Latest Institutional Sells of Innovator U.S. Equity Buffer E (BJAN)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJAN) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.08% |
$480 - $512
|
13.9K
$677K
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-1- -0.0% |
$43.6 - $46.6
|
23.3K
$1.14M
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.5K- 9.26% |
$148K - $158K
|
34.3K
$1.68M
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.73K- 13.57% |
$72.9K - $78K
|
11K
$538K
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.49K- 17.2% |
$63K - $67.3K
|
7.18K
$351K
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.23K- 37.98% |
$51.7K - $55.3K
|
2K
$97.7K
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-571- 5.31% |
$24.1K - $25.8K
|
10.2K
$498K
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-520- 6.58% |
$21.9K - $23.5K
|
7.38K
$361K
|
|
Q1 2024 | |||||||
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.59K- 12.59% |
$64.1K - $69.1K
|
11K
$538K
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-800- 18.6% |
$32.3K - $34.8K
|
3.5K
$171K
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-575- 51.8% |
$23.2K - $25K
|
535
$26.1K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-54- 9.64% |
$2.18K - $2.35K
|
506
$24.7K
|
|
Q4 2023 | |||||||
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.45K- 10.84% |
$51.3K - $59.2K
|
11.9K
$582K
|
|
Q3 2023 | |||||||
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.02K- 24.78% |
$147K - $155K
|
12.2K
$595K
|
|
Q2 2023 | |||||||
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-183K- 86.56% |
$6.4M - $6.91M
|
28.5K
$1.39M
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.25K- 75.36% |
$183K - $198K
|
1.72K
$83.8K
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-500- 8.41% |
$17.5K - $18.9K
|
5.45K
$266K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-278- 52.85% |
$9.14K - $9.85K
|
248
$12.1K
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-120- 0.11% |
$3.95K - $4.25K
|
109K
$5.32M
|
|
Q4 2022 | |||||||
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-100- 42.74% |
$3.09K - $3.49K
|
134
$6.54K
|
|
Q3 2022 | |||||||
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-8.17K- 26.11% |
$253K - $288K
|
23.1K
$1.13M
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.57K- 15.36% |
$79.6K - $90.5K
|
14.2K
$691K
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-992- 1.9% |
$30.8K - $35K
|
51.3K
$2.51M
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-100- 20.0% |
$3.1K - $3.53K
|
400
$19.5K
|
|
Q2 2022 | |||||||
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-245KClosed |
$7.66M - $8.91M
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.5KClosed |
$235K - $273K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-7.11KClosed |
$223K - $259K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.57KClosed |
$206K - $239K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.07KClosed |
$190K - $221K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.9KClosed |
$185K - $215K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4KClosed |
$125K - $146K
|
0
$0
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32.9KClosed |
$1.12M - $1.23M
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-31.7KClosed |
$1.08M - $1.19M
|
0
$0
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.85KClosed |
$267K - $294K
|
0
$0
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-5.46KClosed |
$186K - $205K
|
0
$0
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-250Closed |
$8.5K - $9.36K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.16KClosed |
$77.7K - $80.5K
|
0
$0
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-420- 38.53% |
$15.1K - $15.7K
|
670
$32.7K
|
|
Q3 2021 | |||||||
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.35KClosed |
$119K - $122K
|
0
$0
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.93KClosed |
$104K - $107K
|
0
$0
|
|
Q1 2021 | |||||||
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.65KClosed |
$183K - $193K
|
0
$0
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.12KClosed |
$133K - $141K
|
0
$0
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.64KClosed |
$53.1K - $56K
|
0
$0
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-574Closed |
$18.6K - $19.6K
|
0
$0
|
|
Q4 2020 | |||||||
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67.3KClosed |
$2.01M - $2.21M
|
0
$0
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-5.01KClosed |
$149K - $164K
|
0
$0
|
|
Q3 2020 | |||||||
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13KClosed |
$372K - $402K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.47KClosed |
$202K - $248K
|
0
$0
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19KClosed |
$195K - $240K
|
0
$0
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-411Closed |
$9.81K - $12K
|
0
$0
|