Caldwell Trust CO Ishares Robotics & Artificial Transaction History

Caldwell Trust CO

$1 Trillion
Q2 2025

A detailed history of Caldwell Trust CO transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Caldwell Trust CO holds 800 shares of IRBO stock, worth $25,672. This represents 0.0% of its overall portfolio holdings.

Number of Shares

800

Holding current value

$25,672

% of portfolio

0.0%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Sep 22, 2025	BUY	N/A	800 New	800 $32.8 Million
Q4 2022 Oct 01, 2025	SELL	$22.79 - $27.25 $22,790 - $27,250	-1,000 Reduced 55.56%	800 $20.4 Million
Q3 2022 Oct 01, 2025	BUY	$23.83 - $30.33 $23,830 - $30,330	1,000 Added 125.0%	1,800 $42.9 Million
Q3 2020 Oct 02, 2025	SELL	$29.6 - $34.87 $5,920 - $6,973	-200 Reduced 20.0%	800 $26.2 Million
Q1 2020 Oct 02, 2025	BUY	$19.58 - $28.89 $3,915 - $5,778	200 Added 25.0%	1,000 $22.4 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

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
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