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 |
|---|---|---|---|---|---|---|---|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.9KNew |
$193K - $202K
|
4.9K
$205K
|
|
| Q2 2024 | |||||||
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.66K- 14.32% |
$101K - $107K
|
15.9K
$663K
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
9.7K+ 170.55% |
$370K - $390K
|
15.4K
$642K
|
|
|
Aug 14, 2024
Q2 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-910- 9.71% |
$34.8K - $36.6K
|
8.46K
$353K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3New |
$115 - $121
|
3
$125
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
14.8KNew |
$566K - $597K
|
14.8K
$619K
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-40- 0.04% |
$1.53K - $1.61K
|
102K
$4.27M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
6.24KNew |
$238K - $251K
|
6.24K
$261K
|
|
|
Aug 13, 2024
Q2 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-4.57K- 37.54% |
$174K - $184K
|
7.6K
$317K
|
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
94New |
$3.59K - $3.78K
|
94
$3.93K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.44K- 0.62% |
$55.1K - $58.1K
|
231K
$9.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.6K- 25.8% |
$61K - $64.3K
|
4.59K
$192K
|
|
|
Aug 12, 2024
Q2 2024
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-467- 2.33% |
$17.8K - $18.8K
|
19.6K
$818K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.46K+ 1.96% |
$94K - $99K
|
128K
$5.35M
|
|
|
Aug 12, 2024
Q2 2024
|
Evergreen Private Wealth LLC
Greenwood Village, CO |
SELL
|
- |
-5.53K- 60.94% |
$211K - $223K
|
3.55K
$148K
|
|
|
Aug 09, 2024
Q2 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-269- 2.22% |
$10.3K - $10.8K
|
11.8K
$494K
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-53.7K- 49.45% |
$2.05M - $2.16M
|
54.9K
$2.29M
|
|
|
Aug 08, 2024
Q2 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
10KNew |
$384K - $404K
|
10K
$419K
|
|
|
Aug 07, 2024
Q2 2024
|
Parker Financial LLC
Silverdale, WA |
SELL
|
- |
-1.62K- 8.29% |
$62K - $65.3K
|
17.9K
$750K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
902+ 5.11% |
$34.5K - $36.3K
|
18.6K
$775K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
2.7K+ 43.59% |
$103K - $109K
|
8.89K
$371K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
BUY
|
- |
56New |
$2.14K - $2.25K
|
56
$2.34K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
16New |
$611 - $644
|
16
$668
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.08KNew |
$194K - $205K
|
5.08K
$212K
|
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
6.26KNew |
$239K - $252K
|
6.26K
$261K
|
|
|
Jul 24, 2024
Q2 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-300- 4.68% |
$11.5K - $12.1K
|
6.11K
$255K
|
|
|
Jul 17, 2024
Q2 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
8.43KNew |
$322K - $339K
|
8.43K
$352K
|
|
|
Jul 15, 2024
Q2 2024
|
Transform Wealth, LLC
|
SELL
|
- |
-41.3K- 9.57% |
$1.58M - $1.66M
|
391K
$16.3M
|
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
5.02KNew |
$192K - $202K
|
5.02K
$210K
|
|
| Q1 2024 | |||||||
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
5.37KNew |
$198K - $210K
|
5.37K
$224K
|
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
6.99KNew |
$258K - $273K
|
6.99K
$292K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
15KNew |
$554K - $588K
|
15K
$628K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
741+ 8.15% |
$27.3K - $29K
|
9.83K
$410K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
26.6KNew |
$980K - $1.04M
|
26.6K
$1.11M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
10.7KNew |
$393K - $417K
|
10.7K
$445K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
122K+ 41.03% |
$4.51M - $4.79M
|
421K
$17.6M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
51.8K+ 134.24% |
$1.91M - $2.02M
|
90.3K
$3.77M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
217K+ 1218.66% |
$7.99M - $8.47M
|
234K
$9.79M
|
|
|
May 13, 2024
Q1 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
102KNew |
$3.75M - $3.98M
|
102K
$4.25M
|
|
|
May 10, 2024
Q1 2024
|
Private Client Services, LLC
Louisville, KY |
BUY
|
- |
56.2KNew |
$2.07M - $2.2M
|
56.2K
$2.35M
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
5.51KNew |
$203K - $215K
|
5.51K
$230K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
304New |
$11.2K - $11.9K
|
304
$12.7K
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
14.7K+ 3950.54% |
$542K - $575K
|
15.1K
$629K
|
|
|
May 08, 2024
Q1 2024
|
3 Edge Asset Management, LP
|
BUY
|
- |
32.5K+ 137.98% |
$1.2M - $1.27M
|
56.1K
$2.34M
|
|
|
May 07, 2024
Q1 2024
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-538- 0.61% |
$19.8K - $21K
|
87.6K
$3.66M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
8.69KNew |
$320K - $340K
|
8.69K
$363K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
SELL
|
- |
-1.97K- 20.31% |
$72.5K - $76.9K
|
7.71K
$322K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-5.41K- 22.13% |
$200K - $212K
|
19K
$795K
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
10.9K+ 97.85% |
$403K - $428K
|
22.1K
$924K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-24.5K- 3.12% |
$903K - $958K
|
760K
$31.7M
|
|