Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BAPR) 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 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.56K+ 45.88% |
$325K - $342K
|
24.1K
$1.13M
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-6.78K- 39.98% |
$291K - $306K
|
10.2K
$480K
|
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
5.02KNew |
$216K - $227K
|
5.02K
$237K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
12.4K+ 8.33% |
$532K - $559K
|
161K
$7.59M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
SELL
|
- |
-34.5K- 44.13% |
$1.48M - $1.56M
|
43.7K
$2.06M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-11K- 57.28% |
$472K - $496K
|
8.2K
$386K
|
|
|
Jan 16, 2025
Q4 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
SELL
|
- |
-736- 1.65% |
$31.6K - $33.2K
|
44K
$2.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.29K- 13.81% |
$55.2K - $58K
|
8.02K
$378K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-2.44K- 25.42% |
$97.5K - $106K
|
7.16K
$337K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-23K- 90.04% |
$918K - $996K
|
2.54K
$120K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-19.2K- 11.56% |
$767K - $832K
|
147K
$6.92M
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-8- 7.41% |
$320 - $347
|
100
$4.71K
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
196+ 3.6% |
$7.83K - $8.5K
|
5.63K
$265K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.18KNew |
$327K - $355K
|
8.18K
$385K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
5.34KNew |
$213K - $232K
|
5.34K
$252K
|
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
15.9KNew |
$634K - $687K
|
15.9K
$747K
|
|
|
Nov 08, 2024
Q3 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-24- 0.45% |
$959 - $1.04K
|
5.35K
$252K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
400New |
$16K - $17.3K
|
400
$18.9K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-805- 27.36% |
$32.2K - $34.9K
|
2.14K
$101K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125- 0.49% |
$5K - $5.42K
|
25.6K
$1.21M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-342- 0.3% |
$13.7K - $14.8K
|
115K
$5.41M
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 7.02% |
$59.6K - $64.6K
|
19.7K
$930K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-67- 28.63% |
$2.68K - $2.91K
|
167
$7.87K
|
|
| Q2 2024 | |||||||
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7KNew |
$270K - $291K
|
7K
$330K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 1.38% |
$1.96K - $2.12K
|
3.64K
$172K
|
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
269KNew |
$10.4M - $11.2M
|
269K
$12.7M
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-655- 3.31% |
$25.2K - $27.2K
|
19.2K
$903K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.99KNew |
$192K - $207K
|
4.99K
$235K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-230- 1.06% |
$8.86K - $9.57K
|
21.4K
$1.01M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.25KNew |
$202K - $218K
|
5.25K
$247K
|
|
| Q1 2024 | |||||||
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.68KNew |
$290K - $307K
|
7.68K
$362K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.93KNew |
$224K - $237K
|
5.93K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.5K- 35.3% |
$396K - $420K
|
19.2K
$906K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
858+ 4.87% |
$32.4K - $34.4K
|
18.5K
$871K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6KNew |
$60.4K - $64.1K
|
1.6K
$75.4K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.86KNew |
$221K - $235K
|
5.86K
$276K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-15- 0.26% |
$567 - $601
|
5.73K
$270K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.56K- 12.24% |
$286K - $303K
|
54.2K
$2.55M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.36KNew |
$51.2K - $54.3K
|
1.36K
$63.9K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.31K- 23.99% |
$78.4K - $88.4K
|
7.33K
$345K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.33K- 8.73% |
$45.1K - $50.8K
|
13.9K
$655K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$1.93K - $2.18K
|
57
$2.69K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-753- 16.11% |
$25.5K - $28.8K
|
3.92K
$185K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.51K- 46.3% |
$255K - $287K
|
8.71K
$411K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.8KNew |
$62.7K - $65.6K
|
1.8K
$84.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-638- 2.61% |
$22.3K - $23.3K
|
23.8K
$1.12M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125+ 1.0% |
$4.36K - $4.56K
|
12.6K
$595K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.49K- 1.15% |
$87K - $90.9K
|
214K
$10.1M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-50- 0.56% |
$1.66K - $1.79K
|
8.85K
$417K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18KNew |
$598K - $643K
|
18K
$847K
|
|