Purchases and Sales Made in Q2 2023 in Innovator U.S. Equity Buffer E (BJUL)
This table provides information about the institutional ownership of Innovator U.S. Equity Buffer E (BJUL) during Q2 2023. The information is specifically focused on institutions that hold shares of INNOVATOR U.S. EQUITY BUFFER E.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q2 2023
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-9.7K- 47.41% |
$313K - $342K
|
10.8K
$487K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-10.1K- 45.35% |
$326K - $356K
|
12.2K
$550K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-16.8K- 31.38% |
$541K - $591K
|
36.6K
$1.66M
|
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-25.8K- 17.92% |
$834K - $911K
|
118K
$5.36M
|
|
|
Aug 10, 2023
Q2 2023
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-41.5K- 81.21% |
$1.34M - $1.46M
|
9.59K
$434K
|
|
|
Aug 14, 2023
Q2 2023
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-45.6K- 59.08% |
$1.47M - $1.61M
|
31.6K
$1.43M
|
|
|
Aug 07, 2023
Q2 2023
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-684K- 96.38% |
$22.1M - $24.1M
|
25.6K
$1.16M
|