Purchases and Sales Made in Q2 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 Q2 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 |
---|---|---|---|---|---|---|---|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 2.47% |
$1.75K - $2.05K
|
1.98K
$58.1K
|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-110- 9.32% |
$3.86K - $4.51K
|
1.07K
$31.5K
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-114- 0.51% |
$4K - $4.67K
|
22.1K
$652K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-168- 0.55% |
$5.89K - $6.89K
|
30.3K
$892K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-188- 0.85% |
$6.59K - $7.71K
|
21.8K
$642K
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200Closed |
$7.01K - $8.2K
|
0
$0
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-285- 4.01% |
$9.99K - $11.7K
|
6.82K
$201K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-323- 2.34% |
$11.3K - $13.2K
|
13.5K
$396K
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-431- 6.63% |
$15.1K - $17.7K
|
6.07K
$179K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-445- 2.84% |
$15.6K - $18.2K
|
15.2K
$448K
|
|
Jul 13, 2023
Q2 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-459- 1.35% |
$16.1K - $18.8K
|
33.5K
$986K
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500Closed |
$17.5K - $20.5K
|
0
$0
|
|
Aug 09, 2023
Q2 2023
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-545- 41.48% |
$19.1K - $22.3K
|
769
$22.6K
|
|
Aug 01, 2023
Q2 2023
|
Truist Financial Corp
|
SELL
|
- |
-948- 9.29% |
$33.2K - $38.9K
|
9.26K
$272K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-1.13K- 50.61% |
$39.4K - $46.1K
|
1.1K
$32.3K
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-1.13K- 55.63% |
$39.5K - $46.2K
|
899
$26.5K
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-1.83K- 19.1% |
$64.2K - $75.1K
|
7.76K
$228K
|
|
Aug 14, 2023
Q2 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-1.91K- 0.4% |
$66.8K - $78.1K
|
479K
$14.1M
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-1.98K- 6.05% |
$69.5K - $81.2K
|
30.8K
$906K
|
|
Aug 10, 2023
Q2 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-3.72K- 13.07% |
$131K - $153K
|
24.8K
$729K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.73K- 7.4% |
$131K - $153K
|
46.7K
$1.38M
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.77K- 29.28% |
$167K - $196K
|
11.5K
$339K
|
|
Aug 04, 2023
Q2 2023
|
Envestnet Asset Management Inc
|
SELL
|
- |
-6.24K- 48.58% |
$219K - $256K
|
6.6K
$194K
|
|
Jul 31, 2023
Q2 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-9.2K- 5.98% |
$322K - $377K
|
145K
$4.26M
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-12.2K- 25.98% |
$428K - $500K
|
34.8K
$1.02M
|
|
Aug 10, 2023
Q2 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-15.4K- 14.99% |
$540K - $631K
|
87.3K
$2.57M
|
|
Aug 14, 2023
Q2 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-36.9K- 25.46% |
$1.29M - $1.51M
|
108K
$3.18M
|
|
Aug 11, 2023
Q2 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-38.7K- 63.85% |
$1.36M - $1.59M
|
21.9K
$646K
|
|
Aug 14, 2023
Q2 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-66K- 38.09% |
$2.31M - $2.7M
|
107K
$3.16M
|