Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJUL)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUL) 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 14, 2025
Q2 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-1.51K- 20.05% |
$60K - $71.4K
|
6.04K
$285K
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
160New |
$6.34K - $7.54K
|
160
$7.54K
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
2.67K+ 35.3% |
$106K - $126K
|
10.2K
$482K
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.2% |
$2.89K - $3.44K
|
37.1K
$1.75M
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-65- 0.51% |
$2.57K - $3.06K
|
12.7K
$597K
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.6KNew |
$1.05M - $1.25M
|
26.6K
$1.25M
|
|
Jul 02, 2025
Q2 2025
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-783- 6.4% |
$31K - $36.9K
|
11.5K
$540K
|
|
Q1 2025 | |||||||
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-150- 1.96% |
$6.4K - $6.91K
|
7.52K
$354K
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75K+ 561.41% |
$74.5K - $80.5K
|
2.06K
$97K
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
105+ 238.64% |
$4.48K - $4.84K
|
149
$7.02K
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-13- 0.1% |
$554 - $599
|
12.9K
$610K
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420New |
$17.9K - $19.4K
|
420
$19.8K
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.71KNew |
$244K - $263K
|
5.71K
$269K
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-16.2K- 32.95% |
$689K - $745K
|
32.9K
$1.55M
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119+ 0.54% |
$5.08K - $5.48K
|
22K
$1.04M
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-690- 1.36% |
$29.4K - $31.8K
|
49.9K
$2.35M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-4.18K- 14.24% |
$178K - $193K
|
25.2K
$1.19M
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-362- 4.61% |
$15.4K - $16.7K
|
7.5K
$353K
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250KNew |
$10.7M - $11.5M
|
250K
$11.8M
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-27- 0.21% |
$1.15K - $1.24K
|
12.7K
$601K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-878- 14.68% |
$37.4K - $40.5K
|
5.1K
$240K
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.57KNew |
$365K - $395K
|
8.57K
$404K
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
280+ 0.81% |
$11.9K - $12.9K
|
34.9K
$1.64M
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-84- 22.4% |
$3.58K - $3.87K
|
291
$13.7K
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-1.01K- 5.53% |
$43K - $46.5K
|
17.2K
$812K
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 7356.25% |
$50.2K - $54.2K
|
1.19K
$56.2K
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-907- 0.52% |
$38.7K - $41.8K
|
174K
$8.2M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
88.1KNew |
$3.76M - $4.06M
|
88.1K
$4.15M
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
186KNew |
$7.94M - $8.58M
|
186K
$8.77M
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478New |
$20.4K - $22K
|
478
$22.5K
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-157- 2.38% |
$6.7K - $7.24K
|
6.45K
$304K
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 0.29% |
$1.71K - $1.84K
|
13.9K
$655K
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-1K- 3.41% |
$42.7K - $46.1K
|
28.3K
$1.34M
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349K+ 161.98% |
$14.9M - $16.1M
|
564K
$26.6M
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.04K+ 2.61% |
$44.5K - $48.1K
|
41.1K
$1.94M
|
|
May 08, 2025
Q1 2025
|
Armis Advisers, LLC
Atlanta, GA |
SELL
|
- |
-1.97K- 6.62% |
$84.1K - $90.9K
|
27.8K
$1.31M
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50.3KNew |
$2.15M - $2.32M
|
50.3K
$2.37M
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-222- 2.77% |
$9.47K - $10.2K
|
7.79K
$367K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
768+ 2.78% |
$32.8K - $35.4K
|
28.4K
$1.34M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 32.77% |
$927K - $1M
|
88K
$4.15M
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-141- 3.41% |
$6.01K - $6.5K
|
4K
$188K
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-1.33K- 2.46% |
$56.6K - $61.2K
|
52.7K
$2.48M
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-91- 1.43% |
$3.88K - $4.19K
|
6.27K
$296K
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
100+ 1.46% |
$4.27K - $4.61K
|
6.94K
$327K
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.71K- 14.41% |
$116K - $125K
|
16.1K
$759K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-6.91K- 4.73% |
$295K - $318K
|
139K
$6.56M
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-16- 3.11% |
$682 - $737
|
498
$23.5K
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-11.9K- 34.44% |
$508K - $549K
|
22.7K
$1.07M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-3.82K- 29.89% |
$163K - $176K
|
8.97K
$423K
|