Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BOCT) 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2025
Q3 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
2.23K+ 0.84% |
$101K - $108K
|
267K
$13M
|
|
|
Oct 22, 2025
Q3 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
9.74K+ 10.37% |
$442K - $471K
|
104K
$5.03M
|
|
|
Oct 21, 2025
Q3 2025
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1K- 10.38% |
$45.4K - $48.4K
|
8.64K
$419K
|
|
|
Oct 20, 2025
Q3 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-2.69K- 14.73% |
$122K - $130K
|
15.6K
$757K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-14.2K- 68.83% |
$646K - $690K
|
6.45K
$313K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.76KNew |
$125K - $134K
|
2.76K
$134K
|
|
|
Oct 06, 2025
Q3 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
3.56K+ 30.49% |
$162K - $172K
|
15.2K
$740K
|
|
|
Oct 06, 2025
Q3 2025
|
Gradient Investments LLC
|
SELL
|
- |
-100- 0.48% |
$4.54K - $4.84K
|
20.8K
$1.01M
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.21K- 1.8% |
$54.8K - $58.5K
|
65.9K
$3.2M
|
|
| Q2 2025 | |||||||
|
Aug 19, 2025
Q2 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
4.59KNew |
$177K - $209K
|
4.59K
$223K
|
|
|
Aug 14, 2025
Q2 2025
|
Old Mission Capital LLC
|
BUY
|
- |
18.6K+ 85.9% |
$715K - $844K
|
40.2K
$1.95M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.96KNew |
$191K - $225K
|
4.96K
$241K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-17K- 68.71% |
$653K - $771K
|
7.72K
$375K
|
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
264+ 7.67% |
$10.2K - $12K
|
3.71K
$180K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-35- 0.44% |
$1.35K - $1.59K
|
7.98K
$388K
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-3.63K- 7.3% |
$140K - $165K
|
46K
$2.24M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-118- 0.95% |
$4.54K - $5.36K
|
12.3K
$596K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-22- 0.26% |
$847 - $1K
|
8.44K
$410K
|
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-376- 1.58% |
$14.5K - $17.1K
|
23.5K
$1.14M
|
|
|
Jul 30, 2025
Q2 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-18- 1.18% |
$693 - $818
|
1.5K
$72.9K
|
|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
458+ 1.6% |
$17.6K - $20.8K
|
29.1K
$1.41M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
170+ 26.52% |
$6.55K - $7.73K
|
811
$39.4K
|
|
|
Jul 09, 2025
Q2 2025
|
Krilogy Financial LLC
|
SELL
|
- |
-3.05K- 17.8% |
$117K - $139K
|
14.1K
$684K
|
|
| Q1 2025 | |||||||
|
May 16, 2025
Q1 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
1.78MNew |
$73.8M - $79.2M
|
1.78M
$86.3M
|
|
|
May 15, 2025
Q1 2025
|
Bullseye Investment Management, LLC
|
SELL
|
- |
-632- 2.38% |
$26.2K - $28.2K
|
25.9K
$1.26M
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-124- 0.79% |
$5.15K - $5.53K
|
15.5K
$754K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-141- 50.36% |
$5.86K - $6.28K
|
139
$6.75K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
20.5KNew |
$852K - $915K
|
20.5K
$997K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-1.18K- 16.82% |
$49K - $52.6K
|
5.84K
$283K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
8.31KNew |
$345K - $370K
|
8.31K
$403K
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.98K- 52.16% |
$124K - $133K
|
2.73K
$133K
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-384- 12.4% |
$15.9K - $17.1K
|
2.71K
$132K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.21K- 10.84% |
$50.1K - $53.8K
|
9.93K
$482K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 12.69% |
$11K - $11.8K
|
2.34K
$114K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84KNew |
$243K - $260K
|
5.84K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-27- 0.42% |
$1.12K - $1.2K
|
6.38K
$310K
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.15KNew |
$342K - $359K
|
8.15K
$396K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
500New |
$21K - $22K
|
500
$24.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.57KNew |
$234K - $245K
|
5.57K
$270K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$655K - $686K
|
15.6K
$756K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-177- 27.44% |
$7.44K - $7.8K
|
468
$22.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
875+ 12.17% |
$36.8K - $38.5K
|
8.06K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.48K- 42.36% |
$146K - $153K
|
4.74K
$230K
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.3K+ 1475.98% |
$349K - $365K
|
8.86K
$430K
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-10- 0.07% |
$420 - $440
|
13.6K
$662K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
800New |
$33.6K - $35.2K
|
800
$38.8K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
250New |
$10.5K - $11K
|
250
$12.1K
|
|
|
Feb 04, 2025
Q4 2024
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
BUY
|
- |
6KNew |
$252K - $264K
|
6K
$291K
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
3.32KNew |
$139K - $146K
|
3.32K
$161K
|
|