Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUN) 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 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-4.36K- 15.57% |
N/A
|
23.6K
$924K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-13.6K- 32.29% |
N/A
|
28.6K
$1.12M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-393K- 96.09% |
N/A
|
16K
$625K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-10- 10.0% |
$391 - $391
|
90
$3.52K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
286+ 152.13% |
$11.2K - $11.2K
|
474
$18.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
13.9KNew |
$544K - $544K
|
13.9K
$544K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
14.8KNew |
$580K - $580K
|
14.8K
$580K
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
22.3K+ 29.82% |
$872K - $872K
|
97K
$3.79M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.17K- 8.0% |
$45.6K - $45.6K
|
13.4K
$524K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1.95K+ 6.42% |
$76.2K - $76.2K
|
32.3K
$1.26M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
520+ 12.23% |
$20.3K - $20.3K
|
4.77K
$187K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-658- 5.45% |
$25.7K - $25.7K
|
11.4K
$446K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5KNew |
$196K - $196K
|
5K
$196K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-8- 0.1% |
$313 - $313
|
8.34K
$326K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-928- 8.51% |
$36.3K - $36.3K
|
9.98K
$390K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.5K- 6.85% |
$58.7K - $58.7K
|
20.4K
$798K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-753- 5.35% |
$29.4K - $29.4K
|
13.3K
$521K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
310+ 3.43% |
$12.1K - $12.1K
|
9.35K
$366K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
8KNew |
$296K - $313K
|
8K
$313K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19KNew |
$702K - $742K
|
19K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.78KNew |
$251K - $265K
|
6.78K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-140- 2.6% |
$5.18K - $5.48K
|
5.24K
$205K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
5.22KNew |
$193K - $204K
|
5.22K
$204K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$224K - $236K
|
6.04K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97.9KNew |
$3.62M - $3.83M
|
97.9K
$3.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
160KNew |
$5.91M - $6.24M
|
160K
$6.24M
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
33.9KNew |
$1.26M - $1.33M
|
33.9K
$1.33M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 488.21% |
$112K - $118K
|
3.64K
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
713New |
$26.4K - $27.9K
|
713
$27.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.55K+ 12.78% |
$57.3K - $60.6K
|
13.7K
$534K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
19.4K+ 1193.54% |
$718K - $759K
|
21K
$822K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-219- 84.23% |
$8.11K - $8.57K
|
41
$1.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
4.87K+ 100.56% |
$180K - $191K
|
9.72K
$380K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.13KNew |
$190K - $201K
|
5.13K
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.29K- 10.22% |
$47.6K - $50.3K
|
11.3K
$442K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.56KNew |
$337K - $359K
|
9.56K
$374K
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.49KNew |
$299K - $319K
|
8.49K
$332K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
52.2KNew |
$1.84M - $1.96M
|
52.2K
$2.04M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.18K- 18.08% |
$112K - $119K
|
14.4K
$563K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65New |
$2.29K - $2.44K
|
65
$2.54K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-202- 3.19% |
$7.13K - $7.6K
|
6.14K
$240K
|
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-185- 1.93% |
$6.53K - $6.96K
|
9.38K
$367K
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-104- 0.68% |
$3.67K - $3.91K
|
15.1K
$590K
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-358- 1.48% |
$12.6K - $13.5K
|
23.8K
$931K
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31.3KNew |
$1.1M - $1.18M
|
31.3K
$1.22M
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-1.9K- 23.97% |
$67.1K - $71.4K
|
6.03K
$236K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 17.13% |
$15.3K - $16.3K
|
2.1K
$82.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60Closed |
$2.12K - $2.26K
|
0
$0
|
|
| Q4 2023 | |||||||
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.9KNew |
$731K - $819K
|
22.9K
$897K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
61New |
$1.94K - $2.18K
|
61
$2.39K
|
|