Veritable, L.P. Ishares Robotics & Artificial Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 May 11, 2022	SELL	$30.2 - $41.73 $167,308 - $231,184	-5,540 Closed	0 $0
Q2 2021 Aug 16, 2021	BUY	$39.39 - $45.11 $218,220 - $249,909	5,540 New	5,540 $249,000

Others Institutions Holding IRBO

# of Institutions

173

Shares Held

4.39M

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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