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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2023
Q2 2023
|
Range Financial Group LLC
|
SELL
|
- |
-32.8K- 80.52% |
$1.05M - $1.11M
|
7.93K
$313K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
345New |
$11K - $11.7K
|
345
$13.6K
|
|
|
Jul 06, 2023
Q2 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
9.03KNew |
$289K - $305K
|
9.03K
$357K
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-8.68K- 55.07% |
$266K - $279K
|
7.08K
$280K
|
|
|
Nov 07, 2023
Q1 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-1.06K- 3.42% |
$32.5K - $34.1K
|
30K
$1.18M
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
300New |
$9.19K - $9.65K
|
300
$11.8K
|
|
|
May 15, 2023
Q1 2023
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
12.8KNew |
$392K - $412K
|
12.8K
$505K
|
|
|
May 12, 2023
Q1 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
11.1KNew |
$341K - $358K
|
11.1K
$439K
|
|
|
May 12, 2023
Q1 2023
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
23New |
$705 - $740
|
23
$908
|
|
|
May 11, 2023
Q1 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
13.5KNew |
$414K - $434K
|
13.5K
$533K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$276 - $290
|
9
$355
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.35KNew |
$195K - $204K
|
6.35K
$251K
|
|
|
May 08, 2023
Q1 2023
|
Sageworth Trust CO
|
BUY
|
- |
159New |
$4.87K - $5.12K
|
159
$6.28K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$919 - $965
|
30
$1.18K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
3.14KNew |
$96.3K - $101K
|
3.14K
$124K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
100New |
$3.06K - $3.22K
|
100
$3.95K
|
|
|
Apr 19, 2023
Q1 2023
|
Clay Northam Wealth Management, LLC
|
BUY
|
- |
7.77KNew |
$238K - $250K
|
7.77K
$307K
|
|
|
Apr 17, 2023
Q1 2023
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.45KNew |
$198K - $207K
|
6.45K
$255K
|
|
|
Apr 17, 2023
Q1 2023
|
B.O.S.S. Retirement Advisors, LLC
Lehi, UT |
BUY
|
- |
157+ 1.33% |
$4.81K - $5.05K
|
12K
$472K
|
|
|
Apr 14, 2023
Q1 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
200+ 16.26% |
$6.13K - $6.43K
|
1.43K
$56.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-786- 53.04% |
$22.8K - $24.4K
|
696
$27.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.16KNew |
$62.8K - $67.1K
|
2.16K
$85.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Better Money Decisions, LLC
|
SELL
|
- |
-274- 2.19% |
$7.96K - $8.51K
|
12.2K
$483K
|
|
|
Feb 10, 2023
Q4 2022
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
350+ 18.57% |
$10.2K - $10.9K
|
2.24K
$88.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
5New |
$145 - $155
|
5
$197
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.2KNew |
$34.9K - $37.3K
|
1.2K
$47.4K
|
|
|
Jan 27, 2023
Q4 2022
|
Lloyd Advisory Services, Llc.
Suwanee, GA |
BUY
|
- |
638+ 0.83% |
$18.5K - $19.8K
|
77.6K
$3.06M
|
|
|
Jan 26, 2023
Q4 2022
|
Integrity Financial Corp
|
SELL
|
- |
-1.57K- 50.0% |
$45.7K - $48.8K
|
1.57K
$62.1K
|
|
|
Jan 12, 2023
Q4 2022
|
Transform Wealth, LLC
|
BUY
|
- |
556KNew |
$16.2M - $17.3M
|
556K
$21.9M
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 200.0% |
$29.1K - $31.8K
|
1.5K
$59.2K
|
|
|
Nov 08, 2022
Q3 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-14K- 44.83% |
$409K - $446K
|
17.3K
$682K
|
|
|
Nov 07, 2022
Q3 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
800New |
$23.3K - $25.4K
|
800
$31.6K
|
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.26K- 13.79% |
$36.6K - $39.9K
|
7.85K
$310K
|
|
|
Oct 21, 2022
Q3 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
36.2KNew |
$1.05M - $1.15M
|
36.2K
$1.43M
|
|
|
Oct 13, 2022
Q3 2022
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-100- 1.18% |
$2.91K - $3.18K
|
8.37K
$330K
|
|
| Q2 2022 | |||||||
|
Aug 25, 2022
Q2 2022
|
Smi Advisory Services, LLC
Columbus, IN |
BUY
|
- |
18.8KNew |
$546K - $611K
|
18.8K
$744K
|
|
|
Aug 12, 2022
Q2 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-143KClosed |
$4.15M - $4.64M
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-1.28KClosed |
$37.1K - $41.5K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
71.7KNew |
$2.22M - $2.33M
|
71.7K
$2.83M
|
|
|
May 02, 2022
Q1 2022
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-14.2KClosed |
$440K - $463K
|
0
$0
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-10.5KClosed |
$323K - $340K
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Mc Adam, LLC
|
BUY
|
- |
9.63KNew |
$298K - $313K
|
9.63K
$380K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.13KClosed |
$34.7K - $35.8K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Pillar Wealth Advisors, LLC
|
BUY
|
- |
10.7KNew |
$329K - $339K
|
10.7K
$424K
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-175Closed |
$5.36K - $5.53K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-8.14KClosed |
$249K - $257K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-675Closed |
$20.7K - $21.3K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Madison Wealth Partners, Inc
|
SELL
|
- |
-8.59KClosed |
$263K - $271K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-35- 40.7% |
$1.07K - $1.11K
|
51
$2.01K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-10.9KClosed |
$332K - $338K
|
0
$0
|
|