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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
6.14K+ 18.3% |
$283K - $304K
|
39.7K
$2.03M
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
16.7KNew |
$771K - $828K
|
16.7K
$856K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.33KNew |
$199K - $214K
|
4.33K
$221K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
210+ 2.09% |
$9.67K - $10.4K
|
10.3K
$525K
|
|
|
May 08, 2025
Q1 2025
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
SELL
|
- |
-832- 6.0% |
$38.3K - $41.1K
|
13K
$666K
|
|
|
May 07, 2025
Q1 2025
|
Bellwether Advisors, LLC
|
SELL
|
- |
-218- 0.56% |
$10K - $10.8K
|
38.5K
$1.97M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-63- 0.97% |
$2.9K - $3.12K
|
6.44K
$329K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
15.8K+ 21.81% |
$728K - $782K
|
88.3K
$4.51M
|
|
|
May 07, 2025
Q1 2025
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-750- 10.16% |
$34.5K - $37.1K
|
6.63K
$339K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-523- 16.98% |
$24.1K - $25.9K
|
2.56K
$131K
|
|
|
May 06, 2025
Q1 2025
|
Opes Wealth Management LLC
Menlo Park, CA |
BUY
|
- |
430+ 0.79% |
$19.8K - $21.3K
|
55K
$2.81M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
26.2K+ 20.93% |
$1.21M - $1.3M
|
151K
$7.74M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
22.5K+ 89.89% |
$1.03M - $1.11M
|
47.5K
$2.43M
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
90+ 0.89% |
$4.14K - $4.45K
|
10.2K
$522K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.02K- 8.25% |
$47.1K - $50.6K
|
11.4K
$582K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.55K+ 7.23% |
$163K - $175K
|
52.6K
$2.69M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-41- 1.9% |
$1.89K - $2.03K
|
2.12K
$108K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
2.42K+ 34.65% |
$111K - $120K
|
9.41K
$481K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
310+ 2.34% |
$14.3K - $15.3K
|
13.6K
$693K
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
471K+ 3413.47% |
$21.7M - $23.3M
|
485K
$24.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
6.76K+ 16.81% |
$311K - $334K
|
47K
$2.4M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
16.3K+ 107.91% |
$751K - $807K
|
31.5K
$1.61M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
20.6K+ 35.95% |
$949K - $1.02M
|
78K
$3.99M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
55.1K+ 17.18% |
$2.54M - $2.73M
|
376K
$19.2M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
17+ 0.42% |
$783 - $841
|
4.03K
$206K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-138- 1.06% |
$6.35K - $6.82K
|
12.9K
$661K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
4.77KNew |
$219K - $236K
|
4.77K
$243K
|
|
|
Apr 28, 2025
Q1 2025
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
134KNew |
$6.16M - $6.62M
|
134K
$6.84M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-382- 5.66% |
$17.6K - $18.9K
|
6.37K
$325K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
11.5K+ 221.41% |
$531K - $570K
|
16.7K
$855K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
315+ 1.35% |
$14.5K - $15.6K
|
23.6K
$1.21M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
3.89K+ 13.85% |
$179K - $193K
|
32K
$1.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.69KNew |
$262K - $281K
|
5.69K
$291K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
8.14K+ 3.38% |
$375K - $403K
|
249K
$12.7M
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.84K+ 43.19% |
$84.5K - $90.8K
|
6.09K
$311K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-2.4K- 3.12% |
$110K - $119K
|
74.4K
$3.8M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-685- 58.05% |
$31.5K - $33.9K
|
495
$25.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.96K- 24.11% |
$136K - $146K
|
9.31K
$476K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
123K+ 357.71% |
$5.66M - $6.08M
|
157K
$8.04M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
6.78K+ 6.05% |
$315K - $325K
|
119K
$6.08M
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.17K- 10.32% |
$101K - $104K
|
18.9K
$964K
|
|
|
Feb 14, 2025
Q4 2024
|
Diligent Investors, LLC
|
SELL
|
- |
-20- 0.32% |
$928 - $959
|
6.15K
$314K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
261+ 2.21% |
$12.1K - $12.5K
|
12.1K
$616K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
1KNew |
$46.4K - $48K
|
1K
$51.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-5.34K- 41.1% |
$248K - $256K
|
7.65K
$391K
|
|
|
Feb 14, 2025
Q4 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-336- 7.16% |
$15.6K - $16.1K
|
4.35K
$222K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
4.48KNew |
$208K - $215K
|
4.48K
$229K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-5.67K- 99.28% |
$263K - $272K
|
41
$2.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
348+ 38.37% |
$16.1K - $16.7K
|
1.26K
$64.1K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-18- 0.38% |
$835 - $863
|
4.66K
$238K
|
|