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 |
|---|---|---|---|---|---|---|---|
|
Oct 11, 2023
Q3 2023
|
Alliance Wealth Advisors, LLC
|
BUY
|
- |
11.2KNew |
$377K - $390K
|
11.2K
$471K
|
|
|
Oct 10, 2023
Q3 2023
|
Marcum Wealth, LLC
|
BUY
|
- |
6.26K+ 85.65% |
$210K - $218K
|
13.6K
$570K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.04K- 75.0% |
$32.5K - $35.4K
|
345
$14.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.28KNew |
$71.5K - $78K
|
2.28K
$95.9K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-412- 6.21% |
$12.9K - $14.1K
|
6.23K
$262K
|
|
|
Aug 09, 2023
Q2 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1.9KNew |
$59.6K - $65K
|
1.9K
$79.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
4.53K+ 27.87% |
$142K - $155K
|
20.8K
$874K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-664- 4.66% |
$20.8K - $22.7K
|
13.6K
$572K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
678New |
$21.3K - $23.2K
|
678
$28.5K
|
|
|
Jul 17, 2023
Q2 2023
|
Retirement Guys Formula LLC
|
SELL
|
- |
-1.66K- 18.84% |
$52.2K - $56.9K
|
7.16K
$301K
|
|
| Q1 2023 | |||||||
|
Jun 14, 2023
Q1 2023
|
Cardinal Point Capital Management, Ulc
Toronto, Z4 |
BUY
|
CALL |
8.2K+ 23.52% |
$246K - $260K
|
43.1K
$1.81M
|
|
|
May 10, 2023
Q1 2023
|
Cardinal Point Wealth Management Partners, LLC
|
BUY
|
- |
8.2K+ 23.52% |
$246K - $260K
|
43.1K
$1.81M
|
|
|
May 03, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
4.66KNew |
$140K - $148K
|
4.66K
$196K
|
|
|
May 03, 2023
Q1 2023
|
Tfo Tdc, LLC
|
SELL
|
- |
-4.32K- 48.1% |
$129K - $137K
|
4.66K
$196K
|
|
|
May 02, 2023
Q1 2023
|
Prw Wealth Management LLC
|
BUY
|
- |
16.2KNew |
$486K - $515K
|
16.2K
$681K
|
|
|
Apr 28, 2023
Q1 2023
|
Crown Wealth Group, LLC
|
SELL
|
- |
-29.2K- 71.96% |
$874K - $926K
|
11.4K
$478K
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-1.66K- 13.11% |
$47.6K - $51.5K
|
11K
$464K
|
|
|
Feb 10, 2023
Q4 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-2- 0.02% |
$57.2 - $61.9
|
9.78K
$411K
|
|
|
Jan 19, 2023
Q4 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.22K- 35.5% |
$178K - $193K
|
11.3K
$475K
|
|
|
Jan 13, 2023
Q4 2022
|
3 Edge Asset Management, LP
|
SELL
|
- |
-1.11K- 3.36% |
$31.8K - $34.4K
|
31.9K
$1.34M
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
2.49KNew |
$71.1K - $77K
|
2.49K
$104K
|
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
8.34KNew |
$239K - $258K
|
8.34K
$351K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
8.93KNew |
$255K - $278K
|
8.93K
$375K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 307.69% |
$28.6K - $31.2K
|
1.33K
$55.7K
|
|
|
Nov 02, 2022
Q3 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
3.2K+ 41.71% |
$91.5K - $99.8K
|
10.9K
$457K
|
|
|
Oct 17, 2022
Q3 2022
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
700New |
$20K - $21.8K
|
700
$29.4K
|
|
| Q2 2022 | |||||||
|
Aug 15, 2022
Q2 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-8.31KClosed |
$239K - $256K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-48.2KClosed |
$1.39M - $1.49M
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1KNew |
$28.8K - $30.8K
|
1K
$42.1K
|
|
|
Aug 05, 2022
Q2 2022
|
Better Money Decisions, LLC
|
BUY
|
- |
746New |
$21.5K - $23K
|
746
$31.4K
|
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
2KNew |
$57.5K - $61.6K
|
2K
$84.1K
|
|
|
Jul 28, 2022
Q2 2022
|
Sageworth Trust CO
|
SELL
|
- |
-720Closed |
$20.7K - $22.2K
|
0
$0
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$2.88K - $3.08K
|
100
$4.21K
|
|
|
Jul 15, 2022
Q2 2022
|
Transform Wealth, LLC
|
SELL
|
- |
-8.07KClosed |
$232K - $249K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
350New |
$10.1K - $10.8K
|
350
$14.7K
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-200Closed |
$5.91K - $6.18K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.42KNew |
$71.5K - $74.9K
|
2.42K
$102K
|
|
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
87.4KNew |
$2.58M - $2.7M
|
87.4K
$3.68M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
127KNew |
$3.75M - $3.92M
|
127K
$5.33M
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Truadvice, LLC
Sarasota, FL |
SELL
|
- |
-8.67KClosed |
$257K - $267K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-283Closed |
$8.38K - $8.72K
|
0
$0
|
|
|
Jan 27, 2022
Q4 2021
|
Vishria Bird Financial Group, LLC
|
SELL
|
- |
-3.21K- 26.58% |
$94.9K - $98.8K
|
8.85K
$372K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
SELL
|
- |
-26KClosed |
$771K - $803K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Alaska Permanent Capital Management
|
SELL
|
- |
-9.69KClosed |
$287K - $299K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-24.4KClosed |
$717K - $735K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.33KNew |
$39.2K - $40.2K
|
1.33K
$56.1K
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
BUY
|
- |
1KNew |
$29.4K - $30.2K
|
1K
$42.1K
|
|
| Q2 2021 | |||||||
|
Aug 10, 2021
Q2 2021
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-13.1KClosed |
$386K - $389K
|
0
$0
|
|