Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJAN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJAN) 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 13, 2025
Q2 2025
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
3.17K+ 31.0% |
$135K - $159K
|
13.4K
$689K
|
|
Aug 13, 2025
Q2 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
2.49K+ 4.74% |
$106K - $125K
|
55.1K
$2.83M
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-13.7K- 12.22% |
$584K - $688K
|
98.4K
$5.06M
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-1K- 10.63% |
$42.6K - $50.2K
|
8.41K
$432K
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-457- 3.24% |
$19.5K - $23K
|
13.7K
$702K
|
|
Aug 13, 2025
Q2 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
1.42K+ 4746.67% |
$60.6K - $71.5K
|
1.45K
$74.7K
|
|
Aug 13, 2025
Q2 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-4.63K- 27.89% |
$197K - $233K
|
12K
$615K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
808+ 0.84% |
$34.4K - $40.6K
|
97.2K
$4.99M
|
|
Aug 12, 2025
Q2 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-214- 3.23% |
$9.11K - $10.7K
|
6.42K
$330K
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11K+ 12.51% |
$470K - $555K
|
99.4K
$5.1M
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.1K- 36.55% |
$46.9K - $55.3K
|
1.91K
$98.3K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-55- 0.46% |
$2.34K - $2.76K
|
11.9K
$614K
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-47- 0.54% |
$2K - $2.36K
|
8.58K
$441K
|
|
Aug 11, 2025
Q2 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-818- 13.44% |
$34.8K - $41.1K
|
5.27K
$271K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-375- 0.79% |
$16K - $18.8K
|
47.1K
$2.42M
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-440- 0.27% |
$18.7K - $22.1K
|
165K
$8.45M
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
612+ 48.76% |
$26.1K - $30.7K
|
1.87K
$95.9K
|
|
Aug 08, 2025
Q2 2025
|
Firestone Capital Management
|
SELL
|
- |
-92- 0.68% |
$3.92K - $4.62K
|
13.4K
$688K
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-3.68K- 2.43% |
$157K - $185K
|
148K
$7.59M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.48K- 11.44% |
$63K - $74.3K
|
11.5K
$589K
|
|
Aug 06, 2025
Q2 2025
|
Penserra Capital Management LLC
Orinda, CA |
SELL
|
- |
-28.5K- 7.59% |
$1.21M - $1.43M
|
347K
$17.8M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
105K+ 19.04% |
$4.46M - $5.26M
|
655K
$33.6M
|
|
Aug 06, 2025
Q2 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-165- 2.56% |
$7.03K - $8.29K
|
6.27K
$322K
|
|
Aug 06, 2025
Q2 2025
|
Valtinson Bruner Financial Planning LLC
|
BUY
|
- |
688+ 5.61% |
$29.3K - $34.6K
|
12.9K
$665K
|
|
Aug 06, 2025
Q2 2025
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
9.21K+ 12.38% |
$392K - $463K
|
83.6K
$4.3M
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-691- 27.02% |
$29.4K - $34.7K
|
1.87K
$95.9K
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-823- 7.23% |
$35K - $41.3K
|
10.6K
$543K
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
4.05KNew |
$172K - $203K
|
4.05K
$208K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-269- 1.61% |
$11.5K - $13.5K
|
16.5K
$846K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
396+ 2.36% |
$16.9K - $19.9K
|
17.1K
$881K
|
|
Aug 01, 2025
Q2 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
26+ 0.01% |
$1.11K - $1.31K
|
249K
$12.8M
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-34.2K- 88.31% |
$1.46M - $1.72M
|
4.53K
$232K
|
|
Aug 01, 2025
Q2 2025
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
930+ 0.83% |
$39.6K - $46.7K
|
113K
$5.81M
|
|
Aug 01, 2025
Q2 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
99+ 0.25% |
$4.22K - $4.97K
|
39.8K
$2.04M
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-2.47K- 3.16% |
$105K - $124K
|
75.5K
$3.88M
|
|
Jul 31, 2025
Q2 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
BUY
|
- |
685+ 138.38% |
$29.2K - $34.4K
|
1.18K
$60.6K
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.46K- 4.55% |
$62K - $73.2K
|
30.6K
$1.57M
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
BUY
|
- |
27.9K+ 5.76% |
$1.19M - $1.4M
|
513K
$26.3M
|
|
Jul 30, 2025
Q2 2025
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-39.5K- 29.53% |
$1.68M - $1.99M
|
94.4K
$4.85M
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
4.68K+ 14.88% |
$199K - $235K
|
36.1K
$1.86M
|
|
Jul 30, 2025
Q2 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
1.41K+ 2.57% |
$60.2K - $71K
|
56.4K
$2.9M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.93KNew |
$167K - $197K
|
3.93K
$202K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-11- 0.11% |
$468 - $552
|
10.3K
$527K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-4.57K- 49.05% |
$194K - $229K
|
4.74K
$244K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.06K+ 36.11% |
$45.3K - $53.4K
|
4.01K
$206K
|
|
Jul 22, 2025
Q2 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
1.55K+ 3.12% |
$66.1K - $77.9K
|
51.3K
$2.64M
|
|
Jul 22, 2025
Q2 2025
|
Macroview Investment Management LLC
|
SELL
|
- |
-185- 0.67% |
$7.88K - $9.29K
|
27.3K
$1.4M
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
SELL
|
- |
-32- 0.07% |
$1.36K - $1.61K
|
46.5K
$2.39M
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.13KNew |
$48.1K - $56.7K
|
1.13K
$58K
|