Latest Institutional Purchases of Ishares Robotics & Artificial (IRBO)
This list provides information on the latest institutional transactions involving Ishares Robotics & Artificial (IRBO) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 25, 2023
Q2 2023
|
Wt Wealth Management
|
BUY
|
- |
88.4KNew |
$2.52M - $2.96M
|
88.4K
$2.84M
|
|
|
Aug 14, 2023
Q2 2023
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
69.3KNew |
$1.98M - $2.32M
|
69.3K
$2.22M
|
|
|
Aug 09, 2023
Q2 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
7.43KNew |
$212K - $249K
|
7.43K
$238K
|
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
264New |
$7.53K - $8.85K
|
264
$8.47K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
170New |
$4.85K - $5.7K
|
170
$5.46K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
160New |
$4.56K - $5.36K
|
160
$5.13K
|
|
|
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
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.85K - $3.35K
|
100
$3.21K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45New |
$1.28K - $1.51K
|
45
$1.44K
|
|
| Q1 2023 | |||||||
|
Apr 17, 2023
Q1 2023
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
8.48KNew |
$219K - $273K
|
8.48K
$272K
|
|
|
Apr 25, 2023
Q1 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
8.16KNew |
$210K - $262K
|
8.16K
$262K
|
|
|
May 03, 2023
Q1 2023
|
Intercontinental Wealth Advisors, LLC
|
BUY
|
- |
6.86KNew |
$177K - $221K
|
6.86K
$220K
|
|
|
May 03, 2023
Q1 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
6.83KNew |
$176K - $220K
|
6.83K
$219K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.11KNew |
$54.5K - $67.9K
|
2.11K
$67.8K
|
|
|
May 10, 2023
Q1 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
1.2K+ 13.33% |
$30.9K - $38.6K
|
10.2K
$327K
|
|
|
Apr 26, 2023
Q1 2023
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
1KNew |
$25.8K - $32.2K
|
1K
$32.1K
|
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
406+ 7.24% |
$10.5K - $13.1K
|
6.02K
$193K
|
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
196New |
$5.05K - $6.3K
|
196
$6.29K
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
130+ 0.32% |
$3.35K - $4.18K
|
40.4K
$1.3M
|
|
| Q4 2022 | |||||||
|
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
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
975New |
$22.2K - $26.6K
|
975
$31.3K
|
|
|
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
|
|
|
Dec 20, 2023
Q4 2022
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
40New |
$912 - $1.09K
|
40
$1.28K
|
|
|
Jan 20, 2023
Q4 2022
|
Affiance Financial, LLC
|
BUY
|
- |
8New |
$182 - $218
|
8
$257
|
|
| Q3 2022 | |||||||
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
891New |
$21.2K - $27K
|
891
$28.6K
|
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
BUY
|
- |
600New |
$14.3K - $18.2K
|
600
$19.3K
|
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
317New |
$7.55K - $9.61K
|
317
$10.2K
|
|
| Q2 2022 | |||||||
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
2.49KNew |
$64.4K - $88.4K
|
2.49K
$79.8K
|
|
|
Jul 26, 2022
Q2 2022
|
Key F Inancial Inc
|
BUY
|
- |
126New |
$3.26K - $4.48K
|
126
$4.04K
|
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
52New |
$1.35K - $1.85K
|
52
$1.67K
|
|
|
Aug 11, 2022
Q2 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
40New |
$1.04K - $1.42K
|
40
$1.28K
|
|
| Q1 2022 | |||||||
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
262+ 18.07% |
$7.91K - $10.9K
|
1.71K
$54.9K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$755 - $1.04K
|
25
$802
|
|
| Q4 2021 | |||||||
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
37New |
$1.49K - $1.75K
|
37
$1.19K
|
|
| Q3 2021 | |||||||
|
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
|
|
|
Nov 12, 2021
Q3 2021
|
Meridian Wealth Partners, LLC
Blue Bell, PA |
BUY
|
- |
285New |
$12K - $13K
|
285
$9.15K
|
|
| Q2 2021 | |||||||
|
Aug 13, 2021
Q2 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
700New |
$27.6K - $31.6K
|
700
$22.5K
|
|
|
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
|
|
| Q4 2020 | |||||||
|
Feb 09, 2021
Q4 2020
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
400New |
$13.1K - $16.1K
|
400
$12.8K
|
|
| Q2 2020 | |||||||
|
Jul 31, 2020
Q2 2020
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.9KNew |
$253K - $354K
|
11.9K
$382K
|
|
|
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
|
|
| Q3 2019 | |||||||
|
Oct 17, 2019
Q3 2019
|
Cordasco Financial Network
|
BUY
|
- |
205New |
$4.78K - $5.27K
|
205
$6.58K
|
|