Purchases and Sales Made in Q4 2022 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 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
58.6KNew |
$1.92M - $2.3M
|
58.6K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
54.3K+ 106.62% |
$1.78M - $2.13M
|
105K
$3.18M
|
|
Feb 13, 2023
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.2K+ 51.4% |
$1.64M - $1.97M
|
148K
$4.47M
|
|
May 14, 2024
Q4 2022
|
Goldman Sachs Group Inc
New York, NY |
BUY
|
- |
50.2K+ 51.4% |
$1.64M - $1.97M
|
148K
$4.47M
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
20.3KNew |
$665K - $798K
|
20.3K
$615K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
13KNew |
$426K - $511K
|
13K
$394K
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
10.7K+ 18.26% |
$349K - $418K
|
69.1K
$2.09M
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
9.49K+ 25.85% |
$310K - $372K
|
46.2K
$1.4M
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
8.65K+ 38.71% |
$283K - $339K
|
31K
$938K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$242K - $290K
|
7.39K
$223K
|
|
Feb 14, 2023
Q4 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
7.27KNew |
$238K - $285K
|
7.27K
$220K
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.21KNew |
$236K - $283K
|
7.21K
$218K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$225K - $270K
|
6.88K
$208K
|
|
Jan 13, 2023
Q4 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
6.54K+ 10.92% |
$214K - $256K
|
66.4K
$2.01M
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
5.26KNew |
$172K - $206K
|
5.26K
$159K
|
|
Feb 13, 2023
Q4 2022
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
5.15K+ 70.36% |
$168K - $202K
|
12.5K
$377K
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
5.01K+ 26.6% |
$164K - $196K
|
23.8K
$720K
|
|
Feb 10, 2023
Q4 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
4.46K+ 17.56% |
$146K - $175K
|
29.8K
$902K
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
3.38K+ 5.33% |
$111K - $133K
|
66.9K
$2.02M
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.72K+ 2.69% |
$88.8K - $107K
|
104K
$3.13M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
2.31KNew |
$75.6K - $90.7K
|
2.31K
$69.9K
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
2.03KNew |
$66.2K - $79.4K
|
2.03K
$61.2K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$56.1K - $67.3K
|
1.72K
$51.9K
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.37KNew |
$44.7K - $53.6K
|
1.37K
$41.3K
|
|
Oct 10, 2024
Q4 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
902+ 4.17% |
$29.5K - $35.4K
|
22.5K
$681K
|
|
Feb 13, 2023
Q4 2022
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
873+ 2425.0% |
$28.5K - $34.2K
|
909
$27.5K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
767+ 12.54% |
$25.1K - $30.1K
|
6.88K
$208K
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
762New |
$24.9K - $29.9K
|
762
$23K
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
561New |
$18.3K - $22K
|
561
$17K
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
436+ 265.85% |
$14.3K - $17.1K
|
600
$18.1K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
382+ 30.51% |
$12.5K - $15K
|
1.63K
$49.4K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363New |
$11.9K - $14.2K
|
363
$11K
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
360+ 3.45% |
$11.8K - $14.1K
|
10.8K
$326K
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
355+ 154.35% |
$11.6K - $13.9K
|
585
$17.7K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
329New |
$10.8K - $12.9K
|
329
$9.95K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
327New |
$10.7K - $12.8K
|
327
$9.89K
|
|
Jan 12, 2023
Q4 2022
|
Valley National Advisers Inc
|
BUY
|
- |
316+ 3950.0% |
$10.3K - $12.4K
|
324
$9.8K
|
|
Nov 30, 2023
Q4 2022
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
275+ 500.0% |
$8.99K - $10.8K
|
330
$9.98K
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
238New |
$7.78K - $9.33K
|
238
$7.2K
|
|
Feb 14, 2023
Q4 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
232+ 0.46% |
$7.58K - $9.1K
|
50.5K
$1.53M
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
225New |
$7.36K - $8.82K
|
225
$6.8K
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200New |
$6.54K - $7.84K
|
200
$6.05K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
178New |
$5.82K - $6.98K
|
178
$5.38K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
169New |
$5.52K - $6.63K
|
169
$5.11K
|
|
Feb 13, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
135New |
$4.41K - $5.29K
|
135
$4.08K
|
|
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
135New |
$4.41K - $5.29K
|
135
$4.08K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
127+ 98.45% |
$4.15K - $4.98K
|
256
$7.74K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
102New |
$3.33K - $4K
|
102
$3.08K
|
|
Feb 13, 2023
Q4 2022
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
45+ 0.15% |
$1.47K - $1.76K
|
30.8K
$931K
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$752 - $902
|
23
$696
|