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 |
|---|---|---|---|---|---|---|---|
|
Jul 29, 2022
Q2 2022
|
Blue Barn Wealth, LLC
|
BUY
|
- |
8.15KNew |
$242K - $279K
|
8.15K
$371K
|
|
|
Jul 26, 2022
Q2 2022
|
Mason & Associates Inc
|
BUY
|
- |
155KNew |
$4.61M - $5.31M
|
155K
$7.06M
|
|
|
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
$22.7K
|
|
|
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 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
10.2KNew |
$328K - $354K
|
10.2K
$465K
|
|
|
May 12, 2022
Q1 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-28.1KClosed |
$903K - $975K
|
0
$0
|
|
|
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
$424K
|
|
|
Apr 21, 2022
Q1 2022
|
Pinnacle Wealth Management Group, Inc.
|
SELL
|
- |
-615- 7.07% |
$19.7K - $21.3K
|
8.09K
$368K
|
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
SELL
|
- |
-19- 1.31% |
$610 - $658
|
1.44K
$65.3K
|
|
| Q4 2021 | |||||||
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-7.25KClosed |
$236K - $251K
|
0
$0
|
|
|
Feb 07, 2022
Q4 2021
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
100New |
$3.26K - $3.46K
|
100
$4.55K
|
|
|
Feb 07, 2022
Q4 2021
|
Orion Capital Management LLC
|
BUY
|
- |
700New |
$22.8K - $24.2K
|
700
$31.8K
|
|
|
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
$6.82K
|
|
| Q1 2021 | |||||||
|
May 12, 2021
Q1 2021
|
West Family Investments, Inc.
Carlsbad, CA |
SELL
|
- |
-15KClosed |
$446K - $468K
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-941Closed |
$28K - $29.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Jan 27, 2021
Q4 2020
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-11.5KClosed |
$313K - $346K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Aug 14, 2020
Q2 2020
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-10.5KClosed |
$228K - $278K
|
0
$0
|
|
| Q1 2020 | |||||||
|
May 01, 2020
Q1 2020
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-102KClosed |
$2.06M - $2.73M
|
0
$0
|
|
|
Apr 23, 2020
Q1 2020
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.27KClosed |
$25.7K - $34K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Feb 13, 2020
Q4 2019
|
Personal Cfo Solutions, LLC
|
SELL
|
- |
-39.7KClosed |
$966K - $1.04M
|
0
$0
|
|
|
Jan 29, 2020
Q4 2019
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-51.7KClosed |
$1.26M - $1.36M
|
0
$0
|
|
| Q3 2019 | |||||||
|
Nov 04, 2019
Q3 2019
|
Sg Americas Securities, LLC
|
SELL
|
- |
-25KClosed |
$621K - $631K
|
0
$0
|
|