Latest Institutional Sells of Innovator U.S. Equity Buffer E (BJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUL) 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 |
---|---|---|---|---|---|---|---|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-362K- 96.58% |
$15.7M - $16.4M
|
12.8K
$582K
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-63.5K- 91.15% |
$2.75M - $2.88M
|
6.16K
$280K
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-46.6K- 53.91% |
$2.02M - $2.12M
|
39.8K
$1.81M
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-26.2K- 74.55% |
$1.13M - $1.19M
|
8.93K
$406K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.88K- 13.41% |
$168K - $176K
|
25.1K
$1.14M
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.55K- 5.57% |
$154K - $161K
|
60.3K
$2.74M
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-2.46K- 16.47% |
$107K - $112K
|
12.5K
$567K
|
|
Jan 23, 2025
Q4 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-1.91K- 4.56% |
$82.8K - $86.8K
|
40K
$1.82M
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.81K- 5.49% |
$78.5K - $82.3K
|
31.2K
$1.42M
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-965- 2.91% |
$41.8K - $43.8K
|
32.2K
$1.46M
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-846- 2.78% |
$36.7K - $38.4K
|
29.6K
$1.35M
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-434- 1.24% |
$18.8K - $19.7K
|
34.6K
$1.57M
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 6.36% |
$14.6K - $15.3K
|
4.95K
$225K
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-327- 3.73% |
$14.2K - $14.9K
|
8.45K
$384K
|
|
Jan 13, 2025
Q4 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-154- 0.1% |
$6.67K - $6.99K
|
156K
$7.09M
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 1.46% |
$6.5K - $6.81K
|
10.1K
$461K
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-132- 1.12% |
$5.72K - $6K
|
11.6K
$529K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-130- 0.6% |
$5.63K - $5.9K
|
21.4K
$972K
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27- 0.42% |
$1.17K - $1.23K
|
6.37K
$290K
|
|
Q3 2024 | |||||||
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-22.6K- 42.89% |
$909K - $986K
|
30.1K
$1.37M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12.3K- 50.57% |
$493K - $535K
|
12K
$544K
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-6.56K- 60.17% |
$264K - $286K
|
4.34K
$197K
|
|
Nov 05, 2024
Q3 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-6.5K- 30.08% |
$262K - $284K
|
15.1K
$687K
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.01K- 36.39% |
$242K - $262K
|
10.5K
$477K
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4K- 88.89% |
$161K - $175K
|
500
$22.7K
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.39K- 39.81% |
$136K - $148K
|
5.13K
$233K
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.52K- 4.43% |
$101K - $110K
|
54.3K
$2.47M
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-1.46K- 12.36% |
$58.6K - $63.6K
|
10.3K
$469K
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-1.41K- 5.45% |
$56.6K - $61.4K
|
24.4K
$1.11M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-957- 12.8% |
$38.5K - $41.8K
|
6.52K
$296K
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-631- 1.64% |
$25.4K - $27.6K
|
37.7K
$1.72M
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-539- 1.93% |
$21.7K - $23.5K
|
27.3K
$1.24M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-378- 6.94% |
$15.2K - $16.5K
|
5.07K
$231K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 44.39% |
$14.8K - $16.1K
|
461
$21K
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-295- 1.58% |
$11.9K - $12.9K
|
18.3K
$834K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.09% |
$8.17K - $8.87K
|
18.5K
$841K
|
|
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 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-193- 1.01% |
$7.77K - $8.43K
|
18.8K
$856K
|
|
Q2 2024 | |||||||
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.18K- 18.15% |
$46K - $49.3K
|
5.32K
$242K
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-900- 12.24% |
$35.1K - $37.6K
|
6.46K
$293K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 97.17% |
$32.1K - $34.5K
|
24
$1.09K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-477- 8.76% |
$18.6K - $19.9K
|
4.97K
$226K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-459- 4.04% |
$17.9K - $19.2K
|
10.9K
$496K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 8.33% |
$7.79K - $8.36K
|
2.2K
$100K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-100- 1.73% |
$3.9K - $4.18K
|
5.7K
$259K
|
|
Q1 2024 | |||||||
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-38K- 98.67% |
$1.41M - $1.53M
|
514
$23.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5K- 34.89% |
$463K - $504K
|
23.3K
$1.06M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 29.87% |
$421K - $458K
|
26.6K
$1.21M
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.85K- 51.82% |
$254K - $276K
|
6.37K
$289K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.41K- 39.28% |
$126K - $138K
|
5.28K
$240K
|