Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-2K- 11.1% |
$61.3K - $67.1K
|
16K
$672K
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
400New |
$12.3K - $13.4K
|
400
$16.8K
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-61.9KClosed |
$1.9M - $2.08M
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
13.4KNew |
$417K - $448K
|
13.4K
$561K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-369KClosed |
$11.5M - $12.4M
|
0
$0
|
|
| Q3 2021 | |||||||
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-80- 2.11% |
$2.5K - $2.59K
|
3.71K
$155K
|
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
17.3KNew |
$540K - $559K
|
17.3K
$725K
|
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
SELL
|
- |
-660Closed |
$20.6K - $21.3K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
989New |
$30.9K - $32K
|
989
$41.5K
|
|
| Q2 2021 | |||||||
|
Jul 28, 2021
Q2 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-13.6KClosed |
$416K - $433K
|
0
$0
|
|
|
Jul 08, 2021
Q2 2021
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-307Closed |
$9.39K - $9.77K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-15.2KClosed |
$439K - $463K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Oct 28, 2020
Q3 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.16KClosed |
$29.8K - $32.3K
|
0
$0
|
|