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

Berkshire Money Management, Inc.

$840 Million
Q2 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 37,381 shares of BJUL stock, worth $1.8 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares

37,381

Previous 36,752 1.71%

Holding current value

$1.8 Million

Previous $1.59 Million 11.03%

% of portfolio

0.21%

Previous 0.2%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	$39.61 - $47.13 $24,914 - $29,644	629 Added 1.71%	37,381 $1.76 Million
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

112

Shares Held

3.72M

Call Options Held

Put Options Held

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About INNOVATOR U.S. EQUITY BUFFER E

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