Latest Institutional Purchases of Ishares Tr Self Driving Ev & T (IDRV)
This list provides information on the latest institutional transactions involving Ishares Tr Self Driving Ev & T (IDRV) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
515New |
$16.1K - $18.9K
|
515
$15.8K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$6.23K - $7.33K
|
200
$6.13K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
77+ 0.96% |
$2.4K - $2.82K
|
8.09K
$248K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$1.96K - $2.31K
|
63
$1.93K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$1.56K - $1.83K
|
50
$1.53K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.93% |
$93.5 - $110
|
324
$9.94K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.23% |
$62.3 - $73.3
|
165
$5.06K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.77% |
$62.3 - $73.3
|
262
$8.04K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1New |
$31.2 - $36.7
|
1
$30.7
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$503K - $640K
|
14K
$430K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
10KNew |
$360K - $457K
|
10K
$307K
|
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.49KNew |
$197K - $251K
|
5.49K
$168K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.13KNew |
$76.4K - $97.1K
|
2.13K
$65.2K
|
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.24K+ 15.96% |
$44.5K - $56.5K
|
9K
$276K
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.11K+ 18.74% |
$39.9K - $50.7K
|
7.04K
$216K
|
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
592+ 6.4% |
$21.3K - $27K
|
9.85K
$302K
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
228+ 4.19% |
$8.19K - $10.4K
|
5.67K
$174K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
102New |
$3.67K - $4.66K
|
102
$3.13K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12New |
$431 - $548
|
12
$368
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$177K - $207K
|
5.06K
$155K
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
255New |
$8.94K - $10.5K
|
255
$7.82K
|
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26New |
$911 - $1.07K
|
26
$797
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 1.16% |
$280 - $328
|
700
$21.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4+ 0.08% |
$140 - $164
|
5.25K
$161K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.78% |
$70.1 - $82
|
259
$7.94K
|
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 5.56% |
$35.1 - $41
|
19
$583
|
|
| Q1 2023 | |||||||
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
14.2KNew |
$481K - $611K
|
14.2K
$436K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$178K - $226K
|
5.27K
$162K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.22KNew |
$177K - $224K
|
5.22K
$160K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
525New |
$17.8K - $22.6K
|
525
$16.1K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
327New |
$11.1K - $14.1K
|
327
$10K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$3.38K - $4.3K
|
100
$3.07K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95+ 12.47% |
$3.21K - $4.08K
|
857
$26.3K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89New |
$3.01K - $3.83K
|
89
$2.73K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58New |
$1.96K - $2.49K
|
58
$1.78K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49New |
$1.66K - $2.11K
|
49
$1.5K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$947 - $1.2K
|
28
$859
|
|
| Q4 2022 | |||||||
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$242K - $290K
|
7.39K
$227K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.21KNew |
$236K - $283K
|
7.21K
$221K
|
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$225K - $270K
|
6.88K
$211K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$56.1K - $67.3K
|
1.72K
$52.6K
|
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363New |
$11.9K - $14.2K
|
363
$11.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
355+ 154.35% |
$11.6K - $13.9K
|
585
$17.9K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
329New |
$10.8K - $12.9K
|
329
$10.1K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
238New |
$7.78K - $9.33K
|
238
$7.3K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200New |
$6.54K - $7.84K
|
200
$6.13K
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
169New |
$5.52K - $6.63K
|
169
$5.18K
|
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
135New |
$4.41K - $5.29K
|
135
$4.14K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
102New |
$3.33K - $4K
|
102
$3.13K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$752 - $902
|
23
$705
|
|