Purchases and Sales Made in Q4 2021 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 Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
523New |
$24.8K - $29.6K
|
523
$15.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
509New |
$24.2K - $28.8K
|
509
$15.5K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
490New |
$23.3K - $27.7K
|
490
$14.9K
|
|
|
Jan 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
460+ 118.56% |
$21.8K - $26K
|
848
$25.8K
|
|
|
Feb 14, 2022
Q4 2021
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
446+ 8.61% |
$21.2K - $25.2K
|
5.63K
$171K
|
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
415+ 8.44% |
$19.7K - $23.5K
|
5.33K
$162K
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
400New |
$19K - $22.6K
|
400
$12.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Ubs Group Ag
|
BUY
|
- |
345+ 7.39% |
$16.4K - $19.5K
|
5.02K
$152K
|
|
|
Jan 21, 2022
Q4 2021
|
Baystate Wealth Management LLC
|
BUY
|
- |
343+ 109.58% |
$16.3K - $19.4K
|
656
$19.9K
|
|
|
Feb 14, 2022
Q4 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
328+ 5.43% |
$15.6K - $18.6K
|
6.36K
$193K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
323New |
$15.3K - $18.3K
|
323
$9.82K
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
280+ 24.98% |
$13.3K - $15.8K
|
1.4K
$42.6K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
255New |
$12.1K - $14.4K
|
255
$7.75K
|
|
|
Feb 11, 2022
Q4 2021
|
Ford Financial Group, LLC
|
BUY
|
- |
205New |
$9.74K - $11.6K
|
205
$6.23K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
189+ 30.05% |
$8.98K - $10.7K
|
818
$24.9K
|
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
139+ 1.36% |
$6.6K - $7.86K
|
10.4K
$316K
|
|
|
Feb 14, 2022
Q4 2021
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
129+ 1.75% |
$6.13K - $7.3K
|
7.51K
$228K
|
|
|
Jan 25, 2022
Q4 2021
|
Spearhead Capital Advisors, LLC
Wellington, FL |
BUY
|
- |
68+ 1.31% |
$3.23K - $3.85K
|
5.28K
$160K
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
61+ 11.19% |
$2.9K - $3.45K
|
606
$18.4K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
60New |
$2.85K - $3.39K
|
60
$1.82K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
59New |
$2.8K - $3.34K
|
59
$1.79K
|
|
|
Nov 30, 2023
Q4 2021
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
55New |
$2.61K - $3.11K
|
55
$1.67K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
38+ 12.14% |
$1.8K - $2.15K
|
351
$10.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Better Money Decisions, LLC
|
BUY
|
- |
21+ 0.27% |
$997 - $1.19K
|
7.89K
$240K
|
|
|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
19+ 0.32% |
$902 - $1.07K
|
5.88K
$179K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
10+ 50.0% |
$475 - $566
|
30
$912
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
3+ 0.26% |
$142 - $170
|
1.17K
$35.6K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
1+ 0.33% |
$47.5 - $56.6
|
303
$9.21K
|
|
|
Jan 24, 2022
Q4 2021
|
Cordasco Financial Network
|
BUY
|
- |
1+ 0.08% |
$47.5 - $56.6
|
1.22K
$37.1K
|
|
|
Jan 19, 2022
Q4 2021
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-40Closed |
$1.9K - $2.26K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-48- 0.49% |
$2.28K - $2.71K
|
9.81K
$298K
|
|
|
Jan 10, 2022
Q4 2021
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-76- 2.55% |
$3.61K - $4.3K
|
2.9K
$88.3K
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-91Closed |
$4.32K - $5.15K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-138Closed |
$6.55K - $7.81K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-209Closed |
$9.93K - $11.8K
|
0
$0
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-247- 0.6% |
$11.7K - $14K
|
41.2K
$1.25M
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
SELL
|
- |
-252- 1.0% |
$12K - $14.3K
|
25K
$760K
|
|
|
Feb 04, 2022
Q4 2021
|
Envestnet Asset Management Inc
|
SELL
|
- |
-568- 4.84% |
$27K - $32.1K
|
11.2K
$340K
|
|
|
Feb 14, 2022
Q4 2021
|
Truist Financial Corp
|
SELL
|
- |
-850- 8.26% |
$40.4K - $48.1K
|
9.44K
$287K
|
|
|
Feb 08, 2022
Q4 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-874- 16.32% |
$41.5K - $49.4K
|
4.48K
$136K
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-934Closed |
$44.4K - $52.8K
|
0
$0
|
|
|
Jan 19, 2022
Q4 2021
|
Edge Capital Group, LLC
|
SELL
|
- |
-1.23K- 2.17% |
$58.3K - $69.5K
|
55.3K
$1.68M
|
|
|
Feb 14, 2022
Q4 2021
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-1.62KClosed |
$76.7K - $91.3K
|
0
$0
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1.72K- 5.11% |
$81.5K - $97.1K
|
31.9K
$969K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.97KClosed |
$93.7K - $112K
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-2.04KClosed |
$97.1K - $116K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-2.22K- 5.87% |
$105K - $125K
|
35.5K
$1.08M
|
|
|
Feb 16, 2022
Q4 2021
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-3.08K- 30.24% |
$146K - $174K
|
7.1K
$216K
|
|
|
Feb 08, 2022
Q4 2021
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-4.69KClosed |
$223K - $265K
|
0
$0
|