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 |
|---|---|---|---|---|---|---|---|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.03K+ 4.68% |
$32.3K - $32.9K
|
23.1K
$742K
|
|
|
May 07, 2025
Q1 2025
|
Keystone Financial Group, Inc.
Atlanta, GA |
BUY
|
- |
25.1KNew |
$786K - $800K
|
25.1K
$806K
|
|
|
May 07, 2025
Q1 2025
|
Brown Wealth Management, LLC
Naperville, IL |
SELL
|
- |
-4.24K- 3.07% |
$133K - $135K
|
134K
$4.3M
|
|
|
May 07, 2025
Q1 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
9.17K+ 4.61% |
$287K - $292K
|
208K
$6.69M
|
|
|
May 07, 2025
Q1 2025
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
BUY
|
- |
5.73K+ 37.54% |
$179K - $183K
|
21K
$674K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
17.5K+ 16.81% |
$547K - $557K
|
121K
$3.9M
|
|
|
May 07, 2025
Q1 2025
|
Vantage Financial Partners, LLC
Elm Grove, WI |
BUY
|
- |
8.71K+ 30.58% |
$273K - $278K
|
37.2K
$1.19M
|
|
|
May 06, 2025
Q1 2025
|
Worth Pointe, LLC
La Jolla, CA |
BUY
|
- |
4.07K+ 50.65% |
$127K - $130K
|
12.1K
$388K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
164K+ 1079.26% |
$5.14M - $5.24M
|
179K
$5.76M
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-25.7K- 69.23% |
$805K - $820K
|
11.4K
$367K
|
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-55.8K- 7.27% |
$1.75M - $1.78M
|
712K
$22.8M
|
|
|
May 06, 2025
Q1 2025
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
473KNew |
$14.8M - $15.1M
|
473K
$15.2M
|
|
|
May 06, 2025
Q1 2025
|
Brookwood Investment Group LLC
Phoenix, AZ |
BUY
|
- |
30.8KNew |
$965K - $983K
|
30.8K
$989K
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
SELL
|
- |
-75- 34.88% |
$2.35K - $2.39K
|
140
$4.5K
|
|
|
May 05, 2025
Q1 2025
|
Arq Wealth Advisors, LLC
|
BUY
|
- |
241KNew |
$7.55M - $7.69M
|
241K
$7.74M
|
|
|
May 05, 2025
Q1 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
760New |
$23.8K - $24.2K
|
760
$24.4K
|
|
|
May 05, 2025
Q1 2025
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
1K+ 8.47% |
$31.3K - $31.9K
|
12.8K
$411K
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
3.25KNew |
$102K - $104K
|
3.25K
$104K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
175K+ 98.8% |
$5.47M - $5.57M
|
351K
$11.3M
|
|
|
May 02, 2025
Q1 2025
|
Grant Street Asset Management, Inc.
Canonsburg, PA |
BUY
|
- |
8.95KNew |
$280K - $285K
|
8.95K
$287K
|
|
|
May 02, 2025
Q1 2025
|
Larson Financial Group LLC
|
BUY
|
- |
1.92KNew |
$60K - $61.1K
|
1.92K
$61.6K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
6.98KNew |
$219K - $223K
|
6.98K
$224K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
245K+ 111.76% |
$7.66M - $7.8M
|
463K
$14.9M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
5.48K+ 2.91% |
$171K - $175K
|
194K
$6.22M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
307K+ 724.2% |
$9.62M - $9.8M
|
350K
$11.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Trek Financial, LLC
Scottsdale, AZ |
SELL
|
- |
-2.72K- 2.07% |
$85K - $86.6K
|
128K
$4.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
170KNew |
$5.33M - $5.43M
|
170K
$5.46M
|
|
|
Apr 30, 2025
Q1 2025
|
Cfo4 Life Group, LLC
|
BUY
|
- |
34.7KNew |
$1.09M - $1.11M
|
34.7K
$1.11M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
BUY
|
- |
31+ 0.12% |
$971 - $989
|
25.7K
$825K
|
|
|
Apr 30, 2025
Q1 2025
|
Code Waechter LLC
Tampa, FL |
BUY
|
- |
84.7KNew |
$2.65M - $2.7M
|
84.7K
$2.72M
|
|
|
Apr 30, 2025
Q1 2025
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
13.2KNew |
$414K - $421K
|
13.2K
$424K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
244K+ 15.34% |
$7.64M - $7.78M
|
1.83M
$58.9M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-3.7K- 3.39% |
$116K - $118K
|
105K
$3.38M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
9.48K+ 4.4% |
$297K - $302K
|
225K
$7.23M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
BUY
|
- |
10.3K+ 19.66% |
$323K - $329K
|
62.8K
$2.02M
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
56.5K+ 107.14% |
$1.77M - $1.8M
|
109K
$3.51M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
12.4K+ 2.07% |
$387K - $395K
|
610K
$19.6M
|
|
|
Apr 28, 2025
Q1 2025
|
Elmwood Wealth Management, Inc.
|
BUY
|
- |
11.2KNew |
$351K - $357K
|
11.2K
$360K
|
|
|
Apr 28, 2025
Q1 2025
|
Cannon Advisors, Inc.
Charlotte, NC |
SELL
|
- |
-382- 0.56% |
$12K - $12.2K
|
67.7K
$2.17M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
3.94K+ 1.61% |
$123K - $126K
|
248K
$7.98M
|
|
|
Apr 28, 2025
Q1 2025
|
4 J Wealth Management LLC
|
BUY
|
- |
65.6KNew |
$2.05M - $2.09M
|
65.6K
$2.11M
|
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
3.1K+ 12.06% |
$97.1K - $98.9K
|
28.8K
$925K
|
|
|
Apr 28, 2025
Q1 2025
|
Swmg, LLC
Fort Worth, TX |
BUY
|
- |
1.91K+ 7.67% |
$59.7K - $60.8K
|
26.8K
$860K
|
|
|
Apr 25, 2025
Q1 2025
|
Rovin Capital
|
BUY
|
- |
10.7K+ 14.98% |
$336K - $342K
|
82.3K
$2.64M
|
|
|
Apr 25, 2025
Q1 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
10.5KNew |
$328K - $334K
|
10.5K
$336K
|
|
|
Apr 25, 2025
Q1 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-9.22K- 44.02% |
$289K - $294K
|
11.7K
$377K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-6.07K- 1.44% |
$190K - $194K
|
416K
$13.3M
|
|
|
Apr 24, 2025
Q1 2025
|
Cambridge Advisors Inc.
|
BUY
|
- |
9.55KNew |
$299K - $305K
|
9.55K
$307K
|
|
|
Apr 23, 2025
Q1 2025
|
Capasso Planning Partners LLC
Charleston, SC |
BUY
|
- |
5.06K+ 26.47% |
$159K - $161K
|
24.2K
$777K
|
|
|
Apr 23, 2025
Q1 2025
|
Balance Wealth, LLC
Delaware, OH |
BUY
|
- |
21.4KNew |
$670K - $682K
|
21.4K
$687K
|