Purchases and Sales Made in Q1 2024 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q1 2024. The information is specifically focused on institutions that hold shares of INNOVATOR ETFS TR.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
5.19KNew |
$148K - $152K
|
5.19K
$165K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Designs Corp
Claremont, CA |
BUY
|
- |
3.96K+ 2.1% |
$113K - $116K
|
193K
$6.13M
|
|
|
Apr 18, 2024
Q1 2024
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
3.83K+ 1.98% |
$109K - $112K
|
197K
$6.26M
|
|
|
May 01, 2024
Q1 2024
|
Integral Investment Advisors, Inc.
|
BUY
|
- |
3.75K+ 2.38% |
$107K - $110K
|
161K
$5.12M
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
3.06K+ 27.46% |
$87K - $89.4K
|
14.2K
$450K
|
|
|
May 10, 2024
Q1 2024
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
2.7K+ 24.55% |
$76.8K - $78.9K
|
13.7K
$434K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.62K+ 325.47% |
$74.6K - $76.7K
|
3.43K
$109K
|
|
|
May 13, 2024
Q1 2024
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
2.25K+ 0.78% |
$63.9K - $65.7K
|
290K
$9.2M
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.91K+ 9.47% |
$54.3K - $55.8K
|
22.1K
$700K
|
|
|
Apr 29, 2024
Q1 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
1.22K+ 12.64% |
$34.7K - $35.7K
|
10.9K
$345K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
888+ 888.0% |
$25.3K - $26K
|
988
$31.4K
|
|
|
May 14, 2024
Q1 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
864+ 0.7% |
$24.6K - $25.3K
|
125K
$3.97M
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
772+ 0.11% |
$22K - $22.6K
|
726K
$23.1M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
470+ 2.84% |
$13.4K - $13.8K
|
17K
$540K
|
|
|
Dec 26, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
457+ 86.06% |
$13K - $13.4K
|
988
$31.4K
|
|
|
May 15, 2024
Q1 2024
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
251New |
$7.14K - $7.34K
|
251
$7.97K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
190New |
$5.41K - $5.56K
|
190
$6.03K
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
94New |
$2.68K - $2.75K
|
94
$2.98K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
67+ 0.14% |
$1.91K - $1.96K
|
48.3K
$1.53M
|
|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
SELL
|
- |
-108- 7.41% |
$3.07K - $3.16K
|
1.35K
$42.8K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-636- 1.04% |
$18.1K - $18.6K
|
60.8K
$1.93M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-710- 0.29% |
$20.2K - $20.8K
|
245K
$7.79M
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-772- 6.94% |
$22K - $22.6K
|
10.3K
$328K
|
|
|
May 07, 2024
Q1 2024
|
Sfmg, LLC
|
SELL
|
- |
-910- 1.38% |
$25.9K - $26.6K
|
65.2K
$2.07M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.05K- 23.64% |
$29.8K - $30.6K
|
3.38K
$107K
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-1.25K- 15.26% |
$35.5K - $36.5K
|
6.93K
$220K
|
|
|
May 10, 2024
Q1 2024
|
Encompass More Asset Management
Danville, CA |
SELL
|
- |
-1.43K- 15.13% |
$40.7K - $41.8K
|
8.02K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Bcs Wealth Management
|
SELL
|
- |
-1.49K- 3.56% |
$42.5K - $43.7K
|
40.5K
$1.28M
|
|
|
Apr 15, 2024
Q1 2024
|
River Tree Advisors, LLC
Winter Park, FL |
SELL
|
- |
-2.11K- 3.15% |
$60K - $61.7K
|
64.7K
$2.05M
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-2.12K- 2.08% |
$60.4K - $62.1K
|
100K
$3.17M
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-2.27K- 7.71% |
$64.6K - $66.4K
|
27.2K
$863K
|
|
|
May 08, 2024
Q1 2024
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-3.88K- 33.65% |
$110K - $113K
|
7.64K
$243K
|
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-4.01K- 7.41% |
$114K - $117K
|
50.1K
$1.59M
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-5.67K- 5.15% |
$161K - $166K
|
104K
$3.31M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-11.8K- 28.48% |
$335K - $344K
|
29.5K
$937K
|
|
|
Apr 17, 2024
Q1 2024
|
Cra Financial Services, LLC
|
SELL
|
- |
-12.1K- 5.46% |
$343K - $353K
|
209K
$6.62M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-37.6K- 76.3% |
$1.07M - $1.1M
|
11.7K
$371K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-38.7K- 29.08% |
$1.1M - $1.13M
|
94.5K
$3M
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-68.4K- 9.33% |
$1.95M - $2M
|
665K
$21.1M
|
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-93.6K- 52.96% |
$2.66M - $2.74M
|
83.1K
$2.64M
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
SELL
|
- |
-168K- 50.46% |
$4.79M - $4.92M
|
165K
$5.24M
|
|
|
Apr 11, 2024
Q1 2024
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-175K- 73.47% |
$4.99M - $5.13M
|
63.3K
$2.01M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.08M- 82.9% |
$30.7M - $31.6M
|
223K
$7.07M
|
|
|
Apr 23, 2024
Q1 2024
|
Milestone Asset Management, LLC
Pittsburgh, PA |
SELL
|
- |
-2.49M- 85.34% |
$70.8M - $72.8M
|
427K
$13.6M
|
|
|
May 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-2.82M- 98.06% |
$80.2M - $82.4M
|
55.6K
$1.77M
|