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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
401+ 123.38% |
$16.1K - $17.5K
|
726
$34.2K
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1.19K+ 98.75% |
$47.7K - $51.8K
|
2.39K
$112K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38KNew |
$217K - $235K
|
5.38K
$254K
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.28K+ 47.27% |
$253K - $274K
|
19.6K
$922K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.6M - $11.5M
|
263K
$12.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
SELL
|
- |
-368- 44.39% |
$14.8K - $16.1K
|
461
$21.7K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$229K - $249K
|
5.7K
$268K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
2.37K+ 20.71% |
$95.3K - $103K
|
13.8K
$651K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
790+ 493.75% |
$31.8K - $34.5K
|
950
$44.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.23K+ 25.1% |
$49.6K - $53.8K
|
6.14K
$289K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-378- 6.94% |
$15.2K - $16.5K
|
5.07K
$239K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-4K- 88.89% |
$161K - $175K
|
500
$23.6K
|
|
|
Oct 25, 2024
Q3 2024
|
Schulz Wealth, Ltd.
Mansfield, TX |
SELL
|
- |
-3.39K- 39.81% |
$136K - $148K
|
5.13K
$242K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.13KNew |
$247K - $268K
|
6.13K
$289K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
11.1K+ 23.66% |
$447K - $485K
|
58K
$2.74M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 278.12% |
$617K - $670K
|
20.8K
$982K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-203- 1.09% |
$8.17K - $8.87K
|
18.5K
$872K
|
|
|
Oct 15, 2024
Q3 2024
|
Gradient Investments LLC
|
SELL
|
- |
-12.3K- 50.57% |
$493K - $535K
|
12K
$565K
|
|
|
Oct 15, 2024
Q3 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-957- 12.8% |
$38.5K - $41.8K
|
6.52K
$307K
|
|
|
Oct 11, 2024
Q3 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
863New |
$34.7K - $37.7K
|
863
$40.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$229K - $249K
|
5.69K
$268K
|
|
| Q2 2024 | |||||||
|
Aug 28, 2024
Q2 2024
|
Souders Financial Advisors
|
BUY
|
- |
6.87KNew |
$267K - $287K
|
6.87K
$324K
|
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-477- 8.76% |
$18.6K - $19.9K
|
4.97K
$234K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-200- 8.33% |
$7.79K - $8.36K
|
2.2K
$104K
|
|
|
Aug 07, 2024
Q2 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
2.85K+ 54.02% |
$111K - $119K
|
8.11K
$382K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.71KNew |
$66.4K - $71.2K
|
1.71K
$80.4K
|
|
|
Jul 15, 2024
Q2 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-100- 1.73% |
$3.9K - $4.18K
|
5.7K
$268K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-825- 97.17% |
$32.1K - $34.5K
|
24
$1.13K
|
|
| Q1 2024 | |||||||
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-12.5K- 34.89% |
$463K - $504K
|
23.3K
$1.1M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-11.4K- 29.87% |
$421K - $458K
|
26.6K
$1.26M
|
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
153KNew |
$5.66M - $6.16M
|
153K
$7.2M
|
|
|
May 13, 2024
Q1 2024
|
Hrt Financial LP
New York, NY |
BUY
|
- |
10.3KNew |
$380K - $414K
|
10.3K
$483K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
SELL
|
- |
-57- 6.12% |
$2.11K - $2.3K
|
875
$41.2K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-120- 0.16% |
$4.45K - $4.84K
|
75.5K
$3.56M
|
|
|
May 06, 2024
Q1 2024
|
Spectrum Investment Advisors, Inc.
Mequon, WI |
SELL
|
- |
-587- 6.47% |
$21.8K - $23.7K
|
8.49K
$400K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-939- 2.13% |
$34.8K - $37.9K
|
43.2K
$2.04M
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-3.41K- 39.28% |
$126K - $138K
|
5.28K
$249K
|
|
|
Apr 17, 2024
Q1 2024
|
Cornerstone Wealth Group, LLC
|
SELL
|
- |
-2.34K- 8.62% |
$86.9K - $94.5K
|
24.8K
$1.17M
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
2.13KNew |
$71.3K - $80.2K
|
2.13K
$100K
|
|
|
Feb 16, 2024
Q4 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-726K- 97.4% |
$24.3M - $27.3M
|
19.4K
$913K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.05KNew |
$202K - $228K
|
6.05K
$285K
|
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$253K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.12K- 3.41% |
$37.5K - $42.1K
|
31.7K
$1.5M
|
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1K- 14.81% |
$33.4K - $37.6K
|
5.75K
$271K
|
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12New |
$401 - $452
|
12
$566
|
|
| Q3 2023 | |||||||
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$866K - $911K
|
25.2K
$1.19M
|
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
209KNew |
$7.17M - $7.54M
|
209K
$9.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
7.62KNew |
$262K - $276K
|
7.62K
$359K
|
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35.8KNew |
$1.23M - $1.29M
|
35.8K
$1.69M
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.86KNew |
$201K - $212K
|
5.86K
$276K
|
|