Purchases and Sales Made in Q1 2024 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.64KNew |
$52.7K - $57.3K
|
1.64K
$55.3K
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.53K+ 9.7% |
$49.1K - $53.4K
|
17.3K
$583K
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 82.46% |
$47.3K - $51.5K
|
3.26K
$110K
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 8.01% |
$39.4K - $42.8K
|
16.5K
$558K
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 9.0% |
$39.2K - $42.6K
|
14.7K
$498K
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18KNew |
$37.8K - $41.2K
|
1.18K
$39.7K
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.15KNew |
$37K - $40.3K
|
1.15K
$38.8K
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$33.9K - $36.9K
|
1.06K
$35.6K
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
977+ 44.29% |
$31.4K - $34.2K
|
3.18K
$107K
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
838New |
$27K - $29.3K
|
838
$28.3K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
824+ 6.29% |
$26.5K - $28.8K
|
13.9K
$470K
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
800New |
$25.7K - $28K
|
800
$27K
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
794+ 22.57% |
$25.6K - $27.8K
|
4.31K
$146K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
702+ 2.49% |
$22.6K - $24.6K
|
28.9K
$977K
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
674+ 0.72% |
$21.7K - $23.6K
|
94.8K
$3.2M
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 8.61% |
$20.7K - $22.5K
|
8.12K
$274K
|
|
May 14, 2024
Q1 2024
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
611New |
$19.7K - $21.4K
|
611
$20.6K
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
600New |
$19.3K - $21K
|
600
$20.3K
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
555+ 1.32% |
$17.9K - $19.4K
|
42.5K
$1.43M
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
512+ 4.41% |
$16.5K - $17.9K
|
12.1K
$410K
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 2.25% |
$16.4K - $17.8K
|
23.1K
$780K
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
468New |
$15.1K - $16.4K
|
468
$15.8K
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
451+ 31.1% |
$14.5K - $15.8K
|
1.9K
$64.2K
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
400+ 3.79% |
$12.9K - $14K
|
11K
$370K
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
304+ 55.68% |
$9.78K - $10.6K
|
850
$28.7K
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
300New |
$9.65K - $10.5K
|
300
$10.1K
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
228New |
$7.34K - $7.98K
|
228
$7.7K
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
215+ 90.34% |
$6.92K - $7.53K
|
453
$15.3K
|
|
May 03, 2024
Q1 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
184+ 2.89% |
$5.92K - $6.44K
|
6.56K
$222K
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$4.83K - $5.25K
|
150
$5.07K
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
145New |
$4.67K - $5.08K
|
145
$4.9K
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
143New |
$4.6K - $5.01K
|
143
$4.83K
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
110New |
$3.54K - $3.85K
|
110
$3.71K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 50.0% |
$3.22K - $3.5K
|
300
$10.1K
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
75+ 100.0% |
$2.41K - $2.63K
|
150
$5.07K
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61+ 1.29% |
$1.96K - $2.14K
|
4.78K
$161K
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 1.02% |
$644 - $700
|
1.98K
$66.9K
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10New |
$322 - $350
|
10
$338
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-7- 43.75% |
$225 - $245
|
9
$304
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 0.67% |
$1.38K - $1.51K
|
6.42K
$217K
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-94- 1.53% |
$3.02K - $3.29K
|
6.07K
$205K
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-115- 1.73% |
$3.7K - $4.03K
|
6.54K
$221K
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-153- 68.61% |
$4.92K - $5.36K
|
70
$2.36K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-154- 0.91% |
$4.96K - $5.39K
|
16.8K
$567K
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-278- 73.54% |
$8.95K - $9.73K
|
100
$3.38K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-300Closed |
$9.65K - $10.5K
|
0
$0
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-321- 3.54% |
$10.3K - $11.2K
|
8.74K
$295K
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-350- 4.78% |
$11.3K - $12.3K
|
6.97K
$235K
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-430- 5.48% |
$13.8K - $15.1K
|
7.41K
$250K
|