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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.82K- 15.44% |
$206K - $222K
|
26.4K
$1.24M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.09K- 6.76% |
$174K - $188K
|
56.3K
$2.65M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-67- 0.79% |
$2.86K - $3.09K
|
8.38K
$395K
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58.7K+ 17.18% |
$2.5M - $2.7M
|
400K
$18.9M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-171- 2.04% |
$7.29K - $7.88K
|
8.21K
$387K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-800- 28.42% |
$34.1K - $36.9K
|
2.02K
$95K
|
|
|
Apr 23, 2025
Q1 2025
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-3.07K- 7.72% |
$131K - $142K
|
36.8K
$1.73M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
SELL
|
- |
-272- 7.05% |
$11.6K - $12.5K
|
3.59K
$169K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7.32K+ 29.19% |
$312K - $337K
|
32.4K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.9K+ 14.82% |
$294K - $318K
|
53.4K
$2.52M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4.22K- 7.83% |
$180K - $194K
|
49.6K
$2.34M
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-12.4K- 54.95% |
$528K - $571K
|
10.1K
$478K
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-1.17K- 5.45% |
$49.7K - $53.7K
|
20.2K
$953K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56KNew |
$2.39M - $2.58M
|
56K
$2.64M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-7.42K- 55.48% |
$317K - $342K
|
5.96K
$281K
|
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
SELL
|
- |
-1.99K- 22.69% |
$84.7K - $91.5K
|
6.76K
$319K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.61K+ 2.17% |
$239K - $258K
|
264K
$12.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.51K- 32.09% |
$406K - $438K
|
20.1K
$949K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-524- 4.2% |
$22.3K - $24.2K
|
12K
$564K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$472K - $510K
|
11.1K
$522K
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-42- 4.49% |
$1.79K - $1.94K
|
893
$42.1K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-214- 2.4% |
$9.13K - $9.86K
|
8.72K
$411K
|
|
|
Apr 08, 2025
Q1 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.2K- 1.32% |
$51.2K - $55.3K
|
89.8K
$4.23M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
SELL
|
- |
-132K- 84.64% |
$5.63M - $6.09M
|
24K
$1.13M
|
|
| Q4 2024 | |||||||
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 7.58% |
$590K - $619K
|
193K
$9.11M
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-291- 6.71% |
$12.6K - $13.2K
|
4.05K
$191K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
986New |
$42.7K - $44.8K
|
986
$46.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-1.91K- 10.44% |
$82.8K - $86.8K
|
16.4K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
22.5KNew |
$977K - $1.02M
|
22.5K
$1.06M
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.42KNew |
$235K - $246K
|
5.42K
$255K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
$130K - $136K
|
3K
$141K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-2.91K- 28.2% |
$126K - $132K
|
7.41K
$349K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-146- 20.59% |
$6.33K - $6.63K
|
563
$26.5K
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-406- 6.3% |
$17.6K - $18.4K
|
6.04K
$285K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-780- 11.14% |
$33.8K - $35.4K
|
6.22K
$293K
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
SELL
|
- |
-330- 3.68% |
$14.3K - $15K
|
8.64K
$407K
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 78.32% |
$474K - $497K
|
24.9K
$1.17M
|
|
|
Feb 10, 2025
Q4 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-233- 1.54% |
$10.1K - $10.6K
|
14.9K
$701K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 46.86% |
$102K - $106K
|
7.35K
$346K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$203K - $213K
|
4.68K
$221K
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-27- 0.42% |
$1.17K - $1.23K
|
6.37K
$300K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
252+ 1.01% |
$10.9K - $11.4K
|
25.2K
$1.19M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.69KNew |
$333K - $349K
|
7.69K
$363K
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.86% |
$4.55K - $4.77K
|
12.3K
$578K
|
|
|
Jan 13, 2025
Q4 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-965- 2.91% |
$41.8K - $43.8K
|
32.2K
$1.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
SELL
|
- |
-63.5K- 91.15% |
$2.75M - $2.88M
|
6.16K
$291K
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-336- 6.36% |
$14.6K - $15.3K
|
4.95K
$233K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-150- 1.46% |
$6.5K - $6.81K
|
10.1K
$478K
|
|
| Q3 2024 | |||||||
|
Feb 04, 2025
Q3 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
652+ 25.23% |
$26.2K - $28.5K
|
3.24K
$153K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.98K+ 39.48% |
$120K - $130K
|
10.5K
$496K
|
|