Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BMAR)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAR) 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 |
|---|---|---|---|---|---|---|---|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
25.1K+ 319.77% |
$1.13M - $1.19M
|
32.9K
$1.56M
|
|
|
Apr 29, 2025
Q1 2025
|
Macroview Investment Management LLC
|
BUY
|
- |
140KNew |
$6.29M - $6.66M
|
140K
$6.61M
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
8.68K+ 103.29% |
$390K - $414K
|
17.1K
$808K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-255- 50.0% |
$11.5K - $12.2K
|
255
$12.1K
|
|
|
Apr 23, 2025
Q1 2025
|
My Personal Cfo, LLC
|
BUY
|
- |
5.7K+ 11.44% |
$256K - $272K
|
55.5K
$2.63M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
BUY
|
- |
9.22K+ 32.09% |
$415K - $440K
|
38K
$1.8M
|
|
|
Apr 23, 2025
Q1 2025
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
1.48KNew |
$66.5K - $70.5K
|
1.48K
$70K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
326+ 1.6% |
$14.7K - $15.5K
|
20.7K
$981K
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
518+ 9.85% |
$23.3K - $24.7K
|
5.78K
$273K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.87K- 4.95% |
$83.9K - $88.9K
|
35.8K
$1.69M
|
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-694- 4.47% |
$31.2K - $33.1K
|
14.8K
$702K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
7.71KNew |
$347K - $368K
|
7.71K
$365K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.74K- 7.29% |
$78.5K - $83.2K
|
22.2K
$1.05M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-6.08K- 50.17% |
$273K - $290K
|
6.04K
$286K
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
5.23K+ 22.47% |
$235K - $249K
|
28.5K
$1.35M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
21.3KNew |
$957K - $1.01M
|
21.3K
$1.01M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
7.58KNew |
$341K - $361K
|
7.58K
$359K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
31.7K+ 8.26% |
$1.42M - $1.51M
|
415K
$19.6M
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
313+ 3.01% |
$14.1K - $14.9K
|
10.7K
$507K
|
|
|
Apr 11, 2025
Q1 2025
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-500- 5.68% |
$22.5K - $23.8K
|
8.3K
$393K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
4.54KNew |
$204K - $217K
|
4.54K
$215K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
BUY
|
- |
20+ 0.02% |
$900 - $954
|
115K
$5.45M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
6.04KNew |
$272K - $288K
|
6.04K
$286K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
9.01K+ 34.1% |
$405K - $430K
|
35.4K
$1.68M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
180New |
$8.1K - $8.58K
|
180
$8.52K
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-6.65K- 36.28% |
$299K - $317K
|
11.7K
$553K
|
|
|
Apr 09, 2025
Q1 2025
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-371- 4.66% |
$16.7K - $17.7K
|
7.58K
$359K
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
BUY
|
- |
10.4K+ 59.01% |
$468K - $496K
|
28K
$1.33M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-105- 23.7% |
$4.72K - $5.01K
|
338
$16K
|
|
| Q4 2024 | |||||||
|
Feb 19, 2025
Q4 2024
|
Blue Sky Capital Consultants Group, Inc.
Poway, CA |
BUY
|
- |
7.85KNew |
$351K - $367K
|
7.85K
$372K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
4.6KNew |
$206K - $215K
|
4.6K
$218K
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
300New |
$13.4K - $14K
|
300
$14.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-2.5K- 11.61% |
$112K - $117K
|
19K
$900K
|
|
|
Feb 14, 2025
Q4 2024
|
Novem Group
Rochester, NY |
BUY
|
- |
18.5KNew |
$826K - $863K
|
18.5K
$874K
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-700- 26.41% |
$31.3K - $32.7K
|
1.95K
$92.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-2.33K- 22.87% |
$104K - $109K
|
7.86K
$372K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-4.02K- 46.49% |
$180K - $188K
|
4.63K
$219K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
SELL
|
- |
-818- 95.01% |
$36.6K - $38.2K
|
43
$2.04K
|
|
|
Feb 12, 2025
Q4 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
20New |
$894 - $935
|
20
$947
|
|
|
Feb 12, 2025
Q4 2024
|
Old Mission Capital LLC
|
BUY
|
- |
5.56K+ 32.64% |
$249K - $260K
|
22.6K
$1.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
25+ 16.67% |
$1.12K - $1.17K
|
175
$8.28K
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
100New |
$4.47K - $4.67K
|
100
$4.73K
|
|
|
Feb 05, 2025
Q4 2024
|
Crown Wealth Group, LLC
|
BUY
|
- |
4.4KNew |
$197K - $206K
|
4.4K
$208K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-400- 10.7% |
$17.9K - $18.7K
|
3.34K
$158K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-1.59K- 6.25% |
$70.8K - $74.1K
|
23.8K
$1.13M
|
|
|
Jan 21, 2025
Q4 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
8.74KNew |
$391K - $408K
|
8.74K
$414K
|
|
|
Jan 13, 2025
Q4 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
1.1K+ 7.61% |
$49.1K - $51.3K
|
15.5K
$735K
|
|
|
Jan 10, 2025
Q4 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-100- 7.07% |
$4.47K - $4.67K
|
1.31K
$62.2K
|
|
| Q3 2024 | |||||||
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.32KNew |
$263K - $284K
|
6.32K
$299K
|
|
|
Nov 14, 2024
Q3 2024
|
Ubs Group Ag
|
BUY
|
- |
621+ 163.42% |
$25.9K - $28K
|
1K
$47.4K
|
|