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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-113K- 80.84% |
$4.55M - $4.73M
|
26.9K
$1.13M
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-400- 4.97% |
$16K - $16.7K
|
7.65K
$322K
|
|
|
Feb 13, 2025
Q4 2024
|
Bernard Wealth Management Corp.
Royal Oak, MI |
BUY
|
- |
1New |
$40.1 - $41.7
|
1
$42.1
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-47.3K- 55.49% |
$1.9M - $1.97M
|
38K
$1.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
12.1K+ 102.54% |
$487K - $506K
|
24K
$1.01M
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.65K- 4.55% |
$66.1K - $68.6K
|
34.5K
$1.45M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
266+ 2.74% |
$10.7K - $11.1K
|
9.98K
$420K
|
|
|
Feb 13, 2025
Q4 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
4.9KNew |
$197K - $204K
|
4.9K
$206K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
14.6KNew |
$586K - $608K
|
14.6K
$614K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
194+ 388.0% |
$7.78K - $8.09K
|
244
$10.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
404+ 57.47% |
$16.2K - $16.8K
|
1.11K
$46.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
15.4K+ 7.58% |
$619K - $643K
|
219K
$9.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-12.3K- 41.22% |
$495K - $515K
|
17.6K
$740K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
590+ 0.7% |
$23.7K - $24.6K
|
85.2K
$3.58M
|
|
|
Feb 13, 2025
Q4 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-147- 1.33% |
$5.9K - $6.13K
|
10.9K
$457K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-9.96K- 39.37% |
$400K - $415K
|
15.3K
$645K
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
153K+ 15.56% |
$6.14M - $6.38M
|
1.14M
$47.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
3.01K+ 5.82% |
$121K - $125K
|
54.7K
$2.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.95K+ 5.59% |
$118K - $123K
|
55.7K
$2.34M
|
|
|
Feb 13, 2025
Q4 2024
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
378+ 3.25% |
$15.2K - $15.8K
|
12K
$504K
|
|
|
Feb 12, 2025
Q4 2024
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
18.4KNew |
$736K - $765K
|
18.4K
$772K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
2.52K+ 4.71% |
$101K - $105K
|
56K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-5.21K- 1.44% |
$209K - $217K
|
357K
$15M
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-3.53K- 97.22% |
$142K - $147K
|
101
$4.25K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-441- 30.23% |
$17.7K - $18.4K
|
1.02K
$42.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-157K- 4.2% |
$6.31M - $6.56M
|
3.59M
$151M
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-17.9K- 69.33% |
$720K - $748K
|
7.94K
$334K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
802New |
$32.2K - $33.4K
|
802
$33.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.9K+ 3.62% |
$519K - $539K
|
369K
$15.5M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7K+ 10.2% |
$670K - $696K
|
180K
$7.58M
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-5.55K- 36.13% |
$223K - $231K
|
9.82K
$413K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.93K+ 3.66% |
$198K - $205K
|
140K
$5.87M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-78.4K- 10.79% |
$3.15M - $3.27M
|
648K
$27.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
3.46K+ 24.74% |
$139K - $144K
|
17.4K
$734K
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-181K- 45.26% |
$7.26M - $7.55M
|
219K
$9.21M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-8.04K- 21.33% |
$323K - $335K
|
29.7K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-4.7K- 2.87% |
$189K - $196K
|
159K
$6.7M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-600- 3.3% |
$24.1K - $25K
|
17.6K
$740K
|
|
|
Feb 10, 2025
Q4 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
3.14K+ 31.44% |
$126K - $131K
|
13.1K
$552K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-420- 3.16% |
$16.9K - $17.5K
|
12.9K
$541K
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-35.4K- 5.99% |
$1.42M - $1.47M
|
556K
$23.4M
|
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
SELL
|
- |
-1.19K- 10.19% |
$47.6K - $49.4K
|
10.5K
$440K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-49.9K- 11.28% |
$2M - $2.08M
|
393K
$16.5M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
5.4KNew |
$217K - $225K
|
5.4K
$227K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-519- 8.81% |
$20.8K - $21.6K
|
5.37K
$226K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-885- 2.01% |
$35.5K - $36.9K
|
43.2K
$1.82M
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
68.1KNew |
$2.73M - $2.84M
|
68.1K
$2.86M
|
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.98K+ 48.98% |
$160K - $166K
|
12.1K
$509K
|
|
|
Feb 06, 2025
Q4 2024
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-2.93K- 8.31% |
$117K - $122K
|
32.3K
$1.36M
|
|
|
Feb 06, 2025
Q4 2024
|
Financial Services Advisory Inc
|
SELL
|
- |
-15.9K- 10.43% |
$638K - $662K
|
136K
$5.74M
|