Latest Institutional Transactions on Innovator Etfs Tr Laddered Fd (BUFB)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr Laddered Fd (BUFB) 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 |
---|---|---|---|---|---|---|---|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
9.77KNew |
$303K - $326K
|
9.77K
$331K
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
62.2K+ 44.66% |
$1.93M - $2.07M
|
201K
$6.82M
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
7.49KNew |
$233K - $250K
|
7.49K
$253K
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
31.3KNew |
$972K - $1.04M
|
31.3K
$1.06M
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
BUY
|
- |
1.95K+ 17.79% |
$60.4K - $64.9K
|
12.9K
$436K
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6.43K+ 10.32% |
$200K - $214K
|
68.8K
$2.33M
|
|
Apr 22, 2025
Q1 2025
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.05K+ 27.35% |
$188K - $202K
|
28.2K
$954K
|
|
Apr 18, 2025
Q1 2025
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
50+ 9.01% |
$1.55K - $1.67K
|
605
$20.5K
|
|
Apr 16, 2025
Q1 2025
|
Seros Financial, LLC
Tempe, AZ |
BUY
|
- |
203KNew |
$6.29M - $6.75M
|
203K
$6.86M
|
|
Apr 15, 2025
Q1 2025
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-2K- 16.13% |
$62.1K - $66.7K
|
10.4K
$352K
|
|
Apr 14, 2025
Q1 2025
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
11.1KNew |
$345K - $370K
|
11.1K
$376K
|
|
Apr 10, 2025
Q1 2025
|
Diligent Investors, LLC
|
SELL
|
- |
-380- 0.8% |
$11.8K - $12.7K
|
47K
$1.59M
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
3.4K+ 1.25% |
$107K - $111K
|
275K
$9.3M
|
|
Feb 25, 2025
Q4 2024
|
Advisor Resource Council
|
BUY
|
- |
6.7KNew |
$210K - $220K
|
6.7K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-391- 3.9% |
$12.3K - $12.8K
|
9.64K
$326K
|
|
Feb 14, 2025
Q4 2024
|
Chapman Financial Group, LLC
Kailua, HI |
BUY
|
- |
6.58KNew |
$206K - $215K
|
6.58K
$223K
|
|
Feb 14, 2025
Q4 2024
|
Bellwether Advisors, LLC
|
BUY
|
- |
3.4KNew |
$106K - $111K
|
3.4K
$115K
|
|
Feb 12, 2025
Q4 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-12- 1.22% |
$376 - $393
|
975
$33K
|
|
Feb 04, 2025
Q4 2024
|
Mkd Wealth Coaches, LLC
Troy, MI |
BUY
|
- |
15.7KNew |
$494K - $515K
|
15.7K
$533K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
10.7K+ 33.2% |
$336K - $351K
|
43K
$1.46M
|
|
Jan 21, 2025
Q4 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
7.04KNew |
$221K - $231K
|
7.04K
$238K
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-1.37K- 6.02% |
$43.1K - $45K
|
21.4K
$726K
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
SELL
|
- |
-158- 1.98% |
$4.95K - $5.17K
|
7.82K
$265K
|
|
Q3 2024 | |||||||
Nov 14, 2024
Q3 2024
|
Old Mission Capital LLC
|
BUY
|
- |
8.88KNew |
$263K - $281K
|
8.88K
$301K
|
|
Nov 14, 2024
Q3 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-4.03K- 23.16% |
$119K - $127K
|
13.4K
$453K
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-175- 5.93% |
$5.18K - $5.54K
|
2.78K
$94K
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
276+ 23.0% |
$8.17K - $8.73K
|
1.48K
$50K
|
|
Q2 2024 | |||||||
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
405New |
$11.6K - $12.4K
|
405
$13.7K
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-31.9K- 58.78% |
$911K - $973K
|
22.3K
$757K
|
|
Aug 13, 2024
Q2 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
826+ 0.5% |
$23.6K - $25.2K
|
166K
$5.61M
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-26- 2.49% |
$743 - $794
|
1.02K
$34.5K
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-1.3K- 10.12% |
$37.2K - $39.7K
|
11.5K
$391K
|
|
Q1 2024 | |||||||
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
10New |
$274 - $294
|
10
$339
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.55K+ 19.85% |
$70K - $75K
|
15.4K
$522K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
28.3KNew |
$775K - $830K
|
28.3K
$957K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.43KNew |
$39.2K - $42K
|
1.43K
$48.4K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
1KNew |
$27.4K - $29.4K
|
1K
$33.9K
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
539New |
$14.8K - $15.8K
|
539
$18.3K
|
|
Q4 2023 | |||||||
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-200- 7.58% |
$4.94K - $5.56K
|
2.44K
$82.6K
|
|
Q2 2023 | |||||||
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
13.5K+ 26.16% |
$326K - $352K
|
65K
$2.2M
|
|
Jul 26, 2023
Q2 2023
|
Schechter Investment Advisors, LLC
Birmingham, MI |
BUY
|
- |
8.11KNew |
$196K - $212K
|
8.11K
$275K
|
|
Q1 2023 | |||||||
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.3K- 21.1% |
$52.7K - $56.6K
|
8.6K
$291K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
420New |
$9.08K - $10.1K
|
420
$14.2K
|
|
Q2 2022 | |||||||
Sep 06, 2022
Q2 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
805New |
$17.5K - $20.3K
|
805
$27.3K
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
76.6KNew |
$1.81M - $1.94M
|
76.6K
$2.59M
|
|
Apr 20, 2022
Q1 2022
|
Strategic Asset Management, LLC
|
BUY
|
- |
1.62KNew |
$38.2K - $41.1K
|
1.62K
$54.8K
|