Berkshire Money Management, Inc. Innovator U.S. Equity Buffer E Transaction History

Berkshire Money Management, Inc.

$796 Million
Q1 2025

A detailed history of Berkshire Money Management, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 23,582 shares of BJAN stock, worth $1.06 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares

23,582

Previous 23,267 1.35%

Holding current value

$1.06 Million

Previous $1.12 Million 1.43%

% of portfolio

0.14%

Previous 0.13%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	BUY	$46.03 - $49.45 $14,499 - $15,576	315 Added 1.35%	23,582 $1.1 Million
Q3 2024 Oct 16, 2024	SELL	$43.63 - $46.56 $43 - $46	-1 Reduced -0.0%	23,267 $1.08 Million
Q2 2024 Jul 19, 2024	SELL	$42.21 - $45.13 $4,558 - $4,874	-108 Reduced 0.46%	23,268 $1.05 Million
Q4 2023 Feb 08, 2024	SELL	$35.4 - $40.91 $3,327 - $3,845	-94 Reduced 0.4%	23,376 $955,000
Q3 2023 Oct 17, 2023	SELL	$36.63 - $38.52 $4.77 Million - $5.01 Million	-130,115 Reduced 84.72%	23,470 $862,000
Q2 2023 Aug 07, 2023	BUY	$34.91 - $37.72 $13,789 - $14,899	395 Added 0.26%	153,585 $5.79 Million
Q1 2023 May 12, 2023	SELL	$32.89 - $35.44 $43,546 - $46,922	-1,324 Reduced 0.86%	153,190 $5.39 Million
Q4 2022 Feb 13, 2023	BUY	$30.94 - $34.88 $120,387 - $135,718	3,891 Added 2.58%	154,514 $5.11 Million
Q3 2022 Oct 21, 2022	BUY	$31.01 - $35.25 $1.32 Million - $1.5 Million	42,531 Added 39.35%	150,623 $4.67 Million
Q2 2022 Jul 14, 2022	SELL	$31.3 - $36.38 $1.42 Million - $1.65 Million	-45,424 Reduced 29.59%	108,092 $3.48 Million
Q1 2022 Apr 19, 2022	BUY	$34.0 - $37.45 $4.43 Million - $4.88 Million	130,373 Added 563.34%	153,516 $5.55 Million
Q4 2021 Jan 14, 2022	SELL	$36.04 - $37.33 $9.78 Million - $10.1 Million	-271,265 Reduced 92.14%	23,143 $863,000
Q3 2021 Oct 13, 2021	BUY	$35.57 - $36.55 $228,750 - $235,053	6,431 Added 2.23%	294,408 $10.6 Million
Q2 2021 Jul 23, 2021	BUY	$34.43 - $35.86 $670,558 - $698,409	19,476 Added 7.25%	287,977 $10.3 Million
Q1 2021 Apr 20, 2021	BUY	$32.37 - $34.15 $748,944 - $790,128	23,137 Added 9.43%	268,501 $9.17 Million
Q4 2020 Jan 25, 2021	SELL	$29.81 - $32.75 $3.46 Million - $3.8 Million	-115,943 Reduced 32.09%	245,364 $8.04 Million
Q3 2020 Oct 26, 2020	BUY	$28.58 - $30.9 $2.43 Million - $2.62 Million	84,856 Added 30.69%	361,307 $10.9 Million
Q2 2020 Jul 27, 2020	SELL	$23.87 - $29.26 $5.66 Million - $6.93 Million	-236,967 Reduced 46.15%	276,451 $7.84 Million
Q1 2020 Apr 15, 2020	BUY	$22.04 - $30.14 $11.3 Million - $15.5 Million	513,418 New	513,418 $12.7 Million

Others Institutions Holding BJAN

# of Institutions

117

Shares Held

3.61M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY BUFFER E

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Berkshire Money Management, Inc. Innovator U.S. Equity Buffer E Transaction History