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 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-21- 0.33% |
$818 - $877
|
6.43K
$280K
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-3.2K- 36.73% |
$125K - $134K
|
5.51K
$240K
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-480- 0.19% |
$18.7K - $20.1K
|
252K
$11M
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-806- 4.13% |
$31.4K - $33.7K
|
18.7K
$815K
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
341K+ 5016.41% |
$13.3M - $14.3M
|
348K
$15.2M
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-5.86K- 19.49% |
$228K - $245K
|
24.2K
$1.06M
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$182K - $195K
|
4.68K
$204K
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.22% |
$1.05K - $1.13K
|
12.2K
$531K
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-240- 1.43% |
$9.35K - $10K
|
16.5K
$719K
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
SELL
|
- |
-486- 2.62% |
$18.9K - $20.3K
|
18.1K
$787K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-100- 1.73% |
$3.9K - $4.18K
|
5.7K
$248K
|
|
Jul 15, 2024
Q2 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.73K- 42.56% |
$301K - $323K
|
10.4K
$454K
|
|
Jul 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 1.69% |
$5.84K - $6.27K
|
9.05K
$394K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-6.1K- 23.09% |
$238K - $255K
|
20.3K
$886K
|
|
Jul 10, 2024
Q2 2024
|
Lantz Financial LLC
|
SELL
|
- |
-70- 0.3% |
$2.73K - $2.92K
|
22.9K
$998K
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 97.17% |
$32.1K - $34.5K
|
24
$1.05K
|
|
Q1 2024 | |||||||
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
11.7K+ 45.59% |
$435K - $474K
|
37.5K
$1.63M
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 5.49% |
$5.56K - $6.05K
|
2.58K
$113K
|
|
Jul 23, 2024
Q1 2024
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
12.5KNew |
$465K - $506K
|
12.5K
$546K
|
|
May 15, 2024
Q1 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
7.15KNew |
$265K - $288K
|
7.15K
$312K
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
153KNew |
$5.66M - $6.16M
|
153K
$6.65M
|
|
May 14, 2024
Q1 2024
|
Old Mission Capital LLC
|
BUY
|
- |
12.5K+ 111.13% |
$465K - $506K
|
23.8K
$1.04M
|
|
May 14, 2024
Q1 2024
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-133- 1.04% |
$4.93K - $5.36K
|
12.7K
$552K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 29.87% |
$421K - $458K
|
26.6K
$1.16M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5K- 34.89% |
$463K - $504K
|
23.3K
$1.02M
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$380K - $414K
|
10.3K
$447K
|
|
May 13, 2024
Q1 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
5.69KNew |
$211K - $229K
|
5.69K
$248K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-733- 74.27% |
$27.2K - $29.6K
|
254
$11.1K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
325New |
$12K - $13.1K
|
325
$14.2K
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21.7KNew |
$806K - $877K
|
21.7K
$947K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-57- 6.12% |
$2.11K - $2.3K
|
875
$38.1K
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
SELL
|
- |
-1.13K- 15.7% |
$42K - $45.7K
|
6.09K
$265K
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-587- 6.47% |
$21.8K - $23.7K
|
8.49K
$370K
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-120- 0.16% |
$4.45K - $4.84K
|
75.5K
$3.29M
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-939- 2.13% |
$34.8K - $37.9K
|
43.2K
$1.88M
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.41K- 39.28% |
$126K - $138K
|
5.28K
$230K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-38K- 98.67% |
$1.41M - $1.53M
|
514
$22.4K
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-234- 4.12% |
$8.67K - $9.44K
|
5.45K
$237K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
2+ 0.01% |
$74.1 - $80.7
|
32.3K
$1.41M
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-797- 5.06% |
$29.5K - $32.1K
|
14.9K
$651K
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.34K- 8.62% |
$86.9K - $94.5K
|
24.8K
$1.08M
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.04K+ 9.31% |
$113K - $122K
|
35.7K
$1.55M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-96- 3.3% |
$3.56K - $3.87K
|
2.82K
$123K
|
|
Apr 10, 2024
Q1 2024
|
Marcum Wealth, LLC
|
SELL
|
- |
-123K- 74.34% |
$4.56M - $4.96M
|
42.5K
$1.85M
|
|
Q4 2023 | |||||||
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-400- 25.0% |
$13.4K - $15.1K
|
1.2K
$52.3K
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.13KNew |
$71.3K - $80.2K
|
2.13K
$92.8K
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-726K- 97.4% |
$24.3M - $27.3M
|
19.4K
$843K
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$202K - $228K
|
6.05K
$264K
|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
194+ 165.81% |
$6.49K - $7.3K
|
311
$13.6K
|