Latest Institutional Transactions on Innovator U.S. Equity Ultra Bu (UFEB)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Ultra Bu (UFEB) 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 |
|---|---|---|---|---|---|---|---|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.03K- 4.28% |
$33.3K - $34.1K
|
22.9K
$740K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.85KNew |
$157K - $161K
|
4.85K
$157K
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-551- 3.93% |
$17.9K - $18.3K
|
13.5K
$435K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.27K- 14.9% |
$41.3K - $42.3K
|
7.26K
$235K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-11.7K- 57.31% |
$378K - $388K
|
8.68K
$280K
|
|
|
Feb 14, 2025
Q4 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$196K - $201K
|
6.05K
$195K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
7.85K+ 41.15% |
$255K - $261K
|
26.9K
$870K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.4K- 48.44% |
$404K - $414K
|
13.2K
$428K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
4.36KNew |
$141K - $145K
|
4.36K
$141K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.41K- 24.6% |
$78.1K - $80.1K
|
7.38K
$238K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
17.2K+ 65.9% |
$557K - $572K
|
43.3K
$1.4M
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.72K- 18.39% |
$121K - $124K
|
16.5K
$533K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-752- 2.64% |
$24.4K - $25K
|
27.8K
$896K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
95+ 58.64% |
$3.08K - $3.16K
|
257
$8.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-674- 18.73% |
$21.9K - $22.4K
|
2.93K
$94.4K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
2.74K+ 16.85% |
$88.9K - $91.2K
|
19K
$614K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.34K- 10.72% |
$43.4K - $44.6K
|
11.2K
$360K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-166- 0.67% |
$5.39K - $5.52K
|
24.8K
$800K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
41+ 0.31% |
$1.33K - $1.36K
|
13.3K
$429K
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-6.26K- 8.34% |
$203K - $208K
|
68.8K
$2.22M
|
|
|
Feb 10, 2025
Q4 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
3.93K+ 58.06% |
$128K - $131K
|
10.7K
$346K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 0.48% |
$1.33K - $1.36K
|
8.45K
$273K
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
12.2KNew |
$395K - $405K
|
12.2K
$393K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.1K- 70.4% |
$522K - $536K
|
6.77K
$219K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-33- 12.74% |
$1.07K - $1.1K
|
226
$7.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
64+ 9.01% |
$2.08K - $2.13K
|
774
$25K
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
6.51KNew |
$211K - $217K
|
6.51K
$210K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
76+ 0.98% |
$2.47K - $2.53K
|
7.82K
$253K
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-158K- 57.56% |
$5.11M - $5.24M
|
116K
$3.75M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-2.45K- 2.01% |
$79.3K - $81.4K
|
119K
$3.85M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-873- 3.74% |
$28.3K - $29.1K
|
22.4K
$725K
|
|
|
Jan 24, 2025
Q4 2024
|
Vantage Point Financial LLC
Lisle, IL |
BUY
|
- |
7.36KNew |
$239K - $245K
|
7.36K
$238K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-16.2K- 48.52% |
$525K - $538K
|
17.2K
$554K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.55K- 42.71% |
$148K - $151K
|
6.1K
$197K
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
SELL
|
- |
-1.01K- 9.15% |
$32.6K - $33.5K
|
9.99K
$323K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 10.0% |
$162 - $166
|
45
$1.45K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-7.26K- 12.66% |
$235K - $241K
|
50.1K
$1.62M
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
6.77KNew |
$210K - $220K
|
6.77K
$219K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
26+ 0.46% |
$807 - $846
|
5.62K
$181K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22- 0.13% |
$682 - $716
|
17.2K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
SELL
|
- |
-7.53K- 93.91% |
$233K - $245K
|
488
$15.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
472New |
$14.6K - $15.4K
|
472
$15.2K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.56K- 5.8% |
$141K - $148K
|
74K
$2.39M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-91- 0.53% |
$2.82K - $2.96K
|
17.2K
$556K
|
|
|
Nov 12, 2024
Q3 2024
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-296- 3.11% |
$9.18K - $9.63K
|
9.22K
$298K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
187+ 4.55% |
$5.8K - $6.08K
|
4.3K
$139K
|
|
|
Nov 06, 2024
Q3 2024
|
Archer Investment Corp
|
SELL
|
- |
-23.9K- 96.84% |
$741K - $778K
|
781
$25.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5- 0.03% |
$155 - $163
|
16.2K
$523K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-92- 0.47% |
$2.85K - $2.99K
|
19.5K
$631K
|
|