Mowery & Schoenfeld Wealth Management, LLC Ishares Robotics & Artificial Call Options Transaction History

Mowery & Schoenfeld Wealth Management, LLC

$51 Billion
Q1 2025

Call Options

0 transactions

Quarter	Operation	Price Per call	calls change	calls Held	SEC Form
Quarter	Operation	Price Per call	calls change	calls Held	SEC Form

No transaction found.

Others Institutions Holding IRBO

# of Institutions

226

Shares Held

8.03M

Call Options Held

5.2K

Put Options Held

12.7K

Morgan Stanley New York, NY

995K
Shares

$31.9 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

852K
Shares

$27.4 Million
1.21% of portfolio
Bank Of America Corp Charlotte, NC

675K
Shares

$21.7 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

644K
Shares

$20.7 Million
0.01% of portfolio
Ubs Group Ag

366K
Shares

$11.8 Million
0.0% of portfolio

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About ISHARES ROBOTICS & ARTIFICIAL

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