Purchases and Sales Made in Q3 2025 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 07, 2025
Q3 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
113KNew |
N/A
|
113K
$3.63M
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
8.63K+ 88.46% |
N/A
|
18.4K
$590K
|
|
|
Oct 07, 2025
Q3 2025
|
Cypress Point Wealth Management, LLC
Dallas, TX |
BUY
|
- |
7.72KNew |
N/A
|
7.72K
$248K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
7.58KNew |
N/A
|
7.58K
$243K
|
|
|
Oct 16, 2025
Q3 2025
|
Columbus Macro, LLC
|
BUY
|
- |
6.43KNew |
N/A
|
6.43K
$206K
|
|
|
Oct 15, 2025
Q3 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
6.4K+ 39.98% |
N/A
|
22.4K
$719K
|
|
|
Oct 17, 2025
Q3 2025
|
Goldstone Financial Group, LLC
Oakbrook Terrace, IL |
BUY
|
- |
5.54K+ 27.47% |
N/A
|
25.7K
$825K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
BUY
|
- |
3.4K+ 8.67% |
N/A
|
42.6K
$1.37M
|
|
|
Oct 17, 2025
Q3 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
3.01K+ 46.31% |
N/A
|
9.5K
$305K
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.99K+ 26.0% |
N/A
|
9.65K
$310K
|
|
|
Oct 17, 2025
Q3 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
1.7KNew |
N/A
|
1.7K
$54.6K
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.63K+ 4.93% |
N/A
|
34.6K
$1.11M
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
587New |
N/A
|
587
$18.8K
|
|
|
Oct 09, 2025
Q3 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
240+ 34.48% |
N/A
|
936
$30K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
40+ 7.91% |
N/A
|
546
$17.5K
|
|
|
Oct 07, 2025
Q3 2025
|
Proathlete Wealth Management LLC
Boca Raton, FL |
BUY
|
- |
5+ 38.46% |
N/A
|
18
$578
|
|
|
Oct 09, 2025
Q3 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-200- 16.67% |
N/A
|
1K
$32.1K
|
|
|
Oct 09, 2025
Q3 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-671- 5.44% |
N/A
|
11.7K
$374K
|