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 |
---|---|---|---|---|---|---|---|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
20.6K+ 479.75% |
$830K - $900K
|
24.9K
$1.13M
|
|
Oct 28, 2024
Q3 2024
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-2.52K- 4.43% |
$101K - $110K
|
54.3K
$2.46M
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-378- 6.94% |
$15.2K - $16.5K
|
5.07K
$230K
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
22.5K+ 214.29% |
$906K - $983K
|
33K
$1.49M
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.39K- 39.81% |
$136K - $148K
|
5.13K
$232K
|
|
Oct 24, 2024
Q3 2024
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
82+ 0.2% |
$3.3K - $3.58K
|
41.9K
$1.9M
|
|
Oct 24, 2024
Q3 2024
|
Motiv8 Investments LLC
Port St. Lucie, FL |
SELL
|
- |
-631- 1.64% |
$25.4K - $27.6K
|
37.7K
$1.71M
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.01K- 36.39% |
$242K - $262K
|
10.5K
$475K
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.13KNew |
$247K - $268K
|
6.13K
$278K
|
|
Oct 22, 2024
Q3 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
1.17K+ 5.77% |
$47.2K - $51.2K
|
21.5K
$974K
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
11.1K+ 23.66% |
$447K - $485K
|
58K
$2.63M
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.09% |
$8.17K - $8.87K
|
18.5K
$838K
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 278.12% |
$617K - $670K
|
20.8K
$944K
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
34.9K+ 6.46% |
$1.4M - $1.52M
|
575K
$26M
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3.6K+ 3.96% |
$145K - $157K
|
94.6K
$4.28M
|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
BUY
|
- |
12.4K+ 68.74% |
$500K - $542K
|
30.5K
$1.38M
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-657- 1.84% |
$26.5K - $28.7K
|
35K
$1.58M
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
24.7K+ 236.73% |
$994K - $1.08M
|
35.1K
$1.59M
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-295- 1.58% |
$11.9K - $12.9K
|
18.3K
$830K
|
|
Oct 16, 2024
Q3 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-166K- 65.76% |
$6.68M - $7.25M
|
86.4K
$3.91M
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-957- 12.8% |
$38.5K - $41.8K
|
6.52K
$295K
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-27- 0.22% |
$1.09K - $1.18K
|
12.2K
$551K
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-3.35K- 10.37% |
$135K - $146K
|
29K
$1.31M
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12.3K- 50.57% |
$493K - $535K
|
12K
$542K
|
|
Oct 15, 2024
Q3 2024
|
Lantz Financial LLC
|
BUY
|
- |
14.7K+ 64.26% |
$592K - $643K
|
37.6K
$1.7M
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
6.55KNew |
$264K - $286K
|
6.55K
$297K
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
863New |
$34.7K - $37.7K
|
863
$39.1K
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1.94K+ 23.23% |
$78.1K - $84.7K
|
10.3K
$466K
|
|
Oct 08, 2024
Q3 2024
|
Marcum Wealth, LLC
|
BUY
|
- |
114K+ 267.71% |
$4.58M - $4.97M
|
156K
$7.07M
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
26.2K+ 7.54% |
$1.06M - $1.15M
|
374K
$17M
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$229K - $249K
|
5.69K
$258K
|
|
Oct 08, 2024
Q3 2024
|
Heritage Wealth Partners, LLC
Dublin, OH |
BUY
|
- |
69.7KNew |
$2.8M - $3.04M
|
69.7K
$3.15M
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.26K+ 38.82% |
$373K - $405K
|
33.1K
$1.5M
|
|
Oct 07, 2024
Q3 2024
|
City Center Advisors, LLC
Troy, MI |
SELL
|
- |
-768- 6.12% |
$30.9K - $33.5K
|
11.8K
$533K
|
|
Q2 2024 | |||||||
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-665- 5.75% |
$25.9K - $27.8K
|
10.9K
$494K
|
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.87KNew |
$267K - $287K
|
6.87K
$311K
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
709New |
$27.6K - $29.6K
|
709
$32.1K
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
480New |
$18.7K - $20.1K
|
480
$21.7K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-477- 8.76% |
$18.6K - $19.9K
|
4.97K
$225K
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.18K- 18.15% |
$46K - $49.3K
|
5.32K
$241K
|
|
Aug 13, 2024
Q2 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
SELL
|
- |
-348- 6.18% |
$13.6K - $14.5K
|
5.28K
$239K
|
|
Aug 12, 2024
Q2 2024
|
Acas, LLC
|
SELL
|
- |
-900- 12.24% |
$35.1K - $37.6K
|
6.46K
$292K
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 8.33% |
$7.79K - $8.36K
|
2.2K
$99.6K
|
|
Aug 07, 2024
Q2 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
2.38K+ 42.24% |
$92.7K - $99.4K
|
8.01K
$363K
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.85K+ 54.02% |
$111K - $119K
|
8.11K
$367K
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$66.4K - $71.2K
|
1.71K
$77.2K
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-459- 4.04% |
$17.9K - $19.2K
|
10.9K
$494K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$182K - $195K
|
4.68K
$212K
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-100- 1.73% |
$3.9K - $4.18K
|
5.7K
$258K
|