Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PJUL) 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 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-365- 1.23% |
$14.5K - $15.4K
|
29.3K
$1.15M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-63- 0.46% |
$2.51K - $2.66K
|
13.5K
$533K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-5.32K- 9.71% |
$212K - $225K
|
49.5K
$1.95M
|
|
Apr 14, 2025
Q1 2025
|
Ars Wealth Advisors Group, LLC
St. Petersburg, FL |
SELL
|
- |
-8.11K- 19.97% |
$323K - $342K
|
32.5K
$1.28M
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
595+ 5.05% |
$23.7K - $25.1K
|
12.4K
$487K
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.22K- 0.9% |
$48.4K - $51.3K
|
134K
$5.27M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-350- 1.0% |
$13.9K - $14.8K
|
34.6K
$1.36M
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-25K- 37.13% |
$994K - $1.05M
|
42.3K
$1.66M
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-192- 2.75% |
$7.64K - $8.1K
|
6.79K
$267K
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
64.9K+ 535.91% |
$2.58M - $2.74M
|
77K
$3.03M
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-645- 7.68% |
$25.7K - $27.2K
|
7.76K
$305K
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-17.5K- 23.04% |
$695K - $736K
|
58.3K
$2.3M
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-7.58K- 16.82% |
$302K - $320K
|
37.5K
$1.48M
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-534- 5.41% |
$21.3K - $22.5K
|
9.34K
$368K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
29.2K+ 3264.73% |
$1.16M - $1.23M
|
30K
$1.18M
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-102- 0.36% |
$4.06K - $4.3K
|
28.5K
$1.12M
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-968- 7.89% |
$38.5K - $40.8K
|
11.3K
$445K
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-681- 2.51% |
$27.1K - $28.7K
|
26.5K
$1.04M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
9.84K+ 42.23% |
$392K - $415K
|
33.1K
$1.31M
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
SELL
|
- |
-86.2K- 86.44% |
$3.43M - $3.64M
|
13.5K
$532K
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-5.62K- 4.11% |
$224K - $237K
|
131K
$5.16M
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
252+ 1.37% |
$10K - $10.6K
|
18.6K
$734K
|
|
Q4 2024 | |||||||
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-30.3K- 8.68% |
$1.22M - $1.26M
|
319K
$12.6M
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-2.27K- 2.92% |
$91.2K - $94.7K
|
75.5K
$2.97M
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
14.6KNew |
$587K - $609K
|
14.6K
$576K
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-656- 2.44% |
$26.3K - $27.3K
|
26.2K
$1.03M
|
|
Feb 27, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
148+ 14800.0% |
$5.94K - $6.17K
|
149
$5.87K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
33.9KNew |
$1.36M - $1.41M
|
33.9K
$1.34M
|
|
Feb 25, 2025
Q4 2024
|
Leigh Baldwin & Co., LLC
Cazenovia, NY |
SELL
|
- |
-209K- 97.57% |
$8.38M - $8.71M
|
5.2K
$205K
|
|
Feb 18, 2025
Q4 2024
|
Investment Management Corp /Va/ /Adv
Roanoke, VA |
BUY
|
- |
217New |
$8.71K - $9.04K
|
217
$8.54K
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-1.62K- 6.94% |
$65.2K - $67.7K
|
21.8K
$858K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-25.3K- 21.11% |
$1.01M - $1.05M
|
94.4K
$3.72M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-3.2K- 1.77% |
$128K - $133K
|
178K
$7M
|
|
Feb 14, 2025
Q4 2024
|
Ubs Group Ag
|
BUY
|
- |
1.09KNew |
$43.8K - $45.5K
|
1.09K
$43K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-39.7K- 15.5% |
$1.59M - $1.66M
|
217K
$8.53M
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
SELL
|
- |
-87.1K- 70.92% |
$3.49M - $3.63M
|
35.7K
$1.41M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-60.1K- 75.41% |
$2.41M - $2.5M
|
19.6K
$771K
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$243K - $252K
|
6.05K
$238K
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-525- 2.72% |
$21.1K - $21.9K
|
18.8K
$738K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-50K- 24.61% |
$2.01M - $2.08M
|
153K
$6.03M
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.29K- 10.98% |
$172K - $179K
|
34.8K
$1.37M
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
11.2KNew |
$448K - $465K
|
11.2K
$440K
|
|
Feb 14, 2025
Q4 2024
|
Betterment LLC
New York, NY |
SELL
|
- |
-2.57K- 33.11% |
$103K - $107K
|
5.19K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
149+ 0.6% |
$5.98K - $6.21K
|
25.2K
$991K
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.74K- 6.57% |
$69.9K - $72.6K
|
24.8K
$975K
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-30- 0.04% |
$1.2K - $1.25K
|
77.9K
$3.07M
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-25.3K- 65.59% |
$1.01M - $1.05M
|
13.3K
$522K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
11KNew |
$443K - $460K
|
11K
$435K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-7.95K- 57.59% |
$319K - $331K
|
5.85K
$230K
|
|
Feb 14, 2025
Q4 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
204New |
$8.18K - $8.5K
|
204
$8.03K
|