Purchases and Sales Made in Q4 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 Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
286K+ 157.02% |
$8.93M - $10.5M
|
469K
$14.3M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
125K+ 470.04% |
$3.88M - $4.57M
|
151K
$4.59M
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
80.8KNew |
$2.52M - $2.96M
|
80.8K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
69.2K+ 14.44% |
$2.16M - $2.54M
|
549K
$16.7M
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
46.1K+ 660.62% |
$1.44M - $1.69M
|
53K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Biltmore Family Office, LLC
|
BUY
|
- |
42.9KNew |
$1.34M - $1.57M
|
42.9K
$1.3M
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
22KNew |
$685K - $806K
|
22K
$668K
|
|
|
Jul 30, 2024
Q4 2023
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
17.1KNew |
$533K - $627K
|
17.1K
$520K
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
12.5K+ 34.66% |
$390K - $458K
|
48.6K
$1.48M
|
|
|
Feb 05, 2024
Q4 2023
|
Monumental Financial Group Inc.
|
BUY
|
- |
8.28K+ 13.45% |
$258K - $304K
|
69.8K
$2.12M
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
7.3KNew |
$228K - $268K
|
7.3K
$222K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
6.2K+ 5.75% |
$193K - $227K
|
114K
$3.46M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
5.46K+ 8.46% |
$170K - $200K
|
70K
$2.13M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
BUY
|
- |
4.5K+ 7.92% |
$140K - $165K
|
61.3K
$1.86M
|
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
4.37K+ 20.0% |
$136K - $160K
|
26.2K
$797K
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
2.79K+ 2.45% |
$87K - $102K
|
117K
$3.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
2.73K+ 17.98% |
$85.1K - $100K
|
17.9K
$545K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.26KNew |
$70.4K - $82.8K
|
2.26K
$68.7K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
2.07K+ 960.19% |
$64.6K - $76.1K
|
2.29K
$69.6K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
693+ 9.42% |
$21.6K - $25.4K
|
8.05K
$245K
|
|
|
Mar 07, 2024
Q4 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
515New |
$16.1K - $18.9K
|
515
$15.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
500New |
$15.6K - $18.3K
|
500
$15.2K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
208New |
$6.48K - $7.63K
|
208
$6.32K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
204+ 30.68% |
$6.36K - $7.48K
|
869
$26.4K
|
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
BUY
|
- |
200New |
$6.23K - $7.33K
|
200
$6.08K
|
|
|
Jan 23, 2024
Q4 2023
|
Better Money Decisions, LLC
|
BUY
|
- |
77+ 0.96% |
$2.4K - $2.82K
|
8.09K
$246K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
63New |
$1.96K - $2.31K
|
63
$1.92K
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$1.56K - $1.83K
|
50
$1.52K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
46New |
$1.43K - $1.69K
|
46
$1.4K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
41+ 41.41% |
$1.28K - $1.5K
|
140
$4.26K
|
|
|
Feb 14, 2024
Q4 2023
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
21New |
$655 - $770
|
21
$638
|
|
|
Feb 01, 2024
Q4 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
11+ 0.9% |
$343 - $403
|
1.23K
$37.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
9+ 0.36% |
$281 - $330
|
2.5K
$76K
|
|
|
Feb 01, 2024
Q4 2023
|
Psi Advisors, LLC
|
BUY
|
- |
6+ 0.91% |
$187 - $220
|
662
$20.1K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
4+ 100.0% |
$125 - $147
|
8
$243
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.9% |
$93.5 - $110
|
337
$10.2K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
3+ 0.93% |
$93.5 - $110
|
324
$9.85K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
2+ 1.23% |
$62.3 - $73.3
|
165
$5.02K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.77% |
$62.3 - $73.3
|
262
$7.96K
|
|
|
Feb 01, 2024
Q4 2023
|
New Square Capital LLC
|
BUY
|
- |
1New |
$31.2 - $36.7
|
1
$30.4
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.9% |
$31.2 - $36.7
|
112
$3.4K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1- 2.44% |
$31.2 - $36.7
|
40
$1.22K
|
|
|
Feb 01, 2024
Q4 2023
|
Mcf Advisors LLC
Covington, KY |
SELL
|
- |
-9- 0.36% |
$281 - $330
|
2.5K
$76.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-33- 10.19% |
$1.03K - $1.21K
|
291
$8.85K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-109- 1.46% |
$3.4K - $4K
|
7.37K
$224K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-223- 12.95% |
$6.95K - $8.18K
|
1.5K
$45.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-256- 71.71% |
$7.98K - $9.39K
|
101
$3.07K
|
|
|
Feb 14, 2024
Q4 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-278- 2.59% |
$8.67K - $10.2K
|
10.5K
$318K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-360- 30.38% |
$11.2K - $13.2K
|
825
$25.1K
|