Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJAN) 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-169- 0.26% |
$7.78K - $8.36K
|
64.4K
$2.87M
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.69KNew |
$262K - $281K
|
5.69K
$254K
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
97.9KNew |
$4.51M - $4.84M
|
97.9K
$4.36M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
649+ 4.17% |
$29.9K - $32.1K
|
16.2K
$722K
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.14K+ 3.38% |
$375K - $403K
|
249K
$11.1M
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
3.33K+ 26.97% |
$153K - $165K
|
15.7K
$698K
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
9.53KNew |
$439K - $471K
|
9.53K
$425K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 43.19% |
$84.5K - $90.8K
|
6.09K
$271K
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
85+ 1.06% |
$3.91K - $4.2K
|
8.07K
$360K
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
397+ 3.65% |
$18.3K - $19.6K
|
11.3K
$503K
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 3.12% |
$110K - $119K
|
74.4K
$3.32M
|
|
Apr 09, 2025
Q1 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-1.09K- 13.53% |
$50.3K - $54K
|
6.98K
$311K
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-685- 58.05% |
$31.5K - $33.9K
|
495
$22.1K
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 24.11% |
$136K - $146K
|
9.31K
$415K
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
2.58K+ 12.84% |
$119K - $127K
|
22.7K
$1.01M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123K+ 357.71% |
$5.66M - $6.08M
|
157K
$7.01M
|
|
Q4 2024 | |||||||
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
87+ 2.84% |
$4.04K - $4.17K
|
3.15K
$141K
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
4.01KNew |
$186K - $192K
|
4.01K
$179K
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
25.1KNew |
$1.16M - $1.2M
|
25.1K
$1.12M
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.17K- 10.32% |
$101K - $104K
|
18.9K
$841K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.8K- 12.1% |
$83.5K - $86.4K
|
13.1K
$583K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1KNew |
$46.4K - $48K
|
1K
$44.6K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-489- 1.71% |
$22.7K - $23.4K
|
28.1K
$1.25M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.57K+ 21.61% |
$72.8K - $75.2K
|
8.83K
$393K
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20- 0.32% |
$928 - $959
|
6.15K
$274K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-12.5K- 29.47% |
$581K - $601K
|
30K
$1.34M
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
261+ 2.21% |
$12.1K - $12.5K
|
12.1K
$537K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
6.49K+ 150.21% |
$301K - $311K
|
10.8K
$482K
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-336- 7.16% |
$15.6K - $16.1K
|
4.35K
$194K
|
|
Feb 14, 2025
Q4 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
734+ 36.7% |
$34K - $35.2K
|
2.73K
$122K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.34K- 41.1% |
$248K - $256K
|
7.65K
$341K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-2.74K- 14.3% |
$127K - $131K
|
16.4K
$731K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
619+ 359.88% |
$28.7K - $29.7K
|
791
$35.3K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
3.08KNew |
$143K - $148K
|
3.08K
$137K
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1.48K- 17.48% |
$68.6K - $71K
|
6.99K
$311K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
12.4K+ 33.71% |
$573K - $593K
|
49K
$2.19M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.09KNew |
$329K - $340K
|
7.09K
$316K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.1K- 31.79% |
$283K - $292K
|
13.1K
$583K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
42.3K+ 15.2% |
$1.96M - $2.03M
|
321K
$14.3M
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.48KNew |
$208K - $215K
|
4.48K
$199K
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-552- 1.29% |
$25.6K - $26.5K
|
42.1K
$1.88M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-10.2K- 39.08% |
$472K - $488K
|
15.9K
$707K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
42.4K+ 51.09% |
$1.96M - $2.03M
|
125K
$5.58M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-13.1K- 18.63% |
$609K - $630K
|
57.4K
$2.56M
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.67K- 99.28% |
$263K - $272K
|
41
$1.83K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
67+ 0.09% |
$3.11K - $3.21K
|
72.5K
$3.23M
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-122- 1.2% |
$5.66K - $5.85K
|
10.1K
$449K
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
1.13K+ 10.26% |
$52.5K - $54.2K
|
12.2K
$542K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
5.87K+ 17.65% |
$272K - $281K
|
39.1K
$1.74M
|