Clearstead Advisors, LLC Ishares Robotics & Artificial Transaction History

Clearstead Advisors, LLC

$2.01 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$40.32 - $47.28 $72,616 - $85,151	-1,801 Closed	0 $0
Q3 2021 Nov 12, 2021	BUY	$41.94 - $45.6 $75,533 - $82,125	1,801 New	1,801 $76,000

Others Institutions Holding IRBO

# of Institutions

166

Shares Held

4.83M

Call Options Held

9.6K

Put Options Held

1K

Morgan Stanley New York, NY

825K
Shares

$28 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

526K
Shares

$17.9 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

517K
Shares

$17.6 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$11.4 Million
0.01% of portfolio
Wharton Business Group, LLC Malvern, PA

230K
Shares

$7.84 Million
0.38% of portfolio

About ISHARES ROBOTICS & ARTIFICIAL

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