Core Wealth Advisors, Inc. Ishares Robotics & Artificial Transaction History

Core Wealth Advisors, Inc.

$310 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$29.87 - $35.15 $1,135 - $1,335	38 Added 237.5%	54 $1,000
Q2 2023 Aug 14, 2023	BUY	$28.51 - $33.53 $456 - $536	16 New	16 $0

Others Institutions Holding IRBO

# of Institutions

173

Shares Held

4.39M

Call Options Held

2.4K

Put Options Held

1.2K

Morgan Stanley New York, NY

518K
Shares

$16.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

472K
Shares

$15.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

359K
Shares

$11.5 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

331K
Shares

$10.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

273K
Shares

$8.76 Million
0.0% of portfolio

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
Sector ETFs
Industry ETFs

More about IRBO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Core Wealth Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Core Wealth Advisors, Inc. with notifications on news.