Purchases and Sales Made in Q3 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 Q3 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 | 
|---|---|---|---|---|---|---|---|
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Wells Fargo & Company
       San Francisco, CA | SELL | - | -226- 0.73% |                   
                  $8.12K - $10.3K
                 |                   
                30.6K
                $1.13M
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Valley National Advisers Inc
      
   | SELL | - | -233- 1.95% |                   
                  $8.37K - $10.6K
                 |                   
                11.7K
                $431K
               | |
| 
                  Oct 16, 2023
                  Q3 2023
                 | 
      H&H Retirement Design & Management Inc
      
   | SELL | - | -294- 1.33% |                   
                  $10.6K - $13.4K
                 |                   
                21.9K
                $806K
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Tcg Advisory Services, LLC
       Austin, TX | SELL | - | -317- 1.31% |                   
                  $11.4K - $14.5K
                 |                   
                23.8K
                $878K
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Farther Finance Advisors, LLC
       San Francisco, CA | SELL | - | -371- 90.05% |                   
                  $13.3K - $16.9K
                 |                   
                41
                $1.51K
               | |
| 
                  Nov 02, 2023
                  Q3 2023
                 | 
      Venturi Wealth Management, LLC
       Austin, TX | SELL | - | -557- 61.96% |                   
                  $20K - $25.4K
                 |                   
                342
                $12.6K
               | |
| 
                  Nov 16, 2023
                  Q3 2023
                 | 
      Creative Planning
       Overland Park, KS | SELL | - | -995- 9.26% |                   
                  $35.8K - $45.4K
                 |                   
                9.75K
                $360K
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Td Waterhouse Canada Inc.
       Toronto, A6 | SELL | - | -999- 90.98% |                   
                  $35.9K - $45.6K
                 |                   
                99
                $3.65K
               | |
| 
                  Aug 01, 2024
                  Q3 2023
                 | 
      Wr Wealth Planners, LLC
       Columbia, MO | SELL | - | -1.03K- 4.94% |                   
                  $37K - $47K
                 |                   
                19.8K
                $732K
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Pnc Financial Services Group, Inc.
       Pittsburgh, PA | SELL | - | -1.46K- 10.81% |                   
                  $52.3K - $66.4K
                 |                   
                12K
                $443K
               | |
| 
                  Oct 17, 2023
                  Q3 2023
                 | 
      Nelson, Van Denburg & Campbell Wealth Management Group, LLC
       Omaha, NE | SELL | - | -1.96K- 44.02% |                   
                  $70.4K - $89.4K
                 |                   
                2.49K
                $91.9K
               | |
| 
                  Oct 23, 2023
                  Q3 2023
                 | 
      Commonwealth Equity Services, LLC
      
   | SELL | - | -2.61K- 2.99% |                   
                  $93.9K - $119K
                 |                   
                84.7K
                $3.12M
               | |
| 
                  Nov 13, 2023
                  Q3 2023
                 | 
      Laidlaw Wealth Management LLC
       New York City, NY | SELL | - | -2.62K- 12.02% |                   
                  $94.2K - $120K
                 |                   
                19.2K
                $708K
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Ameriprise Financial Inc
       Minneapolis, MN | SELL | - | -3.4K- 3.06% |                   
                  $122K - $155K
                 |                   
                108K
                $3.97M
               | |
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Ubs Group Ag
      
   | SELL | - | -12.4K- 17.98% |                   
                  $447K - $568K
                 |                   
                56.8K
                $2.09M
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Ken Griffin                        
      Citadel Advisors LLC | Chicago, Il
   | SELL | - | -23.8K- 23.02% |                   
                  $856K - $1.09M
                 |                   
                79.6K
                $2.94M
               | |
| 
                  Nov 09, 2023
                  Q3 2023
                 | 
      Sweeney & Michel, LLC
       Chico, CA | SELL | - | -38.6K- 76.18% |                   
                  $1.39M - $1.76M
                 |                   
                12.1K
                $445K
               | |
| 
                  Oct 25, 2023
                  Q3 2023
                 | 
      Concourse Financial Group Securities, Inc.
       Birmingham, AL | SELL | - | -66.8KClosed |                   
                  $2.4M - $3.05M
                 |                   
                0
                $0
               | |
| 
                  Nov 14, 2023
                  Q3 2023
                 | 
      Goldman Sachs Group Inc
       New York, NY | SELL | - | -113K- 94.09% |                   
                  $4.06M - $5.16M
                 |                   
                7.1K
                $262K
               |