Lodestone Wealth Management LLC Ishares Robotics & Artificial Transaction History

Lodestone Wealth Management LLC

$190 Billion
Q2 2024

A detailed history of Lodestone Wealth Management LLC transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Lodestone Wealth Management LLC holds 10,294 shares of IRBO stock, worth $330,334. This represents 0.18% of its overall portfolio holdings.

Number of Shares

10,294

Previous 10,492 1.89%

Holding current value

$330,334

Previous $360 Million 5.21%

% of portfolio

0.18%

Previous 0.19%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 16, 2024	SELL	$31.2 - $34.68 $6,177 - $6,866	-198 Reduced 1.89%	10,294 $342 Million
Q1 2024 Apr 30, 2024	SELL	$32.18 - $35.0 $14,030 - $15,260	-436 Reduced 3.99%	10,492 $360 Million
Q4 2023 Jan 24, 2024	SELL	$28.37 - $34.85 $31,065 - $38,160	-1,095 Reduced 9.11%	10,928 $377 Million
Q3 2023 Oct 20, 2023	SELL	$29.87 - $35.15 $12,425 - $14,622	-416 Reduced 3.34%	12,023 $367 Million
Q2 2023 Jul 25, 2023	SELL	$28.51 - $33.53 $8,324 - $9,790	-292 Reduced 2.29%	12,439 $411 Million
Q1 2023 May 15, 2023	BUY	$25.79 - $32.15 $17,485 - $21,797	678 Added 5.63%	12,731 $400 Million
Q4 2022 Feb 09, 2023	BUY	$22.79 - $27.25 $274,687 - $328,444	12,053 New	12,053 $308 Million

Others Institutions Holding IRBO

# of Institutions

181

Shares Held

5.39M

Call Options Held

3.1K

Put Options Held

500

View Full List

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 Lodestone Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Lodestone Wealth Management LLC with notifications on news.

Account

Lodestone Wealth Management LLC Ishares Robotics & Artificial Transaction History