Purchases and Sales Made in Q2 2024 in Innovator U.S. Equity Buffer E (BJAN)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJAN) during Q2 2024. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
14.5K+ 47.24% |
$614K - $656K
|
45.3K
$2.16M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
13.9KNew |
$589K - $629K
|
13.9K
$666K
|
|
|
Aug 13, 2024
Q2 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
13.7K+ 6.63% |
$580K - $620K
|
221K
$10.6M
|
|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
7.3K+ 11.52% |
$308K - $329K
|
70.7K
$3.38M
|
|
|
Aug 09, 2024
Q2 2024
|
Firestone Capital Management
|
BUY
|
- |
6.14K+ 83.6% |
$259K - $277K
|
13.5K
$644K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.08K+ 2.26% |
$214K - $229K
|
229K
$11M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
4.42KNew |
$187K - $199K
|
4.42K
$211K
|
|
|
Jul 26, 2024
Q2 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
3.31K+ 1.03% |
$140K - $149K
|
326K
$15.6M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3.02KNew |
$127K - $136K
|
3.02K
$144K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.14KNew |
$90.2K - $96.4K
|
2.14K
$102K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
2.12K+ 5173.17% |
$89.5K - $95.7K
|
2.16K
$103K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2K+ 41.54% |
$84.4K - $90.3K
|
6.82K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.69K+ 1.16% |
$71.2K - $76.1K
|
147K
$7.02M
|
|
|
Aug 06, 2024
Q2 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.66K+ 4.91% |
$70K - $74.8K
|
35.5K
$1.69M
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
1.64K+ 18.61% |
$69.2K - $74K
|
10.5K
$500K
|
|
|
Jul 01, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1.54K+ 6.83% |
$64.8K - $69.3K
|
24K
$1.15M
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.42K+ 3.48% |
$59.9K - $64K
|
42.2K
$2.02M
|
|
|
Jul 02, 2024
Q2 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
1.03K+ 0.69% |
$43.3K - $46.3K
|
149K
$7.11M
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
795+ 1.89% |
$33.6K - $35.9K
|
42.9K
$2.05M
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
719New |
$30.3K - $32.4K
|
719
$34.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
100+ 0.95% |
$4.22K - $4.51K
|
10.7K
$509K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
85+ 10.34% |
$3.59K - $3.84K
|
907
$43.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
46+ 0.18% |
$1.94K - $2.08K
|
26.1K
$1.25M
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-4- 0.04% |
$169 - $181
|
9.21K
$440K
|
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-17- 0.08% |
$718 - $767
|
21.2K
$1.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-29- 0.14% |
$1.22K - $1.31K
|
21.4K
$1.02M
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-31- 0.37% |
$1.31K - $1.4K
|
8.38K
$400K
|
|
|
Aug 01, 2024
Q2 2024
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-36- 0.11% |
$1.52K - $1.62K
|
33.7K
$1.61M
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-108- 0.46% |
$4.56K - $4.87K
|
23.3K
$1.11M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-110- 1.97% |
$4.64K - $4.96K
|
5.47K
$262K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-140- 0.86% |
$5.91K - $6.32K
|
16.2K
$772K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
SELL
|
- |
-142- 2.35% |
$5.99K - $6.41K
|
5.9K
$282K
|
|
|
Jul 16, 2024
Q2 2024
|
Cypress Financial Planning LLC
|
SELL
|
- |
-236- 3.79% |
$9.96K - $10.7K
|
5.99K
$286K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-238- 2.16% |
$10K - $10.7K
|
10.8K
$514K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-246- 0.61% |
$10.4K - $11.1K
|
40.4K
$1.93M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-248- 0.34% |
$10.5K - $11.2K
|
72.5K
$3.46M
|
|
|
Aug 05, 2024
Q2 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-300- 0.52% |
$12.7K - $13.5K
|
57.8K
$2.76M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-500- 3.66% |
$21.1K - $22.6K
|
13.2K
$629K
|
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-520- 6.58% |
$21.9K - $23.5K
|
7.38K
$353K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-571- 5.31% |
$24.1K - $25.8K
|
10.2K
$487K
|
|
|
Aug 13, 2024
Q2 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-640- 1.46% |
$27K - $28.9K
|
43.2K
$2.06M
|
|
|
Aug 05, 2024
Q2 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-654- 2.26% |
$27.6K - $29.5K
|
28.2K
$1.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Group Ag
|
SELL
|
- |
-696- 70.88% |
$29.4K - $31.4K
|
286
$13.7K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-841- 0.98% |
$35.5K - $38K
|
84.8K
$4.05M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-918- 0.56% |
$38.7K - $41.4K
|
163K
$7.77M
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-1.19K- 10.53% |
$50.3K - $53.7K
|
10.1K
$484K
|
|
|
Oct 17, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.23K- 37.98% |
$51.7K - $55.3K
|
2K
$95.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-1.23K- 37.98% |
$51.7K - $55.3K
|
2K
$95.6K
|
|
|
Sep 11, 2024
Q2 2024
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-1.49K- 17.2% |
$63K - $67.3K
|
7.18K
$343K
|