Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJAN) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.17K+ 7.72% |
$47.9K - $50.4K
|
16.3K
$652K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
18.9K+ 9.98% |
$776K - $817K
|
208K
$8.35M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-5- 0.08% |
$205 - $216
|
6.28K
$252K
|
|
|
Apr 17, 2025
Q1 2025
|
Aa Financial Advisors, LLC
Columbus, OH |
SELL
|
- |
-67- 0.04% |
$2.75K - $2.9K
|
191K
$7.67M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
SELL
|
- |
-437- 5.86% |
$18K - $18.9K
|
7.02K
$282K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
342K+ 368.33% |
$14.1M - $14.8M
|
435K
$17.5M
|
|
|
Apr 16, 2025
Q1 2025
|
Parkside Investments, LLC
|
SELL
|
- |
-825- 6.37% |
$33.9K - $35.7K
|
12.1K
$486K
|
|
|
Apr 16, 2025
Q1 2025
|
Marshall Financial Group LLC
|
BUY
|
- |
14KNew |
$577K - $607K
|
14K
$563K
|
|
|
Apr 16, 2025
Q1 2025
|
Bernard Wealth Management Corp.
Royal Oak, MI |
SELL
|
- |
-564- 2.35% |
$23.2K - $24.4K
|
23.4K
$940K
|
|
|
Apr 16, 2025
Q1 2025
|
Lakeridge Wealth Management LLC
Mentor, OH |
SELL
|
- |
-992- 3.99% |
$40.8K - $42.9K
|
23.9K
$958K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
8.42K+ 10.41% |
$346K - $364K
|
89.3K
$3.58M
|
|
|
Apr 16, 2025
Q1 2025
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
219+ 0.05% |
$9K - $9.47K
|
435K
$17.4M
|
|
|
Apr 15, 2025
Q1 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
SELL
|
- |
-240- 0.94% |
$9.86K - $10.4K
|
25.4K
$1.02M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
10.4K+ 71.64% |
$425K - $448K
|
24.8K
$995K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-160- 0.67% |
$6.57K - $6.92K
|
23.6K
$947K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
488+ 2.0% |
$20.1K - $21.1K
|
24.9K
$1M
|
|
|
Apr 14, 2025
Q1 2025
|
Kmg Fiduciary Partners, LLC
|
BUY
|
- |
43.9KNew |
$1.8M - $1.9M
|
43.9K
$1.76M
|
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-11.2K- 40.96% |
$461K - $485K
|
16.2K
$649K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
423+ 3.7% |
$17.4K - $18.3K
|
11.9K
$476K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
309+ 0.78% |
$12.7K - $13.4K
|
39.9K
$1.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Range Financial Group LLC
|
SELL
|
- |
-297K- 64.37% |
$12.2M - $12.8M
|
164K
$6.59M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-5.29K- 6.1% |
$217K - $229K
|
81.4K
$3.27M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
BUY
|
- |
70.8K+ 82.1% |
$2.91M - $3.06M
|
157K
$6.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 11.01% |
$121K - $127K
|
29.6K
$1.19M
|
|
|
Apr 11, 2025
Q1 2025
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-6.97K- 53.75% |
$286K - $301K
|
6K
$241K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15K+ 42.82% |
$618K - $650K
|
50.1K
$2.01M
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
BUY
|
- |
4.83K+ 7.47% |
$198K - $209K
|
69.5K
$2.79M
|
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.4K- 21.55% |
$57.7K - $60.7K
|
5.11K
$205K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.42KNew |
$141K - $148K
|
3.42K
$137K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
715+ 1.34% |
$29.4K - $30.9K
|
54.1K
$2.17M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
11.4K+ 37.1% |
$469K - $494K
|
42.2K
$1.69M
|
|
|
Apr 08, 2025
Q1 2025
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-439- 1.33% |
$18K - $19K
|
32.6K
$1.31M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
781+ 1.71% |
$32.1K - $33.8K
|
46.5K
$1.86M
|
|
| Q4 2024 | |||||||
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
135+ 2.57% |
$5.56K - $5.7K
|
5.39K
$216K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.02K- 9.98% |
$248K - $254K
|
54.3K
$2.18M
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7.94KNew |
$327K - $335K
|
7.94K
$318K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
36.3KNew |
$1.49M - $1.53M
|
36.3K
$1.45M
|
|
|
Feb 24, 2025
Q4 2024
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
484New |
$19.9K - $20.4K
|
484
$19.4K
|
|
|
Feb 18, 2025
Q4 2024
|
Helium Advisors LLC
Everett, WA |
BUY
|
- |
19.4KNew |
$800K - $821K
|
19.4K
$779K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.2K- 10.98% |
$90.6K - $93K
|
17.8K
$716K
|
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
BUY
|
- |
4.9KNew |
$202K - $207K
|
4.9K
$196K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
8.7K+ 7.42% |
$358K - $368K
|
126K
$5.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.08K- 2.74% |
$127K - $130K
|
109K
$4.39M
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
1.45K+ 0.53% |
$59.5K - $61.1K
|
276K
$11.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
71.4K+ 23.77% |
$2.94M - $3.02M
|
372K
$14.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
73KNew |
$3.01M - $3.09M
|
73K
$2.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-480- 19.4% |
$19.8K - $20.3K
|
1.99K
$80K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
4.76KNew |
$196K - $201K
|
4.76K
$191K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-36.1K- 22.74% |
$1.49M - $1.52M
|
123K
$4.92M
|
|
|
Feb 14, 2025
Q4 2024
|
Firestone Capital Management
|
SELL
|
- |
-238- 0.99% |
$9.8K - $10.1K
|
23.9K
$959K
|
|