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 15, 2023
Q1 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
8.73KNew |
$232K - $238K
|
8.73K
$278K
|
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
BUY
|
- |
93KNew |
$2.47M - $2.53M
|
93K
$2.96M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
SELL
|
- |
-17.8K- 96.4% |
$473K - $485K
|
665
$21.1K
|
|
|
Apr 21, 2023
Q1 2023
|
Acas, LLC
|
SELL
|
- |
-466- 5.75% |
$12.4K - $12.7K
|
7.64K
$243K
|
|
|
Apr 18, 2023
Q1 2023
|
Richard P Slaughter Associates Inc
|
BUY
|
- |
14.8KNew |
$392K - $402K
|
14.8K
$469K
|
|
| Q4 2022 | |||||||
|
Feb 09, 2023
Q4 2022
|
Pillar Wealth Advisors, LLC
|
SELL
|
- |
-189K- 27.26% |
$4.88M - $5.03M
|
505K
$16.1M
|
|
|
Feb 09, 2023
Q4 2022
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
12.6KNew |
$323K - $334K
|
12.6K
$399K
|
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
176New |
$4.53K - $4.68K
|
176
$5.6K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
BUY
|
- |
386New |
$9.94K - $10.3K
|
386
$12.3K
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
78.8K+ 767.01% |
$2.03M - $2.07M
|
89K
$2.83M
|
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-358KClosed |
$9.23M - $9.41M
|
0
$0
|
|
| Q2 2022 | |||||||
|
Aug 10, 2022
Q2 2022
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
BUY
|
- |
386KNew |
$9.81M - $9.99M
|
386K
$12.3M
|
|
|
Aug 05, 2022
Q2 2022
|
Old Mission Capital LLC
|
SELL
|
- |
-20.1KClosed |
$511K - $520K
|
0
$0
|
|
|
Jul 27, 2022
Q2 2022
|
Park Avenue Securities LLC
|
BUY
|
- |
7.78KNew |
$197K - $201K
|
7.78K
$247K
|
|
|
Jul 15, 2022
Q2 2022
|
Alaska Permanent Capital Management
|
SELL
|
- |
-14.9KClosed |
$378K - $385K
|
0
$0
|
|
| Q1 2022 | |||||||
|
May 16, 2022
Q1 2022
|
Elmwood Wealth Management, Inc.
|
SELL
|
- |
-3KClosed |
$76.7K - $77.9K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Coldstream Capital Management Inc
|
BUY
|
- |
19.4KNew |
$496K - $503K
|
19.4K
$617K
|
|
|
May 06, 2022
Q1 2022
|
Bouchey Financial Group LTD
|
SELL
|
- |
-279KClosed |
$7.12M - $7.24M
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
BUY
|
- |
12KNew |
$307K - $311K
|
12K
$381K
|
|
| Q3 2021 | |||||||
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
9.87KNew |
$253K - $255K
|
9.87K
$314K
|
|