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Get Institutions for : 
Ishares Self-driving Ev And Tech Etf (IDRV)  
$ 0.00 (0.00%) as of 4:30 Tue 11/30


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Institutional Holders
Viewing Quarter :
  
Total Institutions: 97    7
Total shares held : 
2,589,778  
% of shares held : 
28.78%  
Changes In:
New/increased positions vs   
old/decreased positions : 
  -18  
Amount of shares held : 
407,637  
% of shares held change : 
  4.53%  
Quarter Price vs. Current Price:
Last Quarter's Starting Price
N/A  
Last Quarter's Ending Price : 
N/A  
Last Quarter's Average Price
N/A  
Change from last quarter's     
avg. price to the last closing  : 
(%)  




 
All Securities Held :
Positions
     Shares
% Of
Total Shares
New Positions :
8
 133,596
 5.16%
 
Increased Positions :
24
 545,805
 21.08%
 
Unchanged Positions :
30
 36,250
 1.4%
 
Decreased Positions :
35
-199,166
-7.69%
 
Closed Positions :
15
-72,598
-2.8%
 
Guru Positions :
0
 0%
 
View holdings for period: 
6-30-2022 View holdings for period: 
9-30-2022 View holdings for period: 
12-31-2022 View holdings for period: 
3-31-2023 View holdings for period: 
6-30-2023 View holdings for period: 
09-30-2023 View holdings for period: 
12-31-2023 View holdings for the current period

  Page 1 of 1  
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            Institution Name
Portfolio
Position
New/Closed
Position

Filing Date

Total Shares

Total Value

Change in Shares

File
   SMITHFIELD TRUST CO 306 - 2024-03-31 7,390 $232,000 0
   GOLDMAN SACHS GROUP INC/ 4209 - 2024-03-31 7,098 $223,000 0
   MCF Advisors LLC 317 - 2024-03-31 2,503 $79,000 0
   PARKSIDE FINANCIAL BANK & TRUST 828 - 2024-03-31 1,229 $39,000 0
   Mascoma Wealth Management LLC 234 - 2024-03-31 857 $27,000 0
   JNBA FINANCIAL ADVISORS 404 - 2024-03-31 585 $18,000 0
   SCBT FINANCIAL CORP 467 - 2024-03-31 525 $17,000 0
   ALPHAMARK ADVISORS LLC 460 - 2024-03-31 501 $16,000 0
   US BANCORP 3139 - 2024-03-31 500 $16,000 0
   ICA Group Wealth Management LLC 800 - 2024-03-31 515 $16,000 0
   PLANTE MORAN FINANCIAL ADVISORS LTD PARTNERSHIP 541 - 2024-03-31 481 $15,000 0
   HANSON MCCLAIN, INC. 1946 - 2024-03-31 459 $14,000 0
   Spire Wealth Management 1655 - 2024-03-31 388 $12,000 0
   PFS Partners LLC 262 - 2024-03-31 337 $11,000 0
   Goss Wealth Management LLC 2850 - 2024-03-31 313 $10,000 0
   Lumature Wealth Partners LLC 321 - 2023-06-30 200 $8,000 0
   Crewe Advisors LLC 655 - 2024-03-31 255 $8,000 0
   Tyler-Stone Wealth Management 666 - 2024-03-31 262 $8,000 0
   Versant Capital Management Inc 934 - 2024-03-31 200 $6,000 0
   Steward Partners Investment Advisory LLC 3028 - 2024-03-31 150 $5,000 0
   SOA Wealth Advisors LLC. 622 - 2024-03-31 112 $4,000 0
   ARMSTRONG ADVISORY GROUP INC 667 - 2024-03-31 115 $4,000 0
   Larson Financial Group LLC 1271 - 2024-03-31 93 $3,000 0
   Emerald Investment Partners LLC 454 - 2024-03-31 89 $3,000 0
   Sargent Bickham Lagudis LLC 872 - 2022-12-31 56 $2,000 0
   Bay Harbor Wealth Management LLC 153 - 2024-03-31 50 $2,000 0
   Aptus Capital Advisors LLC 1117 - 2024-03-31 50 $2,000 0
   GHP INVESTMENT ADVISORS INC 784 - 2024-03-31 21 $1,000 0
   Glassman Wealth Services 192 - 2024-03-31 19 $1,000 0
   City State Bank 685 - 2024-03-31 25 $1,000 0
   Evolution Advisers Inc. 178 - 2024-03-31 5 $1,000 0
   PROEQUITIES INC. 2844 - 2024-03-31 0 $0 0
   CFG ASSET MANAGEMENT LLC 408 - 2024-03-31 1 $0 0
   Capital Investment Advisory Services LLC 971 - 2024-03-31 12 $0 0

  34 Records found
  1    
  Page 1 of 1
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