Latest Institutional Transactions on Innovator U.S. Equity Buffer E (BSEP)
This table provides information on the latest institutional transactions involving Innovator U.S. Equity Buffer E (BSEP) 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 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-1.12K- 8.63% |
$42.9K - $50.6K
|
11.9K
$537K
|
|
|
Jul 21, 2025
Q2 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-2.03K- 3.51% |
$77.8K - $91.7K
|
55.9K
$2.53M
|
|
|
Jul 21, 2025
Q2 2025
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-934- 2.59% |
$35.8K - $42.2K
|
35.2K
$1.59M
|
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
50New |
$1.92K - $2.26K
|
50
$2.26K
|
|
|
Jul 21, 2025
Q2 2025
|
Sageworth Trust CO
|
SELL
|
- |
-17.3K- 38.15% |
$662K - $780K
|
28K
$1.27M
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.58K- 11.81% |
$60.5K - $71.4K
|
11.8K
$534K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
4.72KNew |
$181K - $213K
|
4.72K
$214K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-1.52K- 12.99% |
$58.2K - $68.6K
|
10.2K
$460K
|
|
|
Jul 11, 2025
Q2 2025
|
Lantz Financial LLC
|
SELL
|
- |
-76- 0.12% |
$2.91K - $3.43K
|
62.1K
$2.81M
|
|
|
Jul 10, 2025
Q2 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-25- 0.23% |
$958 - $1.13K
|
10.9K
$491K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-6.81K- 31.67% |
$261K - $307K
|
14.7K
$665K
|
|
|
Jul 08, 2025
Q2 2025
|
Richard P Slaughter Associates Inc
|
SELL
|
- |
-37.2K- 47.69% |
$1.43M - $1.68M
|
40.8K
$1.85M
|
|
| Q1 2025 | |||||||
|
Jun 10, 2025
Q1 2025
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
4.06KNew |
$168K - $180K
|
4.06K
$184K
|
|
|
May 15, 2025
Q1 2025
|
Barclays PLC
London, X0 |
BUY
|
- |
2.16K+ 4693.48% |
$89.1K - $95.5K
|
2.21K
$99.8K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
4.44K+ 37.25% |
$183K - $196K
|
16.3K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-854- 6.88% |
$35.3K - $37.8K
|
11.6K
$523K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.44K+ 5.98% |
$183K - $196K
|
78.6K
$3.56M
|
|
|
May 14, 2025
Q1 2025
|
Valtinson Bruner Financial Planning LLC
|
SELL
|
- |
-16.1K- 74.17% |
$665K - $713K
|
5.61K
$254K
|
|
|
May 14, 2025
Q1 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
17KNew |
$704K - $754K
|
17K
$771K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.16K- 4.52% |
$47.8K - $51.3K
|
24.5K
$1.11M
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-334- 3.95% |
$13.8K - $14.8K
|
8.13K
$368K
|
|
|
May 14, 2025
Q1 2025
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
12.2KNew |
$503K - $539K
|
12.2K
$551K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-155- 1.12% |
$6.4K - $6.86K
|
13.7K
$619K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
174+ 1.24% |
$7.18K - $7.7K
|
14.2K
$641K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-107K- 92.36% |
$4.42M - $4.73M
|
8.84K
$400K
|
|
|
May 13, 2025
Q1 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-3.44K- 4.53% |
$142K - $152K
|
72.5K
$3.28M
|
|
|
May 13, 2025
Q1 2025
|
Ubs Group Ag
|
BUY
|
- |
10.4K+ 259450.0% |
$428K - $459K
|
10.4K
$470K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
13K+ 24.48% |
$538K - $576K
|
66.2K
$3M
|
|
|
May 12, 2025
Q1 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-500- 46.51% |
$20.6K - $22.1K
|
575
$26K
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-1.39K- 14.39% |
$57.3K - $61.4K
|
8.26K
$374K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
20.5K+ 7.16% |
$846K - $907K
|
307K
$13.9M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-206- 6.26% |
$8.5K - $9.11K
|
3.08K
$140K
|
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
7.64KNew |
$315K - $338K
|
7.64K
$346K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
2.7K+ 448.84% |
$112K - $120K
|
3.3K
$150K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-3.27K- 18.99% |
$135K - $145K
|
13.9K
$631K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-1.75K- 4.35% |
$72.4K - $77.5K
|
38.6K
$1.74M
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-482- 3.69% |
$19.9K - $21.3K
|
12.6K
$569K
|
|
|
May 08, 2025
Q1 2025
|
Fsa Advisors, Inc.
Troy, MI |
SELL
|
- |
-783- 2.29% |
$32.3K - $34.6K
|
33.4K
$1.51M
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
4.94K+ 13.73% |
$204K - $218K
|
40.9K
$1.85M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
SELL
|
- |
-889- 8.52% |
$36.7K - $39.3K
|
9.54K
$432K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
10K+ 15.47% |
$414K - $444K
|
75K
$3.39M
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-24- 0.45% |
$991 - $1.06K
|
5.33K
$241K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.5K- 21.04% |
$61.9K - $66.3K
|
5.63K
$255K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-302- 2.82% |
$12.5K - $13.4K
|
10.4K
$471K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-7K- 4.35% |
$289K - $310K
|
154K
$6.97M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
155+ 0.3% |
$6.4K - $6.86K
|
52.2K
$2.36M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-470K- 96.45% |
$19.4M - $20.8M
|
17.3K
$783K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-504- 1.87% |
$20.8K - $22.3K
|
26.4K
$1.19M
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.58K- 9.0% |
$189K - $203K
|
46.3K
$2.1M
|
|