Hb Wealth Management, LLC Ishares Robotics & Artificial Transaction History

Hb Wealth Management, LLC

$7.99 Billion
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 16, 2022	SELL	$30.2 - $41.73 $152,993 - $211,404	-5,066 Closed	0 $0
Q4 2021 Feb 15, 2022	BUY	$40.32 - $47.28 $204,261 - $239,520	5,066 New	5,066 $210,000

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

$27.9 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

526K
Shares

$17.8 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

517K
Shares

$17.5 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

334K
Shares

$11.3 Million
0.01% of portfolio
Wharton Business Group, LLC Malvern, PA

230K
Shares

$7.78 Million
0.38% 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 Hb Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Hb Wealth Management, LLC with notifications on news.