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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2022
Q2 2022
|
Cordasco Financial Network
|
BUY
|
- |
5+ 0.41% |
$184 - $235
|
1.23K
$36.3K
|
|
|
Jul 06, 2022
Q2 2022
|
Independence Bank Of Kentucky
|
SELL
|
- |
-59Closed |
$2.17K - $2.77K
|
0
$0
|
|
| Q1 2022 | |||||||
|
Feb 08, 2024
Q1 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
33.5KNew |
$1.38M - $1.88M
|
33.5K
$990K
|
|
|
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-4.3KClosed |
$177K - $241K
|
0
$0
|
|
|
May 19, 2022
Q1 2022
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-3.95KClosed |
$163K - $221K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-4Closed |
$165 - $224
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Enterprise Financial Services Corp
Clayton, MO |
SELL
|
- |
-42Closed |
$1.73K - $2.36K
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-81Closed |
$3.34K - $4.54K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-23KClosed |
$947K - $1.29M
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-5.22KClosed |
$215K - $292K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Lumature Wealth Partners, LLC
Alpharetta, GA |
BUY
|
- |
200New |
$8.24K - $11.2K
|
200
$5.91K
|
|
|
May 13, 2022
Q1 2022
|
Sbk Financial, Inc.
Richmond, VA |
SELL
|
- |
-2.98KClosed |
$123K - $167K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Bartlett & Co. LLC
|
BUY
|
- |
500New |
$20.6K - $28K
|
500
$14.8K
|
|
|
May 13, 2022
Q1 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-509Closed |
$21K - $28.5K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-5.33KClosed |
$220K - $299K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-334- 11.51% |
$13.8K - $18.7K
|
2.57K
$75.9K
|
|
|
May 09, 2022
Q1 2022
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-490Closed |
$20.2K - $27.5K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Aspiriant, LLC
|
SELL
|
- |
-4.06KClosed |
$167K - $228K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Navigation Wealth Management, Inc.
Fort Collins, CO |
SELL
|
- |
-1.37KClosed |
$56.3K - $76.7K
|
0
$0
|
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-6.32KClosed |
$260K - $354K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Pinnacle Private Wealth, LLC
|
SELL
|
- |
-8.01KClosed |
$330K - $449K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Spearhead Capital Advisors, LLC
Wellington, FL |
SELL
|
- |
-5.28KClosed |
$217K - $296K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-812Closed |
$33.4K - $45.5K
|
0
$0
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-523Closed |
$21.5K - $29.3K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-60Closed |
$2.47K - $3.36K
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
50New |
$2.06K - $2.8K
|
50
$1.48K
|
|
|
Apr 18, 2022
Q1 2022
|
Ae Wealth Management LLC
|
SELL
|
- |
-25KClosed |
$1.03M - $1.4M
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Ford Financial Group, LLC
|
SELL
|
- |
-205Closed |
$8.44K - $11.5K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
400New |
$19K - $22.6K
|
400
$11.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-40Closed |
$1.9K - $2.26K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-209Closed |
$9.93K - $11.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-934Closed |
$44.4K - $52.8K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-45.2KClosed |
$2.15M - $2.56M
|
0
$0
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
SELL
|
- |
-1.97KClosed |
$93.7K - $112K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-138Closed |
$6.55K - $7.81K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-91Closed |
$4.32K - $5.15K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Dec 01, 2022
Q3 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
2.04KNew |
$96.6K - $104K
|
2.04K
$60.4K
|
|
|
Nov 12, 2021
Q3 2021
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-4.06KClosed |
$192K - $206K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-500Closed |
$23.6K - $25.4K
|
0
$0
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
620New |
$29.3K - $31.5K
|
620
$18.3K
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-215Closed |
$9.52K - $10.7K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-44KClosed |
$1.95M - $2.19M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
5.52KNew |
$244K - $274K
|
5.52K
$163K
|
|
|
Aug 12, 2021
Q2 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-20.1KClosed |
$891K - $1M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-53Closed |
$2.35K - $2.63K
|
0
$0
|
|
|
Aug 10, 2021
Q2 2021
|
Black Swift Group, LLC
Boulder, CO |
SELL
|
- |
-130Closed |
$5.75K - $6.46K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Laurel Wealth Planning LLC
Edina, MN |
SELL
|
- |
-688Closed |
$30.5K - $34.2K
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.07KClosed |
$47.5K - $53.3K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Firestone Capital Management
|
SELL
|
- |
-256Closed |
$11.3K - $12.7K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-12Closed |
$531 - $596
|
0
$0
|
|