Purchases and Sales Made in Q2 2025 in Innovator Etfs Tr (BALT)
This table provides information about the institutional ownership of Innovator Etfs Tr (BALT) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Beacon Financial Group
|
BUY
|
- |
34.9K+ 46.61% |
$1.06M - $1.12M
|
110K
$3.52M
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
32.4K+ 11.17% |
$982K - $1.04M
|
322K
$10.3M
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
BUY
|
- |
26.7K+ 123.42% |
$810K - $857K
|
48.4K
$1.55M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
13.7K+ 5.9% |
$416K - $441K
|
247K
$7.92M
|
|
|
Jul 07, 2025
Q2 2025
|
Dominguez Wealth Management Solutions, Inc.
Williamsburg, VA |
BUY
|
- |
13.2K+ 6.29% |
$401K - $425K
|
223K
$7.18M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
9.13K+ 9.13% |
$277K - $293K
|
109K
$3.51M
|
|
|
Jul 08, 2025
Q2 2025
|
Range Financial Group LLC
|
BUY
|
- |
8.54KNew |
$259K - $274K
|
8.54K
$274K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
6.52K+ 39.23% |
$198K - $209K
|
23.1K
$743K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.28K+ 10.47% |
$190K - $201K
|
66.2K
$2.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Central Valley Advisors, LLC
Sacramento, CA |
BUY
|
- |
2.47K+ 0.79% |
$74.9K - $79.3K
|
314K
$10.1M
|
|
|
Jul 07, 2025
Q2 2025
|
O'Connor Financial Group LLC
Quincy, IL |
BUY
|
- |
478+ 2.43% |
$14.5K - $15.3K
|
20.1K
$646K
|
|
|
Jul 10, 2025
Q2 2025
|
Pachira Investments Inc.
|
BUY
|
- |
467+ 1.34% |
$14.2K - $15K
|
35.3K
$1.13M
|
|
|
Jul 09, 2025
Q2 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-2.4K- 27.37% |
$72.8K - $77K
|
6.37K
$205K
|
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-14.8K- 26.91% |
$448K - $474K
|
40.1K
$1.29M
|
|
|
Jul 09, 2025
Q2 2025
|
Keystone Wealth Services, LLC
|
SELL
|
- |
-14.8K- 44.35% |
$450K - $476K
|
18.6K
$598K
|