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 |
---|---|---|---|---|---|---|---|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$6.23K - $7.33K
|
200
$5.87K
|
|
Q3 2023 | |||||||
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.03K- 4.94% |
$37K - $47K
|
19.8K
$582K
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
183+ 140.77% |
$6.58K - $8.36K
|
313
$9.19K
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
228+ 4.19% |
$8.19K - $10.4K
|
5.67K
$167K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
14KNew |
$503K - $640K
|
14K
$411K
|
|
Nov 14, 2023
Q3 2023
|
Truist Financial Corp
|
BUY
|
- |
592+ 6.4% |
$21.3K - $27K
|
9.85K
$289K
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-38.6K- 76.18% |
$1.39M - $1.76M
|
12.1K
$354K
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
1.11K+ 18.74% |
$39.9K - $50.7K
|
7.04K
$207K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
5.49KNew |
$197K - $251K
|
5.49K
$161K
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
10KNew |
$360K - $457K
|
10K
$294K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-557- 61.96% |
$20K - $25.4K
|
342
$10K
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
12New |
$431 - $548
|
12
$352
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
BUY
|
- |
2.13KNew |
$76.4K - $97.1K
|
2.13K
$62.4K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.24K+ 15.96% |
$44.5K - $56.5K
|
9K
$264K
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
102New |
$3.67K - $4.66K
|
102
$3K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-63- 35.39% |
$2.26K - $2.88K
|
115
$3.38K
|
|
Q2 2023 | |||||||
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-200Closed |
$7.01K - $8.2K
|
0
$0
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-500Closed |
$17.5K - $20.5K
|
0
$0
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
5.06KNew |
$177K - $207K
|
5.06K
$149K
|
|
Aug 14, 2023
Q2 2023
|
Sentinus, LLC
Oak Brook, IL |
BUY
|
- |
4+ 0.08% |
$140 - $164
|
5.25K
$154K
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-36- 19.35% |
$1.26K - $1.48K
|
150
$4.41K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
SELL
|
- |
-3.73K- 7.4% |
$131K - $153K
|
46.7K
$1.37M
|
|
Aug 08, 2023
Q2 2023
|
Glassman Wealth Services
|
BUY
|
- |
1+ 5.56% |
$35.1 - $41
|
19
$558
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.78% |
$70.1 - $82
|
259
$7.61K
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
8+ 1.16% |
$280 - $328
|
700
$20.6K
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
BUY
|
- |
255New |
$8.94K - $10.5K
|
255
$7.49K
|
|
Jul 27, 2023
Q2 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-50- 2.47% |
$1.75K - $2.05K
|
1.98K
$58K
|
|
Jul 25, 2023
Q2 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-285- 4.01% |
$9.99K - $11.7K
|
6.82K
$200K
|
|
Jul 25, 2023
Q2 2023
|
Advisory Alpha, LLC
|
SELL
|
- |
-4.77K- 29.28% |
$167K - $196K
|
11.5K
$338K
|
|
Jul 14, 2023
Q2 2023
|
Avion Wealth
The Woodlands, TX |
BUY
|
- |
26New |
$911 - $1.07K
|
26
$764
|
|
Q1 2023 | |||||||
May 14, 2024
Q1 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-27.8K- 18.78% |
$939K - $1.19M
|
120K
$3.53M
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
BUY
|
- |
49New |
$1.66K - $2.11K
|
49
$1.44K
|
|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
5.22KNew |
$177K - $224K
|
5.22K
$153K
|
|
May 08, 2023
Q1 2023
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
89New |
$3.01K - $3.83K
|
89
$2.61K
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
BUY
|
- |
525New |
$17.8K - $22.6K
|
525
$15.4K
|
|
May 05, 2023
Q1 2023
|
Kalos Management, Inc.
Alpharetta, GA |
BUY
|
- |
28New |
$947 - $1.2K
|
28
$822
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
BUY
|
- |
95+ 12.47% |
$3.21K - $4.08K
|
857
$25.2K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
327New |
$11.1K - $14.1K
|
327
$9.6K
|
|
Apr 21, 2023
Q1 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
1+ 5.0% |
$33.8 - $43
|
21
$617
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
5.27KNew |
$178K - $226K
|
5.27K
$155K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
100New |
$3.38K - $4.3K
|
100
$2.94K
|
|
Apr 14, 2023
Q1 2023
|
Nvest Financial, LLC
|
BUY
|
- |
14.2KNew |
$481K - $611K
|
14.2K
$417K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
58New |
$1.96K - $2.49K
|
58
$1.7K
|
|
Q4 2022 | |||||||
Oct 23, 2023
Q4 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
135New |
$4.41K - $5.29K
|
135
$3.96K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-750- 47.47% |
$24.5K - $29.4K
|
830
$24.4K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$56.1K - $67.3K
|
1.72K
$50.4K
|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363New |
$11.9K - $14.2K
|
363
$10.7K
|
|
Feb 14, 2023
Q4 2022
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
6.88KNew |
$225K - $270K
|
6.88K
$202K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
102New |
$3.33K - $4K
|
102
$3K
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$242K - $290K
|
7.39K
$217K
|