Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BJUL)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUL) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
26.6KNew |
$1.05M - $1.25M
|
26.6K
$1.25M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
160New |
$6.34K - $7.54K
|
160
$7.54K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
73+ 0.2% |
$2.89K - $3.44K
|
37.1K
$1.75M
|
|
| Q1 2025 | |||||||
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
349K+ 161.98% |
$14.9M - $16.1M
|
564K
$26.6M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
250KNew |
$10.7M - $11.5M
|
250K
$11.8M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
186KNew |
$7.94M - $8.58M
|
186K
$8.77M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
88.1KNew |
$3.76M - $4.06M
|
88.1K
$4.15M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
58.7K+ 17.18% |
$2.5M - $2.7M
|
400K
$18.9M
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
56KNew |
$2.39M - $2.58M
|
56K
$2.64M
|
|
|
May 08, 2025
Q1 2025
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
50.3KNew |
$2.15M - $2.32M
|
50.3K
$2.37M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.7K+ 32.77% |
$927K - $1M
|
88K
$4.15M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
11.1KNew |
$472K - $510K
|
11.1K
$522K
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
8.57KNew |
$365K - $395K
|
8.57K
$404K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
7.32K+ 29.19% |
$312K - $337K
|
32.4K
$1.53M
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
6.9K+ 14.82% |
$294K - $318K
|
53.4K
$2.52M
|
|
|
May 15, 2025
Q1 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
BUY
|
- |
5.71KNew |
$244K - $263K
|
5.71K
$269K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.61K+ 2.17% |
$239K - $258K
|
264K
$12.4M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
1.75K+ 561.41% |
$74.5K - $80.5K
|
2.06K
$97K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.18K+ 7356.25% |
$50.2K - $54.2K
|
1.19K
$56.2K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
BUY
|
- |
1.04K+ 2.61% |
$44.5K - $48.1K
|
41.1K
$1.94M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
768+ 2.78% |
$32.8K - $35.4K
|
28.4K
$1.34M
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
478New |
$20.4K - $22K
|
478
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
420New |
$17.9K - $19.4K
|
420
$19.8K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
280+ 0.81% |
$11.9K - $12.9K
|
34.9K
$1.64M
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
119+ 0.54% |
$5.08K - $5.48K
|
22K
$1.04M
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
105+ 238.64% |
$4.48K - $4.84K
|
149
$7.02K
|
|
|
May 02, 2025
Q1 2025
|
Acas, LLC
|
BUY
|
- |
100+ 1.46% |
$4.27K - $4.61K
|
6.94K
$327K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2024 | |||||||
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
22.5KNew |
$977K - $1.02M
|
22.5K
$1.06M
|
|
|
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
13.6K+ 7.58% |
$590K - $619K
|
193K
$9.11M
|
|
|
Feb 11, 2025
Q4 2024
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
10.9K+ 78.32% |
$474K - $497K
|
24.9K
$1.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
7.69KNew |
$333K - $349K
|
7.69K
$363K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.42KNew |
$235K - $246K
|
5.42K
$255K
|
|
|
Feb 06, 2025
Q4 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
4.68KNew |
$203K - $213K
|
4.68K
$221K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
$130K - $136K
|
3K
$141K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.34K+ 46.86% |
$102K - $106K
|
7.35K
$346K
|
|
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
986New |
$42.7K - $44.8K
|
986
$46.5K
|
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
252+ 1.01% |
$10.9K - $11.4K
|
25.2K
$1.19M
|
|
|
Jan 14, 2025
Q4 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
105+ 0.86% |
$4.55K - $4.77K
|
12.3K
$578K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.6M - $11.5M
|
263K
$12.4M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
15.3K+ 278.12% |
$617K - $670K
|
20.8K
$982K
|
|
|
Oct 21, 2024
Q3 2024
|
My Personal Cfo, LLC
|
BUY
|
- |
11.1K+ 23.66% |
$447K - $485K
|
58K
$2.74M
|
|
|
Nov 14, 2024
Q3 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
6.28K+ 47.27% |
$253K - $274K
|
19.6K
$922K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.13KNew |
$247K - $268K
|
6.13K
$289K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
5.7KNew |
$229K - $249K
|
5.7K
$268K
|
|
|
Oct 08, 2024
Q3 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
5.69KNew |
$229K - $249K
|
5.69K
$268K
|
|
|
Nov 14, 2024
Q3 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
5.38KNew |
$217K - $235K
|
5.38K
$254K
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.98K+ 39.48% |
$120K - $130K
|
10.5K
$496K
|
|
|
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
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1.23K+ 25.1% |
$49.6K - $53.8K
|
6.14K
$289K
|
|