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 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
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-6.15KClosed |
$186K - $257K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Brighton Jones LLC
|
SELL
|
- |
-5.49KClosed |
$166K - $229K
|
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
|
Centaurus Financial, Inc.
|
SELL
|
- |
-10.1KClosed |
$305K - $422K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-18.2KClosed |
$551K - $761K
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$755 - $1.04K
|
25
$802
|
|
|
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
$54.9K
|
|
|
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
|
|
|
Apr 22, 2022
Q1 2022
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-359KClosed |
$10.8M - $15M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-165- 90.16% |
$4.98K - $6.89K
|
18
$578
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-8Closed |
$242 - $334
|
0
$0
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Barings LLC
|
SELL
|
- |
-123KClosed |
$4.98M - $5.83M
|
0
$0
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37New |
$1.49K - $1.75K
|
37
$1.19K
|
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-21.1KClosed |
$852K - $999K
|
0
$0
|
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-1.24KClosed |
$49.9K - $58.5K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-222Closed |
$8.95K - $10.5K
|
0
$0
|
|
|
Jan 18, 2022
Q4 2021
|
Selective Wealth Management, Inc.
|
SELL
|
- |
-227Closed |
$9.15K - $10.7K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 15, 2021
Q3 2021
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4.4KClosed |
$185K - $201K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
285New |
$12K - $13K
|
285
$9.15K
|
|
|
Nov 09, 2021
Q3 2021
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.44KClosed |
$102K - $111K
|
0
$0
|
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-5.18KClosed |
$217K - $236K
|
0
$0
|
|
|
Nov 05, 2021
Q3 2021
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
50KNew |
$2.1M - $2.28M
|
50K
$1.6M
|
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
999New |
$41.9K - $45.6K
|
999
$32.1K
|
|
|
Oct 21, 2021
Q3 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-800Closed |
$33.6K - $36.5K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 16, 2021
Q2 2021
|
Truist Financial Corp
|
SELL
|
- |
-11.9KClosed |
$469K - $537K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Moseley Investment Management Inc
|
SELL
|
- |
-5.78KClosed |
$227K - $261K
|
0
$0
|
|
|
Aug 06, 2021
Q2 2021
|
Wolverine Trading, LLC
Chicago, IL |
SELL
|
CALL |
-10.7KClosed |
$421K - $483K
|
0
$0
|
|
|
Jul 23, 2021
Q2 2021
|
Belvedere Trading LLC
|
SELL
|
- |
-27.4KClosed |
$1.08M - $1.24M
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Pacifica Partners Inc.
|
BUY
|
- |
100New |
$3.94K - $4.51K
|
100
$3.21K
|
|
| Q1 2021 | |||||||
|
May 13, 2021
Q1 2021
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
100New |
$3.98K - $5.15K
|
100
$3.21K
|
|
|
May 05, 2021
Q1 2021
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-7Closed |
$278 - $361
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-43Closed |
$1.41K - $1.73K
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-15Closed |
$444 - $523
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Fsa Wealth Management LLC
Needham, MA |
SELL
|
- |
-400Closed |
$11.8K - $13.9K
|
0
$0
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
339+ 33.07% |
$7.19K - $10.1K
|
1.36K
$43.8K
|
|
|
Aug 17, 2020
Q2 2020
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
35New |
$742 - $1.04K
|
35
$1.12K
|
|
|
Aug 17, 2020
Q2 2020
|
Wealth Quarterback LLC
Toms River, NJ |
SELL
|
- |
-100Closed |
$2.12K - $2.97K
|
0
$0
|
|
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.9KNew |
$253K - $354K
|
11.9K
$382K
|
|
|
Jul 31, 2020
Q2 2020
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-32.2KClosed |
$682K - $956K
|
0
$0
|
|
| Q4 2019 | |||||||
|
Jan 15, 2020
Q4 2019
|
Kcs Wealth Advisory
|
SELL
|
- |
-69Closed |
$1.64K - $1.87K
|
0
$0
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Cordasco Financial Network
|
BUY
|
- |
205New |
$4.78K - $5.27K
|
205
$6.58K
|
|
| Q1 2019 | |||||||
|
May 01, 2019
Q1 2019
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-285Closed |
$5.58K - $7.15K
|
0
$0
|
|