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 11, 2024
Q2 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
150+ 1.69% |
$5.84K - $6.27K
|
9.05K
$410K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 97.17% |
$32.1K - $34.5K
|
24
$1.09K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-6.85K- 51.82% |
$254K - $276K
|
6.37K
$288K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-150- 5.49% |
$5.56K - $6.05K
|
2.58K
$117K
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
153KNew |
$5.66M - $6.16M
|
153K
$6.91M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5K- 34.89% |
$463K - $504K
|
23.3K
$1.06M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 29.87% |
$421K - $458K
|
26.6K
$1.21M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$380K - $414K
|
10.3K
$464K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-57- 6.12% |
$2.11K - $2.3K
|
875
$39.6K
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-587- 6.47% |
$21.8K - $23.7K
|
8.49K
$384K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-120- 0.16% |
$4.45K - $4.84K
|
75.5K
$3.42M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-939- 2.13% |
$34.8K - $37.9K
|
43.2K
$1.96M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.41K- 39.28% |
$126K - $138K
|
5.28K
$239K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-38K- 98.67% |
$1.41M - $1.53M
|
514
$23.3K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-797- 5.06% |
$29.5K - $32.1K
|
14.9K
$677K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.34K- 8.62% |
$86.9K - $94.5K
|
24.8K
$1.13M
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-96- 3.3% |
$3.56K - $3.87K
|
2.82K
$127K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.13KNew |
$71.3K - $80.2K
|
2.13K
$96.5K
|
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-726K- 97.4% |
$24.3M - $27.3M
|
19.4K
$877K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$202K - $228K
|
6.05K
$274K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-827- 98.1% |
$27.7K - $31.1K
|
16
$724
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$5.02K - $5.64K
|
150
$6.79K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$243K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.12K- 3.41% |
$37.5K - $42.1K
|
31.7K
$1.44M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1K- 14.81% |
$33.4K - $37.6K
|
5.75K
$260K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12New |
$401 - $452
|
12
$543
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$866K - $911K
|
25.2K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
209KNew |
$7.17M - $7.54M
|
209K
$9.45M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
7.62KNew |
$262K - $276K
|
7.62K
$345K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35.8KNew |
$1.23M - $1.29M
|
35.8K
$1.62M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.86KNew |
$201K - $212K
|
5.86K
$265K
|
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$25.8K - $27.2K
|
248
$11.2K
|
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.8KNew |
$234K - $246K
|
6.8K
$308K
|
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.45K+ 52.81% |
$290K - $305K
|
24.5K
$1.11M
|
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207KNew |
$7.11M - $7.48M
|
207K
$9.38M
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 31.38% |
$541K - $591K
|
36.6K
$1.66M
|
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
708+ 10.44% |
$22.9K - $25K
|
7.49K
$339K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8- 0.11% |
$246 - $264
|
7.24K
$328K
|
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.4K- 22.98% |
$196K - $212K
|
21.5K
$971K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$32.2K - $34.7K
|
1.05K
$47.5K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.23KNew |
$181K - $201K
|
6.23K
$282K
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49KNew |
$159K - $177K
|
5.49K
$249K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.32K+ 6.55% |
$96.3K - $107K
|
53.9K
$2.44M
|
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10New |
$291 - $322
|
10
$453
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$60.9K - $67.5K
|
2.1K
$95K
|
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-821- 9.05% |
$23.9K - $26.4K
|
8.25K
$374K
|
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 11.64% |
$53.2K - $59K
|
13.9K
$630K
|
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-759- 55.85% |
$22K - $24.4K
|
600
$27.2K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.41KNew |
$273K - $303K
|
9.41K
$426K
|
|
| Q3 2022 | |||||||
|
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16.1KNew |
$470K - $529K
|
16.1K
$729K
|
|