Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BNOV)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BNOV) 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 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
61New |
$1.91K - $2.13K
|
61
$2.3K
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
920New |
$28.9K - $32.1K
|
920
$34.7K
|
|
Q3 2023 | |||||||
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
680New |
$22.2K - $23.7K
|
680
$25.7K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
94New |
$3.07K - $3.28K
|
94
$3.55K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.3KNew |
$40.7K - $44.2K
|
1.3K
$49.1K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.26KNew |
$196K - $213K
|
6.26K
$236K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-10.4K- 24.88% |
$324K - $352K
|
31.3K
$1.18M
|
|
Q1 2023 | |||||||
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92- 4.39% |
$2.72K - $2.94K
|
2.01K
$75.7K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3KNew |
$68K - $73.5K
|
2.3K
$86.8K
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.46KNew |
$191K - $206K
|
6.46K
$244K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
672New |
$19.9K - $21.5K
|
672
$25.4K
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-820- 7.47% |
$24.3K - $26.2K
|
10.2K
$383K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
4.56KNew |
$126K - $142K
|
4.56K
$172K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
64.2KNew |
$1.78M - $2M
|
64.2K
$2.42M
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
2.73KNew |
$75.5K - $84.7K
|
2.73K
$103K
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
674New |
$18.7K - $21K
|
674
$25.4K
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
3.39KNew |
$93.9K - $105K
|
3.39K
$128K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
2.52K+ 629.75% |
$69.8K - $78.3K
|
2.92K
$110K
|
|
Feb 01, 2023
Q4 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$27.7K - $31.1K
|
1K
$37.7K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
1K+ 63.49% |
$27.8K - $31.3K
|
2.58K
$97.2K
|
|
Oct 18, 2022
Q3 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-2.3K- 91.26% |
$63.8K - $72K
|
220
$8.3K
|
|
Q2 2022 | |||||||
May 14, 2024
Q2 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.5KNew |
$292K - $338K
|
10.5K
$395K
|
|
Aug 12, 2022
Q2 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
200+ 2.11% |
$5.58K - $6.46K
|
9.69K
$366K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
1.2KNew |
$33.5K - $38.7K
|
1.2K
$45.3K
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-2.3KClosed |
$64.1K - $74.2K
|
0
$0
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-93Closed |
$2.59K - $3K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Rovin Capital
|
SELL
|
- |
-9.47KClosed |
$264K - $306K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
SELL
|
- |
-7.11KClosed |
$198K - $230K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-110Closed |
$3.07K - $3.55K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-16.3KClosed |
$455K - $527K
|
0
$0
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-8.24KClosed |
$249K - $272K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-5.56K- 24.5% |
$168K - $184K
|
17.1K
$647K
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
109KNew |
$3.28M - $3.59M
|
109K
$4.1M
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-255Closed |
$8.08K - $8.41K
|
0
$0
|
|
Feb 09, 2022
Q4 2021
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
8.16KNew |
$258K - $269K
|
8.16K
$308K
|
|
Feb 02, 2022
Q4 2021
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-18.9KClosed |
$599K - $623K
|
0
$0
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
4.15KNew |
$131K - $137K
|
4.15K
$157K
|
|
Jan 31, 2022
Q4 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-49.2KClosed |
$1.56M - $1.62M
|
0
$0
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
680New |
$21.5K - $22.4K
|
680
$25.7K
|
|
Q2 2021 | |||||||
Aug 05, 2021
Q2 2021
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-15.6KClosed |
$482K - $497K
|
0
$0
|
|
Aug 04, 2021
Q2 2021
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-10.2KClosed |
$313K - $323K
|
0
$0
|
|
Q1 2021 | |||||||
Apr 14, 2021
Q1 2021
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-112KClosed |
$3.29M - $3.45M
|
0
$0
|
|
Q4 2020 | |||||||
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-369Closed |
$10.1K - $11K
|
0
$0
|
|
Q2 2020 | |||||||
Aug 12, 2020
Q2 2020
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-10KClosed |
$220K - $269K
|
0
$0
|
|
Q1 2020 | |||||||
Mar 24, 2023
Q1 2020
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-906- 82.36% |
$18.7K - $24.8K
|
194
$7.32K
|
|
Apr 30, 2020
Q1 2020
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-53.4KClosed |
$1.1M - $1.46M
|
0
$0
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1KNew |
$20.7K - $27.4K
|
1K
$37.7K
|