Purchases and Sales Made in Q1 2024 in Ishares Tr Self Driving Ev & T (IDRV)
This table provides information about the institutional ownership of Ishares Tr Self Driving Ev & T (IDRV) during Q1 2024. The information is specifically focused on institutions that hold shares of ISHARES TR SELF DRIVING EV & T.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
43.3K+ 7.9% |
$1.28M - $1.51M
|
592K
$17.7M
|
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
39.7K+ 34.86% |
$1.18M - $1.38M
|
154K
$4.59M
|
|
|
May 24, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
32.1KNew |
$951K - $1.12M
|
32.1K
$960K
|
|
|
Apr 16, 2024
Q1 2024
|
Monumental Financial Group Inc.
|
BUY
|
- |
17.8K+ 25.53% |
$528K - $620K
|
87.6K
$2.62M
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
9.38KNew |
$278K - $326K
|
9.38K
$280K
|
|
|
May 15, 2024
Q1 2024
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
6.64K+ 74.07% |
$197K - $231K
|
15.6K
$466K
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.77K+ 5.39% |
$112K - $131K
|
73.8K
$2.2M
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
2.57K+ 5.99% |
$76.1K - $89.4K
|
45.5K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.25K+ 1236.63% |
$37K - $43.4K
|
1.35K
$40.3K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
667+ 2.54% |
$19.7K - $23.2K
|
26.9K
$803K
|
|
|
May 06, 2024
Q1 2024
|
Hilltop National Bank
Casper, WY |
BUY
|
- |
524New |
$15.5K - $18.2K
|
524
$15.7K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
477+ 6.23% |
$14.1K - $16.6K
|
8.14K
$243K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
283New |
$8.38K - $9.84K
|
283
$8.45K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
164New |
$4.85K - $5.7K
|
164
$4.9K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
161+ 350.0% |
$4.77K - $5.6K
|
207
$6.18K
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
140New |
$4.14K - $4.87K
|
140
$4.18K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
BUY
|
- |
54+ 0.05% |
$1.6K - $1.88K
|
114K
$3.41M
|
|
|
Apr 03, 2024
Q1 2024
|
Peoples Bank/Ks
Pratt, KS |
BUY
|
- |
41+ 1.44% |
$1.21K - $1.43K
|
2.9K
$86.6K
|
|
|
May 02, 2024
Q1 2024
|
Pfc Capital Group, Inc.
Los Angeles, CA |
BUY
|
- |
15New |
$444 - $522
|
15
$448
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4New |
$118 - $139
|
4
$119
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-35- 16.83% |
$1.04K - $1.22K
|
173
$5.17K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-50- 17.18% |
$1.48K - $1.74K
|
241
$7.2K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-54- 13.11% |
$1.6K - $1.88K
|
358
$10.7K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
SELL
|
- |
-122- 18.43% |
$3.61K - $4.24K
|
540
$16.1K
|
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-140Closed |
$4.14K - $4.87K
|
0
$0
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-169- 20.48% |
$5K - $5.88K
|
656
$19.6K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-175- 21.42% |
$5.18K - $6.08K
|
642
$19.2K
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-185- 12.34% |
$5.48K - $6.43K
|
1.31K
$39.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
SELL
|
- |
-200- 26.01% |
$5.92K - $6.95K
|
569
$17K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-200- 18.18% |
$5.92K - $6.95K
|
900
$26.9K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-354- 4.8% |
$10.5K - $12.3K
|
7.02K
$210K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-380- 13.25% |
$11.2K - $13.2K
|
2.49K
$74.3K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-509- 2.84% |
$15.1K - $17.7K
|
17.4K
$519K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-563- 11.22% |
$16.7K - $19.6K
|
4.46K
$133K
|
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-809- 3.28% |
$23.9K - $28.1K
|
23.9K
$714K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.01K- 3.36% |
$29.8K - $35K
|
29K
$866K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.35K- 10.36% |
$40K - $47K
|
11.7K
$349K
|
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-1.51K- 18.77% |
$44.7K - $52.5K
|
6.54K
$195K
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.53K- 61.14% |
$45.2K - $53.1K
|
971
$29K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-2.08K- 90.66% |
$61.4K - $72.2K
|
214
$6.39K
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-2.11K- 18.07% |
$62.4K - $73.3K
|
9.56K
$286K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-2.11K- 10.28% |
$62.5K - $73.4K
|
18.4K
$550K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-2.42K- 25.03% |
$71.5K - $84K
|
7.23K
$216K
|
|
|
Apr 29, 2024
Q1 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.69K- 3.86% |
$79.6K - $93.5K
|
67K
$2M
|
|
|
May 06, 2024
Q1 2024
|
Highland Financial Advisors, LLC
|
SELL
|
- |
-2.7K- 23.83% |
$80K - $94K
|
8.64K
$258K
|
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 2.34% |
$81K - $95.2K
|
114K
$3.41M
|
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-2.74K- 2.34% |
$81K - $95.2K
|
114K
$3.41M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-2.96K- 28.3% |
$87.6K - $103K
|
7.5K
$224K
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-3.98K- 34.62% |
$118K - $138K
|
7.52K
$225K
|