Purchases and Sales Made in Q1 2022 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES ROBOTICS & ARTIFICIAL .
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 24, 2022
Q1 2022
|
M Holdings Securities, Inc.
Portland, OR |
BUY
|
- |
72K+ 41.43% |
$2.18M - $3.01M
|
246K
$7.89M
|
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
57.6KNew |
$1.74M - $2.4M
|
57.6K
$1.85M
|
|
|
May 04, 2022
Q1 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
54.7K+ 89.01% |
$1.65M - $2.28M
|
116K
$3.73M
|
|
|
May 16, 2022
Q1 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
42.5KNew |
$1.28M - $1.77M
|
42.5K
$1.36M
|
|
|
May 16, 2022
Q1 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
36.4K+ 50.37% |
$1.1M - $1.52M
|
109K
$3.48M
|
|
|
May 16, 2022
Q1 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
25.9KNew |
$782K - $1.08M
|
25.9K
$831K
|
|
|
Aug 14, 2024
Q1 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
24.6K+ 846.44% |
$744K - $1.03M
|
27.6K
$884K
|
|
|
May 12, 2022
Q1 2022
|
Hap Trading, LLC
New York, NY |
BUY
|
- |
19.1KNew |
$577K - $797K
|
19.1K
$613K
|
|
|
May 16, 2022
Q1 2022
|
Ubs Group Ag
|
BUY
|
- |
15.6K+ 6.42% |
$471K - $650K
|
258K
$8.29M
|
|
|
May 11, 2022
Q1 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
6.66K+ 97.53% |
$201K - $278K
|
13.5K
$433K
|
|
|
May 13, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
6.35K+ 15.88% |
$192K - $265K
|
46.3K
$1.49M
|
|
|
May 18, 2022
Q1 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.13K+ 3.33% |
$185K - $256K
|
190K
$6.11M
|
|
|
May 13, 2022
Q1 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
4.51K+ 9.66% |
$136K - $188K
|
51.2K
$1.64M
|
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
3.6KNew |
$109K - $150K
|
3.6K
$115K
|
|
|
Apr 29, 2022
Q1 2022
|
Latitude Advisors, LLC
|
BUY
|
- |
3.23K+ 48.79% |
$97.4K - $135K
|
9.84K
$316K
|
|
|
May 16, 2022
Q1 2022
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
3.22K+ 35.54% |
$97.1K - $134K
|
12.3K
$393K
|
|
|
Apr 26, 2022
Q1 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
3.18K+ 13.94% |
$95.9K - $133K
|
26K
$833K
|
|
|
May 16, 2022
Q1 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
2.38K+ 23.39% |
$71.8K - $99.2K
|
12.5K
$402K
|
|
|
May 10, 2022
Q1 2022
|
New Square Capital LLC
|
BUY
|
- |
1.87KNew |
$56.5K - $78.1K
|
1.87K
$60.1K
|
|
|
Apr 29, 2022
Q1 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.46K+ 6.99% |
$44.1K - $60.9K
|
22.3K
$717K
|
|
|
May 12, 2022
Q1 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.1K+ 40.55% |
$33.2K - $45.9K
|
3.81K
$122K
|
|
|
May 13, 2022
Q1 2022
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
666+ 2.44% |
$20.1K - $27.8K
|
28K
$898K
|
|
|
Sep 06, 2022
Q1 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
377+ 21.74% |
$11.4K - $15.7K
|
2.11K
$67.7K
|
|
|
Oct 27, 2022
Q1 2022
|
Morgan Stanley
New York, NY |
BUY
|
- |
354+ 0.77% |
$10.7K - $14.8K
|
46.3K
$1.49M
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
262+ 18.07% |
$7.91K - $10.9K
|
1.71K
$54.9K
|
|
|
May 16, 2022
Q1 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
225+ 88.58% |
$6.8K - $9.39K
|
479
$15.4K
|
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
184+ 4.7% |
$5.56K - $7.68K
|
4.1K
$132K
|
|
|
May 16, 2022
Q1 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
176New |
$5.32K - $7.34K
|
176
$5.65K
|
|
|
May 13, 2022
Q1 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
131New |
$3.96K - $5.47K
|
131
$4.2K
|
|
|
Apr 14, 2022
Q1 2022
|
Cutler Group LP
|
BUY
|
- |
100+ 33.33% |
$3.02K - $4.17K
|
400
$12.8K
|
|
|
May 16, 2022
Q1 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
86+ 0.6% |
$2.6K - $3.59K
|
14.4K
$461K
|
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
75New |
$2.27K - $3.13K
|
75
$2.41K
|
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
57New |
$1.72K - $2.38K
|
57
$1.83K
|
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
52+ 14.86% |
$1.57K - $2.17K
|
402
$12.9K
|
|
|
May 16, 2022
Q1 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
50+ 0.32% |
$1.51K - $2.09K
|
15.9K
$511K
|
|
|
May 12, 2022
Q1 2022
|
Tompkins Financial Corp
|
BUY
|
- |
25New |
$755 - $1.04K
|
25
$802
|
|
|
May 09, 2022
Q1 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 07, 2022
Q1 2022
|
Fieldpoint Private Securities, LLC
|
SELL
|
- |
-8Closed |
$242 - $334
|
0
$0
|
|
|
May 16, 2022
Q1 2022
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-61Closed |
$1.84K - $2.55K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Parallel Advisors, LLC
|
SELL
|
- |
-76- 7.41% |
$2.3K - $3.17K
|
950
$30.5K
|
|
|
Apr 21, 2022
Q1 2022
|
Cwm, LLC
|
SELL
|
- |
-90Closed |
$2.72K - $3.76K
|
0
$0
|
|
|
Apr 20, 2022
Q1 2022
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-102- 67.11% |
$3.08K - $4.26K
|
50
$1.6K
|
|
|
May 02, 2022
Q1 2022
|
Simplex Trading, LLC
|
SELL
|
- |
-116Closed |
$3.5K - $4.84K
|
0
$0
|
|
|
Apr 29, 2022
Q1 2022
|
Total Clarity Wealth Management, Inc.
|
SELL
|
- |
-155Closed |
$4.68K - $6.47K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-165- 90.16% |
$4.98K - $6.89K
|
18
$578
|
|
|
Apr 25, 2022
Q1 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-172- 5.51% |
$5.19K - $7.18K
|
2.95K
$94.7K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-174- 40.56% |
$5.25K - $7.26K
|
255
$8.18K
|
|
|
Mar 21, 2023
Q1 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-463- 22.94% |
$14K - $19.3K
|
1.56K
$49.9K
|
|
|
May 04, 2022
Q1 2022
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-534- 1.84% |
$16.1K - $22.3K
|
28.5K
$915K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Group, LLC
|
SELL
|
- |
-580Closed |
$17.5K - $24.2K
|
0
$0
|