Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BAPR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BAPR) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-360- 1.55% |
$14.4K - $15.6K
|
22.8K
$1.01M
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-800- 0.96% |
$32K - $34.7K
|
82.6K
$3.66M
|
|
Oct 21, 2024
Q3 2024
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-805- 27.36% |
$32.2K - $34.9K
|
2.14K
$94.5K
|
|
Oct 18, 2024
Q3 2024
|
Capital Wealth Management, LLC
W. Warwick, RI |
BUY
|
- |
1.38K+ 3.19% |
$55.2K - $59.9K
|
44.7K
$1.98M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-342- 0.3% |
$13.7K - $14.8K
|
115K
$5.08M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-125- 0.49% |
$5K - $5.42K
|
25.6K
$1.13M
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-11.6K- 2.75% |
$463K - $502K
|
409K
$18.1M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-976- 4.84% |
$39K - $42.3K
|
19.2K
$849K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-9.69K- 18.67% |
$387K - $420K
|
42.2K
$1.87M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-1.49K- 7.02% |
$59.6K - $64.6K
|
19.7K
$873K
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-67- 28.63% |
$2.68K - $2.91K
|
167
$7.39K
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
23.7K+ 6.26% |
$948K - $1.03M
|
403K
$17.8M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-496- 4.05% |
$19.8K - $21.5K
|
11.8K
$520K
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
2.73K+ 34.28% |
$109K - $118K
|
10.7K
$472K
|
|
Q2 2024 | |||||||
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-9.05K- 42.55% |
$349K - $376K
|
12.2K
$541K
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.76K+ 3945.71% |
$106K - $115K
|
2.83K
$125K
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
29.9K+ 480.45% |
$1.15M - $1.24M
|
36.1K
$1.6M
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-400- 1.54% |
$15.4K - $16.6K
|
25.5K
$1.13M
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-14- 0.32% |
$539 - $582
|
4.32K
$191K
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
40New |
$1.54K - $1.66K
|
40
$1.77K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
7KNew |
$270K - $291K
|
7K
$310K
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
7+ 0.07% |
$270 - $291
|
9.81K
$434K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-51- 1.38% |
$1.96K - $2.12K
|
3.64K
$161K
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.73KNew |
$259K - $280K
|
6.73K
$298K
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
9.33KNew |
$359K - $388K
|
9.33K
$413K
|
|
Aug 09, 2024
Q2 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
269KNew |
$10.4M - $11.2M
|
269K
$11.9M
|
|
Aug 05, 2024
Q2 2024
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-655- 3.31% |
$25.2K - $27.2K
|
19.2K
$847K
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
BUY
|
- |
2.01K+ 7.06% |
$77.2K - $83.4K
|
30.4K
$1.35M
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
889+ 2540.0% |
$34.2K - $37K
|
924
$40.9K
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
6.12KNew |
$236K - $254K
|
6.12K
$271K
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
5KNew |
$193K - $208K
|
5K
$221K
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
790+ 4.72% |
$30.4K - $32.9K
|
17.5K
$775K
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9.26KNew |
$357K - $385K
|
9.26K
$410K
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.99KNew |
$192K - $207K
|
4.99K
$221K
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.85KNew |
$187K - $202K
|
4.85K
$215K
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-230- 1.06% |
$8.86K - $9.57K
|
21.4K
$946K
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
3.26K+ 53.89% |
$125K - $136K
|
9.3K
$412K
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 0.27% |
$3.58K - $3.87K
|
35K
$1.55M
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.95K+ 150.83% |
$306K - $331K
|
13.2K
$585K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.25KNew |
$202K - $218K
|
5.25K
$232K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
BUY
|
- |
4.23K+ 79.6% |
$163K - $176K
|
9.53K
$422K
|
|
Q1 2024 | |||||||
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.64K- 96.22% |
$289K - $306K
|
300
$13.3K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.89K- 72.79% |
$374K - $396K
|
3.7K
$164K
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.68KNew |
$290K - $307K
|
7.68K
$340K
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.93KNew |
$224K - $237K
|
5.93K
$262K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
858+ 4.87% |
$32.4K - $34.4K
|
18.5K
$818K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.5K- 35.3% |
$396K - $420K
|
19.2K
$851K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
315New |
$11.9K - $12.6K
|
315
$13.9K
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6KNew |
$60.4K - $64.1K
|
1.6K
$70.8K
|