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 |
|---|---|---|---|---|---|---|---|
|
Oct 16, 2023
Q3 2023
|
Epic Trust Investment Advisors, LLC
|
SELL
|
- |
-450- 7.36% |
$15.9K - $16.7K
|
5.67K
$246K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
5.82KNew |
$206K - $217K
|
5.82K
$253K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
2.52KNew |
$84.7K - $91.8K
|
2.52K
$110K
|
|
|
Aug 11, 2023
Q2 2023
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-950- 13.95% |
$31.9K - $34.6K
|
5.86K
$255K
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.33K- 18.11% |
$44.6K - $48.4K
|
6.01K
$262K
|
|
| Q1 2023 | |||||||
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
600New |
$18.9K - $20.4K
|
600
$26.1K
|
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
896New |
$28.3K - $30.4K
|
896
$39K
|
|
|
May 15, 2023
Q1 2023
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
- |
-2.27K- 13.27% |
$71.7K - $77.2K
|
14.9K
$646K
|
|
|
May 15, 2023
Q1 2023
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-9- 0.13% |
$284 - $306
|
6.81K
$296K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-30K- 50.0% |
$946K - $1.02M
|
30K
$1.3M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-115- 2.48% |
$3.63K - $3.91K
|
4.52K
$197K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.58K - $1.7K
|
50
$2.17K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Global Trust Asset Management, LLC
|
BUY
|
- |
13.7KNew |
$407K - $449K
|
13.7K
$596K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
820New |
$24.4K - $26.9K
|
820
$35.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Retirement Guys Formula LLC
|
BUY
|
- |
6.85KNew |
$204K - $225K
|
6.85K
$298K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
BUY
|
- |
526K+ 738.66% |
$15.6M - $17.3M
|
597K
$26M
|
|
|
Feb 13, 2023
Q4 2022
|
Steward Financial Group LLC
|
BUY
|
- |
3.94KNew |
$117K - $129K
|
3.94K
$171K
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
590New |
$17.5K - $19.4K
|
590
$25.7K
|
|
|
Jan 24, 2023
Q4 2022
|
Cra Financial Services, LLC
|
SELL
|
- |
-600- 8.26% |
$17.8K - $19.7K
|
6.66K
$290K
|
|
| Q3 2022 | |||||||
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.11KNew |
$33.2K - $36.6K
|
1.11K
$48.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
500+ 3.74% |
$15K - $16.5K
|
13.9K
$603K
|
|
|
Nov 02, 2022
Q3 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1KNew |
$29.9K - $33K
|
1K
$43.5K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
10.2KNew |
$304K - $335K
|
10.2K
$442K
|
|
| Q2 2022 | |||||||
|
Aug 16, 2022
Q2 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-41.9KClosed |
$1.24M - $1.43M
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Financial Enhancement Group LLC
Anderson, IN |
BUY
|
- |
123+ 1.14% |
$3.65K - $4.21K
|
11K
$476K
|
|
|
Jul 29, 2022
Q2 2022
|
Integrity Financial Corp
|
SELL
|
- |
-91Closed |
$2.7K - $3.12K
|
0
$0
|
|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.15KNew |
$242K - $279K
|
8.15K
$355K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
155KNew |
$4.61M - $5.31M
|
155K
$6.75M
|
|
|
Jul 13, 2022
Q2 2022
|
Retirement Planning Group
|
SELL
|
- |
-20KClosed |
$593K - $684K
|
0
$0
|
|
|
Jul 13, 2022
Q2 2022
|
Acg Wealth
|
BUY
|
- |
500New |
$14.9K - $17.1K
|
500
$21.7K
|
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-5.34KClosed |
$159K - $183K
|
0
$0
|
|
|
Jul 12, 2022
Q2 2022
|
Calton & Associates, Inc.
|
SELL
|
- |
-8.46KClosed |
$251K - $290K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
109KNew |
$3.5M - $3.78M
|
109K
$4.74M
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-28.1KClosed |
$903K - $975K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.2KNew |
$328K - $354K
|
10.2K
$444K
|
|
|
May 06, 2022
Q1 2022
|
Wealth Management Solutions, LLC
|
SELL
|
- |
-5.94KClosed |
$191K - $206K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Advisory Alpha, LLC
|
BUY
|
- |
9.33KNew |
$299K - $323K
|
9.33K
$406K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-615- 7.07% |
$19.7K - $21.3K
|
8.09K
$352K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-19- 1.31% |
$610 - $658
|
1.44K
$62.5K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.25KClosed |
$236K - $251K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
700New |
$22.8K - $24.2K
|
700
$30.4K
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.26K - $3.46K
|
100
$4.35K
|
|
|
Feb 02, 2022
Q4 2021
|
Clearview Wealth Advisors LLC
|
SELL
|
- |
-1.8KClosed |
$58.6K - $62.3K
|
0
$0
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
SELL
|
- |
-14.8KClosed |
$481K - $511K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 05, 2021
Q3 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-6.39KClosed |
$205K - $209K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 09, 2021
Q2 2021
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-6.9KClosed |
$216K - $223K
|
0
$0
|
|
|
Aug 03, 2021
Q2 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-7.5KClosed |
$235K - $242K
|
0
$0
|
|
|
Jul 28, 2021
Q2 2021
|
Altfest L J & CO Inc
|
SELL
|
- |
-10.2KClosed |
$318K - $328K
|
0
$0
|
|
|
Jul 20, 2021
Q2 2021
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-250- 62.5% |
$7.83K - $8.07K
|
150
$6.52K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-15KClosed |
$446K - $468K
|
0
$0
|
|