Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAR) 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 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.3K- 96.01% |
$772K - $807K
|
718
$33.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 0.24% |
$1.43K - $1.5K
|
13.6K
$643K
|
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
865+ 4.1% |
$38.7K - $40.4K
|
22K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.4K- 8.66% |
$508K - $531K
|
120K
$5.66M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.8K+ 137.43% |
$1.51M - $1.58M
|
58.4K
$2.76M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.23K- 3.94% |
$144K - $151K
|
78.7K
$3.72M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 16.67% |
$1.12K - $1.17K
|
175
$8.27K
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-210- 0.23% |
$9.39K - $9.82K
|
89.6K
$4.23M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.13K- 2.91% |
$185K - $193K
|
138K
$6.52M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.9KNew |
$2.1M - $2.19M
|
46.9K
$2.22M
|
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-495- 1.41% |
$22.1K - $23.1K
|
34.7K
$1.64M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$4.47K - $4.67K
|
100
$4.72K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.4KNew |
$197K - $206K
|
4.4K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 10.7% |
$17.9K - $18.7K
|
3.34K
$158K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-415- 3.56% |
$18.6K - $19.4K
|
11.2K
$531K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.13% |
$894 - $935
|
15.5K
$733K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 6.25% |
$70.8K - $74.1K
|
23.8K
$1.12M
|
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
130+ 0.64% |
$5.81K - $6.08K
|
20.4K
$964K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.16% |
$983 - $1.03K
|
13.7K
$646K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.68K- 16.51% |
$254K - $266K
|
28.7K
$1.36M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-950- 1.87% |
$42.5K - $44.4K
|
49.8K
$2.35M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-485- 2.44% |
$21.7K - $22.7K
|
19.4K
$917K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.74KNew |
$391K - $408K
|
8.74K
$413K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.35K- 28.62% |
$329K - $344K
|
18.3K
$866K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.33K- 5.26% |
$59.5K - $62.2K
|
23.9K
$1.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-362- 6.1% |
$16.2K - $16.9K
|
5.58K
$263K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 0.95% |
$164K - $171K
|
383K
$18.1M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 61.31% |
$555K - $580K
|
7.83K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 7.61% |
$49.1K - $51.3K
|
15.5K
$733K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-19.1K- 42.0% |
$855K - $894K
|
26.4K
$1.25M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.27K- 23.91% |
$146K - $153K
|
10.4K
$491K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 7.07% |
$4.47K - $4.67K
|
1.31K
$62.1K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-3.99K- 28.92% |
$166K - $180K
|
9.81K
$463K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 2.49% |
$5.59K - $6.03K
|
5.26K
$248K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
861New |
$35.9K - $38.8K
|
861
$40.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-748- 2.39% |
$31.2K - $33.7K
|
30.5K
$1.44M
|
|
|
Nov 14, 2024
Q3 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-115- 0.48% |
$4.8K - $5.18K
|
24K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32KNew |
$263K - $284K
|
6.32K
$298K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
621+ 163.42% |
$25.9K - $28K
|
1K
$47.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-695- 7.64% |
$29K - $31.3K
|
8.4K
$397K
|
|
|
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-3.75K- 18.04% |
$156K - $169K
|
17K
$805K
|
|
|
Nov 14, 2024
Q3 2024
|
Bullseye Investment Management, LLC
|
BUY
|
- |
6.27K+ 43.57% |
$261K - $282K
|
20.6K
$975K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-960- 13.51% |
$40K - $43.2K
|
6.15K
$290K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-71- 1.45% |
$2.96K - $3.2K
|
4.82K
$228K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-33- 0.17% |
$1.38K - $1.49K
|
19K
$895K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.94KNew |
$414K - $447K
|
9.94K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-15.3K- 72.24% |
$639K - $689K
|
5.89K
$278K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-830- 3.78% |
$34.6K - $37.4K
|
21.2K
$999K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.22KNew |
$260K - $280K
|
6.22K
$294K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-9.41K- 52.09% |
$393K - $424K
|
8.66K
$409K
|
|