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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-950- 1.87% |
$42.5K - $44.4K
|
49.8K
$2.29M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-485- 2.44% |
$21.7K - $22.7K
|
19.4K
$894K
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.74KNew |
$391K - $408K
|
8.74K
$402K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.35K- 28.62% |
$329K - $344K
|
18.3K
$844K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.33K- 5.26% |
$59.5K - $62.2K
|
23.9K
$1.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-362- 6.1% |
$16.2K - $16.9K
|
5.58K
$257K
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-3.67K- 0.95% |
$164K - $171K
|
383K
$17.7M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-12.4K- 61.31% |
$555K - $580K
|
7.83K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 7.61% |
$49.1K - $51.3K
|
15.5K
$715K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-3.27K- 23.91% |
$146K - $153K
|
10.4K
$479K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-19.1K- 42.0% |
$855K - $894K
|
26.4K
$1.22M
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 7.07% |
$4.47K - $4.67K
|
1.31K
$60.5K
|
|
| Q3 2024 | |||||||
|
Nov 25, 2024
Q3 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-3.99K- 28.92% |
$166K - $180K
|
9.81K
$452K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-134- 2.49% |
$5.59K - $6.03K
|
5.26K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32KNew |
$263K - $284K
|
6.32K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
621+ 163.42% |
$25.9K - $28K
|
1K
$46.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Weaver Consulting Group
|
SELL
|
- |
-695- 7.64% |
$29K - $31.3K
|
8.4K
$387K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-960- 13.51% |
$40K - $43.2K
|
6.15K
$283K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9.94KNew |
$414K - $447K
|
9.94K
$458K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.22KNew |
$260K - $280K
|
6.22K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-830- 3.78% |
$34.6K - $37.4K
|
21.2K
$974K
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-356- 44.39% |
$14.8K - $16K
|
446
$20.5K
|
|
|
Nov 08, 2024
Q3 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-765- 6.62% |
$31.9K - $34.4K
|
10.8K
$497K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-120- 0.93% |
$5.01K - $5.4K
|
12.7K
$587K
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
479New |
$20K - $21.6K
|
479
$22.1K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.97K- 25.12% |
$82.3K - $88.9K
|
5.88K
$271K
|
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-59- 0.47% |
$2.46K - $2.66K
|
12.5K
$576K
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-80- 0.66% |
$3.34K - $3.6K
|
12.1K
$558K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
SELL
|
- |
-263- 5.07% |
$11K - $11.8K
|
4.92K
$227K
|
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-776- 45.06% |
$32.4K - $34.9K
|
946
$43.6K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-158- 0.6% |
$6.59K - $7.11K
|
26.4K
$1.21M
|
|
| Q2 2024 | |||||||
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.75KNew |
$191K - $205K
|
4.75K
$219K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 43.59% |
$15.3K - $16.5K
|
493
$22.7K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-740- 2.94% |
$29.7K - $32K
|
24.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$196K - $211K
|
4.87K
$224K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.33K- 14.36% |
$53.4K - $57.5K
|
7.93K
$365K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.7KNew |
$309K - $333K
|
7.7K
$355K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-830- 1.85% |
$33.3K - $35.9K
|
44K
$2.03M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.14KNew |
$246K - $266K
|
6.14K
$283K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
593+ 1.28% |
$23.8K - $25.7K
|
47K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32+ 1.94% |
$1.28K - $1.38K
|
1.68K
$77.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-237- 4.3% |
$9.51K - $10.3K
|
5.27K
$243K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$16.1K - $17.3K
|
400
$18.4K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-610- 2.23% |
$24.5K - $26.4K
|
26.8K
$1.23M
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 100.0% |
$361 - $389
|
18
$829
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 96.83% |
$581K - $616K
|
484
$22.3K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 4.79% |
$7.19K - $7.63K
|
4K
$184K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.63KNew |
$221K - $235K
|
5.63K
$259K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
235New |
$9.23K - $9.79K
|
235
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 1293.98% |
$152K - $161K
|
4.17K
$192K
|
|