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 |
|---|---|---|---|---|---|---|---|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-63.6K- 26.43% |
$2.03M - $2.27M
|
177K
$6.92M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
6.19KNew |
$197K - $221K
|
6.19K
$242K
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.48KNew |
$310K - $325K
|
9.48K
$371K
|
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-539- 7.02% |
$17.6K - $18.4K
|
7.14K
$279K
|
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.1K- 28.99% |
$232K - $243K
|
17.4K
$679K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$111K - $117K
|
3.5K
$137K
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.16K+ 45.94% |
$68.5K - $72.4K
|
6.86K
$268K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9KNew |
$664K - $702K
|
20.9K
$818K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6KNew |
$781K - $826K
|
24.6K
$963K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
211KNew |
$6.69M - $7.07M
|
211K
$8.24M
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
271K+ 3521.12% |
$8.6M - $9.1M
|
279K
$10.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
16.9KNew |
$536K - $567K
|
16.9K
$661K
|
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
46+ 270.59% |
$1.46K - $1.54K
|
63
$2.46K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.62KNew |
$242K - $256K
|
7.62K
$298K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38KNew |
$171K - $180K
|
5.38K
$210K
|
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.53KNew |
$80.2K - $84.8K
|
2.53K
$98.8K
|
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
26KNew |
$826K - $873K
|
26K
$1.02M
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$5.27K - $5.57K
|
166
$6.49K
|
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
625New |
$19.8K - $21K
|
625
$24.4K
|
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.3KNew |
$200K - $211K
|
6.3K
$246K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26KNew |
$38.3K - $40.9K
|
1.26K
$49.3K
|
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$15.2K - $16.2K
|
500
$19.6K
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
535New |
$16.2K - $17.4K
|
535
$20.9K
|
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.67KNew |
$263K - $281K
|
8.67K
$339K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$1.49K - $1.59K
|
50
$1.96K
|
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.03K- 6.38% |
$90.3K - $96.5K
|
44.5K
$1.74M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.89KNew |
$235K - $251K
|
7.89K
$308K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500New |
$14.9K - $15.9K
|
500
$19.6K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.7KNew |
$668K - $745K
|
22.7K
$887K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
62.8K+ 257.92% |
$1.85M - $2.06M
|
87.1K
$3.41M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
17.8KNew |
$525K - $585K
|
17.8K
$697K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1KNew |
$29.1K - $34.5K
|
1K
$39.1K
|
|
|
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.3KNew |
$301K - $357K
|
10.3K
$404K
|
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-333KClosed |
$9.69M - $11.5M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-812Closed |
$23.6K - $28K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8.18KNew |
$238K - $282K
|
8.18K
$320K
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-5.98KClosed |
$174K - $207K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.47KClosed |
$42.8K - $50.7K
|
0
$0
|
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
37.4K+ 1462.62% |
$1.09M - $1.29M
|
39.9K
$1.56M
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
28.3KNew |
$915K - $981K
|
28.3K
$1.11M
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
165KNew |
$5.34M - $5.72M
|
165K
$6.46M
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.4K- 6.9% |
$45.8K - $48.4K
|
18.9K
$739K
|
|
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-340Closed |
$11.1K - $11.8K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-7.07KClosed |
$231K - $245K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-182KClosed |
$5.96M - $6.31M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
54.4KNew |
$1.76M - $1.83M
|
54.4K
$2.13M
|
|
|
Oct 12, 2021
Q3 2021
|
Sound Income Strategies, LLC
|
SELL
|
- |
-48.9KClosed |
$1.58M - $1.64M
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
SELL
|
- |
-3.35KClosed |
$107K - $109K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-23.8KClosed |
$761K - $776K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Archer Investment Corp
|
BUY
|
- |
250New |
$8K - $8.15K
|
250
$9.78K
|
|