Purchases and Sales Made in Q1 2023 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q1 2023. 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 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
84.5K+ 96.89% |
$2.18M - $2.72M
|
172K
$5.51M
|
|
May 04, 2023
Q1 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
73.7K+ 46.31% |
$1.9M - $2.37M
|
233K
$7.47M
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
73.5K+ 74.66% |
$1.9M - $2.36M
|
172K
$5.52M
|
|
Apr 12, 2023
Q1 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
59.7KNew |
$1.54M - $1.92M
|
59.7K
$1.92M
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.8K+ 41.81% |
$1.23M - $1.54M
|
162K
$5.2M
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
32.6K+ 33.53% |
$840K - $1.05M
|
130K
$4.16M
|
|
Apr 14, 2023
Q1 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
25.8KNew |
$667K - $831K
|
25.8K
$829K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
21.8K+ 191.84% |
$563K - $702K
|
33.2K
$1.07M
|
|
May 11, 2023
Q1 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
16.9KNew |
$435K - $542K
|
16.9K
$541K
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
16K+ 38.0% |
$412K - $514K
|
58K
$1.86M
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
13.6KNew |
$351K - $438K
|
13.6K
$437K
|
|
May 04, 2023
Q1 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
9.45KNew |
$244K - $304K
|
9.45K
$303K
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
9KNew |
$232K - $289K
|
9K
$289K
|
|
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 12, 2023
Q1 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
7.25K+ 3.31% |
$187K - $233K
|
226K
$7.27M
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.24KNew |
$187K - $233K
|
7.24K
$232K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
6.93KNew |
$179K - $223K
|
6.93K
$222K
|
|
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 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
6.61K+ 71.87% |
$170K - $212K
|
15.8K
$507K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
3.03KNew |
$78.1K - $97.4K
|
3.03K
$97.2K
|
|
May 11, 2023
Q1 2023
|
Citigroup Inc
|
BUY
|
- |
2.95K+ 375.77% |
$76K - $94.7K
|
3.73K
$120K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
2.51KNew |
$64.7K - $80.7K
|
2.51K
$80.5K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
2.11KNew |
$54.5K - $67.9K
|
2.11K
$67.8K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
1.68KNew |
$43.2K - $53.9K
|
1.68K
$53.8K
|
|
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 12, 2023
Q1 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
875+ 34.96% |
$22.6K - $28.1K
|
3.38K
$108K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
865+ 256.68% |
$22.3K - $27.8K
|
1.2K
$38.6K
|
|
May 15, 2023
Q1 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
678+ 5.63% |
$17.5K - $21.8K
|
12.7K
$409K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
406+ 7.24% |
$10.5K - $13.1K
|
6.02K
$193K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
271+ 1.09% |
$6.99K - $8.71K
|
25.2K
$809K
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
243New |
$6.27K - $7.81K
|
243
$7.8K
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
236+ 4.93% |
$6.09K - $7.59K
|
5.02K
$161K
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
BUY
|
- |
200New |
$5.16K - $6.43K
|
200
$6.42K
|
|
Dec 18, 2023
Q1 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200New |
$5.16K - $6.43K
|
200
$6.42K
|
|
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
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
165+ 1.86% |
$4.26K - $5.3K
|
9.02K
$289K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
161New |
$4.15K - $5.18K
|
161
$5.17K
|
|
May 08, 2023
Q1 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
161New |
$4.15K - $5.18K
|
161
$5.17K
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
130+ 0.32% |
$3.35K - $4.18K
|
40.4K
$1.3M
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
105+ 12.15% |
$2.71K - $3.38K
|
969
$31.1K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
100New |
$2.58K - $3.22K
|
100
$3.21K
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
81New |
$2.09K - $2.6K
|
81
$2.6K
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
71New |
$1.83K - $2.28K
|
71
$2.28K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
70New |
$1.81K - $2.25K
|
70
$2.25K
|
|
Apr 27, 2023
Q1 2023
|
Simplex Trading, LLC
|
BUY
|
- |
32New |
$825 - $1.03K
|
32
$1.03K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$25.8 - $32.2
|
257
$8.25K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|