Latest Institutional Transactions on Innovator Etfs Tr (BALT)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.8KNew |
$380K - $388K
|
11.8K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.67K+ 25.4% |
$118K - $120K
|
18.1K
$598K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.09K+ 9.28% |
$163K - $167K
|
59.9K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 4.86% |
$475K - $485K
|
290K
$9.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
153K+ 92.43% |
$4.9M - $5.01M
|
318K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.31KNew |
$203K - $207K
|
6.31K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.37K+ 30.74% |
$44K - $45K
|
5.83K
$192K
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
312K+ 58.59% |
$10M - $10.3M
|
846K
$27.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 10.1% |
$74.8K - $76.5K
|
20.8K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.3K+ 4.54% |
$717K - $733K
|
514K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27.7KNew |
$890K - $910K
|
27.7K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.1K+ 11.39% |
$99.5K - $102K
|
30.3K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.5K+ 4.68% |
$48.2K - $49.2K
|
33.5K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.7K+ 35.41% |
$1.5M - $1.53M
|
178K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
25.8KNew |
$828K - $847K
|
25.8K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
914+ 9.91% |
$29.3K - $30K
|
10.1K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.36KNew |
$75.9K - $77.6K
|
2.36K
$78K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 28.4% |
$175K - $179K
|
24.7K
$814K
|
|
|
Nov 12, 2025
Q3 2025
|
Bright Futures Wealth Management, Llc.
Webster, Ny 14580, NY |
BUY
|
- |
10.2KNew |
$326K - $333K
|
10.2K
$335K
|
|
|
Nov 12, 2025
Q3 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
1.94K+ 77.91% |
$62.2K - $63.5K
|
4.42K
$146K
|
|
|
Nov 12, 2025
Q3 2025
|
Nbz Investment Advisors LLC
Knoxville, TN |
BUY
|
- |
22.9K+ 5.48% |
$734K - $751K
|
440K
$14.5M
|
|
|
Nov 12, 2025
Q3 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
BUY
|
- |
26.9K+ 77.97% |
$865K - $884K
|
61.5K
$2.03M
|
|
|
Nov 12, 2025
Q3 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
270+ 1.04% |
$8.67K - $8.86K
|
26.3K
$868K
|
|
|
Nov 12, 2025
Q3 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
7.66KNew |
$246K - $251K
|
7.66K
$253K
|
|
|
Nov 12, 2025
Q3 2025
|
Pfg Advisors
|
SELL
|
- |
-1.84K- 4.61% |
$59K - $60.3K
|
38K
$1.25M
|
|
|
Nov 12, 2025
Q3 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
3.43K+ 18.75% |
$110K - $113K
|
21.7K
$716K
|
|
|
Nov 12, 2025
Q3 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
124K+ 14.73% |
$3.98M - $4.07M
|
966K
$31.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Integrity Advisory Solutions, LLC
Dallas, TX |
BUY
|
- |
104KNew |
$3.33M - $3.4M
|
104K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Mach 1 Financial Group, LLC
Bentonville, AR |
BUY
|
- |
104KNew |
$3.33M - $3.4M
|
104K
$3.42M
|
|
|
Nov 12, 2025
Q3 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
1.14K+ 1.95% |
$36.7K - $37.5K
|
59.9K
$1.98M
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.01K+ 3.6% |
$129K - $132K
|
116K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
2.55K+ 7.7% |
$81.9K - $83.7K
|
35.7K
$1.18M
|
|
|
Nov 12, 2025
Q3 2025
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
2.96K+ 9.95% |
$95.2K - $97.3K
|
32.8K
$1.08M
|
|
|
Nov 12, 2025
Q3 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
199K+ 99.43% |
$6.38M - $6.52M
|
399K
$13.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Advyzon Investment Management, LLC
Lisle, IL |
BUY
|
- |
1.74K+ 10.72% |
$55.9K - $57.1K
|
18K
$593K
|
|
|
Nov 10, 2025
Q3 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
29.8K+ 49.73% |
$957K - $978K
|
89.7K
$2.96M
|
|
|
Nov 10, 2025
Q3 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-37.8K- 12.48% |
$1.21M - $1.24M
|
265K
$8.75M
|
|
|
Nov 10, 2025
Q3 2025
|
Ggm Financials LLC
Columbus, OH |
BUY
|
- |
1.01KNew |
$32.6K - $33.3K
|
1.01K
$33.5K
|
|
|
Nov 10, 2025
Q3 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
21.2K+ 50.0% |
$682K - $697K
|
63.7K
$2.1M
|
|
|
Nov 10, 2025
Q3 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
SELL
|
- |
-479- 4.23% |
$15.4K - $15.7K
|
10.9K
$358K
|
|
|
Nov 10, 2025
Q3 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-2.88K- 29.42% |
$92.4K - $94.4K
|
6.9K
$228K
|
|
|
Nov 07, 2025
Q3 2025
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-12.1K- 58.03% |
$388K - $396K
|
8.73K
$288K
|
|
|
Nov 07, 2025
Q3 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
24.6K+ 5.27% |
$791K - $809K
|
492K
$16.2M
|
|
|
Nov 07, 2025
Q3 2025
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.8K- 3.69% |
$57.8K - $59.1K
|
47K
$1.55M
|
|
|
Nov 07, 2025
Q3 2025
|
Syon Capital LLC
San Francisco, CA |
BUY
|
- |
17.1KNew |
$548K - $560K
|
17.1K
$563K
|
|
|
Nov 07, 2025
Q3 2025
|
Fiscal Wisdom Wealth Management, LLC
Canton, CT |
BUY
|
- |
58.1KNew |
$1.86M - $1.91M
|
58.1K
$1.92M
|
|
|
Nov 07, 2025
Q3 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
12.3K+ 113.35% |
$395K - $404K
|
23.2K
$764K
|
|
|
Nov 07, 2025
Q3 2025
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-26.9K- 4.58% |
$865K - $884K
|
561K
$18.5M
|
|
|
Nov 07, 2025
Q3 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
942+ 0.5% |
$30.2K - $30.9K
|
188K
$6.19M
|
|
|
Nov 06, 2025
Q3 2025
|
Prospera Financial Services Inc
|
BUY
|
- |
8.74KNew |
$281K - $287K
|
8.74K
$288K
|
|