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 |
|---|---|---|---|---|---|---|---|
|
May 08, 2025
Q1 2025
|
Novus Advisors, LLC
Greenville, SC |
BUY
|
- |
6.88KNew |
$215K - $219K
|
6.88K
$220K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
6.61K+ 43.97% |
$207K - $211K
|
21.6K
$691K
|
|
|
May 12, 2025
Q1 2025
|
Brown Financial Advisors
Milford, OH |
BUY
|
- |
6.59KNew |
$206K - $210K
|
6.59K
$210K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.49KNew |
$203K - $207K
|
6.49K
$207K
|
|
|
Apr 21, 2025
Q1 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6.37K+ 21.44% |
$199K - $203K
|
36.1K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
6.29K+ 72.95% |
$197K - $201K
|
14.9K
$476K
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
6.01K+ 16.93% |
$188K - $192K
|
41.5K
$1.33M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
5.94K+ 7.0% |
$186K - $189K
|
90.7K
$2.9M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.73K+ 37.54% |
$179K - $183K
|
21K
$670K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.6KNew |
$175K - $179K
|
5.6K
$179K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48K+ 2.91% |
$171K - $175K
|
194K
$6.19M
|
|
|
May 12, 2025
Q1 2025
|
Prasad Wealth Partners, LLC
Independence, OH |
BUY
|
- |
5.2K+ 18.14% |
$163K - $166K
|
33.9K
$1.08M
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.06K+ 26.47% |
$159K - $161K
|
24.2K
$772K
|
|
|
May 08, 2025
Q1 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
4.97K+ 10.27% |
$156K - $158K
|
53.3K
$1.7M
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.9K+ 13.8% |
$153K - $156K
|
40.4K
$1.29M
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
4.85K+ 35.46% |
$152K - $155K
|
18.5K
$591K
|
|
|
Apr 14, 2025
Q1 2025
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
4.77K+ 2.68% |
$149K - $152K
|
183K
$5.83M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.53K+ 9.01% |
$142K - $144K
|
54.8K
$1.75M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.07K+ 50.65% |
$127K - $130K
|
12.1K
$386K
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.94K+ 1.61% |
$123K - $126K
|
248K
$7.93M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.25KNew |
$102K - $104K
|
3.25K
$104K
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 12.06% |
$97.1K - $98.9K
|
28.8K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 880.58% |
$95.1K - $96.9K
|
3.38K
$108K
|
|
|
Apr 15, 2025
Q1 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
2.8K+ 17.79% |
$87.7K - $89.3K
|
18.5K
$592K
|
|
|
Apr 14, 2025
Q1 2025
|
Bcs Wealth Management
|
BUY
|
- |
2.29K+ 5.3% |
$71.8K - $73.1K
|
45.5K
$1.45M
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.07K+ 11.6% |
$64.7K - $65.9K
|
19.9K
$635K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.92KNew |
$60K - $61.1K
|
1.92K
$61.2K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.91K+ 7.67% |
$59.7K - $60.8K
|
26.8K
$855K
|
|
|
May 14, 2025
Q1 2025
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.74K+ 20.65% |
$54.5K - $55.5K
|
10.2K
$325K
|
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.35KNew |
$42.2K - $43K
|
1.35K
$43K
|
|
|
Apr 07, 2025
Q1 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
1.34K+ 7.35% |
$42.1K - $42.9K
|
19.6K
$627K
|
|
|
Apr 10, 2025
Q1 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
1.29K+ 17.25% |
$40.4K - $41.1K
|
8.77K
$280K
|
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.03K+ 4.68% |
$32.3K - $32.9K
|
23.1K
$738K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1K+ 8.47% |
$31.3K - $31.9K
|
12.8K
$409K
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
950+ 5.84% |
$29.7K - $30.3K
|
17.2K
$550K
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
760New |
$23.8K - $24.2K
|
760
$24.3K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
748+ 2.13% |
$23.4K - $23.9K
|
35.9K
$1.15M
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
573+ 7.63% |
$17.9K - $18.3K
|
8.09K
$258K
|
|
|
May 12, 2025
Q1 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
519New |
$16.2K - $16.6K
|
519
$16.6K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400New |
$12.5K - $12.8K
|
400
$12.8K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
178+ 0.34% |
$5.57K - $5.68K
|
52.4K
$1.67M
|
|
|
Apr 09, 2025
Q1 2025
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
132+ 0.12% |
$4.13K - $4.21K
|
112K
$3.56M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 1.6% |
$3.32K - $3.38K
|
6.71K
$214K
|
|
|
May 08, 2025
Q1 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
58New |
$1.82K - $1.85K
|
58
$1.85K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
31+ 0.12% |
$971 - $989
|
25.7K
$821K
|
|
|
May 12, 2025
Q1 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
30+ 0.22% |
$939 - $957
|
13.8K
$441K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-75- 34.88% |
$2.35K - $2.39K
|
140
$4.47K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
SELL
|
- |
-270- 1.57% |
$8.45K - $8.61K
|
16.9K
$541K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-382- 0.56% |
$12K - $12.2K
|
67.7K
$2.16M
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
SELL
|
- |
-422- 1.77% |
$13.2K - $13.5K
|
23.4K
$746K
|