C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Ishares Robotics & Artificial Transaction History

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors

$1.07 Trillion
Q2 2025

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 31, 2025	SELL	N/A	-8,094 Reduced 49.42%	8,283 $307 Million
Q4 2024 Jan 29, 2025	BUY	N/A	7,873 Added 92.58%	16,377 $1.74 Billion
Q3 2024 Oct 08, 2024	BUY	$30.09 - $34.95 $19,859 - $23,067	660 Added 8.41%	8,504 $291 Million
Q2 2024 Aug 02, 2024	BUY	$31.2 - $34.68 $40,029 - $44,494	1,283 Added 19.55%	7,844 $260 Million
Q1 2024 May 03, 2024	BUY	$32.18 - $35.0 $5,921 - $6,440	184 Added 2.89%	6,561 $225 Million
Q4 2023 Feb 12, 2024	BUY	$28.37 - $34.85 $180,915 - $222,238	6,377 New	6,377 $220 Million

Others Institutions Holding IRBO

# of Institutions

254

Shares Held

9.14M

Call Options Held

33.7K

Put Options Held

Morgan Stanley New York, NY

1.28M
Shares

$41.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

966K
Shares

$31 Million
1.67% of portfolio
Bank Of America Corp Charlotte, NC

851K
Shares

$27.3 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

716K
Shares

$23 Million
0.01% of portfolio
Lpl Financial LLC Fort Mill, SC

544K
Shares

$17.4 Million
0.01% of portfolio

View Full List

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