Latest Institutional Transactions on Ishares Tr Self Driving Ev & T (IDRV)
This table provides information on the latest institutional transactions involving Ishares Tr Self Driving Ev & T (IDRV) 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 |
|---|---|---|---|---|---|---|---|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$177K - $207K
|
5.06K
$194K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.73K- 7.4% |
$131K - $153K
|
46.7K
$1.79M
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 5.56% |
$35.1 - $41
|
19
$729
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.78% |
$70.1 - $82
|
259
$9.94K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 1.16% |
$280 - $328
|
700
$26.9K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
255New |
$8.94K - $10.5K
|
255
$9.78K
|
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 2.47% |
$1.75K - $2.05K
|
1.98K
$75.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-285- 4.01% |
$9.99K - $11.7K
|
6.82K
$262K
|
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.77K- 29.28% |
$167K - $196K
|
11.5K
$442K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26New |
$911 - $1.07K
|
26
$998
|
|
| Q1 2023 | |||||||
|
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 18.78% |
$939K - $1.19M
|
120K
$4.61M
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49New |
$1.66K - $2.11K
|
49
$1.88K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.22KNew |
$177K - $224K
|
5.22K
$200K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89New |
$3.01K - $3.83K
|
89
$3.41K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
525New |
$17.8K - $22.6K
|
525
$20.1K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$947 - $1.2K
|
28
$1.07K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$178K - $226K
|
5.27K
$202K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$3.38K - $4.3K
|
100
$3.84K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
14.2KNew |
$481K - $611K
|
14.2K
$545K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58New |
$1.96K - $2.49K
|
58
$2.23K
|
|
| Q4 2022 | |||||||
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
135New |
$4.41K - $5.29K
|
135
$5.18K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
102New |
$3.33K - $4K
|
102
$3.91K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$225K - $270K
|
6.88K
$264K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363New |
$11.9K - $14.2K
|
363
$13.9K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$56.1K - $67.3K
|
1.72K
$65.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200New |
$6.54K - $7.84K
|
200
$7.67K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$752 - $902
|
23
$883
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
169New |
$5.52K - $6.63K
|
169
$6.48K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
355+ 154.35% |
$11.6K - $13.9K
|
585
$22.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.21KNew |
$236K - $283K
|
7.21K
$277K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
238New |
$7.78K - $9.33K
|
238
$9.13K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$163 - $196
|
5
$192
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.11K- 33.06% |
$134K - $161K
|
8.31K
$319K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-222- 20.11% |
$7.26K - $8.71K
|
882
$33.8K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
14New |
$458 - $549
|
14
$537
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
21New |
$686 - $824
|
21
$806
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
329New |
$10.8K - $12.9K
|
329
$12.6K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
480New |
$16.1K - $20.4K
|
480
$18.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-375- 6.55% |
$12.5K - $16K
|
5.35K
$205K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.77KNew |
$260K - $331K
|
7.77K
$298K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$602 - $767
|
18
$691
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-40Closed |
$1.34K - $1.7K
|
0
$0
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 66.67% |
$46.8K - $59.6K
|
700
$26.9K
|
|
| Q2 2022 | |||||||
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$918 - $1.18K
|
25
$959
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.89KClosed |
$327K - $418K
|
0
$0
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 0.87% |
$1.84K - $2.35K
|
5.81K
$223K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.13KClosed |
$188K - $241K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.24KNew |
$266K - $340K
|
7.24K
$278K
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-360Closed |
$13.2K - $16.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.6K+ 21.69% |
$758K - $970K
|
116K
$4.44M
|
|