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 |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Schulz Wealth, Ltd.
Mansfield, TX |
BUY
|
- |
8.52KNew |
$285K - $320K
|
8.52K
$371K
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-827- 98.1% |
$27.7K - $31.1K
|
16
$697
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
150New |
$5.02K - $5.64K
|
150
$6.54K
|
|
Feb 08, 2024
Q4 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
5.37KNew |
$180K - $202K
|
5.37K
$234K
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-1.12K- 3.41% |
$37.5K - $42.1K
|
31.7K
$1.38M
|
|
Jan 22, 2024
Q4 2023
|
4 J Wealth Management LLC
|
SELL
|
- |
-1K- 14.81% |
$33.4K - $37.6K
|
5.75K
$251K
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500+ 12.5% |
$16.7K - $18.8K
|
4.5K
$196K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
12New |
$401 - $452
|
12
$523
|
|
Q3 2023 | |||||||
Dec 06, 2023
Q3 2023
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-195- 0.81% |
$6.7K - $7.05K
|
23.9K
$1.04M
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
7.55KNew |
$259K - $273K
|
7.55K
$329K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
25.2KNew |
$866K - $911K
|
25.2K
$1.1M
|
|
Nov 14, 2023
Q3 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.05KNew |
$208K - $219K
|
6.05K
$264K
|
|
Nov 14, 2023
Q3 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
14KNew |
$481K - $506K
|
14K
$610K
|
|
Nov 13, 2023
Q3 2023
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
209KNew |
$7.17M - $7.54M
|
209K
$9.09M
|
|
Nov 13, 2023
Q3 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
BUY
|
- |
7.62KNew |
$262K - $276K
|
7.62K
$332K
|
|
Nov 13, 2023
Q3 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
8.05K+ 2683.33% |
$277K - $291K
|
8.35K
$364K
|
|
Nov 09, 2023
Q3 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
35.8KNew |
$1.23M - $1.29M
|
35.8K
$1.56M
|
|
Nov 08, 2023
Q3 2023
|
Archer Investment Corp
|
SELL
|
- |
-752- 75.2% |
$25.8K - $27.2K
|
248
$10.8K
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.86KNew |
$201K - $212K
|
5.86K
$255K
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-538- 10.57% |
$18.5K - $19.4K
|
4.55K
$198K
|
|
Oct 13, 2023
Q3 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6.8KNew |
$234K - $246K
|
6.8K
$296K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
8.45K+ 52.81% |
$290K - $305K
|
24.5K
$1.07M
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
207KNew |
$7.11M - $7.48M
|
207K
$9.02M
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 31.38% |
$541K - $591K
|
36.6K
$1.6M
|
|
Aug 07, 2023
Q2 2023
|
Collaborative Wealth Managment Inc.
Lake Mary, FL |
BUY
|
- |
708+ 10.44% |
$22.9K - $25K
|
7.49K
$326K
|
|
Q1 2023 | |||||||
Jan 02, 2024
Q1 2023
|
Southland Equity Partners LLC
Wildwood, MO |
BUY
|
- |
7.48KNew |
$230K - $247K
|
7.48K
$326K
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-8- 0.11% |
$246 - $264
|
7.24K
$315K
|
|
May 02, 2023
Q1 2023
|
Bcgm Wealth Management, LLC
|
SELL
|
- |
-6.4K- 22.98% |
$196K - $212K
|
21.5K
$935K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
1.05KNew |
$32.2K - $34.7K
|
1.05K
$45.7K
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
160New |
$4.91K - $5.29K
|
160
$6.97K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.49KNew |
$159K - $177K
|
5.49K
$239K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
6.23KNew |
$181K - $201K
|
6.23K
$271K
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
3.32K+ 6.55% |
$96.3K - $107K
|
53.9K
$2.35M
|
|
Feb 10, 2023
Q4 2022
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
10New |
$291 - $322
|
10
$436
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.1KNew |
$60.9K - $67.5K
|
2.1K
$91.4K
|
|
Feb 02, 2023
Q4 2022
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-1.83K- 11.64% |
$53.2K - $59K
|
13.9K
$606K
|
|
Feb 02, 2023
Q4 2022
|
Altfest L J & CO Inc
|
SELL
|
- |
-821- 9.05% |
$23.9K - $26.4K
|
8.25K
$360K
|
|
Feb 01, 2023
Q4 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-759- 55.85% |
$22K - $24.4K
|
600
$26.1K
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
9.41KNew |
$273K - $303K
|
9.41K
$410K
|
|
Q3 2022 | |||||||
Jan 03, 2023
Q3 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
16.1KNew |
$470K - $529K
|
16.1K
$702K
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$521K - $587K
|
17.9K
$779K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
900+ 6.15% |
$26.2K - $29.6K
|
15.5K
$677K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26.1K+ 37.62% |
$761K - $857K
|
95.4K
$4.16M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
19.7KNew |
$574K - $646K
|
19.7K
$858K
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.25K- 47.35% |
$183K - $207K
|
6.95K
$303K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$14.6K - $16.6K
|
500
$21.8K
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
19.4KNew |
$568K - $645K
|
19.4K
$847K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-32.9KClosed |
$961K - $1.09M
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
258KNew |
$7.53M - $8.55M
|
258K
$11.2M
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.36KClosed |
$39.8K - $45.1K
|
0
$0
|