Purchases and Sales Made in Q4 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 15, 2025
Q4 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
1.09K+ 0.54% |
$33.5K - $34.3K
|
203K
$6.45M
|
|
|
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
$580K
|
|
|
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
$6.82K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
58+ 0.24% |
$1.78K - $1.83K
|
23.8K
$755K
|
|
|
Jan 27, 2025
Q4 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-126- 7.96% |
$3.88K - $3.98K
|
1.46K
$46.2K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-526- 20.09% |
$16.2K - $16.6K
|
2.09K
$66.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Integral Investment Advisors, Inc.
|
SELL
|
- |
-1.2K- 2.12% |
$37K - $38K
|
55.5K
$1.76M
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.38K- 3.04% |
$42.4K - $43.4K
|
44K
$1.4M
|
|
|
Jan 14, 2025
Q4 2024
|
Ritholtz Wealth Management
|
SELL
|
- |
-1.85K- 4.97% |
$56.8K - $58.2K
|
35.3K
$1.12M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.89K- 15.07% |
$58.1K - $59.6K
|
10.6K
$338K
|
|
|
Jan 17, 2025
Q4 2024
|
Financial Designs Corp
Claremont, CA |
SELL
|
- |
-2.51K- 1.39% |
$77.3K - $79.3K
|
178K
$5.64M
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-4.66K- 20.72% |
$143K - $147K
|
17.8K
$566K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-6.8K- 13.49% |
$209K - $215K
|
43.6K
$1.38M
|
|
|
Jan 22, 2025
Q4 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-20K- 9.14% |
$616K - $632K
|
199K
$6.32M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-26.3K- 4.22% |
$809K - $830K
|
597K
$19M
|
|
|
Jan 16, 2025
Q4 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-27.9K- 46.3% |
$860K - $882K
|
32.4K
$1.03M
|
|
|
Feb 07, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-124K- 9.23% |
$3.81M - $3.91M
|
1.22M
$38.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-192K- 92.63% |
$5.9M - $6.05M
|
15.3K
$484K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.48M- 89.31% |
$45.4M - $46.6M
|
177K
$5.61M
|