
$137K
|
|
|
Aug 05, 2024
Q2 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-723- 4.54% |
$24.2K - $25.4K
|
15.2K
$563K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
9.1K+ 47873.68% |
$304K - $320K
|
9.12K
$338K
|
|
|
Jul 31, 2024
Q2 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-3.17K- 71.42% |
$106K - $111K
|
1.27K
$47K
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
8.61KNew |
$288K - $303K
|
8.61K
$319K
|
|
|
Jul 24, 2024
Q2 2024
|
Catalina Capital Group, LLC
Torrance, CA |
SELL
|
- |
-350- 4.4% |
$11.7K - $12.3K
|
7.6K
$282K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
1.91K+ 14.12% |
$63.7K - $67K
|
15.4K
$571K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
12.7KNew |
$425K - $446K
|
12.7K
$471K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.96K- 28.6% |
$98.8K - $104K
|
7.38K
$274K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
BUY
|
- |
10.4KNew |
$346K - $364K
|
10.4K
$384K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-393- 5.9% |
$13.1K - $13.8K
|
6.27K
$232K
|
|
|
Jul 09, 2024
Q2 2024
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
5.7KNew |
$190K - $200K
|
5.7K
$211K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.85KNew |
$60.2K - $63.2K
|
1.85K
$68.5K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
4.79K+ 126.49% |
$156K - $163K
|
8.57K
$318K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
7.13K+ 164.45% |
$232K - $244K
|
11.5K
$425K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-7.28K- 76.67% |
$237K - $249K
|
2.22K
$82.1K
|
|