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 |
|---|---|---|---|---|---|---|---|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-6.57KClosed |
$206K - $239K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-7.5KClosed |
$235K - $273K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-7.85KClosed |
$267K - $294K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
11.8KNew |
$400K - $441K
|
11.8K
$575K
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
214KNew |
$7.28M - $8.02M
|
214K
$10.5M
|
|
|
May 12, 2022
Q1 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-31.7KClosed |
$1.08M - $1.19M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-32.9KClosed |
$1.12M - $1.23M
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Marshall Financial Group LLC
|
BUY
|
- |
8.19KNew |
$278K - $307K
|
8.19K
$400K
|
|
|
May 10, 2022
Q1 2022
|
Alera Investment Advisors, LLC
|
BUY
|
- |
1.93K+ 11.51% |
$65.8K - $72.4K
|
18.7K
$916K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.76KNew |
$230K - $253K
|
6.76K
$330K
|
|
|
May 02, 2022
Q1 2022
|
Slow Capital, Inc.
|
SELL
|
- |
-5.46KClosed |
$186K - $205K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
15.3K+ 28.02% |
$519K - $572K
|
69.7K
$3.41M
|
|
|
Apr 14, 2022
Q1 2022
|
First Financial Corp
|
SELL
|
- |
-250Closed |
$8.5K - $9.36K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-420- 38.53% |
$15.1K - $15.7K
|
670
$32.7K
|
|
|
Feb 02, 2022
Q4 2021
|
Sterling Financial Planning, Inc.
|
SELL
|
- |
-2.16KClosed |
$77.7K - $80.5K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 04, 2021
Q3 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-3.35KClosed |
$119K - $122K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-2.93KClosed |
$104K - $107K
|
0
$0
|
|
| Q1 2021 | |||||||
|
May 17, 2021
Q1 2021
|
Frontier Wealth Management LLC
Kansas City, MO |
BUY
|
- |
8.34KNew |
$270K - $285K
|
8.34K
$408K
|
|
|
May 14, 2021
Q1 2021
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-4.12KClosed |
$133K - $141K
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-5.65KClosed |
$183K - $193K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Financial Enhancement Group LLC
Anderson, IN |
SELL
|
- |
-574Closed |
$18.6K - $19.6K
|
0
$0
|
|
|
May 06, 2021
Q1 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-1.64KClosed |
$53.1K - $56K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-5.01KClosed |
$149K - $164K
|
0
$0
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-67.3KClosed |
$2.01M - $2.21M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-13KClosed |
$372K - $402K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-8.47KClosed |
$202K - $248K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-8.19KClosed |
$195K - $240K
|
0
$0
|
|
|
Jul 30, 2020
Q2 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-411Closed |
$9.81K - $12K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 12, 2020
Q1 2020
|
Avestar Capital, LLC
|
SELL
|
- |
-7KClosed |
$154K - $211K
|
0
$0
|
|
|
Apr 24, 2020
Q1 2020
|
Private Advisory Group LLC
Redmond, WA |
SELL
|
- |
-7.04KClosed |
$155K - $212K
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-670Closed |
$14.8K - $20.2K
|
0
$0
|
|
|
Apr 20, 2020
Q1 2020
|
Bogart Wealth, LLC
|
SELL
|
- |
-100Closed |
$2.2K - $3.01K
|
0
$0
|
|
|
Apr 06, 2020
Q1 2020
|
Global Trust Asset Management, LLC
|
BUY
|
- |
3.5KNew |
$77.1K - $105K
|
3.5K
$171K
|
|
| Q4 2019 | |||||||
|
Jan 28, 2020
Q4 2019
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
7.04KNew |
$201K - $212K
|
7.04K
$344K
|
|
| Q2 2019 | |||||||
|
Aug 08, 2019
Q2 2019
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-39.7KClosed |
$1.08M - $1.14M
|
0
$0
|
|
|
Aug 07, 2019
Q2 2019
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-8.11KClosed |
$221K - $233K
|
0
$0
|
|