Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BOCT)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BOCT) 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 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-273- 1.55% |
$11.3K - $12.2K
|
17.3K
$713K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
10.4K+ 13.66% |
$431K - $463K
|
86.4K
$3.55M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
47.1K+ 9.75% |
$1.95M - $2.1M
|
530K
$21.8M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-27.1K- 27.45% |
$1.13M - $1.21M
|
71.8K
$2.95M
|
|
|
Apr 29, 2025
Q1 2025
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
60.4K+ 17.18% |
$2.51M - $2.69M
|
412K
$16.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Wood Tarver Financial Group, LLC
Boise, ID |
SELL
|
- |
-2.98K- 52.16% |
$124K - $133K
|
2.73K
$112K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
3.84K+ 15.44% |
$159K - $171K
|
28.7K
$1.18M
|
|
|
Apr 28, 2025
Q1 2025
|
Straight Path Wealth Management
|
BUY
|
- |
57+ 0.65% |
$2.37K - $2.54K
|
8.77K
$361K
|
|
|
Apr 28, 2025
Q1 2025
|
Weaver Consulting Group
|
BUY
|
- |
7.91K+ 158.57% |
$328K - $352K
|
12.9K
$530K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-6.02K- 35.36% |
$250K - $268K
|
11K
$453K
|
|
|
Apr 23, 2025
Q1 2025
|
Motiv8 Investments LLC
Port St. Lucie, FL |
BUY
|
- |
7.19K+ 14.99% |
$299K - $321K
|
55.2K
$2.27M
|
|
|
Apr 22, 2025
Q1 2025
|
Weaver Capital Management LLC
Suwanee, GA |
SELL
|
- |
-384- 12.4% |
$15.9K - $17.1K
|
2.71K
$111K
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.12K- 2.51% |
$46.6K - $50.1K
|
43.6K
$1.79M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
264+ 12.69% |
$11K - $11.8K
|
2.34K
$96.3K
|
|
|
Apr 22, 2025
Q1 2025
|
Xml Financial, LLC
|
SELL
|
- |
-1.21K- 10.84% |
$50.1K - $53.8K
|
9.93K
$408K
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
5.84KNew |
$243K - $260K
|
5.84K
$240K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.05K+ 7.03% |
$85.1K - $91.4K
|
31.2K
$1.28M
|
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
6.44K+ 2.49% |
$268K - $287K
|
266K
$10.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-27- 0.42% |
$1.12K - $1.2K
|
6.38K
$262K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
SELL
|
- |
-235- 1.87% |
$9.76K - $10.5K
|
12.3K
$506K
|
|
|
Apr 14, 2025
Q1 2025
|
City Center Advisors, LLC
Troy, MI |
BUY
|
- |
679+ 5.73% |
$28.2K - $30.3K
|
12.5K
$515K
|
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-5- 0.02% |
$208 - $223
|
22.3K
$916K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-1.41K- 1.85% |
$58.4K - $62.7K
|
74.7K
$3.07M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-2.84K- 14.23% |
$118K - $127K
|
17.1K
$703K
|
|
|
Apr 08, 2025
Q1 2025
|
Hfg Wealth Management, LLC
The Woodlands, TX |
BUY
|
- |
39.8KNew |
$1.65M - $1.77M
|
39.8K
$1.63M
|
|
|
Apr 08, 2025
Q1 2025
|
Lantz Financial LLC
|
SELL
|
- |
-250- 1.31% |
$10.4K - $11.1K
|
18.8K
$774K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-500- 43.82% |
$20.8K - $22.3K
|
641
$26.3K
|
|
| Q4 2024 | |||||||
|
Mar 17, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
368+ 5.66% |
$15.5K - $16.2K
|
6.88K
$283K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
15.6KNew |
$658K - $689K
|
15.6K
$643K
|
|
|
Feb 25, 2025
Q4 2024
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
27.2KNew |
$1.14M - $1.2M
|
27.2K
$1.12M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-6.47K- 25.45% |
$272K - $285K
|
19K
$779K
|
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
8.15KNew |
$342K - $359K
|
8.15K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-10.6K- 47.87% |
$445K - $466K
|
11.5K
$473K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.07K+ 15.01% |
$44.8K - $46.9K
|
8.16K
$335K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
4.89K+ 17.32% |
$206K - $215K
|
33.1K
$1.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-19.6K- 15.33% |
$824K - $863K
|
108K
$4.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
500New |
$21K - $22K
|
500
$20.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Three Seasons Wealth, LLC
Salt Lake City, UT |
BUY
|
- |
5.57KNew |
$234K - $245K
|
5.57K
$229K
|
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
13.6KNew |
$571K - $598K
|
13.6K
$558K
|
|
|
Feb 14, 2025
Q4 2024
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
15.6KNew |
$655K - $686K
|
15.6K
$640K
|
|
|
Feb 13, 2025
Q4 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
875+ 12.17% |
$36.8K - $38.5K
|
8.06K
$331K
|
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
7.69KNew |
$323K - $338K
|
7.69K
$316K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-3.48K- 42.36% |
$146K - $153K
|
4.74K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
8.02KNew |
$337K - $353K
|
8.02K
$329K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
4.71K+ 10466.67% |
$198K - $207K
|
4.76K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
38K+ 252.26% |
$1.6M - $1.67M
|
53.1K
$2.18M
|
|
|
Feb 13, 2025
Q4 2024
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
591+ 4.62% |
$24.8K - $26K
|
13.4K
$550K
|
|
|
Feb 13, 2025
Q4 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
101K+ 130.83% |
$4.23M - $4.43M
|
177K
$7.29M
|
|
|
Feb 13, 2025
Q4 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
SELL
|
- |
-177- 27.44% |
$7.44K - $7.8K
|
468
$19.2K
|
|