Purchases and Sales Made in Q2 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 07, 2024
Q2 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.33K+ 24.29% |
$96.3K - $99.9K
|
17K
$540K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3K+ 16.11% |
$86.8K - $90K
|
21.6K
$685K
|
|
|
Jul 31, 2024
Q2 2024
|
Ritholtz Wealth Management
|
BUY
|
- |
2.57K+ 3.3% |
$74.4K - $77.1K
|
80.5K
$2.56M
|
|
|
Jul 24, 2024
Q2 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
2.52K+ 13.98% |
$72.9K - $75.6K
|
20.5K
$651K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.28K+ 13.37% |
$65.9K - $68.3K
|
19.3K
$612K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
2.16KNew |
$62.6K - $64.9K
|
2.16K
$68.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.12K+ 61.93% |
$61.4K - $63.7K
|
5.55K
$176K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2K+ 19.7% |
$57.9K - $60.1K
|
12.2K
$386K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.85K+ 54.61% |
$53.5K - $55.5K
|
5.23K
$166K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.08KNew |
$31.2K - $32.4K
|
1.08K
$34.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
516New |
$14.9K - $15.5K
|
516
$16.4K
|
|
|
Jul 29, 2024
Q2 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
428+ 1.18% |
$12.4K - $12.9K
|
36.8K
$1.17M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
385New |
$11.1K - $11.6K
|
385
$12.2K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
260+ 2.75% |
$7.53K - $7.81K
|
9.71K
$308K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
200+ 26.53% |
$5.79K - $6.01K
|
954
$30.3K
|
|
|
Dec 26, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
165+ 31.07% |
$4.78K - $4.96K
|
696
$22.1K
|
|
|
Jan 27, 2025
Q2 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
126+ 8.65% |
$3.65K - $3.79K
|
1.58K
$50.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
103+ 0.21% |
$2.98K - $3.09K
|
48.4K
$1.54M
|
|
|
Aug 13, 2024
Q2 2024
|
Stuart Chaussee & Associates, Inc.
|
BUY
|
- |
100New |
$2.9K - $3K
|
100
$3.17K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
83New |
$2.4K - $2.49K
|
83
$2.63K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Capital Management LLC
|
BUY
|
- |
79+ 32.11% |
$2.29K - $2.37K
|
325
$10.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Bcs Wealth Management
|
BUY
|
- |
41+ 0.1% |
$1.19K - $1.23K
|
40.5K
$1.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Sfmg, LLC
|
BUY
|
- |
41+ 0.06% |
$1.19K - $1.23K
|
65.3K
$2.07M
|
|
|
Jul 26, 2024
Q2 2024
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-38- 0.26% |
$1.1K - $1.14K
|
14.7K
$465K
|
|
|
Aug 14, 2024
Q2 2024
|
Vista Investment Management
Pittsburgh, PA |
SELL
|
- |
-165- 1.53% |
$4.78K - $4.96K
|
10.6K
$336K
|
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-179- 2.58% |
$5.18K - $5.38K
|
6.75K
$214K
|
|
|
Jul 26, 2024
Q2 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-180- 2.24% |
$5.21K - $5.41K
|
7.84K
$249K
|
|
|
Aug 13, 2024
Q2 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-290- 1.79% |
$8.4K - $8.71K
|
16K
$506K
|
|
|
Aug 12, 2024
Q2 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-292- 29.55% |
$8.46K - $8.77K
|
696
$22.1K
|
|
|
Aug 15, 2024
Q2 2024
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-304- 0.66% |
$8.8K - $9.13K
|
45.8K
$1.46M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-382- 0.83% |
$11.1K - $11.5K
|
45.7K
$1.45M
|
|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.47K- 21.91% |
$42.6K - $44.2K
|
5.24K
$166K
|
|
|
Jul 22, 2024
Q2 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.02K- 3.11% |
$58.4K - $60.5K
|
62.7K
$1.99M
|
|
|
Jul 11, 2024
Q2 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.38K- 8.77% |
$69K - $71.6K
|
24.8K
$787K
|
|
|
Jul 18, 2024
Q2 2024
|
Rovin Capital
|
SELL
|
- |
-2.86K- 3.81% |
$82.7K - $85.8K
|
72.1K
$2.29M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-3.45K- 24.34% |
$100K - $104K
|
10.7K
$341K
|
|
|
Jul 31, 2024
Q2 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-3.63K- 7.24% |
$105K - $109K
|
46.5K
$1.48M
|
|
|
Jul 12, 2024
Q2 2024
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-4.1K- 10.58% |
$119K - $123K
|
34.7K
$1.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-4.16K- 6.85% |
$121K - $125K
|
56.6K
$1.8M
|
|
|
Aug 12, 2024
Q2 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-4.34K- 37.09% |
$126K - $130K
|
7.35K
$233K
|
|
|
Aug 12, 2024
Q2 2024
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-5.46K- 4.26% |
$158K - $164K
|
123K
$3.9M
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-7.98K- 3.58% |
$231K - $240K
|
215K
$6.82M
|
|
|
Jul 15, 2024
Q2 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-8.56K- 4.43% |
$248K - $257K
|
184K
$5.85M
|
|
|
Aug 13, 2024
Q2 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-16.6K- 16.56% |
$479K - $497K
|
83.4K
$2.65M
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
SELL
|
- |
-27.8K- 4.19% |
$806K - $836K
|
637K
$20.2M
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-28.3K- 21.13% |
$819K - $850K
|
106K
$3.35M
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-35.2K- 37.23% |
$1.02M - $1.06M
|
59.3K
$1.88M
|
|
|
Aug 26, 2024
Q2 2024
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-37K- 2.63% |
$1.07M - $1.11M
|
1.37M
$43.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-41.8K- 50.32% |
$1.21M - $1.26M
|
41.3K
$1.31M
|
|
|
Dec 02, 2024
Q2 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-42.3K- 71.79% |
$1.23M - $1.27M
|
16.6K
$528K
|