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 |
---|---|---|---|---|---|---|---|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-1.08K- 96.34% |
$27.8K - $34.7K
|
41
$1.38K
|
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.48KNew |
$219K - $273K
|
8.48K
$286K
|
|
Q4 2022 | |||||||
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
40New |
$944 - $1.09K
|
40
$1.35K
|
|
Mar 06, 2023
Q4 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
399+ 9.45% |
$9.41K - $10.9K
|
4.62K
$156K
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
1KNew |
$23.6K - $27.3K
|
1K
$33.8K
|
|
Feb 14, 2023
Q4 2022
|
Old Mission Capital LLC
|
BUY
|
- |
76.6KNew |
$1.81M - $2.09M
|
76.6K
$2.59M
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
131New |
$3.09K - $3.57K
|
131
$4.42K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
SELL
|
- |
-394- 34.35% |
$9.29K - $10.7K
|
753
$25.4K
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 70.59% |
$2.26K - $2.62K
|
40
$1.35K
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$189 - $218
|
8
$270
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
975New |
$23K - $26.6K
|
975
$32.9K
|
|
Q3 2022 | |||||||
Nov 16, 2022
Q3 2022
|
M Holdings Securities, Inc.
Portland, OR |
SELL
|
- |
-40.4K- 20.69% |
$987K - $1.23M
|
155K
$5.23M
|
|
Nov 14, 2022
Q3 2022
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-89.3K- 49.99% |
$2.18M - $2.71M
|
89.3K
$3.02M
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-550- 2.42% |
$13.4K - $16.7K
|
22.2K
$750K
|
|
Nov 14, 2022
Q3 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-261- 38.44% |
$6.38K - $7.92K
|
418
$14.1K
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
891New |
$21.8K - $27K
|
891
$30.1K
|
|
Nov 09, 2022
Q3 2022
|
Professional Financial Advisors, LLC
|
SELL
|
- |
-246- 51.36% |
$6.01K - $7.46K
|
233
$7.87K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
317New |
$7.74K - $9.61K
|
317
$10.7K
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19- 0.14% |
$464 - $576
|
13.2K
$447K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
600New |
$14.7K - $18.2K
|
600
$20.3K
|
|
Q2 2022 | |||||||
Aug 16, 2022
Q2 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-57Closed |
$1.48K - $2.03K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2- 0.42% |
$51.8 - $71.1
|
477
$16.1K
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40New |
$1.04K - $1.42K
|
40
$1.35K
|
|
Aug 10, 2022
Q2 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-14Closed |
$363 - $498
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.49KNew |
$64.4K - $88.4K
|
2.49K
$84K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-1KClosed |
$25.9K - $35.5K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Meeder Asset Management Inc
|
SELL
|
- |
-1.06KClosed |
$27.5K - $37.7K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-250- 6.95% |
$6.48K - $8.89K
|
3.35K
$113K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52New |
$1.35K - $1.85K
|
52
$1.76K
|
|
Jul 28, 2022
Q2 2022
|
Latitude Advisors, LLC
|
SELL
|
- |
-9.84KClosed |
$255K - $350K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
126New |
$3.26K - $4.48K
|
126
$4.26K
|
|
Jul 26, 2022
Q2 2022
|
Argi Investment Services, LLC
|
SELL
|
- |
-8.31KClosed |
$215K - $295K
|
0
$0
|
|
Jul 15, 2022
Q2 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-116Closed |
$3K - $4.12K
|
0
$0
|
|
Jul 12, 2022
Q2 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-50Closed |
$1.3K - $1.78K
|
0
$0
|
|
Q1 2022 | |||||||
Aug 11, 2022
Q1 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-5.55KClosed |
$168K - $232K
|
0
$0
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
SELL
|
- |
-4.72KClosed |
$142K - $197K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hb Wealth Management, LLC
|
SELL
|
- |
-5.07KClosed |
$153K - $211K
|
0
$0
|
|
May 16, 2022
Q1 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.15KClosed |
$186K - $257K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.1KClosed |
$305K - $422K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-583Closed |
$17.6K - $24.3K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.2KClosed |
$551K - $761K
|
0
$0
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5.49KClosed |
$166K - $229K
|
0
$0
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$755 - $1.04K
|
25
$844
|
|
May 11, 2022
Q1 2022
|
Veritable, L.P.
Newtown Square, PA |
SELL
|
- |
-5.54KClosed |
$167K - $231K
|
0
$0
|
|
May 10, 2022
Q1 2022
|
Rather & Kittrell, Inc.
Knoxville, TN |
SELL
|
- |
-5.16KClosed |
$156K - $215K
|
0
$0
|
|
May 09, 2022
Q1 2022
|
Lincoln National Corp
|
SELL
|
- |
-5.49KClosed |
$166K - $229K
|
0
$0
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
262+ 18.07% |
$7.91K - $10.9K
|
1.71K
$57.8K
|
|
May 04, 2022
Q1 2022
|
Lex Aurum Advisors, LLC
|
SELL
|
- |
-5.71KClosed |
$172K - $238K
|
0
$0
|
|
May 04, 2022
Q1 2022
|
S.C. Financial Services, Inc.
|
SELL
|
- |
-7.05KClosed |
$213K - $294K
|
0
$0
|
|
Apr 26, 2022
Q1 2022
|
Tap Consulting, LLC
|
SELL
|
- |
-625Closed |
$18.9K - $26.1K
|
0
$0
|