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 14, 2025
Q1 2025
|
D.B. Root & Company, LLC
|
SELL
|
- |
-432- 5.87% |
$13.5K - $13.8K
|
6.93K
$221K
|
|
|
Apr 17, 2025
Q1 2025
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-539- 1.66% |
$16.9K - $17.2K
|
31.9K
$1.02M
|
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-559- 0.96% |
$17.5K - $17.8K
|
57.5K
$1.84M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-600- 1.15% |
$18.8K - $19.1K
|
51.7K
$1.65M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-636- 0.38% |
$19.9K - $20.3K
|
165K
$5.28M
|
|
|
May 06, 2025
Q1 2025
|
Triumph Capital Management
|
SELL
|
- |
-1.28K- 2.27% |
$40K - $40.7K
|
54.9K
$1.75M
|
|
|
Apr 15, 2025
Q1 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-1.56K- 2.34% |
$49K - $49.9K
|
65.4K
$2.09M
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-2K- 4.34% |
$62.6K - $63.8K
|
44.1K
$1.41M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-2.23K- 5.6% |
$69.9K - $71.2K
|
37.6K
$1.2M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 36.83% |
$79.2K - $80.7K
|
4.34K
$139K
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.72K- 2.07% |
$85K - $86.6K
|
128K
$4.1M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 13.05% |
$109K - $111K
|
23.1K
$738K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.7K- 3.39% |
$116K - $118K
|
105K
$3.36M
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.24K- 3.07% |
$133K - $135K
|
134K
$4.28M
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.07K- 1.44% |
$190K - $194K
|
416K
$13.3M
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.22K- 44.02% |
$289K - $294K
|
11.7K
$375K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-9.49KClosed |
$297K - $303K
|
0
$0
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.7K- 69.23% |
$805K - $820K
|
11.4K
$365K
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-50.7K- 4.57% |
$1.59M - $1.62M
|
1.06M
$33.8M
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.8K- 7.27% |
$1.75M - $1.78M
|
712K
$22.7M
|
|
|
Apr 09, 2025
Q1 2025
|
Whipplewood Advisors, LLC
Littleton, CO |
SELL
|
- |
-68.4K- 99.78% |
$2.14M - $2.18M
|
150
$4.79K
|