Latest Institutional Transactions on Ishares Tr Self Driving Ev & T (IDRV)
This table provides information on the latest institutional transactions involving Ishares Tr Self Driving Ev & T (IDRV) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Aug 01, 2024
Q2 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
52+ 0.33% |
$1.47K - $1.68K
|
15.7K
$476K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-12- 6.94% |
$340 - $387
|
161
$4.89K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
6+ 0.69% |
$170 - $193
|
875
$26.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
485New |
$13.7K - $15.6K
|
485
$14.7K
|
|
|
Jul 29, 2024
Q2 2024
|
Ridgewood Investments LLC
|
BUY
|
- |
60New |
$1.7K - $1.93K
|
60
$1.82K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
4+ 1.19% |
$113 - $129
|
341
$10.4K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-152- 33.12% |
$4.31K - $4.9K
|
307
$9.33K
|
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 1.11% |
$170 - $193
|
546
$16.6K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-400- 62.31% |
$11.3K - $12.9K
|
242
$7.35K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-150- 62.24% |
$4.25K - $4.83K
|
91
$2.76K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
44New |
$1.25K - $1.42K
|
44
$1.34K
|
|
|
Jul 17, 2024
Q2 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-80- 0.93% |
$2.27K - $2.58K
|
8.56K
$260K
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-407- 81.24% |
$11.5K - $13.1K
|
94
$2.86K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
85New |
$2.41K - $2.74K
|
85
$2.58K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-310- 12.46% |
$8.79K - $9.99K
|
2.18K
$66.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
205New |
$5.81K - $6.61K
|
205
$6.23K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
150New |
$4.25K - $4.83K
|
150
$4.56K
|
|
| Q1 2024 | |||||||
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-809- 3.28% |
$23.9K - $28.1K
|
23.9K
$726K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283New |
$8.38K - $9.84K
|
283
$8.6K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.25K+ 1236.63% |
$37K - $43.4K
|
1.35K
$41K
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
PUT |
100New |
$2.96K - $3.48K
|
100
$3.04K
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.96K- 28.3% |
$87.6K - $103K
|
7.5K
$228K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.57K+ 5.99% |
$76.1K - $89.4K
|
45.5K
$1.38M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 3.36% |
$29.8K - $35K
|
29K
$881K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.11K- 18.07% |
$62.4K - $73.3K
|
9.56K
$290K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.51K- 18.77% |
$44.7K - $52.5K
|
6.54K
$199K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 6.23% |
$14.1K - $16.6K
|
8.14K
$247K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$4.14K - $4.87K
|
0
$0
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
524New |
$15.5K - $18.2K
|
524
$15.9K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
15New |
$444 - $522
|
15
$456
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 18.18% |
$5.92K - $6.95K
|
900
$27.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-200- 26.01% |
$5.92K - $6.95K
|
569
$17.3K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
17.8K+ 25.53% |
$528K - $620K
|
87.6K
$2.66M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.77K+ 5.39% |
$112K - $131K
|
73.8K
$2.24M
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.08K- 90.66% |
$61.4K - $72.2K
|
214
$6.5K
|
|
| Q4 2023 | |||||||
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.23% |
$62.3 - $73.3
|
165
$5.01K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
515New |
$16.1K - $18.9K
|
515
$15.6K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$1.96K - $2.31K
|
63
$1.91K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21New |
$655 - $770
|
21
$638
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
80.8KNew |
$2.52M - $2.96M
|
80.8K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-3.55K- 27.82% |
$111K - $130K
|
9.22K
$280K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.77% |
$62.3 - $73.3
|
262
$7.96K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$1.56K - $1.83K
|
50
$1.52K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.3KNew |
$228K - $268K
|
7.3K
$222K
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-517- 82.99% |
$16.1K - $19K
|
106
$3.22K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26KNew |
$70.4K - $82.8K
|
2.26K
$68.6K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1New |
$31.2 - $36.7
|
1
$30.4
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.93% |
$93.5 - $110
|
324
$9.84K
|
|
|
Jan 25, 2024
Q4 2023
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-551- 44.22% |
$17.2K - $20.2K
|
695
$21.1K
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-11.7K- 99.73% |
$363K - $428K
|
31
$942
|
|