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 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
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.7K+ 10.2% |
$670K - $696K
|
180K
$7.59M
|
|
|
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 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
$6.71M
|
|
|
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
$542K
|
|
|
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
|
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
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-519- 8.81% |
$20.8K - $21.6K
|
5.37K
$226K
|
|
|
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 Advisory Services, Inc.
|
SELL
|
- |
-885- 2.01% |
$35.5K - $36.9K
|
43.2K
$1.82M
|
|
|
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
|
|
|
Feb 06, 2025
Q4 2024
|
Global Strategic Investment Solutions, LLC
|
SELL
|
- |
-1.4K- 1.16% |
$56.3K - $58.5K
|
119K
$5.02M
|
|
|
Feb 06, 2025
Q4 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-128- 0.42% |
$5.14K - $5.34K
|
30.2K
$1.27M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2K- 11.09% |
$80.2K - $83.4K
|
16K
$674K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
17KNew |
$683K - $710K
|
17K
$716K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
984New |
$39.5K - $41K
|
984
$41.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
455KNew |
$18.3M - $19M
|
455K
$19.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-754- 1.21% |
$30.3K - $31.4K
|
61.5K
$2.59M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-53.1K- 23.43% |
$2.13M - $2.21M
|
174K
$7.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
1.65KNew |
$66.2K - $68.8K
|
1.65K
$69.4K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
169+ 1.25% |
$6.78K - $7.04K
|
13.7K
$574K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-300- 5.0% |
$12K - $12.5K
|
5.7K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.1K+ 2.44% |
$44.1K - $45.8K
|
46.2K
$1.94M
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-1.5K- 81.48% |
$60.2K - $62.5K
|
341
$14.3K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
34.6K+ 33.08% |
$1.39M - $1.44M
|
139K
$5.85M
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-2.92K- 4.71% |
$117K - $121K
|
59K
$2.48M
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
57.6KNew |
$2.31M - $2.4M
|
57.6K
$2.42M
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
893New |
$35.8K - $37.2K
|
893
$37.6K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-4.18K- 44.77% |
$168K - $174K
|
5.16K
$217K
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-12.3K- 5.27% |
$494K - $513K
|
222K
$9.32M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.08K- 14.27% |
$83.4K - $86.7K
|
12.5K
$526K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-3.41K- 10.45% |
$137K - $142K
|
29.2K
$1.23M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-3.34K- 2.2% |
$134K - $139K
|
149K
$6.26M
|