Latest Institutional Transactions on Ishares Robotics & Artificial (IRBO)
This table provides information on the latest institutional transactions involving Ishares Robotics & Artificial (IRBO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 08, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-20.5K- 91.17% |
$618K - $718K
|
1.99K
$63.9K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-30- 7.83% |
$903 - $1.05K
|
353
$11.3K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-389- 2.28% |
$11.7K - $13.6K
|
16.7K
$534K
|
|
|
Nov 08, 2024
Q3 2024
|
Simplex Trading, LLC
|
BUY
|
- |
62+ 20.46% |
$1.87K - $2.17K
|
365
$11.7K
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-19.3K- 5.51% |
$581K - $674K
|
331K
$10.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
114K+ 46.51% |
$3.43M - $3.98M
|
359K
$11.5M
|
|
|
Nov 07, 2024
Q3 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.46KNew |
$43.9K - $51K
|
1.46K
$46.8K
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
5.03K+ 12.63% |
$151K - $176K
|
44.9K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
427+ 7.37% |
$12.8K - $14.9K
|
6.22K
$200K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.69K+ 2.07% |
$50.9K - $59.1K
|
83.4K
$2.68M
|
|
|
Nov 01, 2024
Q3 2024
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
7KNew |
$211K - $245K
|
7K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
BUY
|
- |
75.3KNew |
$2.26M - $2.63M
|
75.3K
$2.42M
|
|
|
Oct 31, 2024
Q3 2024
|
Wolf Group Capital Advisors
|
BUY
|
- |
414+ 3.27% |
$12.5K - $14.5K
|
13.1K
$419K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-1- 0.01% |
$30.1 - $35
|
11.1K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
BUY
|
- |
296New |
$8.91K - $10.3K
|
296
$9.5K
|
|
|
Oct 29, 2024
Q3 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-48- 25.53% |
$1.44K - $1.68K
|
140
$4.49K
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.34K- 6.56% |
$40.4K - $46.9K
|
19.1K
$613K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-2.6K- 55.36% |
$78.1K - $90.7K
|
2.09K
$67.2K
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-207- 4.32% |
$6.23K - $7.23K
|
4.59K
$147K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6.94K- 38.7% |
$209K - $243K
|
11K
$353K
|
|
|
Oct 25, 2024
Q3 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
6.02KNew |
$181K - $210K
|
6.02K
$193K
|
|
|
Oct 24, 2024
Q3 2024
|
Strategic Wealth Investment Group, LLC
|
BUY
|
- |
4.83K+ 8.53% |
$145K - $169K
|
61.4K
$1.97M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
339+ 1.18% |
$10.2K - $11.8K
|
29K
$930K
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-298- 25.94% |
$8.97K - $10.4K
|
851
$27.3K
|
|
|
Oct 22, 2024
Q3 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
21+ 4.36% |
$632 - $734
|
503
$16.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.19K- 5.46% |
$35.8K - $41.6K
|
20.6K
$662K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-219- 0.6% |
$6.59K - $7.65K
|
36.3K
$1.17M
|
|
|
Oct 18, 2024
Q3 2024
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-135K- 60.34% |
$4.05M - $4.71M
|
88.6K
$2.84M
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
7.77KNew |
$234K - $272K
|
7.77K
$249K
|
|
|
Oct 17, 2024
Q3 2024
|
Matisse Capital
|
BUY
|
- |
10.9KNew |
$329K - $382K
|
10.9K
$350K
|
|
|
Oct 17, 2024
Q3 2024
|
Strategic Advocates LLC
Logan, UT |
BUY
|
- |
7.68K+ 50.07% |
$231K - $268K
|
23K
$739K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-487- 2.86% |
$14.7K - $17K
|
16.6K
$531K
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
200+ 9.39% |
$6.02K - $6.99K
|
2.33K
$74.8K
|
|
|
Oct 16, 2024
Q3 2024
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
1.71K+ 5.86% |
$51.5K - $59.8K
|
30.9K
$993K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
100New |
$3.01K - $3.5K
|
100
$3.21K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
625+ 880.28% |
$18.8K - $21.8K
|
696
$22.3K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
399+ 1.51% |
$12K - $13.9K
|
26.9K
$862K
|
|
|
Oct 15, 2024
Q3 2024
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
SELL
|
- |
-1.1K- 3.54% |
$33.1K - $38.4K
|
30K
$962K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
SELL
|
- |
-88- 0.77% |
$2.65K - $3.08K
|
11.4K
$365K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
61+ 1.34% |
$1.84K - $2.13K
|
4.63K
$148K
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
178+ 0.35% |
$5.36K - $6.22K
|
50.9K
$1.63M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
83+ 0.65% |
$2.5K - $2.9K
|
12.9K
$414K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
660+ 8.41% |
$19.9K - $23.1K
|
8.5K
$273K
|
|
|
Oct 08, 2024
Q3 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
SELL
|
- |
-3.3K- 29.74% |
$99.3K - $115K
|
7.79K
$250K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
SELL
|
- |
-27- 0.1% |
$812 - $944
|
27K
$865K
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
BUY
|
- |
163+ 0.51% |
$4.9K - $5.7K
|
32.4K
$1.04M
|
|
|
Oct 07, 2024
Q3 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
190+ 0.54% |
$5.72K - $6.64K
|
35.3K
$1.13M
|
|
|
Oct 02, 2024
Q3 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
11New |
$331 - $384
|
11
$353
|
|
| Q2 2024 | |||||||
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
126New |
$3.93K - $4.37K
|
126
$4.04K
|
|