Valmark Advisers, Inc. Ishares Robotics & Artificial Transaction History

Valmark Advisers, Inc.

$6.54 Billion
Q1 2025

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 30, 2025	BUY	N/A	804 Added 13.36%	6,820 $218,000
Q3 2024 Oct 25, 2024	BUY	$30.09 - $34.95 $181,021 - $210,259	6,016 New	6,016 $193,000

Others Institutions Holding IRBO

# of Institutions

208

Shares Held

5.58M

Call Options Held

900

Put Options Held

0

Wharton Business Group, LLC Malvern, PA

799K
Shares

$25.6 Million
1.34% of portfolio
Morgan Stanley New York, NY

739K
Shares

$23.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

508K
Shares

$16.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

351K
Shares

$11.3 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

301K
Shares

$9.67 Million
0.0% of portfolio

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
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