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 |
|---|---|---|---|---|---|---|---|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
126New |
$3.93K - $4.37K
|
126
$4.04K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$31.2 - $34.7
|
260
$8.34K
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.11K+ 27.27% |
$65.8K - $73.1K
|
9.84K
$316K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.46K- 15.68% |
$76.7K - $85.2K
|
13.2K
$424K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 0.26% |
$156 - $173
|
1.91K
$61.2K
|
|
|
Aug 13, 2024
Q2 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1K+ 6.25% |
$31.2K - $34.7K
|
17K
$546K
|
|
|
Aug 13, 2024
Q2 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
55KNew |
$1.72M - $1.91M
|
55K
$1.76M
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.62% |
$31.2 - $34.7
|
163
$5.23K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-180- 15.65% |
$5.62K - $6.24K
|
970
$31.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.19K- 21.33% |
$131K - $145K
|
15.5K
$496K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$374 - $416
|
12
$385
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
171+ 114.0% |
$5.34K - $5.93K
|
321
$10.3K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.03KClosed |
$32.1K - $35.7K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
26.8KNew |
$835K - $928K
|
26.8K
$859K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$3.12K - $3.47K
|
100
$3.21K
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 45.19% |
$45.9K - $51K
|
1.78K
$57.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
3.86KNew |
$120K - $134K
|
3.86K
$124K
|
|
|
Aug 05, 2024
Q2 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
6.68KNew |
$208K - $232K
|
6.68K
$214K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.5K- 20.0% |
$78K - $86.7K
|
10K
$321K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 60.0% |
$7.58K - $8.43K
|
162
$5.2K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-189- 1.08% |
$5.9K - $6.55K
|
17.3K
$556K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47New |
$1.47K - $1.63K
|
47
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28New |
$874 - $971
|
28
$899
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-537- 3.64% |
$16.8K - $18.6K
|
14.2K
$456K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
860+ 13.32% |
$26.8K - $29.8K
|
7.32K
$235K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
386New |
$12K - $13.4K
|
386
$12.4K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
395New |
$12.3K - $13.7K
|
395
$12.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 10.8% |
$6.3K - $7.01K
|
1.67K
$53.6K
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18New |
$562 - $624
|
18
$578
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.38% |
$93.6 - $104
|
803
$25.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
337New |
$10.5K - $11.7K
|
337
$10.8K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
1.71KNew |
$53.4K - $59.4K
|
1.71K
$54.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 51.72% |
$936 - $1.04K
|
28
$899
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-198- 1.89% |
$6.18K - $6.87K
|
10.3K
$330K
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.44% |
$312 - $347
|
2.26K
$72.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
353New |
$11K - $12.2K
|
353
$11.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
229+ 3.68% |
$7.14K - $7.94K
|
6.45K
$207K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1K+ 213.68% |
$31.2K - $34.7K
|
1.47K
$47.1K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
9.97K+ 100.0% |
$311K - $346K
|
19.9K
$640K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
185K+ 343.52% |
$5.77M - $6.41M
|
239K
$7.66M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$6.24K - $6.94K
|
200
$6.42K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
753New |
$23.5K - $26.1K
|
753
$24.2K
|
|
|
Jul 09, 2024
Q2 2024
|
Adirondack Trust CO
|
BUY
|
- |
1.5KNew |
$46.8K - $52K
|
1.5K
$48.1K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$31.2 - $34.7
|
151
$4.85K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
425New |
$13.3K - $14.7K
|
425
$13.6K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.4% |
$62.4 - $69.4
|
500
$16K
|
|
| Q1 2024 | |||||||
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$33.9K - $36.9K
|
1.06K
$33.9K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.8KNew |
$58K - $63.1K
|
1.8K
$57.8K
|
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7- 43.75% |
$225 - $245
|
9
$289
|
|