Purchases and Sales Made in Q2 2023 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q2 2023. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-421- 4.45% |
$11.4K - $11.7K
|
9.05K
$288K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
SELL
|
- |
-438- 1.17% |
$11.9K - $12.2K
|
36.9K
$1.17M
|
|
|
Jul 24, 2023
Q2 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-650- 1.03% |
$17.7K - $18.1K
|
62.3K
$1.98M
|
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-915- 7.5% |
$24.9K - $25.5K
|
11.3K
$359K
|
|
|
Aug 14, 2023
Q2 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-990- 3.49% |
$26.9K - $27.6K
|
27.4K
$870K
|
|
|
Aug 11, 2023
Q2 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-1.1K- 71.03% |
$29.8K - $30.6K
|
447
$14.2K
|
|
|
Jul 13, 2023
Q2 2023
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
SELL
|
- |
-1.16K- 0.59% |
$31.6K - $32.4K
|
197K
$6.26M
|
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-2.14K- 2.67% |
$58.1K - $59.6K
|
77.8K
$2.47M
|
|
|
Jul 28, 2023
Q2 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$105K - $108K
|
7.64K
$243K
|
|
|
Jul 18, 2023
Q2 2023
|
Compass Advisory Group LLC
|
SELL
|
- |
-6.31K- 8.95% |
$172K - $176K
|
64.2K
$2.04M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-8.59K- 23.16% |
$234K - $240K
|
28.5K
$906K
|
|
|
Aug 14, 2023
Q2 2023
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-16.9K- 38.94% |
$460K - $472K
|
26.5K
$843K
|
|
|
Aug 11, 2023
Q2 2023
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-17.7K- 28.93% |
$480K - $493K
|
43.4K
$1.38M
|
|
|
Aug 10, 2023
Q2 2023
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-28.4K- 15.58% |
$773K - $793K
|
154K
$4.9M
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-42.7K- 33.07% |
$1.16M - $1.19M
|
86.5K
$2.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-45.4K- 2.52% |
$1.23M - $1.27M
|
1.76M
$55.9M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-48.9K- 34.89% |
$1.33M - $1.36M
|
91.2K
$2.9M
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-52.3K- 38.13% |
$1.42M - $1.46M
|
84.9K
$2.7M
|
|
|
Jul 13, 2023
Q2 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-188K- 49.68% |
$5.11M - $5.24M
|
190K
$6.05M
|