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 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
939New |
$37.9K - $40.9K
|
939
$45.9K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-54- 9.64% |
$2.18K - $2.35K
|
506
$24.7K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
15.8K+ 2443.41% |
$636K - $686K
|
16.4K
$802K
|
|
|
May 03, 2024
Q1 2024
|
Diligent Investors, LLC
|
BUY
|
- |
6.17KNew |
$249K - $268K
|
6.17K
$301K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
6.72K+ 37.25% |
$271K - $293K
|
24.8K
$1.21M
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-1.59K- 12.59% |
$64.1K - $69.1K
|
11K
$539K
|
|
|
Apr 23, 2024
Q1 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-800- 18.6% |
$32.3K - $34.8K
|
3.5K
$171K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-575- 51.8% |
$23.2K - $25K
|
535
$26.1K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
44New |
$1.77K - $1.92K
|
44
$2.15K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.65KNew |
$58.4K - $67.5K
|
1.65K
$80.6K
|
|
|
Feb 15, 2024
Q4 2023
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-1.45K- 10.84% |
$51.3K - $59.2K
|
11.9K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Long Island Wealth Management, Inc.
Melville, NY |
BUY
|
- |
97New |
$3.43K - $3.97K
|
97
$4.74K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
624+ 10.64% |
$22.1K - $25.5K
|
6.49K
$317K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
192New |
$6.8K - $7.85K
|
192
$9.38K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
8.97KNew |
$318K - $367K
|
8.97K
$438K
|
|
|
Feb 09, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
124KNew |
$4.37M - $5.05M
|
124K
$6.04M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
1.56K+ 42.68% |
$55.2K - $63.7K
|
5.21K
$254K
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
348New |
$12.3K - $14.2K
|
348
$17K
|
|
| Q3 2023 | |||||||
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-4.02K- 24.78% |
$147K - $155K
|
12.2K
$595K
|
|
| Q2 2023 | |||||||
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-5.25K- 75.36% |
$183K - $198K
|
1.72K
$83.8K
|
|
|
Aug 15, 2023
Q2 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
7.75KNew |
$270K - $292K
|
7.75K
$378K
|
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
SELL
|
- |
-183K- 86.56% |
$6.4M - $6.91M
|
28.5K
$1.39M
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-500- 8.41% |
$17.5K - $18.9K
|
5.45K
$266K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100New |
$3.29K - $3.54K
|
100
$4.89K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$8.89K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
182New |
$5.99K - $6.45K
|
182
$8.89K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-278- 52.85% |
$9.14K - $9.85K
|
248
$12.1K
|
|
|
May 08, 2023
Q1 2023
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
212KNew |
$6.97M - $7.51M
|
212K
$10.3M
|
|
|
May 05, 2023
Q1 2023
|
Stuart Chaussee & Associates, Inc.
|
SELL
|
- |
-120- 0.11% |
$3.95K - $4.25K
|
109K
$5.33M
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.16KNew |
$71K - $76.6K
|
2.16K
$106K
|
|
|
Apr 24, 2023
Q1 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
5.89KNew |
$194K - $209K
|
5.89K
$288K
|
|
| Q4 2022 | |||||||
|
Sep 04, 2024
Q4 2022
|
Mas Advisors LLC
Miami, FL |
BUY
|
- |
7.35KNew |
$227K - $256K
|
7.35K
$359K
|
|
|
Nov 07, 2023
Q4 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-100- 42.74% |
$3.09K - $3.49K
|
134
$6.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
768New |
$23.8K - $26.8K
|
768
$37.5K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
10.1KNew |
$312K - $352K
|
10.1K
$493K
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5New |
$155 - $174
|
5
$244
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
60New |
$1.86K - $2.09K
|
60
$2.93K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
406New |
$12.6K - $14.2K
|
406
$19.8K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-100- 20.0% |
$3.1K - $3.53K
|
400
$19.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-992- 1.9% |
$30.8K - $35K
|
51.3K
$2.51M
|
|
|
Nov 01, 2022
Q3 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1+ 0.1% |
$31 - $35.3
|
1.03K
$50.4K
|
|
|
Oct 25, 2022
Q3 2022
|
Rovin Capital
|
SELL
|
- |
-8.17K- 26.11% |
$253K - $288K
|
23.1K
$1.13M
|
|
|
Oct 12, 2022
Q3 2022
|
Advisory Alpha, LLC
|
SELL
|
- |
-2.57K- 15.36% |
$79.6K - $90.5K
|
14.2K
$691K
|
|
| Q2 2022 | |||||||
|
Aug 11, 2022
Q2 2022
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-6.07KClosed |
$190K - $221K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-4KClosed |
$125K - $146K
|
0
$0
|
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-245KClosed |
$7.66M - $8.91M
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Founders Financial Securities LLC
|
SELL
|
- |
-5.9KClosed |
$185K - $215K
|
0
$0
|
|
|
Jul 21, 2022
Q2 2022
|
Round Table Services, LLC
|
BUY
|
- |
6.5K+ 8.07% |
$203K - $236K
|
87K
$4.25M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-7.11KClosed |
$223K - $259K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Parkside Investments, LLC
|
BUY
|
- |
6K+ 60.0% |
$188K - $218K
|
16K
$782K
|
|