Purchases and Sales Made in Q1 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Apr 09, 2025
Q1 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
584KNew |
$18.3M - $18.6M
|
584K
$18.2M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
58.9K+ 70.41% |
$1.84M - $1.88M
|
143K
$4.44M
|
|
|
Apr 10, 2025
Q1 2025
|
Beacon Financial Group
|
BUY
|
- |
57K+ 318.44% |
$1.78M - $1.82M
|
74.8K
$2.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
49.4KNew |
$1.55M - $1.57M
|
49.4K
$1.54M
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
44KNew |
$1.38M - $1.4M
|
44K
$1.37M
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
38.2K+ 8.83% |
$1.2M - $1.22M
|
471K
$14.7M
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
34.9K+ 139.51% |
$1.09M - $1.11M
|
59.9K
$1.87M
|
|
|
Apr 17, 2025
Q1 2025
|
Keystone Wealth Services, LLC
|
BUY
|
- |
33.5KNew |
$1.05M - $1.07M
|
33.5K
$1.04M
|
|
|
Apr 17, 2025
Q1 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
25.4KNew |
$794K - $809K
|
25.4K
$790K
|
|
|
Apr 15, 2025
Q1 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
19.9K+ 6.84% |
$624K - $635K
|
311K
$9.7M
|
|
|
Apr 10, 2025
Q1 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
19.1KNew |
$598K - $610K
|
19.1K
$595K
|
|
|
Apr 16, 2025
Q1 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
18.3K+ 7.16% |
$572K - $583K
|
274K
$8.52M
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
16.6KNew |
$520K - $530K
|
16.6K
$517K
|
|
|
Apr 09, 2025
Q1 2025
|
Gradient Investments LLC
|
BUY
|
- |
11.2K+ 2.05% |
$352K - $358K
|
559K
$17.4M
|
|
|
Apr 10, 2025
Q1 2025
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
8.05K+ 75.64% |
$252K - $257K
|
18.7K
$582K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
7.46KNew |
$234K - $238K
|
7.46K
$232K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.61K+ 43.97% |
$207K - $211K
|
21.6K
$674K
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.29K+ 72.95% |
$197K - $201K
|
14.9K
$464K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.85K+ 35.46% |
$152K - $155K
|
18.5K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.77K+ 2.68% |
$149K - $152K
|
183K
$5.69M
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.8K+ 17.79% |
$87.7K - $89.3K
|
18.5K
$577K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.29K+ 5.3% |
$71.8K - $73.1K
|
45.5K
$1.42M
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.34K+ 7.35% |
$42.1K - $42.9K
|
19.6K
$611K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.29K+ 17.25% |
$40.4K - $41.1K
|
8.77K
$273K
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
132+ 0.12% |
$4.13K - $4.21K
|
112K
$3.47M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-422- 1.77% |
$13.2K - $13.5K
|
23.4K
$728K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-539- 1.66% |
$16.9K - $17.2K
|
31.9K
$992K
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.56K- 2.34% |
$49K - $49.9K
|
65.4K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-68.4K- 99.78% |
$2.14M - $2.18M
|
150
$4.67K
|