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 |
---|---|---|---|---|---|---|---|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
8.49KNew |
$299K - $319K
|
8.49K
$332K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-3.18K- 18.08% |
$112K - $119K
|
14.4K
$563K
|
|
May 14, 2024
Q1 2024
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
52.2KNew |
$1.84M - $1.96M
|
52.2K
$2.04M
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
65New |
$2.29K - $2.44K
|
65
$2.54K
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
SELL
|
- |
-202- 3.19% |
$7.13K - $7.6K
|
6.14K
$240K
|
|
May 10, 2024
Q1 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-185- 1.93% |
$6.53K - $6.96K
|
9.38K
$367K
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
SELL
|
- |
-104- 0.68% |
$3.67K - $3.91K
|
15.1K
$590K
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
31.3KNew |
$1.1M - $1.18M
|
31.3K
$1.22M
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-434- 17.13% |
$15.3K - $16.3K
|
2.1K
$82.1K
|
|
Apr 12, 2024
Q1 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-60Closed |
$2.12K - $2.26K
|
0
$0
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
22.9KNew |
$731K - $819K
|
22.9K
$897K
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
61New |
$1.94K - $2.18K
|
61
$2.39K
|
|
Feb 08, 2024
Q4 2023
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-63.6K- 26.43% |
$2.03M - $2.27M
|
177K
$6.92M
|
|
Q3 2023 | |||||||
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
BUY
|
- |
9.48KNew |
$310K - $325K
|
9.48K
$371K
|
|
Nov 02, 2023
Q3 2023
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-539- 7.02% |
$17.6K - $18.4K
|
7.14K
$279K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-7.1K- 28.99% |
$232K - $243K
|
17.4K
$679K
|
|
Q2 2023 | |||||||
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
3.5KNew |
$111K - $117K
|
3.5K
$137K
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
2.16K+ 45.94% |
$68.5K - $72.4K
|
6.86K
$268K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
20.9KNew |
$664K - $702K
|
20.9K
$818K
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
24.6KNew |
$781K - $826K
|
24.6K
$963K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
211KNew |
$6.69M - $7.07M
|
211K
$8.24M
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
271K+ 3521.12% |
$8.6M - $9.1M
|
279K
$10.9M
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
16.9KNew |
$536K - $567K
|
16.9K
$661K
|
|
Aug 08, 2023
Q2 2023
|
Integrity Financial Corp
|
BUY
|
- |
46+ 270.59% |
$1.46K - $1.54K
|
63
$2.46K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
7.62KNew |
$242K - $256K
|
7.62K
$298K
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
BUY
|
- |
5.38KNew |
$171K - $180K
|
5.38K
$210K
|
|
Jul 20, 2023
Q2 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
2.53KNew |
$80.2K - $84.8K
|
2.53K
$98.8K
|
|
Jul 18, 2023
Q2 2023
|
D.B. Root & Company, LLC
|
BUY
|
- |
26KNew |
$826K - $873K
|
26K
$1.02M
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
166New |
$5.27K - $5.57K
|
166
$6.49K
|
|
Jul 13, 2023
Q2 2023
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
625New |
$19.8K - $21K
|
625
$24.4K
|
|
Jul 10, 2023
Q2 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
6.3KNew |
$200K - $211K
|
6.3K
$246K
|
|
Q1 2023 | |||||||
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
1.26KNew |
$38.3K - $40.9K
|
1.26K
$49.3K
|
|
May 12, 2023
Q1 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
500New |
$15.2K - $16.2K
|
500
$19.6K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
535New |
$16.2K - $17.4K
|
535
$20.9K
|
|
Apr 24, 2023
Q1 2023
|
Mc Adam, LLC
|
BUY
|
- |
8.67KNew |
$263K - $281K
|
8.67K
$339K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
7.89KNew |
$235K - $251K
|
7.89K
$308K
|
|
Feb 14, 2023
Q4 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-3.03K- 6.38% |
$90.3K - $96.5K
|
44.5K
$1.74M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
50New |
$1.49K - $1.59K
|
50
$1.96K
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
500New |
$14.9K - $15.9K
|
500
$19.6K
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
22.7KNew |
$668K - $745K
|
22.7K
$887K
|
|
Oct 25, 2022
Q3 2022
|
Round Table Services, LLC
|
BUY
|
- |
62.8K+ 257.92% |
$1.85M - $2.06M
|
87.1K
$3.41M
|
|
Oct 06, 2022
Q3 2022
|
Krilogy Financial LLC
|
BUY
|
- |
17.8KNew |
$525K - $585K
|
17.8K
$697K
|
|
Q2 2022 | |||||||
Aug 11, 2022
Q2 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
10.3KNew |
$301K - $357K
|
10.3K
$404K
|
|
Aug 11, 2022
Q2 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
1KNew |
$29.1K - $34.5K
|
1K
$39.1K
|
|
Aug 08, 2022
Q2 2022
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-333KClosed |
$9.69M - $11.5M
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Bedel Financial Consulting, Inc.
|
SELL
|
- |
-812Closed |
$23.6K - $28K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
8.18KNew |
$238K - $282K
|
8.18K
$320K
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-5.98KClosed |
$174K - $207K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-1.47KClosed |
$42.8K - $50.7K
|
0
$0
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
37.4K+ 1462.62% |
$1.09M - $1.29M
|
39.9K
$1.56M
|