Capital Advisory Group Advisory Services, LLC Ishares Tr Self Driving Ev & T Transaction History

Capital Advisory Group Advisory Services, LLC

$250 Million
Q3 2024

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 15, 2022	SELL	$47.49 - $56.56 $1,899 - $2,262	-40 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$43.41 - $47.72 $1,736 - $1,908	40 New	40 $2,000

Others Institutions Holding IDRV

# of Institutions

Shares Held

1.61M

Call Options Held

Put Options Held

Pnc Financial Services Group, Inc. Pittsburgh, PA

467K
Shares

$14.2 Million
0.01% of portfolio
Bank Of America Corp Charlotte, NC

154K
Shares

$4.68 Million
0.0% of portfolio
Cx Institutional

139K
Shares

$4.22 Million
0.2% of portfolio
Morgan Stanley New York, NY

119K
Shares

$3.62 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

78.7K
Shares

$2.39 Million
0.0% of portfolio

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