Latest Institutional Transactions on Innovator Etfs Tr (BALT)
This table provides information on the latest institutional transactions involving Innovator Etfs Tr (BALT) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Armis Advisers, LLC
Atlanta, GA |
BUY
|
- |
8.35K+ 7.52% |
$253K - $268K
|
119K
$3.84M
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
SELL
|
- |
-9.64K- 21.17% |
$292K - $309K
|
35.9K
$1.15M
|
|
|
Jul 15, 2025
Q2 2025
|
Palumbo Wealth Management LLC
Great Neck, NY |
BUY
|
- |
13K+ 44.33% |
$396K - $419K
|
42.5K
$1.36M
|
|
|
Jul 14, 2025
Q2 2025
|
Chris Bulman Inc
Roseville, CA |
SELL
|
- |
-9.21K- 14.09% |
$279K - $296K
|
56.2K
$1.8M
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
2.9K+ 3.58% |
$87.8K - $93K
|
83.7K
$2.69M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
15K+ 34.01% |
$454K - $480K
|
58.9K
$1.89M
|
|
|
Jul 14, 2025
Q2 2025
|
Cra Financial Services, LLC
|
BUY
|
- |
47.9K+ 17.49% |
$1.45M - $1.54M
|
322K
$10.3M
|
|
|
Jul 14, 2025
Q2 2025
|
Wealth Advisory Solutions, LLC
|
SELL
|
- |
-786- 2.74% |
$23.8K - $25.2K
|
27.9K
$896K
|
|
|
Jul 14, 2025
Q2 2025
|
Garrett Investment Advisors LLC
|
BUY
|
- |
2.54K+ 13.26% |
$76.9K - $81.4K
|
21.6K
$695K
|
|
|
Jul 14, 2025
Q2 2025
|
Kure Advisory, LLC
Plymouth, MN |
BUY
|
- |
122K+ 20.89% |
$3.7M - $3.91M
|
705K
$22.7M
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
23.6K+ 47.77% |
$715K - $757K
|
72.9K
$2.34M
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-9.34K- 12.24% |
$283K - $300K
|
67K
$2.15M
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.52K+ 39.23% |
$198K - $209K
|
23.1K
$743K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.13K+ 9.13% |
$277K - $293K
|
109K
$3.51M
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
467+ 1.34% |
$14.2K - $15K
|
35.3K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
34.9K+ 46.61% |
$1.06M - $1.12M
|
110K
$3.52M
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-14.8K- 26.91% |
$448K - $474K
|
40.1K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.8K- 44.35% |
$450K - $476K
|
18.6K
$598K
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.47K+ 0.79% |
$74.9K - $79.3K
|
314K
$10.1M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.4K- 27.37% |
$72.8K - $77K
|
6.37K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7K+ 5.9% |
$416K - $441K
|
247K
$7.92M
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.28K+ 10.47% |
$190K - $201K
|
66.2K
$2.13M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
32.4K+ 11.17% |
$982K - $1.04M
|
322K
$10.3M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.54KNew |
$259K - $274K
|
8.54K
$274K
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13.2K+ 6.29% |
$401K - $425K
|
223K
$7.18M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
478+ 2.43% |
$14.5K - $15.3K
|
20.1K
$646K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.7K+ 123.42% |
$810K - $857K
|
48.4K
$1.55M
|
|
| Q1 2025 | |||||||
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
5.6KNew |
$175K - $179K
|
5.6K
$180K
|
|
|
May 20, 2025
Q1 2025
|
Belpointe Asset Management LLC
|
BUY
|
- |
44.7KNew |
$1.4M - $1.43M
|
44.7K
$1.44M
|
|
|
May 20, 2025
Q1 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
39.3KNew |
$1.23M - $1.25M
|
39.3K
$1.26M
|
|
|
May 16, 2025
Q1 2025
|
Legacy Wealth Managment, Llc/Id
Boise, ID |
BUY
|
- |
96.4K+ 3617.67% |
$3.02M - $3.08M
|
99.1K
$3.18M
|
|
|
May 15, 2025
Q1 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
41.4KNew |
$1.3M - $1.32M
|
41.4K
$1.33M
|
|
|
May 15, 2025
Q1 2025
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-2.53K- 36.83% |
$79.2K - $80.7K
|
4.34K
$139K
|
|
|
May 15, 2025
Q1 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.56KNew |
$299K - $305K
|
9.56K
$307K
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
12.4KNew |
$387K - $395K
|
12.4K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
3.04K+ 880.58% |
$95.1K - $96.9K
|
3.38K
$109K
|
|
|
May 15, 2025
Q1 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
6.49KNew |
$203K - $207K
|
6.49K
$208K
|
|
|
May 15, 2025
Q1 2025
|
Garden State Investment Advisory Services LLC
Red Bank, NJ |
BUY
|
- |
7.28KNew |
$228K - $232K
|
7.28K
$234K
|
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
6.92K+ 17.11% |
$217K - $221K
|
47.4K
$1.52M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
533K+ 894.92% |
$16.7M - $17M
|
593K
$19M
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
11.4K+ 15.01% |
$357K - $364K
|
87.4K
$2.81M
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
4.53K+ 9.01% |
$142K - $144K
|
54.8K
$1.76M
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-3.47K- 13.05% |
$109K - $111K
|
23.1K
$742K
|
|
|
May 15, 2025
Q1 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
7.23KNew |
$226K - $230K
|
7.23K
$232K
|
|
|
May 15, 2025
Q1 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
65.5K+ 33.7% |
$2.05M - $2.09M
|
260K
$8.34M
|
|
|
May 15, 2025
Q1 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
15.7K+ 129.41% |
$492K - $501K
|
27.9K
$895K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
400New |
$12.5K - $12.8K
|
400
$12.8K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
7.21K+ 18.67% |
$226K - $230K
|
45.8K
$1.47M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
BUY
|
- |
106+ 1.6% |
$3.32K - $3.38K
|
6.71K
$216K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
11.1KNew |
$347K - $353K
|
11.1K
$355K
|
|