Purchases and Sales Made in Q4 2024 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q4 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
124KNew |
$5.77M - $5.97M
|
124K
$5.83M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
55.6KNew |
$2.58M - $2.66M
|
55.6K
$2.6M
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.4K+ 51.09% |
$1.96M - $2.03M
|
125K
$5.87M
|
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.3K+ 15.2% |
$1.96M - $2.03M
|
321K
$15M
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
25.1KNew |
$1.16M - $1.2M
|
25.1K
$1.17M
|
|
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.5KNew |
$721K - $745K
|
15.5K
$729K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 33.71% |
$573K - $593K
|
49K
$2.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
8.55K+ 24.26% |
$397K - $410K
|
43.8K
$2.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.09KNew |
$329K - $340K
|
7.09K
$332K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.49K+ 150.21% |
$301K - $311K
|
10.8K
$507K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.97K+ 2.54% |
$277K - $286K
|
241K
$11.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.87K+ 17.65% |
$272K - $281K
|
39.1K
$1.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.48KNew |
$208K - $215K
|
4.48K
$210K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.43KNew |
$205K - $212K
|
4.43K
$207K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$197K - $204K
|
4.25K
$199K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.01KNew |
$186K - $192K
|
4.01K
$188K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$143K - $148K
|
3.08K
$144K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.31K+ 20.06% |
$107K - $111K
|
13.8K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.57K+ 21.61% |
$72.8K - $75.2K
|
8.83K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
1.18KNew |
$54.7K - $56.6K
|
1.18K
$55.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.13K+ 10.26% |
$52.5K - $54.2K
|
12.2K
$570K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1KNew |
$46.4K - $48K
|
1K
$46.9K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
832+ 340.98% |
$38.6K - $39.9K
|
1.08K
$50.4K
|
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
734+ 36.7% |
$34K - $35.2K
|
2.73K
$128K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
619+ 359.88% |
$28.7K - $29.7K
|
791
$37.1K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
470+ 4.01% |
$21.8K - $22.5K
|
12.2K
$571K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 38.37% |
$16.1K - $16.7K
|
1.26K
$58.8K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
261+ 2.21% |
$12.1K - $12.5K
|
12.1K
$565K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
105+ 1.58% |
$4.87K - $5.03K
|
6.75K
$316K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67+ 0.09% |
$3.11K - $3.21K
|
72.5K
$3.4M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
19+ 0.32% |
$881 - $911
|
5.97K
$280K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18- 0.38% |
$835 - $863
|
4.66K
$219K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20- 0.32% |
$928 - $959
|
6.15K
$288K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-31- 0.28% |
$1.44K - $1.49K
|
10.9K
$510K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-66- 0.53% |
$3.06K - $3.16K
|
12.3K
$578K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72- 0.98% |
$3.34K - $3.45K
|
7.28K
$341K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.49% |
$3.48K - $3.6K
|
15.1K
$709K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-115- 0.57% |
$5.33K - $5.51K
|
20.1K
$941K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 1.2% |
$5.66K - $5.85K
|
10.1K
$472K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-124- 0.31% |
$5.75K - $5.95K
|
40.2K
$1.89M
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-250- 3.79% |
$11.6K - $12K
|
6.35K
$297K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-336- 7.16% |
$15.6K - $16.1K
|
4.35K
$204K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-395- 4.72% |
$18.3K - $18.9K
|
7.98K
$374K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 1.71% |
$22.7K - $23.4K
|
28.1K
$1.32M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-510- 1.08% |
$23.7K - $24.5K
|
46.5K
$2.18M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-529- 4.97% |
$24.5K - $25.4K
|
10.1K
$474K
|
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-552- 1.29% |
$25.6K - $26.5K
|
42.1K
$1.97M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-557- 0.46% |
$25.8K - $26.7K
|
122K
$5.71M
|
|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-1.25K- 16.11% |
$57.9K - $59.9K
|
6.5K
$305K
|