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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
89+ 0.31% |
$3.57K - $3.71K
|
28.6K
$1.2M
|
|
|
Jan 07, 2025
Q4 2024
|
Range Financial Group LLC
|
SELL
|
- |
-107- 1.1% |
$4.29K - $4.46K
|
9.65K
$406K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-9.65K- 7.93% |
$387K - $402K
|
112K
$4.71M
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
36.3K+ 31.58% |
$1.37M - $1.47M
|
151K
$6.36M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-100- 1.45% |
$3.79K - $4.05K
|
6.81K
$286K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
6.37KNew |
$241K - $258K
|
6.37K
$268K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
14K+ 127.6% |
$532K - $568K
|
25K
$1.05M
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$108K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-300- 1.59% |
$11.4K - $12.1K
|
18.6K
$781K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
499KNew |
$18.9M - $20.2M
|
499K
$21M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
2.87K+ 3.15% |
$109K - $116K
|
94K
$3.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
34.2K+ 533.11% |
$1.3M - $1.39M
|
40.7K
$1.71M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
3.86KNew |
$146K - $156K
|
3.86K
$162K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
333+ 2.47% |
$12.6K - $13.5K
|
13.8K
$580K
|
|
|
Nov 14, 2024
Q3 2024
|
Nbt Bank N A
|
SELL
|
- |
-2.5K- 38.53% |
$94.7K - $101K
|
3.99K
$168K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
14.6KNew |
$553K - $591K
|
14.6K
$614K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-17.8K- 16.67% |
$676K - $722K
|
89.1K
$3.75M
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-4.14K- 13.5% |
$157K - $167K
|
26.5K
$1.11M
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
38.5KNew |
$1.46M - $1.56M
|
38.5K
$1.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.56KNew |
$97.1K - $104K
|
2.56K
$108K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
353New |
$13.4K - $14.3K
|
353
$14.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-129- 1.01% |
$4.89K - $5.22K
|
12.6K
$530K
|
|
|
Nov 13, 2024
Q3 2024
|
Worth Pointe, LLC
La Jolla, CA |
SELL
|
- |
-901- 1.48% |
$34.1K - $36.5K
|
59.8K
$2.51M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
32.8K+ 246.27% |
$1.24M - $1.33M
|
46.2K
$1.94M
|
|
|
Nov 12, 2024
Q3 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
43.1K+ 107.38% |
$1.63M - $1.75M
|
83.3K
$3.5M
|
|
|
Nov 12, 2024
Q3 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.1KNew |
$231K - $247K
|
6.1K
$257K
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
204+ 0.26% |
$7.73K - $8.26K
|
77.8K
$3.27M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
7.53KNew |
$285K - $305K
|
7.53K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
9KNew |
$341K - $364K
|
9K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Mitchell Capital Management CO
|
BUY
|
- |
6.2KNew |
$235K - $251K
|
6.2K
$261K
|
|
|
Nov 12, 2024
Q3 2024
|
Sterling Capital Management LLC
Charlotte, NC |
BUY
|
- |
94New |
$3.56K - $3.81K
|
94
$3.95K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
7+ 0.03% |
$265 - $283
|
23.1K
$971K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-29- 0.04% |
$1.1K - $1.17K
|
77.9K
$3.28M
|
|
|
Nov 07, 2024
Q3 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
400New |
$15.2K - $16.2K
|
400
$16.8K
|
|
|
Nov 05, 2024
Q3 2024
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-37.6K- 87.05% |
$1.42M - $1.52M
|
5.59K
$235K
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
4.98KNew |
$189K - $202K
|
4.98K
$209K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
8.73KNew |
$331K - $353K
|
8.73K
$367K
|
|
|
Oct 31, 2024
Q3 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
BUY
|
- |
2.58K+ 26.17% |
$97.6K - $104K
|
12.4K
$522K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
5.87KNew |
$222K - $238K
|
5.87K
$247K
|
|
|
Oct 30, 2024
Q3 2024
|
Maia Wealth LLC
Denver, CO |
SELL
|
- |
-839- 14.02% |
$31.8K - $34K
|
5.14K
$216K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
455+ 24.38% |
$17.2K - $18.4K
|
2.32K
$97.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
319KNew |
$12.1M - $12.9M
|
319K
$13.4M
|
|
|
Oct 29, 2024
Q3 2024
|
Kearns & Associates LLC
|
BUY
|
- |
19.3K+ 300.54% |
$732K - $782K
|
25.8K
$1.08M
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
5.25K+ 39.31% |
$199K - $213K
|
18.6K
$782K
|
|
|
Oct 28, 2024
Q3 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
BUY
|
- |
619+ 4.54% |
$23.5K - $25.1K
|
14.3K
$599K
|
|
|
Oct 28, 2024
Q3 2024
|
Reston Wealth Management LLC
|
BUY
|
- |
1KNew |
$37.9K - $40.5K
|
1K
$42.1K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-406- 0.97% |
$15.4K - $16.4K
|
41.6K
$1.75M
|
|
|
Oct 25, 2024
Q3 2024
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
615New |
$23.3K - $24.9K
|
615
$25.9K
|
|
|
Oct 25, 2024
Q3 2024
|
Cornerstone Wealth Group, LLC
|
BUY
|
- |
6.53K+ 81.61% |
$248K - $264K
|
14.5K
$611K
|
|
|
Oct 24, 2024
Q3 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.46K- 10.34% |
$55.4K - $59.2K
|
12.7K
$533K
|
|