Latest Institutional Purchases of Innovator U.S. Equity Buffer E (BMAR)
This list provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BMAR) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
150New |
$5.89K - $6.25K
|
150
$6.87K
|
|
| Q4 2023 | |||||||
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
5.77KNew |
$203K - $229K
|
5.77K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
3.69K+ 78.4% |
$130K - $146K
|
8.4K
$385K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
55New |
$1.93K - $2.18K
|
55
$2.52K
|
|
| Q3 2023 | |||||||
|
Oct 11, 2023
Q3 2023
|
Pinnacle Wealth Management Group, Inc.
|
BUY
|
- |
8.8KNew |
$319K - $332K
|
8.8K
$403K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
5.6KNew |
$203K - $211K
|
5.6K
$256K
|
|
| Q2 2023 | |||||||
|
Aug 08, 2023
Q2 2023
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
8.88KNew |
$307K - $329K
|
8.88K
$406K
|
|
|
May 14, 2024
Q2 2023
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.23KNew |
$250K - $268K
|
7.23K
$331K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
8.28K+ 130.31% |
$265K - $287K
|
14.6K
$670K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
6.68KNew |
$214K - $231K
|
6.68K
$306K
|
|
|
Apr 14, 2023
Q1 2023
|
John W. Brooker & Co., Cp As
|
BUY
|
- |
6KNew |
$192K - $208K
|
6K
$275K
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
1.1KNew |
$35.3K - $38.1K
|
1.1K
$50.4K
|
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
500New |
$16K - $17.3K
|
500
$22.9K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
30New |
$962 - $1.04K
|
30
$1.37K
|
|
|
May 11, 2023
Q1 2023
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
9New |
$289 - $312
|
9
$412
|
|
| Q4 2022 | |||||||
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
289New |
$8.7K - $9.55K
|
289
$13.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
180New |
$5.42K - $5.95K
|
180
$8.24K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.93KNew |
$300K - $338K
|
9.93K
$455K
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
8.36KNew |
$252K - $285K
|
8.36K
$383K
|
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.78KNew |
$53.5K - $60.4K
|
1.78K
$81.3K
|
|
| Q1 2022 | |||||||
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
85.5KNew |
$2.82M - $3.03M
|
85.5K
$3.91M
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
600New |
$19.8K - $21.3K
|
600
$27.5K
|
|
| Q1 2021 | |||||||
|
Apr 29, 2021
Q1 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
2KNew |
$59.1K - $62.3K
|
2K
$91.6K
|
|