River Tree Advisors, LLC Innovator Etfs Tr Transaction History

River Tree Advisors, LLC

  • $120 Million
  • Q4 2025

A detailed history of River Tree Advisors, LLC transactions in Innovator Etfs Tr stock. As of the latest transaction made, River Tree Advisors, LLC holds 47,864 shares of BALT stock, worth $1.58 Million. This represents 1.32% of its overall portfolio holdings.

Number of Shares
47,864
Previous 29,441 62.58%
Holding current value
$1.58 Million
Previous $966,000 63.46%
% of portfolio
1.32%
Previous 0.8%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 14, 2026
BUY
$32.7 - $33.07 $602,432 - $609,248
18,423 Added 62.58%
47,864 $1.58 Million
Q3 2025

Nov 03, 2025
SELL
$32.11 - $32.82 $46,398 - $47,424
-1,445 Reduced 4.68%
29,441 $966,000
Q2 2025

Jul 23, 2025
SELL
$30.33 - $32.1 $29,723 - $31,458
-980 Reduced 3.08%
30,886 $990,000
Q1 2025

Apr 17, 2025
SELL
$31.31 - $31.89 $16,876 - $17,188
-539 Reduced 1.66%
31,866 $999,000
Q4 2024

Jan 16, 2025
SELL
$30.76 - $31.55 $859,557 - $881,633
-27,944 Reduced 46.3%
32,405 $1.02 Million
Q3 2024

Oct 22, 2024
SELL
$29.76 - $30.83 $69,816 - $72,327
-2,346 Reduced 3.74%
60,349 $1.86 Million
Q2 2024

Jul 22, 2024
SELL
$28.96 - $30.04 $58,354 - $60,530
-2,015 Reduced 3.11%
62,695 $1.88 Million
Q1 2024

Apr 15, 2024
SELL
$28.46 - $29.26 $59,993 - $61,680
-2,108 Reduced 3.15%
64,710 $1.89 Million
Q4 2023

Jan 24, 2024
BUY
$27.69 - $28.57 $47,128 - $48,626
1,702 Added 2.61%
66,818 $1.91 Million
Q3 2023

Oct 13, 2023
SELL
$27.8 - $28.21 $13,232 - $13,427
-476 Reduced 0.73%
65,116 $1.81 Million
Q2 2023

Aug 08, 2023
BUY
$27.19 - $27.89 $826,358 - $847,632
30,392 Added 86.34%
65,592 $1.83 Million
Q1 2023

May 15, 2023
BUY
$26.55 - $27.23 $934,560 - $958,496
35,200 New
35,200 $958,000

Others Institutions Holding BALT

# of Institutions
240
Shares Held
39M
Call Options Held
0
Put Options Held
0
View Full List

About INNOVATOR ETFS TR

BALT Quotes by TradingView
  • Ticker BALT
More about BALT
Track This Portfolio

Track River Tree Advisors, LLC Portfolio

Follow River Tree Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of River Tree Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on River Tree Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email