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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
3.26K+ 14.1% |
$98.8K - $105K
|
26.4K
$856K
|
|
|
Aug 15, 2025
Q2 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
941+ 27.82% |
$28.5K - $30.2K
|
4.32K
$140K
|
|
|
Aug 14, 2025
Q2 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5.27K+ 18.11% |
$160K - $169K
|
34.4K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-4.79K- 17.2% |
$145K - $154K
|
23.1K
$749K
|
|
|
Aug 14, 2025
Q2 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
29.1K+ 11.21% |
$884K - $935K
|
289K
$9.37M
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
6.25K+ 1203.28% |
$189K - $200K
|
6.76K
$219K
|
|
|
Aug 14, 2025
Q2 2025
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
22.9KNew |
$693K - $734K
|
22.9K
$741K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
26.9K+ 19.81% |
$816K - $864K
|
163K
$5.28M
|
|
|
Aug 14, 2025
Q2 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
2.73K+ 42.08% |
$82.9K - $87.7K
|
9.22K
$299K
|
|
|
Aug 14, 2025
Q2 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-19.7K- 9.35% |
$597K - $631K
|
191K
$6.18M
|
|
|
Aug 14, 2025
Q2 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
49.8K+ 105.22% |
$1.51M - $1.6M
|
97.2K
$3.15M
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
225+ 0.6% |
$6.82K - $7.22K
|
37.8K
$1.23M
|
|
|
Aug 14, 2025
Q2 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
33.6KNew |
$1.02M - $1.08M
|
33.6K
$1.09M
|
|
|
Aug 14, 2025
Q2 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-44.3K- 12.71% |
$1.34M - $1.42M
|
305K
$9.88M
|
|
|
Aug 14, 2025
Q2 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
720+ 10.32% |
$21.8K - $23.1K
|
7.7K
$250K
|
|
|
Aug 14, 2025
Q2 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
SELL
|
- |
-150K- 8.16% |
$4.56M - $4.82M
|
1.69M
$54.8M
|
|
|
Aug 14, 2025
Q2 2025
|
Diversify Advisory Services, LLC
Sandy, UT |
SELL
|
- |
-100- 0.29% |
$3.03K - $3.21K
|
34.6K
$1.12M
|
|
|
Aug 14, 2025
Q2 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.07K+ 1.46% |
$184K - $195K
|
422K
$13.7M
|
|
|
Aug 14, 2025
Q2 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-8.14K- 35.25% |
$247K - $261K
|
15K
$485K
|
|
|
Aug 14, 2025
Q2 2025
|
Brinker Capital Investments, LLC
|
BUY
|
- |
249K+ 41.96% |
$7.55M - $7.99M
|
842K
$27.3M
|
|
|
Aug 14, 2025
Q2 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
4.12K+ 8.99% |
$125K - $132K
|
50K
$1.62M
|
|
|
Aug 14, 2025
Q2 2025
|
Wick Capital Partners, LLC
Wayne, PA |
BUY
|
- |
70.7K+ 352.1% |
$2.14M - $2.27M
|
90.8K
$2.95M
|
|
|
Aug 13, 2025
Q2 2025
|
Holos Integrated Wealth LLC
Kennett Square, PA |
BUY
|
- |
16.6K+ 12.77% |
$503K - $532K
|
146K
$4.75M
|
|
|
Aug 13, 2025
Q2 2025
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
1.05K+ 6.09% |
$31.8K - $33.7K
|
18.3K
$593K
|
|
|
Aug 13, 2025
Q2 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
17.8K+ 107.88% |
$540K - $572K
|
34.3K
$1.11M
|
|
|
Aug 13, 2025
Q2 2025
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
221+ 0.43% |
$6.7K - $7.09K
|
51.9K
$1.68M
|
|
|
Aug 13, 2025
Q2 2025
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
16KNew |
$486K - $514K
|
16K
$520K
|
|
|
Aug 13, 2025
Q2 2025
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
7.13K+ 5.55% |
$216K - $229K
|
136K
$4.4M
|
|
|
Aug 13, 2025
Q2 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
2.35K+ 4.48% |
$71.2K - $75.4K
|
54.8K
$1.78M
|
|
|
Aug 13, 2025
Q2 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-324K- 18.26% |
$9.84M - $10.4M
|
1.45M
$47.1M
|
|
|
Aug 13, 2025
Q2 2025
|
Wealthquest Corp
Cincinnati, OH |
SELL
|
- |
-290K- 8.41% |
$8.78M - $9.3M
|
3.15M
$102M
|
|
|
Aug 13, 2025
Q2 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
19.3K+ 13.23% |
$585K - $619K
|
165K
$5.36M
|
|
|
Aug 13, 2025
Q2 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
4.21K+ 19.65% |
$128K - $135K
|
25.6K
$830K
|
|
|
Aug 13, 2025
Q2 2025
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
33.1KNew |
$1.01M - $1.06M
|
33.1K
$1.08M
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 12, 2025
Q2 2025
|
Reliant Wealth Planning
|
BUY
|
- |
36.4KNew |
$1.11M - $1.17M
|
36.4K
$1.18M
|
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
60.9K+ 120.06% |
$1.85M - $1.95M
|
112K
$3.62M
|
|
|
Aug 12, 2025
Q2 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
78.4K+ 64.5% |
$2.38M - $2.52M
|
200K
$6.48M
|
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-12.7K- 35.4% |
$386K - $408K
|
23.2K
$753K
|
|
|
Aug 12, 2025
Q2 2025
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
26KNew |
$790K - $836K
|
26K
$844K
|
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-14- 0.17% |
$425 - $449
|
8.07K
$262K
|
|
|
Aug 12, 2025
Q2 2025
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-5.14K- 34.43% |
$156K - $165K
|
9.78K
$317K
|
|
|
Aug 12, 2025
Q2 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
644+ 4.66% |
$19.5K - $20.7K
|
14.5K
$469K
|
|
|
Aug 12, 2025
Q2 2025
|
Long Island Wealth Management, Inc.
Melville, NY |
SELL
|
- |
-1.36K- 0.64% |
$41.2K - $43.6K
|
212K
$6.89M
|
|
|
Aug 11, 2025
Q2 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
BUY
|
- |
3.34K+ 4.94% |
$101K - $107K
|
71K
$2.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
48.8KNew |
$1.48M - $1.57M
|
48.8K
$1.58M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-376- 0.93% |
$11.4K - $12.1K
|
40K
$1.3M
|
|
|
Aug 11, 2025
Q2 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
27.2KNew |
$826K - $874K
|
27.2K
$883K
|
|
|
Aug 11, 2025
Q2 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
2.9K+ 40.15% |
$88K - $93.2K
|
10.1K
$329K
|
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.5K+ 367.19% |
$106K - $112K
|
4.46K
$145K
|