Purchases and Sales Made in Q1 2025 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q1 2025. The information is specifically focused on institutions that hold shares of ISHARES ROBOTICS & ARTIFICIAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
25New |
N/A
|
25
$802
|
|
|
Apr 22, 2025
Q1 2025
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
25+ 2.43% |
N/A
|
1.05K
$33.8K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
16+ 8.0% |
N/A
|
216
$6.93K
|
|
|
Apr 22, 2025
Q1 2025
|
Eq Wealth Advisors, LLC
Dallas, TX |
BUY
|
- |
11New |
N/A
|
11
$353
|
|
|
Apr 21, 2025
Q1 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
6New |
N/A
|
6
$193
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-1- 0.03% |
N/A
|
3.6K
$115K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-30- 0.46% |
N/A
|
6.53K
$210K
|
|
|
Apr 22, 2025
Q1 2025
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-60- 0.22% |
N/A
|
26.8K
$859K
|
|
|
Apr 22, 2025
Q1 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-73- 0.51% |
N/A
|
14.2K
$457K
|
|
|
Apr 11, 2025
Q1 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-85- 60.71% |
N/A
|
55
$1.76K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-663- 7.12% |
N/A
|
8.66K
$278K
|
|
|
Apr 18, 2025
Q1 2025
|
Wolf Group Capital Advisors
|
SELL
|
- |
-4.14K- 31.71% |
N/A
|
8.92K
$286K
|