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 |
---|---|---|---|---|---|---|---|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18KNew |
$37.8K - $41.2K
|
1.18K
$37.7K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$33.9K - $36.9K
|
1.06K
$33.9K
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
CALL |
700+ 350.0% |
$22.5K - $24.5K
|
900
$28.9K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
611New |
$19.7K - $21.4K
|
611
$19.6K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
600New |
$19.3K - $21K
|
600
$19.3K
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
543New |
$17.5K - $19K
|
543
$17.4K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 2.25% |
$16.4K - $17.8K
|
23.1K
$742K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
300New |
$9.65K - $10.5K
|
300
$9.63K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
143New |
$4.6K - $5.01K
|
143
$4.59K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
110New |
$3.54K - $3.85K
|
110
$3.53K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10New |
$322 - $350
|
10
$321
|
|
Q4 2023 | |||||||
Feb 13, 2024
Q4 2023
|
Belvedere Trading LLC
|
BUY
|
CALL |
22.7KNew |
$644K - $791K
|
22.7K
$728K
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
21.8KNew |
$619K - $761K
|
21.8K
$700K
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.7KNew |
$302K - $372K
|
10.7K
$342K
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8.51KNew |
$241K - $296K
|
8.51K
$273K
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.32KNew |
$208K - $255K
|
7.32K
$235K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
567New |
$16.1K - $19.8K
|
567
$18.2K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
290New |
$8.23K - $10.1K
|
290
$9.31K
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
200+ 1.77% |
$5.67K - $6.97K
|
11.5K
$369K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$5.67K - $6.97K
|
400
$12.8K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
127New |
$3.6K - $4.43K
|
127
$4.08K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$2.84K - $3.49K
|
100
$3.21K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
83New |
$2.35K - $2.89K
|
83
$2.66K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
60New |
$1.7K - $2.09K
|
60
$1.93K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$851 - $1.05K
|
30
$963
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.42% |
$142 - $174
|
1.21K
$38.8K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.54% |
$142 - $174
|
938
$30.1K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.23% |
$28.4 - $34.9
|
82
$2.63K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.68% |
$28.4 - $34.9
|
147
$4.72K
|
|
Q3 2023 | |||||||
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$156K - $184K
|
5.23K
$168K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.25K+ 50.0% |
$127K - $149K
|
12.8K
$409K
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.42KNew |
$72.3K - $85K
|
2.42K
$77.6K
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
457New |
$13.7K - $16.1K
|
457
$14.7K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
210New |
$6.27K - $7.38K
|
210
$6.74K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$5.97K - $7.03K
|
200
$6.42K
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
160New |
$4.78K - $5.62K
|
160
$5.13K
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
156New |
$4.66K - $5.48K
|
156
$5.01K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$2.99K - $3.52K
|
100
$3.21K
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
38+ 237.5% |
$1.14K - $1.34K
|
54
$1.73K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Retirement Capital Strategies
|
BUY
|
- |
110KNew |
$3.13M - $3.68M
|
110K
$3.52M
|
|
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
|
|
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
|