Purchases and Sales Made in Q3 2023 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 Q3 2023. 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 |
---|---|---|---|---|---|---|---|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-226- 0.73% |
$8.12K - $10.3K
|
30.6K
$898K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-233- 1.95% |
$8.37K - $10.6K
|
11.7K
$344K
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-294- 1.33% |
$10.6K - $13.4K
|
21.9K
$642K
|
|
Nov 14, 2023
Q3 2023
|
Tcg Advisory Services, LLC
Austin, TX |
SELL
|
- |
-317- 1.31% |
$11.4K - $14.5K
|
23.8K
$700K
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-371- 90.05% |
$13.3K - $16.9K
|
41
$1.2K
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-557- 61.96% |
$20K - $25.4K
|
342
$10.1K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-995- 9.26% |
$35.8K - $45.4K
|
9.75K
$286K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-999- 90.98% |
$35.9K - $45.6K
|
99
$2.91K
|
|
Aug 01, 2024
Q3 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
SELL
|
- |
-1.03K- 4.94% |
$37K - $47K
|
19.8K
$583K
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.46K- 10.81% |
$52.3K - $66.4K
|
12K
$353K
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.96K- 44.02% |
$70.4K - $89.4K
|
2.49K
$73.2K
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-2.61K- 2.99% |
$93.9K - $119K
|
84.7K
$2.49M
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-2.62K- 12.02% |
$94.2K - $120K
|
19.2K
$564K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.4K- 3.06% |
$122K - $155K
|
108K
$3.17M
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-12.4K- 17.98% |
$447K - $568K
|
56.8K
$1.67M
|
|
Nov 14, 2023
Q3 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-23.8K- 23.02% |
$856K - $1.09M
|
79.6K
$2.34M
|
|
Nov 09, 2023
Q3 2023
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-38.6K- 76.18% |
$1.39M - $1.76M
|
12.1K
$355K
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-66.8KClosed |
$2.4M - $3.05M
|
0
$0
|
|
Nov 14, 2023
Q3 2023
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-113K- 94.09% |
$4.06M - $5.16M
|
7.1K
$209K
|