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 |
|---|---|---|---|---|---|---|---|
|
Oct 17, 2024
Q3 2024
|
Bcs Wealth Management
|
SELL
|
- |
-16- 0.12% |
$667 - $720
|
13.7K
$625K
|
|
|
Oct 16, 2024
Q3 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-90- 0.35% |
$3.75K - $4.05K
|
25.7K
$1.18M
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.13K- 3.17% |
$47K - $50.8K
|
34.4K
$1.58M
|
|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-14K- 10.81% |
$583K - $630K
|
115K
$5.28M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 08, 2024
Q3 2024
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-250- 15.02% |
$10.4K - $11.3K
|
1.41K
$64.7K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-332K- 94.25% |
$13.8M - $14.9M
|
20.2K
$927K
|
|
| Q2 2024 | |||||||
|
Oct 01, 2024
Q2 2024
|
Buska Wealth Management, LLC
Wausau, WI |
SELL
|
- |
-3.29K- 26.62% |
$132K - $142K
|
9.07K
$415K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
4.75KNew |
$191K - $205K
|
4.75K
$217K
|
|
|
Aug 20, 2024
Q2 2024
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
14.4KNew |
$579K - $624K
|
14.4K
$660K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-381- 43.59% |
$15.3K - $16.5K
|
493
$22.6K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-740- 2.94% |
$29.7K - $32K
|
24.4K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
4.87KNew |
$196K - $211K
|
4.87K
$223K
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
2.65KNew |
$106K - $115K
|
2.65K
$121K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
SELL
|
- |
-1.33K- 14.36% |
$53.4K - $57.5K
|
7.93K
$363K
|
|
|
Aug 13, 2024
Q2 2024
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
7.7KNew |
$309K - $333K
|
7.7K
$353K
|
|
|
Aug 09, 2024
Q2 2024
|
Castellan Group
Louisville, KY |
SELL
|
- |
-4.6K- 25.0% |
$185K - $199K
|
13.8K
$632K
|
|
|
Aug 08, 2024
Q2 2024
|
Wp Wealth LLP
Fort Worth, TX |
SELL
|
- |
-33.2K- 76.52% |
$1.33M - $1.44M
|
10.2K
$466K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-830- 1.85% |
$33.3K - $35.9K
|
44K
$2.01M
|
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
414+ 3.15% |
$16.6K - $17.9K
|
13.6K
$621K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
6.14KNew |
$246K - $266K
|
6.14K
$281K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
593+ 1.28% |
$23.8K - $25.7K
|
47K
$2.15M
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
172+ 0.86% |
$6.9K - $7.44K
|
20.3K
$928K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
32+ 1.94% |
$1.28K - $1.38K
|
1.68K
$77K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-237- 4.3% |
$9.51K - $10.3K
|
5.27K
$241K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
400New |
$16.1K - $17.3K
|
400
$18.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-610- 2.23% |
$24.5K - $26.4K
|
26.8K
$1.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-325- 2.05% |
$13K - $14.1K
|
15.5K
$712K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
9+ 100.0% |
$361 - $389
|
18
$824
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-14.8K- 96.83% |
$581K - $616K
|
484
$22.2K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
890+ 36.36% |
$35K - $37.1K
|
3.34K
$153K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
183+ 4.79% |
$7.19K - $7.63K
|
4K
$183K
|
|
|
Jun 28, 2024
Q1 2024
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
5.63KNew |
$221K - $235K
|
5.63K
$258K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.89K - $6.25K
|
150
$6.87K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
235New |
$9.23K - $9.79K
|
235
$10.8K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
3.87K+ 1293.98% |
$152K - $161K
|
4.17K
$191K
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
21.5KNew |
$845K - $897K
|
21.5K
$985K
|
|
|
May 14, 2024
Q1 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
12.7KNew |
$497K - $527K
|
12.7K
$579K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
7.36KNew |
$289K - $306K
|
7.36K
$337K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
10.3K+ 83.43% |
$403K - $428K
|
22.6K
$1.03M
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
263KNew |
$10.3M - $11M
|
263K
$12M
|
|
|
May 07, 2024
Q1 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
4.81KNew |
$189K - $200K
|
4.81K
$220K
|
|
|
May 07, 2024
Q1 2024
|
Firestone Capital Management
|
BUY
|
- |
7.8KNew |
$307K - $325K
|
7.8K
$357K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-2.86K- 20.16% |
$112K - $119K
|
11.3K
$519K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
6.47K+ 3675.57% |
$254K - $270K
|
6.65K
$304K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
160New |
$6.28K - $6.67K
|
160
$7.32K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
42.6K+ 360.1% |
$1.67M - $1.78M
|
54.5K
$2.49M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-346- 1.47% |
$13.6K - $14.4K
|
23.3K
$1.06M
|
|
|
Apr 29, 2024
Q1 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
983+ 10.98% |
$38.6K - $41K
|
9.94K
$455K
|
|
|
Apr 29, 2024
Q1 2024
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-4.51K- 5.22% |
$177K - $188K
|
81.9K
$3.75M
|
|