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 |
|---|---|---|---|---|---|---|---|
|
Dec 02, 2025
Q3 2025
|
Allworth Financial LP
|
BUY
|
- |
3.21K+ 9.47% |
$103K - $105K
|
37.1K
$1.22M
|
|
|
Dec 02, 2025
Q3 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
1.85K+ 24.01% |
$59.4K - $60.7K
|
9.56K
$315K
|
|
|
Nov 20, 2025
Q3 2025
|
Centaurus Financial, Inc.
|
BUY
|
- |
34.7K+ 7.53% |
$1.11M - $1.14M
|
495K
$16.3M
|
|
|
Nov 19, 2025
Q3 2025
|
First Commonwealth Financial Corp
Indiana, PA |
BUY
|
- |
9.56KNew |
$307K - $314K
|
9.56K
$315K
|
|
|
Nov 19, 2025
Q3 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
45.2KNew |
$1.45M - $1.48M
|
45.2K
$1.49M
|
|
|
Nov 19, 2025
Q3 2025
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.59K+ 1.56% |
$212K - $216K
|
428K
$14.1M
|
|
|
Nov 18, 2025
Q3 2025
|
Reliant Wealth Planning
|
BUY
|
- |
921K+ 2526.97% |
$29.6M - $30.2M
|
957K
$31.6M
|
|
|
Nov 18, 2025
Q3 2025
|
Advisory Services Network, LLC
|
SELL
|
- |
-60- 0.3% |
$1.93K - $1.97K
|
20.1K
$663K
|
|
|
Nov 14, 2025
Q3 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
23K+ 66.88% |
$739K - $755K
|
57.4K
$1.89M
|
|
|
Nov 14, 2025
Q3 2025
|
Larson Financial Group LLC
|
SELL
|
- |
-411- 40.94% |
$13.2K - $13.5K
|
593
$19.6K
|
|
|
Nov 14, 2025
Q3 2025
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
506+ 0.95% |
$16.2K - $16.6K
|
53.9K
$1.78M
|
|
|
Nov 14, 2025
Q3 2025
|
Morgan Stanley
New York, NY |
BUY
|
- |
356+ 8.23% |
$11.4K - $11.7K
|
4.68K
$154K
|
|
|
Nov 14, 2025
Q3 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.75KNew |
$56.2K - $57.5K
|
1.75K
$57.8K
|
|
|
Nov 14, 2025
Q3 2025
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
82K+ 43.01% |
$2.63M - $2.69M
|
273K
$8.99M
|
|
|
Nov 14, 2025
Q3 2025
|
Core Wealth Advisors, Inc.
Lakeland, FL |
SELL
|
- |
-143K- 88.08% |
$4.6M - $4.7M
|
19.4K
$640K
|
|
|
Nov 14, 2025
Q3 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
23.6K+ 1.02% |
$757K - $774K
|
2.33M
$76.9M
|
|
|
Nov 14, 2025
Q3 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-404- 0.78% |
$13K - $13.3K
|
51.5K
$1.7M
|
|
|
Nov 14, 2025
Q3 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
174K+ 16.21% |
$5.58M - $5.71M
|
1.25M
$41.1M
|
|
|
Nov 14, 2025
Q3 2025
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
51.3KNew |
$1.65M - $1.68M
|
51.3K
$1.69M
|
|
|
Nov 14, 2025
Q3 2025
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
315K+ 324.21% |
$10.1M - $10.3M
|
412K
$13.6M
|
|
|
Nov 14, 2025
Q3 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
22.5K+ 16.14% |
$722K - $738K
|
162K
$5.34M
|
|
|
Nov 14, 2025
Q3 2025
|
Integrity Alliance, Llc.
Urbandale, IA |
BUY
|
- |
589+ 1.45% |
$18.9K - $19.3K
|
41.1K
$1.36M
|
|
|
Nov 14, 2025
Q3 2025
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
414K+ 24.48% |
$13.3M - $13.6M
|
2.1M
$69.4M
|
|
|
Nov 14, 2025
Q3 2025
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
50K+ 17.29% |
$1.6M - $1.64M
|
339K
$11.2M
|
|
|
Nov 14, 2025
Q3 2025
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
SELL
|
- |
-10.6K- 5.04% |
$339K - $347K
|
199K
$6.56M
|
|
|
Nov 14, 2025
Q3 2025
|
Sykon Capital LLC
Harrison, NY |
BUY
|
- |
3.96K+ 39.09% |
$127K - $130K
|
14.1K
$465K
|
|
|
Nov 14, 2025
Q3 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-2.18K- 4.35% |
$69.9K - $71.4K
|
47.8K
$1.58M
|
|
|
Nov 14, 2025
Q3 2025
|
Wick Capital Partners, LLC
Wayne, PA |
SELL
|
- |
-69.3K- 76.31% |
$2.23M - $2.27M
|
21.5K
$710K
|
|
|
Nov 14, 2025
Q3 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-447- 2.99% |
$14.4K - $14.7K
|
14.5K
$479K
|
|
|
Nov 13, 2025
Q3 2025
|
Visionary Wealth Advisors
O'fallon, IL |
BUY
|
- |
153K+ 92.43% |
$4.9M - $5.01M
|
318K
$10.5M
|
|
|
Nov 13, 2025
Q3 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
8.48KNew |
$272K - $278K
|
8.48K
$280K
|
|
|
Nov 13, 2025
Q3 2025
|
Sfmg, LLC
|
BUY
|
- |
4.35K+ 5.28% |
$140K - $143K
|
86.6K
$2.86M
|
|
|
Nov 13, 2025
Q3 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-205- 0.88% |
$6.58K - $6.73K
|
23K
$759K
|
|
|
Nov 13, 2025
Q3 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
11.8KNew |
$380K - $388K
|
11.8K
$390K
|
|
|
Nov 13, 2025
Q3 2025
|
Maia Wealth LLC
Denver, CO |
BUY
|
- |
3.67K+ 25.4% |
$118K - $120K
|
18.1K
$598K
|
|
|
Nov 13, 2025
Q3 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
5.09K+ 9.28% |
$163K - $167K
|
59.9K
$1.98M
|
|
|
Nov 13, 2025
Q3 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-14.8K- 4.86% |
$475K - $485K
|
290K
$9.56M
|
|
|
Nov 13, 2025
Q3 2025
|
Betterment LLC
New York, NY |
BUY
|
- |
6.31KNew |
$203K - $207K
|
6.31K
$208K
|
|
|
Nov 12, 2025
Q3 2025
|
Wp Wealth LLP
Fort Worth, TX |
BUY
|
- |
3.1K+ 11.39% |
$99.5K - $102K
|
30.3K
$1M
|
|
|
Nov 12, 2025
Q3 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
312K+ 58.59% |
$10M - $10.3M
|
846K
$27.9M
|
|
|
Nov 12, 2025
Q3 2025
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-2.33K- 10.1% |
$74.8K - $76.5K
|
20.8K
$685K
|
|
|
Nov 12, 2025
Q3 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
22.3K+ 4.54% |
$717K - $733K
|
514K
$17M
|
|
|
Nov 12, 2025
Q3 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
27.7KNew |
$890K - $910K
|
27.7K
$915K
|
|
|
Nov 12, 2025
Q3 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
4.01K+ 3.6% |
$129K - $132K
|
116K
$3.81M
|
|
|
Nov 12, 2025
Q3 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.5K+ 4.68% |
$48.2K - $49.2K
|
33.5K
$1.11M
|
|
|
Nov 12, 2025
Q3 2025
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
46.7K+ 35.41% |
$1.5M - $1.53M
|
178K
$5.89M
|
|
|
Nov 12, 2025
Q3 2025
|
Sequent Planning LLC
Omaha, NE |
BUY
|
- |
25.8KNew |
$828K - $847K
|
25.8K
$851K
|
|
|
Nov 12, 2025
Q3 2025
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
914+ 9.91% |
$29.3K - $30K
|
10.1K
$334K
|
|
|
Nov 12, 2025
Q3 2025
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
2.36KNew |
$75.9K - $77.6K
|
2.36K
$78K
|
|
|
Nov 12, 2025
Q3 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 28.4% |
$175K - $179K
|
24.7K
$814K
|
|