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 |
---|---|---|---|---|---|---|---|
Aug 09, 2022
Q2 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
7.83KNew |
$228K - $268K
|
7.83K
$336K
|
|
Jul 21, 2022
Q2 2022
|
Atwood & Palmer Inc
|
SELL
|
- |
-927Closed |
$27K - $31.7K
|
0
$0
|
|
Jul 21, 2022
Q2 2022
|
Aurora Private Wealth, Inc.
|
SELL
|
- |
-6.63KClosed |
$193K - $227K
|
0
$0
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-13.7KClosed |
$399K - $467K
|
0
$0
|
|
Q1 2022 | |||||||
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
SELL
|
- |
-328Closed |
$10.3K - $11.1K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-28.8KClosed |
$904K - $976K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
342KNew |
$10.7M - $11.6M
|
342K
$14.7M
|
|
May 05, 2022
Q1 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-20.7KClosed |
$650K - $701K
|
0
$0
|
|
Apr 11, 2022
Q1 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-7.59KClosed |
$239K - $257K
|
0
$0
|
|
Q4 2021 | |||||||
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-565Closed |
$17.9K - $18.9K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-7.84KClosed |
$249K - $262K
|
0
$0
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-2.48KClosed |
$78.6K - $82.7K
|
0
$0
|
|
Q3 2021 | |||||||
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
SELL
|
- |
-92.4KClosed |
$2.9M - $3M
|
0
$0
|
|
Q1 2021 | |||||||
May 10, 2021
Q1 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-64.4KClosed |
$1.91M - $1.94M
|
0
$0
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-6.16KClosed |
$175K - $183K
|
0
$0
|
|
Q2 2020 | |||||||
Jul 31, 2020
Q2 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-10.4KClosed |
$251K - $291K
|
0
$0
|
|
Jul 24, 2020
Q2 2020
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-1.3KClosed |
$31.4K - $36.4K
|
0
$0
|
|
Jul 13, 2020
Q2 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-30.2KClosed |
$728K - $846K
|
0
$0
|
|
Q1 2020 | |||||||
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-14KClosed |
$306K - $402K
|
0
$0
|
|
May 06, 2020
Q1 2020
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-18KClosed |
$392K - $516K
|
0
$0
|