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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-434- 1.24% |
$18.8K - $19.7K
|
34.6K
$1.58M
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-46.6K- 53.91% |
$2.02M - $2.12M
|
39.8K
$1.82M
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.88K- 13.41% |
$168K - $176K
|
25.1K
$1.15M
|
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.91K- 4.56% |
$82.8K - $86.8K
|
40K
$1.83M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 5.49% |
$78.5K - $82.3K
|
31.2K
$1.43M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26.2K- 74.55% |
$1.13M - $1.19M
|
8.93K
$408K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
8.75KNew |
$379K - $397K
|
8.75K
$400K
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.55K- 5.57% |
$154K - $161K
|
60.3K
$2.76M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 16.47% |
$107K - $112K
|
12.5K
$571K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.86% |
$4.55K - $4.77K
|
12.3K
$561K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-362K- 96.58% |
$15.7M - $16.4M
|
12.8K
$585K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-132- 1.12% |
$5.72K - $6K
|
11.6K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-965- 2.91% |
$41.8K - $43.8K
|
32.2K
$1.47M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-63.5K- 91.15% |
$2.75M - $2.88M
|
6.16K
$282K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-846- 2.78% |
$36.7K - $38.4K
|
29.6K
$1.35M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 6.36% |
$14.6K - $15.3K
|
4.95K
$226K
|
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-154- 0.1% |
$6.67K - $6.99K
|
156K
$7.13M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 1.46% |
$6.5K - $6.81K
|
10.1K
$464K
|
|
| Q3 2024 | |||||||
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.98K+ 39.48% |
$120K - $130K
|
10.5K
$481K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
14.4K+ 89.85% |
$580K - $629K
|
30.4K
$1.39M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
4.07KNew |
$164K - $178K
|
4.07K
$186K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 123.38% |
$16.1K - $17.5K
|
726
$33.2K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
32.4K+ 20.58% |
$1.3M - $1.41M
|
190K
$8.67M
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.97KNew |
$361K - $392K
|
8.97K
$410K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
758+ 12.53% |
$30.5K - $33.1K
|
6.81K
$311K
|
|
|
Nov 14, 2024
Q3 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
14KNew |
$562K - $610K
|
14K
$638K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
950+ 15.7% |
$38.2K - $41.5K
|
7K
$320K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
601New |
$24.2K - $26.3K
|
601
$27.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
4.3K+ 30.65% |
$173K - $188K
|
18.3K
$837K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.6M - $11.5M
|
263K
$12M
|
|
|
Nov 14, 2024
Q3 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
738+ 237.3% |
$29.7K - $32.2K
|
1.05K
$48K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
757+ 13.3% |
$30.5K - $33.1K
|
6.45K
$295K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38KNew |
$217K - $235K
|
5.38K
$246K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 98.75% |
$47.7K - $51.8K
|
2.39K
$109K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.46K- 12.36% |
$58.6K - $63.6K
|
10.3K
$472K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.28K+ 47.27% |
$253K - $274K
|
19.6K
$894K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
13.1KNew |
$526K - $571K
|
13.1K
$597K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-194- 0.71% |
$7.81K - $8.47K
|
27.2K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
25.5K+ 89.62% |
$1.03M - $1.11M
|
54K
$2.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
206+ 2.27% |
$8.29K - $9K
|
9.27K
$424K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 42.89% |
$909K - $986K
|
30.1K
$1.37M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
35.4K+ 21.85% |
$1.42M - $1.55M
|
197K
$9.02M
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
480+ 3.79% |
$19.3K - $21K
|
13.1K
$601K
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
19.2K+ 35.69% |
$773K - $839K
|
73K
$3.34M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
4.49K+ 1.82% |
$181K - $196K
|
252K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
8.77KNew |
$353K - $383K
|
8.77K
$401K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.53K+ 5.5% |
$61.6K - $66.8K
|
29.3K
$1.34M
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
49.6K+ 49.71% |
$2M - $2.17M
|
149K
$6.83M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 44.39% |
$14.8K - $16.1K
|
461
$21.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
62.3K+ 26.11% |
$2.51M - $2.72M
|
301K
$13.8M
|
|