Purchases and Sales Made in Q1 2025 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$472K - $510K
|
11.1K
$465K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.61K+ 2.17% |
$239K - $258K
|
264K
$11.1M
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
596+ 5.12% |
$25.4K - $27.5K
|
12.2K
$514K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42- 4.49% |
$1.79K - $1.94K
|
893
$37.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-214- 2.4% |
$9.13K - $9.86K
|
8.72K
$366K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-524- 4.2% |
$22.3K - $24.2K
|
12K
$502K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-555- 1.48% |
$23.7K - $25.6K
|
37.1K
$1.56M
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-623- 7.62% |
$26.6K - $28.7K
|
7.55K
$317K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.32% |
$51.2K - $55.3K
|
89.8K
$3.77M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-5.61K- 30.59% |
$239K - $259K
|
12.7K
$534K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.51K- 32.09% |
$406K - $438K
|
20.1K
$845K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-132K- 84.64% |
$5.63M - $6.09M
|
24K
$1.01M
|