Willner & Heller, LLC Ishares Robotics & Artificial Transaction History

Willner & Heller, LLC

$109 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Jul 05, 2022	SELL	$30.2 - $41.73 $142,453 - $196,840	-4,717 Closed	0 $0
Q4 2021 Jun 06, 2022	BUY	$40.32 - $47.28 $190,189 - $223,019	4,717 New	4,717 $200,000

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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