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 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
9.82KNew |
$362K - $384K
|
9.82K
$410K
|
|
|
Apr 30, 2024
Q1 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.5K- 4.83% |
$55.3K - $58.7K
|
29.6K
$1.23M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
1.87KNew |
$68.8K - $73K
|
1.87K
$77.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Strategic Wealth Partners Group LLC
Deerfield, IL |
BUY
|
- |
6.62K+ 2.1% |
$244K - $259K
|
322K
$13.5M
|
|
|
Apr 29, 2024
Q1 2024
|
Lakeridge Wealth Management LLC
Mentor, OH |
BUY
|
- |
24.9KNew |
$918K - $973K
|
24.9K
$1.04M
|
|
|
Apr 29, 2024
Q1 2024
|
Castle Wealth Management LLC
|
BUY
|
- |
6.74K+ 34.28% |
$248K - $263K
|
26.4K
$1.1M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
40New |
$1.48K - $1.56K
|
40
$1.67K
|
|
|
Apr 22, 2024
Q1 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
367KNew |
$13.5M - $14.4M
|
367K
$15.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
7.92KNew |
$292K - $310K
|
7.92K
$331K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
3.78KNew |
$128K - $141K
|
3.78K
$158K
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
435+ 43500.0% |
$14.7K - $16.2K
|
436
$18.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
4.75KNew |
$160K - $177K
|
4.75K
$198K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
19.7KNew |
$665K - $733K
|
19.7K
$822K
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
3New |
$101 - $112
|
3
$125
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
29.5KNew |
$997K - $1.1M
|
29.5K
$1.23M
|
|
|
Feb 12, 2024
Q4 2023
|
New Republic Capital, LLC
Charlotte, NC |
SELL
|
- |
-31- 0.26% |
$1.05K - $1.15K
|
12K
$500K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
144KNew |
$4.87M - $5.37M
|
144K
$6.03M
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-500- 3.42% |
$16.9K - $18.6K
|
14.1K
$589K
|
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
BUY
|
- |
4.8K+ 18.9% |
$162K - $179K
|
30.2K
$1.26M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.5K - $14.9K
|
401
$16.7K
|
|
|
Feb 02, 2024
Q4 2023
|
Bailard, Inc.
|
BUY
|
- |
5.65KNew |
$191K - $210K
|
5.65K
$236K
|
|
|
Jan 23, 2024
Q4 2023
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
300New |
$10.1K - $11.2K
|
300
$12.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
5.81KNew |
$196K - $217K
|
5.81K
$243K
|
|
|
Jan 19, 2024
Q4 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
2KNew |
$67.6K - $74.5K
|
2K
$83.5K
|
|
|
Jan 17, 2024
Q4 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
3.48K+ 35.22% |
$117K - $129K
|
13.3K
$557K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
401New |
$13.9K - $14.3K
|
401
$16.7K
|
|
|
Nov 15, 2023
Q3 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
6+ 1.26% |
$208 - $215
|
481
$20.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
45New |
$1.56K - $1.61K
|
45
$1.88K
|
|
|
Nov 06, 2023
Q3 2023
|
Authentikos Wealth Advisory, LLC
Morgan Hill, CA |
BUY
|
- |
181New |
$6.28K - $6.47K
|
181
$7.56K
|
|
| Q2 2023 | |||||||
|
Nov 30, 2023
Q2 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-318- 9.97% |
$10.5K - $11.2K
|
2.87K
$120K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-33.7K- 76.73% |
$1.12M - $1.18M
|
10.2K
$427K
|
|
|
Aug 11, 2023
Q2 2023
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-84- 0.13% |
$2.78K - $2.95K
|
64.7K
$2.7M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-200- 1.29% |
$6.62K - $7.02K
|
15.3K
$638K
|
|
|
Aug 07, 2023
Q2 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
6KNew |
$199K - $211K
|
6K
$251K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.9KNew |
$62.9K - $66.7K
|
1.9K
$79.3K
|
|
| Q1 2023 | |||||||
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-587- 7.87% |
$18.4K - $19.6K
|
6.87K
$287K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
6.4KNew |
$201K - $213K
|
6.4K
$267K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
10.9KNew |
$341K - $362K
|
10.9K
$454K
|
|
|
May 11, 2023
Q1 2023
|
American Asset Management Inc.
|
BUY
|
- |
20.7KNew |
$649K - $689K
|
20.7K
$864K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
158New |
$4.96K - $5.27K
|
158
$6.6K
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
2.07KNew |
$65K - $69K
|
2.07K
$86.4K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-118- 5.39% |
$3.71K - $3.93K
|
2.07K
$86.4K
|
|
|
Apr 26, 2023
Q1 2023
|
Relaxing Retirement Coach
|
BUY
|
- |
9.92KNew |
$312K - $331K
|
9.92K
$414K
|
|
|
Apr 21, 2023
Q1 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-3.03K- 58.76% |
$95.2K - $101K
|
2.13K
$88.8K
|
|
|
Apr 11, 2023
Q1 2023
|
Smith Anglin Financial, LLC
|
BUY
|
- |
20.1KNew |
$632K - $671K
|
20.1K
$840K
|
|
|
Apr 06, 2023
Q1 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.1KNew |
$349K - $370K
|
11.1K
$464K
|
|
| Q4 2022 | |||||||
|
Jun 21, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
- |
15.9KNew |
$468K - $516K
|
15.9K
$666K
|
|
|
Jun 14, 2023
Q4 2022
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
15.9KNew |
$468K - $516K
|
15.9K
$666K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-10.7K- 5.19% |
$313K - $345K
|
195K
$8.14M
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
14.8KNew |
$435K - $480K
|
14.8K
$619K
|
|