Phoenix Wealth Advisors Ishares Robotics & Artificial Transaction History

Phoenix Wealth Advisors

$228 Million
Q1 2025

A detailed history of Phoenix Wealth Advisors transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Phoenix Wealth Advisors holds 23,696 shares of IRBO stock, worth $760,404. This represents 0.33% of its overall portfolio holdings.

Number of Shares

23,696

Previous 23,378 1.36%

Holding current value

$760,404

Previous $750,000 1.33%

% of portfolio

0.33%

Previous 0.33%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	N/A	318 Added 1.36%	23,696 $760,000
Q4 2024 Jan 17, 2025	BUY	N/A	20 Added 0.09%	23,378 $750,000
Q3 2024 Nov 08, 2024	BUY	$30.09 - $34.95 $3,339 - $3,879	111 Added 0.48%	23,358 $749,000
Q2 2024 Jul 17, 2024	SELL	$31.2 - $34.68 $7,456 - $8,288	-239 Reduced 1.02%	23,247 $771,000
Q1 2024 Apr 26, 2024	BUY	$32.18 - $35.0 $369,716 - $402,115	11,489 Added 95.77%	23,486 $806,000
Q4 2023 Jan 30, 2024	BUY	$28.37 - $34.85 $25,930 - $31,852	914 Added 8.25%	11,997 $413,000
Q3 2023 Nov 06, 2023	BUY	$29.87 - $35.15 $6,780 - $7,979	227 Added 2.09%	11,083 $338,000
Q2 2023 Jul 13, 2023	BUY	$28.51 - $33.53 $309,504 - $364,001	10,856 New	10,856 $358,000

Others Institutions Holding IRBO

# of Institutions

229

Shares Held

8.15M

Call Options Held

5.2K

Put Options Held

12.9K

View Full List

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
Sector ETFs
Industry ETFs

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Phoenix Wealth Advisors Ishares Robotics & Artificial Transaction History