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 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
310New |
$9.26K - $10.9K
|
310
$9.95K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-835- 67.34% |
$24.9K - $29.4K
|
405
$13K
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$156K - $184K
|
5.23K
$168K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.42KNew |
$72.3K - $85K
|
2.42K
$77.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.03KNew |
$30.7K - $36.2K
|
1.03K
$33K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$5.97K - $7.03K
|
200
$6.42K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
457New |
$13.7K - $16.1K
|
457
$14.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$2.99K - $3.52K
|
100
$3.21K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
156New |
$4.66K - $5.48K
|
156
$5.01K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-90- 7.49% |
$2.69K - $3.16K
|
1.11K
$35.7K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
210New |
$6.27K - $7.38K
|
210
$6.74K
|
|
| Q2 2023 | |||||||
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
264New |
$7.53K - $8.85K
|
264
$8.47K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45New |
$1.28K - $1.51K
|
45
$1.44K
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
69.3KNew |
$1.98M - $2.32M
|
69.3K
$2.22M
|
|
|
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
110KNew |
$3.13M - $3.68M
|
110K
$3.52M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.43KNew |
$212K - $249K
|
7.43K
$238K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.85K - $3.35K
|
100
$3.21K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$4.28K - $5.03K
|
150
$4.81K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
138New |
$3.93K - $4.63K
|
138
$4.43K
|
|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
88.4KNew |
$2.52M - $2.96M
|
88.4K
$2.84M
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
160New |
$4.56K - $5.36K
|
160
$5.13K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
170New |
$4.85K - $5.7K
|
170
$5.46K
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 7.22% |
$998 - $1.17K
|
450
$14.4K
|
|
| Q1 2023 | |||||||
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
406+ 7.24% |
$10.5K - $13.1K
|
6.02K
$193K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
130+ 0.32% |
$3.35K - $4.18K
|
40.4K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.2K+ 13.33% |
$30.9K - $38.6K
|
10.2K
$327K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.11KNew |
$54.5K - $67.9K
|
2.11K
$67.8K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-707- 9.12% |
$18.2K - $22.7K
|
7.04K
$226K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.83KNew |
$176K - $220K
|
6.83K
$219K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.86KNew |
$177K - $221K
|
6.86K
$220K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
196New |
$5.05K - $6.3K
|
196
$6.29K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1KNew |
$25.8K - $32.2K
|
1K
$32.1K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.16KNew |
$210K - $262K
|
8.16K
$262K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.08K- 96.34% |
$27.8K - $34.7K
|
41
$1.32K
|
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.48KNew |
$219K - $273K
|
8.48K
$272K
|
|
| Q4 2022 | |||||||
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
40New |
$912 - $1.09K
|
40
$1.28K
|
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
399+ 9.45% |
$9.09K - $10.9K
|
4.62K
$148K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
131New |
$2.99K - $3.57K
|
131
$4.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
76.6KNew |
$1.75M - $2.09M
|
76.6K
$2.46M
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1KNew |
$22.8K - $27.3K
|
1K
$32.1K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-394- 34.35% |
$8.98K - $10.7K
|
753
$24.2K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 70.59% |
$2.19K - $2.62K
|
40
$1.28K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$182 - $218
|
8
$257
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
975New |
$22.2K - $26.6K
|
975
$31.3K
|
|
| Q3 2022 | |||||||
|
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-40.4K- 20.69% |
$963K - $1.23M
|
155K
$4.97M
|
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-89.3K- 49.99% |
$2.13M - $2.71M
|
89.3K
$2.87M
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-550- 2.42% |
$13.1K - $16.7K
|
22.2K
$713K
|
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-246- 51.36% |
$5.86K - $7.46K
|
233
$7.48K
|
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
891New |
$21.2K - $27K
|
891
$28.6K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
317New |
$7.55K - $9.61K
|
317
$10.2K
|
|