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 |
|---|---|---|---|---|---|---|---|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-61- 0.37% |
$3.06K - $3.24K
|
16.4K
$877K
|
|
|
Oct 22, 2025
Q3 2025
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-200- 0.18% |
$10K - $10.6K
|
113K
$6.04M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-383K- 58.54% |
$19.2M - $20.3M
|
272K
$14.5M
|
|
|
Oct 22, 2025
Q3 2025
|
Crown Wealth Group, LLC
|
BUY
|
- |
2.68K+ 3.01% |
$134K - $142K
|
91.8K
$4.91M
|
|
|
Oct 22, 2025
Q3 2025
|
Foronjy Financial LLC
Los Osos, CA |
BUY
|
- |
6.52KNew |
$327K - $346K
|
6.52K
$349K
|
|
|
Oct 22, 2025
Q3 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.21K- 2.56% |
$60.5K - $63.9K
|
45.9K
$2.45M
|
|
|
Oct 22, 2025
Q3 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-8- 0.13% |
$402 - $424
|
6.17K
$330K
|
|
|
Oct 22, 2025
Q3 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-262- 0.91% |
$13.1K - $13.9K
|
28.7K
$1.53M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-430- 0.78% |
$21.6K - $22.8K
|
54.6K
$2.92M
|
|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
1.91K+ 0.77% |
$95.8K - $101K
|
251K
$13.4M
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-380- 0.6% |
$19.1K - $20.2K
|
63.5K
$3.39M
|
|
|
Oct 20, 2025
Q3 2025
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
75+ 1.22% |
$3.76K - $3.98K
|
6.23K
$333K
|
|
|
Oct 16, 2025
Q3 2025
|
Cra Financial Services, LLC
|
SELL
|
- |
-200- 2.01% |
$10K - $10.6K
|
9.75K
$521K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-485K- 94.54% |
$24.3M - $25.7M
|
28K
$1.49M
|
|
|
Oct 09, 2025
Q3 2025
|
Cypress Financial Planning LLC
|
SELL
|
- |
-112- 1.74% |
$5.62K - $5.94K
|
6.32K
$338K
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
131+ 0.1% |
$6.57K - $6.95K
|
131K
$7.02M
|
|
|
Oct 08, 2025
Q3 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-600- 9.76% |
$30.1K - $31.8K
|
5.55K
$297K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.26K+ 30.86% |
$164K - $173K
|
13.8K
$738K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-642- 2.3% |
$32.2K - $34.1K
|
27.2K
$1.46M
|
|
| Q2 2025 | |||||||
|
Aug 29, 2025
Q2 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-17.9K- 70.5% |
$764K - $901K
|
7.51K
$401K
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
18.9KNew |
$803K - $947K
|
18.9K
$1.01M
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 10.63% |
$42.6K - $50.2K
|
8.41K
$450K
|
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.63K- 27.89% |
$197K - $233K
|
12K
$640K
|
|
|
Aug 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.17K+ 31.0% |
$135K - $159K
|
13.4K
$716K
|
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-214- 3.23% |
$9.11K - $10.7K
|
6.42K
$343K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 0.46% |
$2.34K - $2.76K
|
11.9K
$638K
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.1K- 36.55% |
$46.9K - $55.3K
|
1.91K
$102K
|
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-818- 13.44% |
$34.8K - $41.1K
|
5.27K
$282K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.21K+ 12.38% |
$392K - $463K
|
83.6K
$4.47M
|
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
688+ 5.61% |
$29.3K - $34.6K
|
12.9K
$692K
|
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-165- 2.56% |
$7.03K - $8.29K
|
6.27K
$335K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.05KNew |
$172K - $203K
|
4.05K
$216K
|
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
396+ 2.36% |
$16.9K - $19.9K
|
17.1K
$916K
|
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
685+ 138.38% |
$29.2K - $34.4K
|
1.18K
$63.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.93KNew |
$167K - $197K
|
3.93K
$210K
|
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 49.05% |
$194K - $229K
|
4.74K
$254K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-32- 0.07% |
$1.36K - $1.61K
|
46.5K
$2.48M
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
387+ 1.5% |
$16.5K - $19.4K
|
26.2K
$1.4M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-767- 9.51% |
$32.7K - $38.5K
|
7.3K
$390K
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-43- 0.45% |
$1.83K - $2.16K
|
9.49K
$507K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
9.24K+ 1727.1% |
$393K - $464K
|
9.78K
$522K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
2.41K+ 76.44% |
$103K - $121K
|
5.57K
$297K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-28- 0.18% |
$1.19K - $1.41K
|
15.6K
$836K
|
|
| Q1 2025 | |||||||
|
May 12, 2025
Q1 2025
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.44K+ 21.9% |
$66.3K - $71.2K
|
8.02K
$428K
|
|
|
May 09, 2025
Q1 2025
|
Annis Gardner Whiting Capital Advisors, LLC
Tampa, FL |
BUY
|
- |
8.2KNew |
$377K - $405K
|
8.2K
$438K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.33KNew |
$199K - $214K
|
4.33K
$231K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-218- 0.56% |
$10K - $10.8K
|
38.5K
$2.06M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
90+ 0.89% |
$4.14K - $4.45K
|
10.2K
$546K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-41- 1.9% |
$1.89K - $2.03K
|
2.12K
$113K
|
|