Latest Institutional Transactions on Innovator U.S. Equity Power Bu (PMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Power Bu (PMAR) 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 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-50- 0.34% |
$1.95K - $2.02K
|
14.5K
$578K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 1.25% |
$3.9K - $4.04K
|
7.9K
$315K
|
|
|
Feb 04, 2025
Q4 2024
|
Lineweaver Wealth Advisors, LLC
|
SELL
|
- |
-1.58K- 6.96% |
$61.7K - $63.8K
|
21.1K
$842K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6.44KNew |
$252K - $260K
|
6.44K
$257K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-17.8K- 54.59% |
$693K - $717K
|
14.8K
$588K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Alliance
Mellville, NY |
SELL
|
- |
-381- 0.46% |
$14.9K - $15.4K
|
82.6K
$3.29M
|
|
|
Feb 03, 2025
Q4 2024
|
Forvis Wealth Advisors, LLC
|
SELL
|
- |
-10.4K- 9.94% |
$407K - $421K
|
94.5K
$3.76M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-50- 0.68% |
$1.95K - $2.02K
|
7.32K
$292K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-369- 0.33% |
$14.4K - $14.9K
|
111K
$4.41M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-32- 0.49% |
$1.25K - $1.29K
|
6.49K
$259K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.37KNew |
$248K - $257K
|
6.37K
$254K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
647+ 2.87% |
$25.3K - $26.1K
|
23.2K
$925K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-159- 0.29% |
$6.21K - $6.43K
|
54.5K
$2.17M
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-175- 1.71% |
$6.83K - $7.07K
|
10K
$400K
|
|
|
Jan 29, 2025
Q4 2024
|
Stonebridge Financial Group, LLC
Wormleysburg, PA |
BUY
|
- |
1.65KNew |
$64.5K - $66.8K
|
1.65K
$65.8K
|
|
|
Jan 28, 2025
Q4 2024
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
17.5KNew |
$685K - $709K
|
17.5K
$699K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-1.21K- 9.11% |
$47.4K - $49K
|
12.1K
$482K
|
|
|
Jan 27, 2025
Q4 2024
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-106- 0.27% |
$4.14K - $4.28K
|
39.2K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-264- 0.72% |
$10.3K - $10.7K
|
36.5K
$1.46M
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
6.77KNew |
$264K - $274K
|
6.77K
$270K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-2.16K- 8.41% |
$84.4K - $87.4K
|
23.6K
$938K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-661- 3.87% |
$25.8K - $26.7K
|
16.4K
$654K
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.19K- 6.76% |
$46.6K - $48.2K
|
16.5K
$656K
|
|
|
Jan 22, 2025
Q4 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-3.54K- 9.75% |
$138K - $143K
|
32.7K
$1.3M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-615- 1.87% |
$24K - $24.9K
|
32.2K
$1.28M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
5.47KNew |
$214K - $221K
|
5.47K
$218K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-200- 13.99% |
$7.81K - $8.08K
|
1.23K
$49K
|
|
|
Jan 16, 2025
Q4 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-21.9K- 18.04% |
$857K - $887K
|
99.7K
$3.97M
|
|
|
Jan 15, 2025
Q4 2024
|
Gill Capital Partners, LLC
Denver, CO |
SELL
|
- |
-2K- 3.58% |
$78K - $80.7K
|
53.8K
$2.14M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-2.4K- 22.42% |
$93.8K - $97.1K
|
8.31K
$331K
|
|
|
Jan 14, 2025
Q4 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-27.3K- 66.73% |
$1.06M - $1.1M
|
13.6K
$541K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-51.7K- 27.13% |
$2.02M - $2.09M
|
139K
$5.53M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-135- 1.31% |
$5.27K - $5.46K
|
10.1K
$404K
|
|
|
Jan 07, 2025
Q4 2024
|
Weaver Consulting Group
|
SELL
|
- |
-1.49K- 17.38% |
$58.3K - $60.4K
|
7.1K
$283K
|
|
| Q3 2024 | |||||||
|
Jan 08, 2025
Q3 2024
|
Mbl Wealth, LLC
Charlotte, NC |
BUY
|
- |
1.19K+ 1.42% |
$43.7K - $46.5K
|
84.9K
$3.38M
|
|
|
Jan 06, 2025
Q3 2024
|
Clay Northam Wealth Management, LLC
|
SELL
|
- |
-1.6K- 20.59% |
$59K - $62.8K
|
6.17K
$246K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-18- 0.16% |
$664 - $707
|
11.4K
$455K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-500- 3.09% |
$18.4K - $19.6K
|
15.7K
$624K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
3.45K+ 47.37% |
$127K - $136K
|
10.7K
$428K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
43.3K+ 127.16% |
$1.6M - $1.7M
|
77.4K
$3.08M
|
|
|
Nov 14, 2024
Q3 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-5.57K- 34.89% |
$205K - $218K
|
10.4K
$414K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
7.06KNew |
$260K - $277K
|
7.06K
$281K
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
13.8KNew |
$509K - $542K
|
13.8K
$550K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-88- 1.05% |
$3.25K - $3.45K
|
8.31K
$331K
|
|
|
Nov 14, 2024
Q3 2024
|
Frisch Financial Group, Inc.
Melville, NY |
SELL
|
- |
-35.4K- 79.94% |
$1.31M - $1.39M
|
8.89K
$354K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-2.61K- 9.07% |
$96.2K - $102K
|
26.2K
$1.04M
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-133- 0.77% |
$4.91K - $5.22K
|
17K
$678K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1.56KNew |
$57.4K - $61K
|
1.56K
$61.9K
|
|
|
Nov 07, 2024
Q3 2024
|
First City Capital Management, Inc.
|
SELL
|
- |
-2.75K- 28.91% |
$101K - $108K
|
6.75K
$269K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
SELL
|
- |
-1.26K- 2.74% |
$46.6K - $49.5K
|
44.8K
$1.78M
|
|