Latest Institutional Purchases of Innovator Etfs Tr (BALT)
This list provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
5.58K+ 24.37% |
$172K - $176K
|
28.5K
$905K
|
|
|
Feb 11, 2025
Q4 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
4.35K+ 25.5% |
$134K - $137K
|
21.4K
$679K
|
|
|
Feb 06, 2025
Q4 2024
|
Wealth Advisory Solutions, LLC
|
BUY
|
- |
4.07K+ 27.95% |
$125K - $128K
|
18.6K
$591K
|
|
|
Jan 21, 2025
Q4 2024
|
Encompass More Asset Management
Danville, CA |
BUY
|
- |
3.91K+ 34.5% |
$120K - $123K
|
15.2K
$483K
|
|
|
Feb 05, 2025
Q4 2024
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.73K+ 37.06% |
$115K - $118K
|
13.8K
$438K
|
|
|
Feb 07, 2025
Q4 2024
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
1.39K+ 7.81% |
$42.6K - $43.7K
|
19.1K
$607K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.35K+ 2.63% |
$41.4K - $42.4K
|
52.5K
$1.67M
|
|
|
Feb 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.34K+ 3.91% |
$41.2K - $42.2K
|
35.5K
$1.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.2KNew |
$36.9K - $37.9K
|
1.2K
$38.1K
|
|
|
Jan 10, 2025
Q4 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
1.19K+ 8.61% |
$36.7K - $37.6K
|
15K
$477K
|
|
|
Feb 10, 2025
Q4 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.18K+ 3.44% |
$36.3K - $37.2K
|
35.5K
$1.13M
|
|
|
Jan 13, 2025
Q4 2024
|
Bcs Wealth Management
|
BUY
|
- |
1.1K+ 2.62% |
$33.9K - $34.8K
|
43.2K
$1.37M
|
|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.09K+ 0.54% |
$33.5K - $34.3K
|
203K
$6.46M
|
|
|
Jan 14, 2025
Q4 2024
|
Rovin Capital
|
BUY
|
- |
1.05K+ 1.49% |
$32.3K - $33.2K
|
71.6K
$2.27M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
890+ 3.69% |
$27.4K - $28.1K
|
25K
$794K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
645New |
$19.8K - $20.3K
|
645
$20.5K
|
|
|
Jan 06, 2025
Q4 2024
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
214+ 1.18% |
$6.58K - $6.75K
|
18.3K
$581K
|
|
|
Feb 12, 2025
Q4 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
103+ 19.4% |
$3.17K - $3.25K
|
634
$20.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
78+ 0.03% |
$2.4K - $2.46K
|
245K
$7.76M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
75+ 53.57% |
$2.31K - $2.37K
|
215
$6.83K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
58+ 0.24% |
$1.78K - $1.83K
|
23.8K
$756K
|
|
| Q3 2024 | |||||||
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
290K+ 143.86% |
$8.64M - $8.95M
|
492K
$15.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Brown Wealth Management, LLC
Naperville, IL |
BUY
|
- |
104KNew |
$3.09M - $3.2M
|
104K
$3.3M
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
104KNew |
$3.09M - $3.2M
|
104K
$3.3M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
98.1KNew |
$2.92M - $3.02M
|
98.1K
$3.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
62.2KNew |
$1.85M - $1.92M
|
62.2K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
41.7K+ 12.79% |
$1.24M - $1.29M
|
368K
$11.7M
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
35.1K+ 42290.36% |
$1.04M - $1.08M
|
35.2K
$1.12M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
34.2K+ 2.03% |
$1.02M - $1.05M
|
1.72M
$54.7M
|
|
|
Nov 13, 2024
Q3 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
33.5K+ 5.94% |
$998K - $1.03M
|
598K
$19M
|
|
|
Nov 14, 2024
Q3 2024
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
24.9KNew |
$740K - $766K
|
24.9K
$789K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
16.5K+ 21.7% |
$490K - $508K
|
92.4K
$2.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
16.2K+ 16.88% |
$482K - $499K
|
112K
$3.56M
|
|
|
Oct 18, 2024
Q3 2024
|
Act Advisors, Llc.
|
BUY
|
- |
13.4KNew |
$398K - $413K
|
13.4K
$425K
|
|
|
Nov 14, 2024
Q3 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
13.3KNew |
$396K - $410K
|
13.3K
$422K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13.3KNew |
$395K - $409K
|
13.3K
$421K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
12.9K+ 10.32% |
$385K - $399K
|
138K
$4.39M
|
|
|
Nov 12, 2024
Q3 2024
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
9.64K+ 9.37% |
$287K - $297K
|
112K
$3.57M
|
|
|
Nov 13, 2024
Q3 2024
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
9.58K+ 11.57% |
$285K - $295K
|
92.3K
$2.93M
|
|
|
Nov 04, 2024
Q3 2024
|
Vestia Personal Wealth Advisors
Fort Wayne, IN |
BUY
|
- |
8.06KNew |
$240K - $248K
|
8.06K
$256K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
7.87K+ 19.05% |
$234K - $242K
|
49.2K
$1.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
7.6KNew |
$226K - $234K
|
7.6K
$241K
|
|
|
Oct 15, 2024
Q3 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
7.48KNew |
$223K - $231K
|
7.48K
$237K
|
|
|
Oct 18, 2024
Q3 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
BUY
|
- |
6.5KNew |
$194K - $200K
|
6.5K
$206K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
6.28K+ 63.45% |
$187K - $193K
|
16.2K
$513K
|
|
|
Nov 14, 2024
Q3 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
6.11K+ 2.01% |
$182K - $188K
|
310K
$9.84M
|
|
|
Nov 05, 2024
Q3 2024
|
Bison Wealth, LLC
|
BUY
|
- |
6.05K+ 34.12% |
$180K - $186K
|
23.8K
$755K
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
5.95KNew |
$177K - $184K
|
5.95K
$189K
|
|
|
Nov 14, 2024
Q3 2024
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
3.81K+ 3.1% |
$113K - $117K
|
127K
$4.02M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
2.99K+ 57.47% |
$88.8K - $92K
|
8.18K
$260K
|
|