Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BNOV)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BNOV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
SELL
|
- |
-625- 6.18% |
$22.4K - $23.4K
|
9.49K
$375K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.91K- 72.62% |
$68.5K - $71.4K
|
720
$28.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
SELL
|
- |
-1K- 66.67% |
$35.9K - $37.4K
|
500
$19.7K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-16.7K- 44.52% |
$597K - $623K
|
20.8K
$820K
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-150- 0.77% |
$5.38K - $5.61K
|
19.3K
$763K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
1.76KNew |
$63.1K - $65.8K
|
1.76K
$69.4K
|
|
|
Jul 30, 2024
Q2 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-999- 3.9% |
$35.8K - $37.3K
|
24.6K
$973K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-940- 3.65% |
$33.7K - $35.1K
|
24.8K
$981K
|
|
|
Jul 19, 2024
Q2 2024
|
Berkshire Money Management, Inc.
|
SELL
|
- |
-14- 0.07% |
$502 - $523
|
19.4K
$767K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
3.07K+ 1261.32% |
$106K - $112K
|
3.31K
$131K
|
|
|
May 15, 2024
Q1 2024
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
7.93KNew |
$275K - $289K
|
7.93K
$313K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-4.27K- 23.68% |
$148K - $156K
|
13.8K
$543K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.04K+ 3.37% |
$36.1K - $38.1K
|
32K
$1.26M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
46.6KNew |
$1.61M - $1.7M
|
46.6K
$1.84M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-453- 2.98% |
$15.7K - $16.5K
|
14.8K
$583K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-29- 0.29% |
$1K - $1.06K
|
9.87K
$390K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
SELL
|
- |
-146- 0.43% |
$5.05K - $5.33K
|
33.7K
$1.33M
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-4.44K- 28.53% |
$154K - $162K
|
11.1K
$439K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-1- 0.02% |
$34.6 - $36.5
|
4.13K
$163K
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-250- 0.49% |
$8.66K - $9.12K
|
51K
$2.01M
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3.83K- 8.0% |
$133K - $140K
|
44.1K
$1.74M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
6New |
$208 - $219
|
6
$237
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
832+ 6.06% |
$26.1K - $29.1K
|
14.6K
$575K
|
|
|
Feb 14, 2024
Q4 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
30.2KNew |
$949K - $1.06M
|
30.2K
$1.19M
|
|
|
Feb 14, 2024
Q4 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-1.28K- 13.72% |
$40.2K - $44.7K
|
8.06K
$318K
|
|
|
Feb 13, 2024
Q4 2023
|
Benchmark Investment Advisors LLC
Chicago, IL |
BUY
|
- |
6.17KNew |
$193K - $215K
|
6.17K
$243K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-22.7K- 57.03% |
$713K - $794K
|
17.1K
$676K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
8KNew |
$251K - $279K
|
8K
$316K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
606+ 22.58% |
$19K - $21.2K
|
3.29K
$130K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
920New |
$28.9K - $32.1K
|
920
$36.3K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
61New |
$1.91K - $2.13K
|
61
$2.41K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
4.76KNew |
$149K - $166K
|
4.76K
$188K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
15+ 0.12% |
$471 - $524
|
12.4K
$488K
|
|
|
Jan 25, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-290K- 97.14% |
$9.11M - $10.1M
|
8.57K
$338K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
6.07KNew |
$191K - $212K
|
6.07K
$240K
|
|
|
Jan 12, 2024
Q4 2023
|
Retirement Planning Group
|
BUY
|
- |
8.75KNew |
$275K - $306K
|
8.75K
$346K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-120- 10.53% |
$3.76K - $4.19K
|
1.02K
$40.3K
|
|
|
Jan 09, 2024
Q4 2023
|
Lion Street Advisors, LLC
|
BUY
|
- |
6.11KNew |
$192K - $214K
|
6.11K
$241K
|
|
| Q3 2023 | |||||||
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
680New |
$22.2K - $23.7K
|
680
$26.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
940New |
$30.7K - $32.8K
|
940
$37.1K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
94New |
$3.07K - $3.28K
|
94
$3.71K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1.3KNew |
$40.7K - $44.2K
|
1.3K
$51.3K
|
|
|
Aug 14, 2023
Q2 2023
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
6.26KNew |
$196K - $213K
|
6.26K
$247K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
6.17KNew |
$193K - $209K
|
6.17K
$243K
|
|
|
Aug 04, 2023
Q2 2023
|
Steward Financial Group LLC
|
SELL
|
- |
-10.4K- 24.88% |
$324K - $352K
|
31.3K
$1.24M
|
|
| Q1 2023 | |||||||
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-92- 4.39% |
$2.72K - $2.94K
|
2.01K
$79.2K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.3KNew |
$68K - $73.5K
|
2.3K
$90.8K
|
|
|
May 05, 2023
Q1 2023
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
6.46KNew |
$191K - $206K
|
6.46K
$255K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
672New |
$19.9K - $21.5K
|
672
$26.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-820- 7.47% |
$24.3K - $26.2K
|
10.2K
$401K
|
|