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

Berkshire Money Management, Inc.

$836 Million
Q4 2024

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 56,376 shares of BOCT stock, worth $2.48 Million. This represents 0.29% of its overall portfolio holdings.

Number of Shares

56,376

Previous 61,827 8.82%

Holding current value

$2.48 Million

Previous $2.62 Million 7.13%

% of portfolio

0.29%

Previous 0.33%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	SELL	$42.04 - $44.04 $229,160 - $240,062	-5,451 Reduced 8.82%	56,376 $2.44 Million
Q3 2024 Oct 16, 2024	SELL	$40.71 - $42.45 $8,142 - $8,490	-200 Reduced 0.32%	61,827 $2.62 Million
Q1 2024 May 08, 2024	SELL	$38.07 - $40.47 $2.74 Million - $2.92 Million	-72,043 Reduced 53.74%	62,027 $2.51 Million
Q4 2023 Feb 08, 2024	SELL	$34.44 - $38.52 $3.28 Million - $3.66 Million	-95,107 Reduced 41.5%	134,070 $5.16 Million
Q3 2023 Oct 17, 2023	SELL	$35.34 - $37.21 $28,307 - $29,805	-801 Reduced 0.35%	229,177 $8.14 Million
Q2 2023 Aug 07, 2023	SELL	$33.54 - $36.39 $8,385 - $9,097	-250 Reduced 0.11%	229,978 $8.37 Million
Q1 2023 May 12, 2023	SELL	$31.53 - $33.96 $49.2 Million - $53 Million	-1,560,607 Reduced 87.14%	230,228 $7.78 Million
Q4 2022 Feb 13, 2023	BUY	$29.74 - $32.8 $1.77 Million - $1.96 Million	59,667 Added 3.45%	1,790,835 $56.9 Million
Q3 2022 Oct 21, 2022	BUY	$29.9 - $33.0 $51.5 Million - $56.8 Million	1,720,802 Added 16600.44%	1,731,168 $51.8 Million
Q2 2022 Jul 14, 2022	BUY	$29.7 - $34.25 $307,870 - $355,035	10,366 New	10,366 $316,000
Q1 2021 Apr 20, 2021	SELL	$29.71 - $31.22 $587,218 - $617,063	-19,765 Closed	0 $0
Q3 2020 Oct 26, 2020	SELL	$25.91 - $27.89 $29.4 Million - $31.7 Million	-1,136,517 Reduced 98.29%	19,765 $551,000
Q2 2020 Jul 27, 2020	SELL	$21.71 - $26.5 $2.45 Million - $2.99 Million	-112,758 Reduced 8.89%	1,156,282 $29.9 Million
Q1 2020 Apr 15, 2020	SELL	$20.3 - $26.9 $698,563 - $925,682	-34,412 Reduced 2.64%	1,269,040 $28.4 Million
Q4 2019 Jan 09, 2020	BUY	$24.3 - $26.27 $1.53 Million - $1.66 Million	63,117 Added 5.09%	1,303,452 $34.2 Million
Q3 2019 Oct 21, 2019	BUY	$24.83 - $25.24 $1.3 Million - $1.32 Million	52,392 Added 4.41%	1,240,335 $30.8 Million
Q2 2019 Jul 29, 2019	BUY	N/A	1,187,943 New	1,187,943 $29.6 Million

Others Institutions Holding BOCT

# of Institutions

105

Shares Held

4.22M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY BUFFER E

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