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 |
---|---|---|---|---|---|---|---|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
7.79KNew |
$348K - $364K
|
7.79K
$358K
|
|
Mar 04, 2025
Q4 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.07K- 11.86% |
$47.8K - $50K
|
7.95K
$365K
|
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.85KNew |
$351K - $367K
|
7.85K
$361K
|
|
Feb 18, 2025
Q4 2024
|
Retirement Planning Group
|
SELL
|
- |
-359- 0.31% |
$16K - $16.8K
|
115K
$5.28M
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.5K- 91.17% |
$470K - $491K
|
1.02K
$46.7K
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.42K- 3.64% |
$63.6K - $66.5K
|
37.6K
$1.73M
|
|
Feb 14, 2025
Q4 2024
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-691- 2.88% |
$30.9K - $32.3K
|
23.3K
$1.07M
|
|
Feb 14, 2025
Q4 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
15.1K+ 257.1% |
$676K - $707K
|
21K
$965K
|
|
Feb 14, 2025
Q4 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-379- 5.72% |
$16.9K - $17.7K
|
6.25K
$287K
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-60- 0.32% |
$2.68K - $2.8K
|
18.9K
$868K
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$206K - $215K
|
4.6K
$211K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$13.4K - $14K
|
300
$13.8K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.5K- 11.61% |
$112K - $117K
|
19K
$874K
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
18.5KNew |
$826K - $863K
|
18.5K
$848K
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.02K- 46.49% |
$180K - $188K
|
4.63K
$213K
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-818- 95.01% |
$36.6K - $38.2K
|
43
$1.97K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-2.2K- 45.62% |
$98.3K - $103K
|
2.62K
$120K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-3.14K- 7.1% |
$140K - $147K
|
41.1K
$1.89M
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.62KNew |
$341K - $356K
|
7.62K
$350K
|
|
Feb 13, 2025
Q4 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39.2K+ 13.4% |
$1.75M - $1.83M
|
332K
$15.2M
|
|
Feb 13, 2025
Q4 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-129- 0.42% |
$5.77K - $6.03K
|
30.9K
$1.42M
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-22.9K- 74.93% |
$1.02M - $1.07M
|
7.65K
$352K
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.33K- 22.87% |
$104K - $109K
|
7.86K
$361K
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.31K- 7.75% |
$103K - $108K
|
27.6K
$1.27M
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-700- 26.41% |
$31.3K - $32.7K
|
1.95K
$89.6K
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 12, 2025
Q4 2024
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-15.1K- 73.3% |
$677K - $707K
|
5.51K
$253K
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-17.3K- 96.01% |
$772K - $807K
|
718
$33K
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.56K+ 32.64% |
$249K - $260K
|
22.6K
$1.04M
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$894 - $935
|
20
$919
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-24.1K- 52.59% |
$1.08M - $1.13M
|
21.7K
$997K
|
|
Feb 11, 2025
Q4 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
865+ 4.1% |
$38.7K - $40.4K
|
22K
$1.01M
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
32+ 0.24% |
$1.43K - $1.5K
|
13.6K
$625K
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
33.8K+ 137.43% |
$1.51M - $1.58M
|
58.4K
$2.68M
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.4K- 8.66% |
$508K - $531K
|
120K
$5.5M
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-3.23K- 3.94% |
$144K - $151K
|
78.7K
$3.62M
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 16.67% |
$1.12K - $1.17K
|
175
$8.04K
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-210- 0.23% |
$9.39K - $9.82K
|
89.6K
$4.12M
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-4.13K- 2.91% |
$185K - $193K
|
138K
$6.34M
|
|
Feb 06, 2025
Q4 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-495- 1.41% |
$22.1K - $23.1K
|
34.7K
$1.59M
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
46.9KNew |
$2.1M - $2.19M
|
46.9K
$2.16M
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$4.47K - $4.67K
|
100
$4.59K
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.4KNew |
$197K - $206K
|
4.4K
$202K
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 10.7% |
$17.9K - $18.7K
|
3.34K
$153K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-415- 3.56% |
$18.6K - $19.4K
|
11.2K
$517K
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-20- 0.13% |
$894 - $935
|
15.5K
$713K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 6.25% |
$70.8K - $74.1K
|
23.8K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
130+ 0.64% |
$5.81K - $6.08K
|
20.4K
$937K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-22- 0.16% |
$983 - $1.03K
|
13.7K
$629K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.68K- 16.51% |
$254K - $266K
|
28.7K
$1.32M
|