Summit X, LLC Ishares Robotics & Artificial Transaction History

Summit X, LLC

$423 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 May 08, 2024	SELL	$32.18 - $35.0 $3,024 - $3,290	-94 Reduced 1.53%	6,066 $208,000
Q4 2023 Feb 08, 2024	BUY	$28.37 - $34.85 $174,759 - $214,676	6,160 New	6,160 $212,000

Others Institutions Holding IRBO

# of Institutions

172

Shares Held

4.37M

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

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