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 |
|---|---|---|---|---|---|---|---|
|
May 02, 2025
Q1 2025
|
Capital A Wealth Management, LLC
New Castle, PA |
BUY
|
- |
25New |
$889 - $936
|
25
$998
|
|
|
May 02, 2025
Q1 2025
|
Lord & Richards Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.27KNew |
$80.5K - $84.8K
|
2.27K
$90.4K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-7.5K- 24.19% |
$267K - $281K
|
23.5K
$938K
|
|
|
Apr 30, 2025
Q1 2025
|
Optimum Investment Advisors
|
SELL
|
- |
-135- 54.0% |
$4.8K - $5.05K
|
115
$4.59K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-11.7K- 75.9% |
$415K - $438K
|
3.71K
$148K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
468New |
$16.6K - $17.5K
|
468
$18.7K
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
4K+ 31.67% |
$142K - $150K
|
16.6K
$665K
|
|
|
Apr 28, 2025
Q1 2025
|
Fsr Wealth Management Ltd.
Elmhurst, IL |
BUY
|
- |
51.4KNew |
$1.83M - $1.92M
|
51.4K
$2.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Atticus Wealth Management, LLC
|
BUY
|
- |
8.65K+ 33.32% |
$307K - $324K
|
34.6K
$1.38M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
134+ 2.17% |
$4.76K - $5.02K
|
6.32K
$252K
|
|
|
Apr 22, 2025
Q1 2025
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
SELL
|
- |
-1.5K- 43.51% |
$53.4K - $56.2K
|
1.95K
$77.9K
|
|
|
Apr 21, 2025
Q1 2025
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
541New |
$19.2K - $20.3K
|
541
$21.6K
|
|
|
Apr 21, 2025
Q1 2025
|
Catalina Capital Group, LLC
Torrance, CA |
BUY
|
- |
404+ 5.32% |
$14.4K - $15.1K
|
8K
$320K
|
|
|
Apr 17, 2025
Q1 2025
|
Smith Shellnut Wilson LLC
|
BUY
|
- |
500+ 6.09% |
$17.8K - $18.7K
|
8.71K
$348K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.08K+ 7.78% |
$73.9K - $77.9K
|
28.8K
$1.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
7.09K+ 23.9% |
$252K - $266K
|
36.8K
$1.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.82K+ 49.67% |
$171K - $181K
|
14.5K
$580K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-128- 2.15% |
$4.55K - $4.79K
|
5.82K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
SELL
|
- |
-3.04K- 25.25% |
$108K - $114K
|
8.99K
$359K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
450New |
$16K - $16.8K
|
450
$18K
|
|
| Q4 2024 | |||||||
|
Mar 07, 2025
Q4 2024
|
Mattson Financial Services, LLC
Kentwood, MI |
SELL
|
- |
-3.29K- 21.02% |
$118K - $121K
|
12.4K
$493K
|
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
1.6KNew |
$57.5K - $59K
|
1.6K
$63.9K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-8.81K- 59.56% |
$316K - $325K
|
5.98K
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
9.16KNew |
$329K - $337K
|
9.16K
$366K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
16.8KNew |
$604K - $619K
|
16.8K
$671K
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-650- 46.43% |
$23.4K - $24K
|
750
$29.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
599New |
$21.5K - $22.1K
|
599
$23.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Riggs Capital Management LLC
American Fork, UT |
BUY
|
- |
5.97KNew |
$214K - $220K
|
5.97K
$238K
|
|
|
Feb 11, 2025
Q4 2024
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
1.81K+ 26.82% |
$65.1K - $66.7K
|
8.56K
$342K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
13.1KNew |
$472K - $484K
|
13.1K
$524K
|
|
|
Jan 16, 2025
Q4 2024
|
Sugar Maple Asset Management, LLC
Sister Bay, WI |
BUY
|
- |
849New |
$30.5K - $31.3K
|
849
$33.9K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
2.9K+ 33.85% |
$104K - $107K
|
11.5K
$457K
|
|
|
Jan 14, 2025
Q4 2024
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-352- 2.4% |
$12.7K - $13K
|
14.3K
$571K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-28- 0.13% |
$960 - $1.01K
|
21.1K
$843K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
7.35KNew |
$252K - $265K
|
7.35K
$293K
|
|
|
Nov 15, 2024
Q3 2024
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
295+ 1.15% |
$10.1K - $10.6K
|
26K
$1.04M
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
9.45KNew |
$324K - $341K
|
9.45K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-1.71K- 19.93% |
$58.7K - $61.7K
|
6.88K
$275K
|
|
|
Nov 14, 2024
Q3 2024
|
Firestone Capital Management
|
SELL
|
- |
-590- 6.21% |
$20.2K - $21.3K
|
8.92K
$356K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-67- 17.49% |
$2.3K - $2.41K
|
316
$12.6K
|
|
|
Oct 28, 2024
Q3 2024
|
John W. Brooker & Co., Cp As
|
SELL
|
- |
-345- 5.43% |
$11.8K - $12.4K
|
6.01K
$240K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
413+ 1.29% |
$14.2K - $14.9K
|
32.5K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-8.93K- 3.47% |
$306K - $322K
|
249K
$9.93M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-320- 1.67% |
$11K - $11.5K
|
18.8K
$750K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
33.3KNew |
$1.14M - $1.2M
|
33.3K
$1.33M
|
|
|
Oct 08, 2024
Q3 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
22+ 0.32% |
$754 - $793
|
6.98K
$279K
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1.1K- 8.47% |
$37.6K - $39.5K
|
11.8K
$473K
|
|
| Q2 2024 | |||||||
|
Aug 15, 2024
Q2 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.85KNew |
$329K - $346K
|
9.85K
$393K
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
19.1KNew |
$638K - $671K
|
19.1K
$762K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.25K- 15.18% |
$41.7K - $43.8K
|
6.97K
$278K
|
|