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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
61.4K+ 36.96% |
$1.89M - $1.94M
|
228K
$7.14M
|
|
|
Jan 31, 2025
Q4 2024
|
Cra Financial Services, LLC
|
BUY
|
- |
19.4K+ 8.21% |
$596K - $611K
|
255K
$8.02M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
643KNew |
$19.8M - $20.3M
|
643K
$20.2M
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
13.5K+ 111.45% |
$416K - $427K
|
25.7K
$806K
|
|
|
Jan 30, 2025
Q4 2024
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
7.12KNew |
$219K - $225K
|
7.12K
$224K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
19.7K+ 197.67% |
$607K - $622K
|
29.7K
$932K
|
|
|
Jan 29, 2025
Q4 2024
|
Pachira Investments Inc.
|
BUY
|
- |
14.6KNew |
$450K - $461K
|
14.6K
$459K
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 3.69% |
$27.4K - $28.1K
|
25K
$785K
|
|
|
Jan 29, 2025
Q4 2024
|
Paladin Wealth, LLC
Arden Hills, MN |
BUY
|
- |
9.15KNew |
$282K - $289K
|
9.15K
$287K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
218KNew |
$6.72M - $6.89M
|
218K
$6.86M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
58KNew |
$1.79M - $1.83M
|
58K
$1.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48M- 89.31% |
$45.4M - $46.6M
|
177K
$5.55M
|
|
|
Jan 28, 2025
Q4 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
95.3KNew |
$2.93M - $3.01M
|
95.3K
$2.99M
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
9.29K+ 14.2% |
$286K - $293K
|
74.7K
$2.34M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
22.9K+ 117.74% |
$706K - $724K
|
42.4K
$1.33M
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
7.48K+ 10.92% |
$230K - $236K
|
76K
$2.38M
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
6.08K+ 25.45% |
$187K - $192K
|
30K
$940K
|
|
|
Jan 24, 2025
Q4 2024
|
Compass Advisory Group LLC
|
BUY
|
- |
608K+ 1309.41% |
$18.7M - $19.2M
|
655K
$20.6M
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
194K+ 918.63% |
$5.98M - $6.13M
|
216K
$6.77M
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17.8K+ 50.83% |
$547K - $561K
|
52.8K
$1.66M
|
|
|
Jan 23, 2025
Q4 2024
|
Applied Capital LLC
|
BUY
|
- |
10.1KNew |
$310K - $318K
|
10.1K
$316K
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20K- 9.14% |
$616K - $632K
|
199K
$6.25M
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.91K+ 34.5% |
$120K - $123K
|
15.2K
$478K
|
|
|
Jan 17, 2025
Q4 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
7.36KNew |
$226K - $232K
|
7.36K
$231K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78+ 0.03% |
$2.4K - $2.46K
|
245K
$7.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Wealthquest Corp
Cincinnati, OH |
BUY
|
- |
1.02M+ 49.63% |
$31.4M - $32.2M
|
3.08M
$96.6M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-27.9K- 46.3% |
$860K - $882K
|
32.4K
$1.02M
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
21KNew |
$645K - $661K
|
21K
$658K
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.09K+ 0.54% |
$33.5K - $34.3K
|
203K
$6.38M
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.8K- 13.49% |
$209K - $215K
|
43.6K
$1.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
291KNew |
$8.96M - $9.19M
|
291K
$9.14M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.05K+ 1.49% |
$32.3K - $33.2K
|
71.6K
$2.25M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.85K- 4.97% |
$56.8K - $58.2K
|
35.3K
$1.11M
|
|
|
Jan 13, 2025
Q4 2024
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
11.8KNew |
$363K - $372K
|
11.8K
$370K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 3.04% |
$42.4K - $43.4K
|
44K
$1.38M
|
|
|
Jan 13, 2025
Q4 2024
|
Claro Advisors LLC
Boston, MA |
BUY
|
- |
6.49K+ 61.47% |
$199K - $205K
|
17K
$535K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26.3K- 4.22% |
$809K - $830K
|
597K
$18.7M
|
|
| Q3 2024 | |||||||
|
Apr 01, 2025
Q3 2024
|
Talon Private Wealth, LLC
The Villages, FL |
BUY
|
- |
6.58KNew |
$196K - $203K
|
6.58K
$206K
|
|
|
Nov 15, 2024
Q3 2024
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$83.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 57.47% |
$88.8K - $92K
|
8.18K
$257K
|
|
|
Nov 14, 2024
Q3 2024
|
Legacy Investment Solutions, LLC
Meridian, ID |
BUY
|
- |
2.67KNew |
$79.3K - $82.2K
|
2.67K
$83.7K
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.9KNew |
$740K - $766K
|
24.9K
$780K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$177K - $184K
|
5.95K
$187K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11K+ 2.01% |
$182K - $188K
|
310K
$9.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-130- 1.23% |
$3.87K - $4.01K
|
10.5K
$328K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.1K+ 42290.36% |
$1.04M - $1.08M
|
35.2K
$1.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
424New |
$12.6K - $13.1K
|
424
$13.3K
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$253K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.66K- 17.11% |
$49.4K - $51.2K
|
8.05K
$253K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.6KNew |
$226K - $234K
|
7.6K
$238K
|
|