Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BJUN)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BJUN) 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 |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.25KNew |
N/A
|
7.25K
$283K
|
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
355+ 113.78% |
N/A
|
667
$26.1K
|
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
7.61K+ 66.73% |
N/A
|
19K
$743K
|
|
|
Jul 21, 2025
Q2 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
180+ 0.88% |
N/A
|
20.6K
$805K
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
3.29K+ 16.1% |
N/A
|
23.7K
$928K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.47K- 16.46% |
N/A
|
12.5K
$490K
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.38K+ 4.27% |
N/A
|
33.7K
$1.32M
|
|
|
Jul 16, 2025
Q2 2025
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
1.51K+ 26.1% |
N/A
|
7.28K
$284K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
531+ 2.26% |
N/A
|
24K
$940K
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
940+ 15.6% |
N/A
|
6.97K
$272K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
1.76K+ 18.15% |
N/A
|
11.5K
$449K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
BUY
|
- |
1.2K+ 0.47% |
N/A
|
255K
$9.96M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
116+ 0.95% |
N/A
|
12.4K
$484K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.04KNew |
N/A
|
6.04K
$236K
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
2.34K+ 19.53% |
N/A
|
14.3K
$560K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-769- 2.69% |
N/A
|
27.8K
$1.09M
|
|
| Q1 2025 | |||||||
|
Aug 11, 2025
Q1 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
19.8K+ 139.92% |
N/A
|
33.9K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Old Mission Capital LLC
|
BUY
|
- |
27.7KNew |
N/A
|
27.7K
$1.08M
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
68New |
N/A
|
68
$2.66K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
SELL
|
- |
-74- 0.25% |
N/A
|
30.1K
$1.18M
|
|
|
May 15, 2025
Q1 2025
|
Ascent Group, LLC
|
BUY
|
- |
6.56KNew |
N/A
|
6.56K
$256K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
8New |
N/A
|
8
$313
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
3.01KNew |
N/A
|
3.01K
$118K
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.5K+ 3583.8% |
N/A
|
15.9K
$622K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
5.56KNew |
N/A
|
5.56K
$218K
|
|
|
Apr 21, 2025
Q1 2025
|
Siligmueller & Norvid Wealth Advisors LLC
Glen Ellyn, IL |
SELL
|
- |
-4.2K- 20.61% |
N/A
|
16.2K
$633K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-50- 0.16% |
N/A
|
31.7K
$1.24M
|
|
| Q4 2024 | |||||||
|
Mar 06, 2025
Q4 2024
|
Wood Tarver Financial Group, LLC
Boise, ID |
BUY
|
- |
201New |
N/A
|
201
$7.86K
|
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
3KNew |
N/A
|
3K
$117K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.08KNew |
N/A
|
3.08K
$120K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-16.6K- 66.75% |
N/A
|
8.27K
$323K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-180- 1.3% |
N/A
|
13.7K
$536K
|
|
|
Jan 27, 2025
Q4 2024
|
Berkshire Money Management, Inc.
|
BUY
|
- |
6.33KNew |
N/A
|
6.33K
$247K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.66K- 17.39% |
N/A
|
7.89K
$308K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-10- 10.0% |
$391 - $391
|
90
$3.52K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
5KNew |
$196K - $196K
|
5K
$196K
|
|
|
Oct 22, 2024
Q3 2024
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-928- 8.51% |
$36.3K - $36.3K
|
9.98K
$390K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-753- 5.35% |
$29.4K - $29.4K
|
13.3K
$521K
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
19KNew |
$702K - $742K
|
19K
$741K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.78KNew |
$251K - $265K
|
6.78K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6.04KNew |
$224K - $236K
|
6.04K
$236K
|
|
|
Aug 12, 2024
Q2 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-140- 2.6% |
$5.18K - $5.48K
|
5.24K
$205K
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
160KNew |
$5.91M - $6.24M
|
160K
$6.24M
|
|
|
Aug 09, 2024
Q2 2024
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
97.9KNew |
$3.62M - $3.83M
|
97.9K
$3.83M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.02K+ 488.21% |
$112K - $118K
|
3.64K
$142K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
713New |
$26.4K - $27.9K
|
713
$27.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-219- 84.23% |
$8.11K - $8.57K
|
41
$1.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
5.13KNew |
$190K - $201K
|
5.13K
$200K
|
|
|
Jul 12, 2024
Q2 2024
|
Southland Equity Partners LLC
Wildwood, MO |
SELL
|
- |
-1.29K- 10.22% |
$47.6K - $50.3K
|
11.3K
$442K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
9.56KNew |
$337K - $359K
|
9.56K
$374K
|
|