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 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
900+ 6.15% |
$26.2K - $29.6K
|
15.5K
$703K
|
|
|
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
17.9KNew |
$521K - $587K
|
17.9K
$810K
|
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
26.1K+ 37.62% |
$761K - $857K
|
95.4K
$4.32M
|
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
19.7KNew |
$574K - $646K
|
19.7K
$891K
|
|
| Q2 2022 | |||||||
|
Aug 12, 2022
Q2 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-6.25K- 47.35% |
$183K - $207K
|
6.95K
$315K
|
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
500New |
$14.6K - $16.6K
|
500
$22.6K
|
|
|
Aug 05, 2022
Q2 2022
|
M&T Bank Corp
|
BUY
|
- |
19.4KNew |
$568K - $645K
|
19.4K
$880K
|
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-32.9KClosed |
$961K - $1.09M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-1.36KClosed |
$39.8K - $45.1K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-95- 54.6% |
$2.77K - $3.15K
|
79
$3.58K
|
|
|
Jul 21, 2022
Q2 2022
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
12.3KNew |
$359K - $407K
|
12.3K
$556K
|
|
|
Jul 19, 2022
Q2 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
100New |
$2.92K - $3.32K
|
100
$4.53K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-4.15KClosed |
$121K - $137K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
29.7KNew |
$922K - $994K
|
29.7K
$1.34M
|
|
|
May 13, 2022
Q1 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-7.59KClosed |
$236K - $254K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-36.7KClosed |
$1.14M - $1.23M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
258KNew |
$8.02M - $8.65M
|
258K
$11.7M
|
|
|
May 02, 2022
Q1 2022
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-12.6KClosed |
$390K - $420K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-385Closed |
$12.1K - $12.9K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-9.5KClosed |
$298K - $317K
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-419Closed |
$13.1K - $14K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 09, 2021
Q3 2021
|
Advisory Alpha, LLC
|
BUY
|
- |
56.5KNew |
$1.76M - $1.83M
|
56.5K
$2.56M
|
|
|
Nov 03, 2021
Q3 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-23.6KClosed |
$736K - $765K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Jul 30, 2021
Q2 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
797New |
$24.7K - $25K
|
797
$36.1K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.37KClosed |
$40.9K - $42.5K
|
0
$0
|
|
|
May 12, 2021
Q1 2021
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-32KClosed |
$953K - $990K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-1.6KClosed |
$44.4K - $48.1K
|
0
$0
|
|
|
Jan 27, 2021
Q4 2020
|
Wolff Wiese Magana LLC
|
BUY
|
- |
2.96KNew |
$82.4K - $89.2K
|
2.96K
$134K
|
|
|
Jan 22, 2021
Q4 2020
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-31.2KClosed |
$868K - $940K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 09, 2020
Q3 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-12.5KClosed |
$339K - $363K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 12, 2020
Q2 2020
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-13.4KClosed |
$307K - $373K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Xml Financial, LLC
|
SELL
|
- |
-77KClosed |
$1.77M - $2.15M
|
0
$0
|
|
|
Jul 13, 2020
Q2 2020
|
Sound Income Strategies, LLC
|
SELL
|
- |
-1Closed |
$23 - $27.9
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 09, 2020
Q4 2019
|
Hudson Capital Management LLC
|
SELL
|
- |
-10.7KClosed |
$273K - $295K
|
0
$0
|
|
|
Jan 08, 2020
Q4 2019
|
Vista Private Wealth Partners. LLC
|
SELL
|
- |
-4.1KClosed |
$105K - $113K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 15, 2019
Q3 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-9.51KClosed |
$240K - $251K
|
0
$0
|
|
| Q2 2019 | |||||||
|
Jul 29, 2019
Q2 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25KClosed |
$632K - $651K
|
0
$0
|
|
| Q4 2018 | |||||||
|
Feb 01, 2019
Q4 2018
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-400Closed |
$9K - $10.4K
|
0
$0
|
|