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 |
|---|---|---|---|---|---|---|---|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
790+ 4.72% |
$30.4K - $32.9K
|
17.5K
$753K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.99KNew |
$192K - $207K
|
4.99K
$214K
|
|
|
Jul 19, 2024
Q2 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.85KNew |
$187K - $202K
|
4.85K
$209K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-230- 1.06% |
$8.86K - $9.57K
|
21.4K
$919K
|
|
|
Jul 12, 2024
Q2 2024
|
Keystone Wealth Services, LLC
|
BUY
|
- |
7.95K+ 150.83% |
$306K - $331K
|
13.2K
$568K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-93- 0.27% |
$3.58K - $3.87K
|
35K
$1.5M
|
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
5.25KNew |
$202K - $218K
|
5.25K
$226K
|
|
| Q1 2024 | |||||||
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-7.64K- 96.22% |
$289K - $306K
|
300
$12.9K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-9.89K- 72.79% |
$374K - $396K
|
3.7K
$159K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
7.68KNew |
$290K - $307K
|
7.68K
$330K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
5.93KNew |
$224K - $237K
|
5.93K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-10.5K- 35.3% |
$396K - $420K
|
19.2K
$826K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
858+ 4.87% |
$32.4K - $34.4K
|
18.5K
$794K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
315New |
$11.9K - $12.6K
|
315
$13.5K
|
|
|
May 09, 2024
Q1 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
1.6KNew |
$60.4K - $64.1K
|
1.6K
$68.8K
|
|
|
May 08, 2024
Q1 2024
|
Souders Financial Advisors
|
BUY
|
- |
5.86KNew |
$221K - $235K
|
5.86K
$252K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-15- 0.26% |
$567 - $601
|
5.73K
$246K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-7.56K- 12.24% |
$286K - $303K
|
54.2K
$2.33M
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
1.36KNew |
$51.2K - $54.3K
|
1.36K
$58.3K
|
|
| Q4 2023 | |||||||
|
Sep 11, 2024
Q4 2023
|
Summit Wealth Partners, LLC
Orlando, FL |
SELL
|
- |
-2.31K- 23.99% |
$78.4K - $88.4K
|
7.33K
$315K
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.07K+ 8.69% |
$36.3K - $41K
|
13.4K
$576K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.33K- 8.73% |
$45.1K - $50.8K
|
13.9K
$597K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
57New |
$1.93K - $2.18K
|
57
$2.45K
|
|
|
Feb 07, 2024
Q4 2023
|
Integrity Financial Corp
|
SELL
|
- |
-753- 16.11% |
$25.5K - $28.8K
|
3.92K
$169K
|
|
|
Jan 25, 2024
Q4 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-7.51K- 46.3% |
$255K - $287K
|
8.71K
$374K
|
|
| Q3 2023 | |||||||
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
1.8KNew |
$62.7K - $65.6K
|
1.8K
$77.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-638- 2.61% |
$22.3K - $23.3K
|
23.8K
$1.02M
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
125+ 1.0% |
$4.36K - $4.56K
|
12.6K
$543K
|
|
|
Oct 13, 2023
Q3 2023
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.49K- 1.15% |
$87K - $90.9K
|
214K
$9.21M
|
|
|
Oct 12, 2023
Q3 2023
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-4.02K- 22.18% |
$140K - $147K
|
14.1K
$606K
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
23.4KNew |
$779K - $838K
|
23.4K
$1.01M
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-50- 0.56% |
$1.66K - $1.79K
|
8.85K
$380K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
18KNew |
$598K - $643K
|
18K
$772K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
836New |
$27.8K - $29.9K
|
836
$35.9K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
7.43KNew |
$247K - $266K
|
7.43K
$319K
|
|
|
Aug 08, 2023
Q2 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.8KNew |
$193K - $207K
|
5.8K
$249K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
10.7KNew |
$357K - $384K
|
10.7K
$461K
|
|
|
Aug 03, 2023
Q2 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
150New |
$4.99K - $5.37K
|
150
$6.45K
|
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-250- 16.67% |
$8.32K - $8.95K
|
1.25K
$53.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
186New |
$6.19K - $6.66K
|
186
$7.99K
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
1.47KNew |
$49K - $52.8K
|
1.47K
$63.4K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
600New |
$20K - $21.5K
|
600
$25.8K
|
|
| Q1 2023 | |||||||
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-7.25K- 50.88% |
$224K - $243K
|
7K
$301K
|
|
|
Apr 26, 2023
Q1 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
598+ 3.99% |
$18.5K - $20.1K
|
15.6K
$670K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-6.65K- 31.45% |
$193K - $213K
|
14.5K
$623K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
880New |
$25.5K - $28.2K
|
880
$37.8K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
100New |
$2.9K - $3.2K
|
100
$4.3K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.12KNew |
$264K - $292K
|
9.12K
$392K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
250+ 23.81% |
$7.27K - $8.22K
|
1.3K
$55.9K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
30+ 0.27% |
$875 - $1.03K
|
11K
$472K
|
|