Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUL) 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 |
---|---|---|---|---|---|---|---|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.98K+ 39.48% |
$120K - $130K
|
10.5K
$477K
|
|
Nov 21, 2024
Q3 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-6.39K- 9.1% |
$257K - $279K
|
63.8K
$2.89M
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 123.38% |
$16.1K - $17.5K
|
726
$32.9K
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.07KNew |
$164K - $178K
|
4.07K
$185K
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 89.85% |
$580K - $629K
|
30.4K
$1.38M
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.6M - $11.5M
|
263K
$11.9M
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 20.58% |
$1.3M - $1.41M
|
190K
$8.6M
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.97KNew |
$361K - $392K
|
8.97K
$406K
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
758+ 12.53% |
$30.5K - $33.1K
|
6.81K
$308K
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14KNew |
$562K - $610K
|
14K
$632K
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
950+ 15.7% |
$38.2K - $41.5K
|
7K
$317K
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
601New |
$24.2K - $26.3K
|
601
$27.2K
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 30.65% |
$173K - $188K
|
18.3K
$829K
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
738+ 237.3% |
$29.7K - $32.2K
|
1.05K
$47.5K
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
757+ 13.3% |
$30.5K - $33.1K
|
6.45K
$292K
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 98.75% |
$47.7K - $51.8K
|
2.39K
$108K
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38KNew |
$217K - $235K
|
5.38K
$244K
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.46K- 12.36% |
$58.6K - $63.6K
|
10.3K
$468K
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.28K+ 47.27% |
$253K - $274K
|
19.6K
$886K
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$526K - $571K
|
13.1K
$592K
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194- 0.71% |
$7.81K - $8.47K
|
27.2K
$1.23M
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.5K+ 89.62% |
$1.03M - $1.11M
|
54K
$2.45M
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
206+ 2.27% |
$8.29K - $9K
|
9.27K
$420K
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.77KNew |
$353K - $383K
|
8.77K
$398K
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 42.89% |
$909K - $986K
|
30.1K
$1.36M
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.4K+ 21.85% |
$1.42M - $1.55M
|
197K
$8.94M
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
480+ 3.79% |
$19.3K - $21K
|
13.1K
$596K
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2K+ 35.69% |
$773K - $839K
|
73K
$3.31M
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.49K+ 1.82% |
$181K - $196K
|
252K
$11.4M
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.53K+ 5.5% |
$61.6K - $66.8K
|
29.3K
$1.33M
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.6K+ 49.71% |
$2M - $2.17M
|
149K
$6.77M
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 44.39% |
$14.8K - $16.1K
|
461
$20.9K
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62.3K+ 26.11% |
$2.51M - $2.72M
|
301K
$13.6M
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.56K- 60.17% |
$264K - $286K
|
4.34K
$197K
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-539- 1.93% |
$21.7K - $23.5K
|
27.3K
$1.24M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.41K- 5.45% |
$56.6K - $61.4K
|
24.4K
$1.1M
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30- 0.47% |
$1.21K - $1.31K
|
6.4K
$290K
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
450+ 9.89% |
$18.1K - $19.7K
|
5K
$227K
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
12.2K+ 22.98% |
$490K - $531K
|
65.1K
$2.95M
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$229K - $249K
|
5.7K
$258K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
586+ 4.7% |
$23.6K - $25.6K
|
13K
$591K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.5K- 30.08% |
$262K - $284K
|
15.1K
$685K
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 20.71% |
$95.3K - $103K
|
13.8K
$625K
|
|
Nov 04, 2024
Q3 2024
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478New |
$19.2K - $20.9K
|
478
$21.7K
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-193- 1.01% |
$7.77K - $8.43K
|
18.8K
$853K
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
790+ 493.75% |
$31.8K - $34.5K
|
950
$43K
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.23K+ 25.1% |
$49.6K - $53.8K
|
6.14K
$278K
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
4.23K+ 8.15% |
$170K - $185K
|
56.1K
$2.54M
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.51K+ 13.6% |
$262K - $285K
|
54.4K
$2.47M
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4K- 88.89% |
$161K - $175K
|
500
$22.7K
|