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

Berkshire Money Management, Inc.

  • $766 Million
  • Q1 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 252,870 shares of BJUL stock, worth $10.6 Million. This represents 1.33% of its overall portfolio holdings.

Number of Shares
252,870
Previous 2,207,847 88.55%
Holding current value
$10.6 Million
Previous $83.1 Million 87.73%
% of portfolio
1.33%
Previous 11.35%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
$30.12 - $32.21 $381,078 - $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
109
Shares Held
3.44M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR U.S. EQUITY BUFFER E

BJUL Quotes by TradingView
  • Ticker BJUL
  • Sector ETFs
  • Industry ETFs
More about BJUL
Track This Portfolio

Track Berkshire Money Management, Inc. Portfolio

Follow Berkshire Money Management, Inc. and customize your updates to receive the information that matters most to you.

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.

Choose your preferred platform and Sign Up 👇 Telegram Email