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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-124- 0.31% |
$5.75K - $5.95K
|
40.2K
$1.97M
|
|
|
Jan 30, 2025
Q4 2024
|
Opes Wealth Management LLC
Menlo Park, CA |
SELL
|
- |
-1.36K- 2.43% |
$63.1K - $65.2K
|
54.6K
$2.67M
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 38.37% |
$16.1K - $16.7K
|
1.26K
$61.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-7.78K- 10.75% |
$361K - $373K
|
64.5K
$3.15M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-66- 0.53% |
$3.06K - $3.16K
|
12.3K
$603K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
105+ 1.58% |
$4.87K - $5.03K
|
6.75K
$330K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-5.41K- 28.98% |
$251K - $259K
|
13.3K
$648K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-21.4K- 13.77% |
$991K - $1.02M
|
134K
$6.54M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-510- 1.08% |
$23.7K - $24.5K
|
46.5K
$2.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
19+ 0.32% |
$881 - $911
|
5.97K
$292K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-75- 0.49% |
$3.48K - $3.6K
|
15.1K
$739K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18- 0.38% |
$835 - $863
|
4.66K
$228K
|
|
|
Jan 21, 2025
Q4 2024
|
Lantz Financial LLC
|
SELL
|
- |
-115- 0.57% |
$5.33K - $5.51K
|
20.1K
$981K
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-25.2K- 67.26% |
$1.17M - $1.21M
|
12.3K
$599K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
4.43KNew |
$205K - $212K
|
4.43K
$216K
|
|
|
Jan 17, 2025
Q4 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-250- 3.79% |
$11.6K - $12K
|
6.35K
$310K
|
|
|
Jan 17, 2025
Q4 2024
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
124KNew |
$5.77M - $5.97M
|
124K
$6.08M
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-7.1K- 8.46% |
$329K - $341K
|
76.8K
$3.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
4.25KNew |
$197K - $204K
|
4.25K
$208K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-72- 0.98% |
$3.34K - $3.45K
|
7.28K
$356K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
2.31K+ 20.06% |
$107K - $111K
|
13.8K
$674K
|
|
|
Jan 13, 2025
Q4 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-31- 0.28% |
$1.44K - $1.49K
|
10.9K
$532K
|
|
|
Jan 13, 2025
Q4 2024
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-2.7K- 30.51% |
$125K - $129K
|
6.15K
$300K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-529- 4.97% |
$24.5K - $25.4K
|
10.1K
$495K
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
SELL
|
- |
-395- 4.72% |
$18.3K - $18.9K
|
7.98K
$390K
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
5.67K+ 13831.71% |
$247K - $264K
|
5.71K
$279K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-950- 4.32% |
$41.4K - $44.2K
|
21K
$1.03M
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-80- 0.31% |
$3.49K - $3.72K
|
26K
$1.27M
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
172New |
$7.5K - $8.01K
|
172
$8.4K
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.27K- 7.85% |
$55.3K - $59K
|
14.9K
$727K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
9.2K+ 3217.48% |
$401K - $428K
|
9.49K
$464K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
950+ 0.65% |
$41.4K - $44.2K
|
148K
$7.22M
|
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-5.44K- 31.55% |
$237K - $253K
|
11.8K
$576K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.15K- 21.08% |
$50.3K - $53.7K
|
4.32K
$211K
|
|
|
Nov 14, 2024
Q3 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-3.19K- 30.56% |
$139K - $149K
|
7.26K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.77K+ 40.97% |
$165K - $176K
|
13K
$634K
|
|
|
Nov 14, 2024
Q3 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.78K- 20.78% |
$121K - $129K
|
10.6K
$517K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
302New |
$13.2K - $14.1K
|
302
$14.8K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
31.4K+ 563.1% |
$1.37M - $1.46M
|
37K
$1.81M
|
|
|
Nov 13, 2024
Q3 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
12.8K+ 3.93% |
$559K - $597K
|
339K
$16.6M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-9.68K- 22.55% |
$422K - $451K
|
33.3K
$1.62M
|
|
|
Nov 13, 2024
Q3 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-639- 0.52% |
$27.9K - $29.8K
|
122K
$5.98M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8.37K+ 77.76% |
$365K - $390K
|
19.1K
$935K
|
|
|
Nov 13, 2024
Q3 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-486- 1.13% |
$21.2K - $22.6K
|
42.7K
$2.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-6.47K- 7.24% |
$282K - $301K
|
82.9K
$4.05M
|
|
|
Nov 13, 2024
Q3 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.35K+ 2.33% |
$233K - $249K
|
235K
$11.5M
|
|
|
Nov 13, 2024
Q3 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.75KNew |
$120K - $128K
|
2.75K
$134K
|
|
|
Nov 12, 2024
Q3 2024
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-11- 0.08% |
$480 - $512
|
13.9K
$677K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-2.27K- 5.83% |
$99.1K - $106K
|
36.7K
$1.79M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-178- 72.36% |
$7.77K - $8.29K
|
68
$3.32K
|
|