Highland Financial Advisors, LLC Ishares Tr Self Driving Ev & T Transaction History

Highland Financial Advisors, LLC

$250 Million
Q1 2024

A detailed history of Highland Financial Advisors, LLC transactions in Ishares Tr Self Driving Ev & T stock. As of the latest transaction made, Highland Financial Advisors, LLC holds 8,638 shares of IDRV stock, worth $250,070. This represents 0.11% of its overall portfolio holdings.

Number of Shares

8,638

Previous 11,341 23.83%

Holding current value

$250,070

Previous $405,000 33.09%

% of portfolio

0.11%

Previous 0.18%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 06, 2024	SELL	$29.6 - $34.77 $80,008 - $93,983	-2,703 Reduced 23.83%	8,638 $271,000
Q4 2023 Jan 18, 2024	SELL	$31.17 - $36.67 $44,666 - $52,548	-1,433 Reduced 11.22%	11,341 $405,000
Q3 2023 Oct 25, 2023	BUY	$35.94 - $45.67 $6,361 - $8,083	177 Added 1.41%	12,774 $475,000
Q2 2023 Jul 13, 2023	BUY	$35.05 - $40.99 $42,725 - $49,966	1,219 Added 10.71%	12,597 $515,000
Q1 2023 Apr 17, 2023	BUY	$33.83 - $42.99 $9,269 - $11,779	274 Added 2.47%	11,378 $436,000

Q4 2022 Feb 08, 2023	SELL	$32.9 - $39.22 $29,544 - $35,219	-898 Reduced 7.48%	11,104 $376,000
Q3 2022 Nov 15, 2022	BUY	N/A	1,997 Added 19.96%	12,002 $401,000
Q2 2022 Aug 04, 2022	BUY	N/A	10,005 New	10,005 $368,000

Others Institutions Holding IDRV

# of Institutions

104

Shares Held

1.9M

Call Options Held

300

Put Options Held

100

View Full List

About ISHARES TR SELF DRIVING EV & T

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Highland Financial Advisors, LLC Ishares Tr Self Driving Ev & T Transaction History