Purchases and Sales Made in Q1 2023 in Ishares Tr Self Driving Ev & T (IDRV)
This table provides information about the institutional ownership of Ishares Tr Self Driving Ev & T (IDRV) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES TR SELF DRIVING EV & T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2023
Q1 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
77.2K+ 80.38% |
$2.61M - $3.32M
|
173K
$5.03M
|
|
|
Jun 07, 2023
Q1 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
50.6KNew |
$1.71M - $2.18M
|
50.6K
$1.47M
|
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
22.3KNew |
$753K - $957K
|
22.3K
$646K
|
|
|
Aug 01, 2024
Q1 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
18.9K+ 1000.32% |
$639K - $812K
|
20.8K
$603K
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
17.7K+ 13.89% |
$598K - $760K
|
145K
$4.21M
|
|
|
May 02, 2023
Q1 2023
|
Advisory Alpha, LLC
|
BUY
|
- |
16.3KNew |
$551K - $700K
|
16.3K
$473K
|
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
14.2KNew |
$481K - $611K
|
14.2K
$413K
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
11.6K+ 20.93% |
$393K - $499K
|
67.1K
$1.95M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
BUY
|
- |
11.6K+ 3573.15% |
$392K - $498K
|
11.9K
$346K
|
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
10.2KNew |
$345K - $439K
|
10.2K
$296K
|
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
7.11KNew |
$240K - $306K
|
7.11K
$206K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
6.08K+ 13.17% |
$206K - $261K
|
52.3K
$1.52M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.29KNew |
$179K - $227K
|
5.29K
$154K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$178K - $226K
|
5.27K
$153K
|
|
|
May 15, 2023
Q1 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
5.24KNew |
$177K - $225K
|
5.24K
$152K
|
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.22KNew |
$177K - $224K
|
5.22K
$152K
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.08K+ 65.38% |
$172K - $218K
|
12.8K
$373K
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.86K+ 57.27% |
$131K - $166K
|
10.6K
$308K
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
3.78K+ 2.52% |
$128K - $163K
|
154K
$4.47M
|
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
3.49K+ 368.04% |
$118K - $150K
|
4.44K
$129K
|
|
|
May 03, 2023
Q1 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
2.4K+ 4.24% |
$81.1K - $103K
|
58.9K
$1.71M
|
|
|
Apr 26, 2023
Q1 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.33K+ 3.97% |
$78.8K - $100K
|
60.9K
$1.77M
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
2.32K+ 31.84% |
$78.4K - $99.6K
|
9.59K
$278K
|
|
|
Jun 13, 2024
Q1 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
2.21K+ 41.29% |
$74.9K - $95.1K
|
7.57K
$220K
|
|
|
May 02, 2023
Q1 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
2.03KNew |
$68.5K - $87.1K
|
2.03K
$58.8K
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1.99K+ 6.47% |
$67.3K - $85.6K
|
32.8K
$951K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
1.65K+ 8.09% |
$55.7K - $70.8K
|
22K
$639K
|
|
|
May 10, 2023
Q1 2023
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
1.31KNew |
$44.5K - $56.5K
|
1.31K
$38.2K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
856+ 62.62% |
$29K - $36.8K
|
2.22K
$64.6K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
525New |
$17.8K - $22.6K
|
525
$15.2K
|
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
449+ 0.68% |
$15.2K - $19.3K
|
66.8K
$1.94M
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
372+ 930.0% |
$12.6K - $16K
|
412
$12K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
327New |
$11.1K - $14.1K
|
327
$9.5K
|
|
|
Apr 17, 2023
Q1 2023
|
Highland Financial Advisors, LLC
|
BUY
|
- |
274+ 2.47% |
$9.27K - $11.8K
|
11.4K
$330K
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
BUY
|
- |
207+ 13.66% |
$7K - $8.9K
|
1.72K
$50K
|
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
144+ 342.86% |
$4.87K - $6.19K
|
186
$5.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$3.38K - $4.3K
|
100
$2.9K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95+ 12.47% |
$3.21K - $4.08K
|
857
$24.9K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89New |
$3.01K - $3.83K
|
89
$2.58K
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
60+ 42.86% |
$2.03K - $2.58K
|
200
$5.81K
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
60New |
$2.03K - $2.58K
|
60
$1.74K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58New |
$1.96K - $2.49K
|
58
$1.68K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
BUY
|
- |
57+ 14.18% |
$1.93K - $2.45K
|
459
$13.3K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
56+ 21.88% |
$1.89K - $2.41K
|
312
$9.06K
|
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49New |
$1.66K - $2.11K
|
49
$1.42K
|
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$947 - $1.2K
|
28
$813
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
12+ 1.01% |
$406 - $516
|
1.21K
$35K
|
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
9+ 0.12% |
$304 - $387
|
7.46K
$217K
|
|
|
Apr 18, 2023
Q1 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
3+ 0.12% |
$101 - $129
|
2.5K
$72.7K
|
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
2+ 0.42% |
$67.7 - $86
|
481
$14K
|