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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
363New |
$11.9K - $14.2K
|
363
$10.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.72KNew |
$56.1K - $67.3K
|
1.72K
$51.1K
|
|
|
Feb 13, 2023
Q4 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
200New |
$6.54K - $7.84K
|
200
$5.96K
|
|
|
Feb 13, 2023
Q4 2022
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
7.39KNew |
$242K - $290K
|
7.39K
$220K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
23New |
$752 - $902
|
23
$686
|
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
169New |
$5.52K - $6.63K
|
169
$5.04K
|
|
|
Feb 06, 2023
Q4 2022
|
Jnba Financial Advisors
|
BUY
|
- |
355+ 154.35% |
$11.6K - $13.9K
|
585
$17.4K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
7.21KNew |
$236K - $283K
|
7.21K
$215K
|
|
|
Jan 31, 2023
Q4 2022
|
Bergan Kdv Wealth Management, LLC
|
BUY
|
- |
238New |
$7.78K - $9.33K
|
238
$7.09K
|
|
|
Jan 30, 2023
Q4 2022
|
Evolution Advisers, Inc.
|
BUY
|
- |
5New |
$163 - $196
|
5
$149
|
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-4.11K- 33.06% |
$134K - $161K
|
8.31K
$248K
|
|
|
Jan 24, 2023
Q4 2022
|
Phillips Financial Management, LLC
|
SELL
|
- |
-222- 20.11% |
$7.26K - $8.71K
|
882
$26.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
14New |
$458 - $549
|
14
$417
|
|
|
Jan 10, 2023
Q4 2022
|
Umb Bank, N.A.
|
BUY
|
- |
21New |
$686 - $824
|
21
$626
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
329New |
$10.8K - $12.9K
|
329
$9.81K
|
|
| Q3 2022 | |||||||
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
480New |
$16.1K - $20.4K
|
480
$14.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
SELL
|
- |
-375- 6.55% |
$12.5K - $16K
|
5.35K
$159K
|
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
7.77KNew |
$260K - $331K
|
7.77K
$232K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
18New |
$602 - $767
|
18
$537
|
|
|
Nov 03, 2022
Q3 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-1.4K- 66.67% |
$46.8K - $59.6K
|
700
$20.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Bogart Wealth, LLC
|
SELL
|
- |
-40Closed |
$1.34K - $1.7K
|
0
$0
|
|
| Q2 2022 | |||||||
|
Oct 17, 2024
Q2 2022
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
850+ 4.25% |
$31.2K - $40K
|
20.8K
$621K
|
|
|
Aug 22, 2022
Q2 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
25New |
$918 - $1.18K
|
25
$745
|
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 0.87% |
$1.84K - $2.35K
|
5.81K
$173K
|
|
|
Aug 15, 2022
Q2 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-8.89KClosed |
$327K - $418K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-360Closed |
$13.2K - $16.9K
|
0
$0
|
|
|
Aug 12, 2022
Q2 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
7.24KNew |
$266K - $340K
|
7.24K
$216K
|
|
|
Aug 12, 2022
Q2 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
20.6K+ 21.69% |
$758K - $970K
|
116K
$3.45M
|
|
|
Aug 12, 2022
Q2 2022
|
Hrt Financial LP
New York, NY |
BUY
|
- |
12.6KNew |
$461K - $591K
|
12.6K
$375K
|
|
|
Aug 12, 2022
Q2 2022
|
Bickling Financial Services, Inc.
Lexington, MA |
SELL
|
- |
-5.13KClosed |
$188K - $241K
|
0
$0
|
|
|
Aug 11, 2022
Q2 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-2- 0.04% |
$73.5 - $94
|
4.68K
$140K
|
|
|
Aug 11, 2022
Q2 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-898- 13.6% |
$33K - $42.2K
|
5.71K
$170K
|
|
|
Aug 10, 2022
Q2 2022
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.2K+ 17.58% |
$44.1K - $56.4K
|
8.03K
$239K
|
|
|
Aug 09, 2022
Q2 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-4.89KClosed |
$179K - $230K
|
0
$0
|
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
30+ 0.61% |
$1.1K - $1.41K
|
4.94K
$147K
|
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
SELL
|
- |
-1K- 12.46% |
$36.8K - $47.1K
|
7.04K
$210K
|
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-900Closed |
$33.1K - $42.3K
|
0
$0
|
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-73- 1.13% |
$2.68K - $3.43K
|
6.37K
$190K
|
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-156KClosed |
$5.72M - $7.33M
|
0
$0
|
|
|
Aug 04, 2022
Q2 2022
|
Larson Financial Group LLC
|
BUY
|
- |
93New |
$3.42K - $4.37K
|
93
$2.77K
|
|
|
Aug 03, 2022
Q2 2022
|
Carl P. Sherr & Co., LLC
|
SELL
|
- |
-2.4K- 14.25% |
$88K - $113K
|
14.4K
$430K
|
|
|
Aug 02, 2022
Q2 2022
|
Florin Court Capital LLP
|
SELL
|
- |
-5.71KClosed |
$210K - $268K
|
0
$0
|
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
116New |
$4.26K - $5.45K
|
116
$3.46K
|
|
|
Aug 02, 2022
Q2 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.76KClosed |
$212K - $271K
|
0
$0
|
|
|
Jul 26, 2022
Q2 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-231Closed |
$8.48K - $10.9K
|
0
$0
|
|
|
Jul 22, 2022
Q2 2022
|
Spire Wealth Management
|
SELL
|
- |
-368- 48.68% |
$13.5K - $17.3K
|
388
$11.6K
|
|
|
Jul 22, 2022
Q2 2022
|
Urban Wealth Management, LLC
|
BUY
|
- |
13.5KNew |
$496K - $634K
|
13.5K
$402K
|
|
|
Jul 18, 2022
Q2 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-4.97KClosed |
$182K - $234K
|
0
$0
|
|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
5+ 0.41% |
$184 - $235
|
1.23K
$36.6K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59Closed |
$2.17K - $2.77K
|
0
$0
|
|