Berkshire Money Management, Inc. Innovator U.S. Equity Buffer E Transaction History

Berkshire Money Management, Inc.

$796 Million
Q1 2025

A detailed history of Berkshire Money Management, Inc. transactions in Innovator U.S. Equity Buffer E stock. As of the latest transaction made, Berkshire Money Management, Inc. holds 36,752 shares of BJUL stock, worth $1.65 Million. This represents 0.2% of its overall portfolio holdings.

Number of Shares

36,752

Previous 39,826 7.72%

Holding current value

$1.65 Million

Previous $1.77 Million 10.6%

% of portfolio

0.2%

Previous 0.21%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	$42.65 - $46.09 $131,106 - $141,680	-3,074 Reduced 7.72%	36,752 $1.59 Million
Q4 2024 Jan 27, 2025	SELL	$43.33 - $45.42 $2.02 Million - $2.12 Million	-46,581 Reduced 53.91%	39,826 $1.77 Million
Q3 2024 Oct 16, 2024	SELL	$40.26 - $43.68 $6.68 Million - $7.25 Million	-165,983 Reduced 65.76%	86,407 $3.77 Million
Q2 2024 Jul 19, 2024	SELL	$38.96 - $41.78 $18,700 - $20,054	-480 Reduced 0.19%	252,390 $10.5 Million
Q1 2024 May 08, 2024	SELL	$37.06 - $40.33 $72.5 Million - $78.8 Million	-1,954,977 Reduced 88.55%	252,870 $10.2 Million
Q4 2023 Feb 08, 2024	BUY	$33.44 - $37.63 $3.7 Million - $4.16 Million	110,524 Added 5.27%	2,207,847 $83.1 Million
Q3 2023 Oct 17, 2023	BUY	$34.36 - $36.14 $71.2 Million - $74.9 Million	2,071,678 Added 8078.29%	2,097,323 $72.3 Million
Q2 2023 Aug 07, 2023	SELL	$32.3 - $35.28 $22.1 Million - $24.1 Million	-683,737 Reduced 96.38%	25,645 $904,000
Q1 2023 May 12, 2023	BUY	$30.69 - $33.05 $21.4 Million - $23 Million	696,730 Added 5506.88%	709,382 $23.2 Million
Q4 2022 Feb 13, 2023	BUY	$29.05 - $32.21 $367,540 - $407,520	12,652 New	12,652 $391,000
Q4 2020 Jan 25, 2021	SELL	$27.83 - $30.13 $346,956 - $375,630	-12,467 Closed	0 $0
Q3 2020 Oct 26, 2020	SELL	$27.09 - $28.96 $6.12 Million - $6.54 Million	-225,931 Reduced 94.77%	12,467 $353,000
Q2 2020 Jul 27, 2020	SELL	$22.96 - $27.93 $1 Million - $1.22 Million	-43,594 Reduced 15.46%	238,398 $6.43 Million
Q1 2020 Apr 15, 2020	SELL	$21.53 - $28.34 $3.54 Million - $4.66 Million	-164,504 Reduced 36.84%	281,992 $6.7 Million
Q4 2019 Jan 09, 2020	SELL	$25.62 - $27.69 $270,931 - $292,821	-10,575 Reduced 2.31%	446,496 $12.3 Million
Q3 2019 Oct 21, 2019	BUY	$25.25 - $26.4 $565,297 - $591,043	22,388 Added 5.15%	457,071 $12 Million
Q2 2019 Jul 29, 2019	BUY	$25.27 - $26.04 $11 Million - $11.3 Million	434,683 New	434,683 $11.2 Million

Others Institutions Holding BJUL

# of Institutions

115

Shares Held

4.14M

Call Options Held

Put Options Held

View Full List

About INNOVATOR U.S. EQUITY BUFFER E

Ticker BJUL
Sector ETFs
Industry ETFs

More about BJUL

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Berkshire Money Management, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Berkshire Money Management, Inc. with notifications on news.

Account

Berkshire Money Management, Inc. Innovator U.S. Equity Buffer E Transaction History