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 |
|---|---|---|---|---|---|---|---|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
1.8KNew |
$58K - $63.1K
|
1.8K
$57.8K
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
1.74K+ 20.05% |
$56K - $60.9K
|
10.4K
$334K
|
|
|
Apr 18, 2024
Q1 2024
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
1.64KNew |
$52.7K - $57.3K
|
1.64K
$52.5K
|
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
1.53K+ 9.7% |
$49.1K - $53.4K
|
17.3K
$554K
|
|
|
May 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
1.47K+ 82.46% |
$47.3K - $51.5K
|
3.26K
$104K
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.22K+ 8.01% |
$39.4K - $42.8K
|
16.5K
$530K
|
|
|
Apr 30, 2024
Q1 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.22K+ 9.0% |
$39.2K - $42.6K
|
14.7K
$473K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
1.18KNew |
$37.8K - $41.2K
|
1.18K
$37.7K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
1.15KNew |
$37K - $40.3K
|
1.15K
$36.9K
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.09K+ 22.6% |
$35.1K - $38.2K
|
5.92K
$190K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
1.06KNew |
$33.9K - $36.9K
|
1.06K
$33.9K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
977+ 44.29% |
$31.4K - $34.2K
|
3.18K
$102K
|
|
|
Apr 25, 2024
Q1 2024
|
Simplex Trading, LLC
|
BUY
|
- |
838New |
$27K - $29.3K
|
838
$26.9K
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
824+ 6.29% |
$26.5K - $28.8K
|
13.9K
$447K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
800New |
$25.7K - $28K
|
800
$25.7K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
794+ 22.57% |
$25.6K - $27.8K
|
4.31K
$138K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
702+ 2.49% |
$22.6K - $24.6K
|
28.9K
$928K
|
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
674+ 0.72% |
$21.7K - $23.6K
|
94.8K
$3.04M
|
|
|
May 06, 2024
Q1 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
644+ 8.61% |
$20.7K - $22.5K
|
8.12K
$261K
|
|
|
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
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
555+ 1.32% |
$17.9K - $19.4K
|
42.5K
$1.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
512+ 4.41% |
$16.5K - $17.9K
|
12.1K
$389K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
509+ 2.25% |
$16.4K - $17.8K
|
23.1K
$742K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
468New |
$15.1K - $16.4K
|
468
$15K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
451+ 31.1% |
$14.5K - $15.8K
|
1.9K
$61K
|
|
|
Apr 15, 2024
Q1 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
400+ 3.79% |
$12.9K - $14K
|
11K
$351K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
304+ 55.68% |
$9.78K - $10.6K
|
850
$27.3K
|
|
|
May 14, 2024
Q1 2024
|
Robinson Capital Management, LLC
|
BUY
|
- |
300New |
$9.65K - $10.5K
|
300
$9.63K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
228New |
$7.34K - $7.98K
|
228
$7.32K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
215+ 90.34% |
$6.92K - $7.53K
|
453
$14.5K
|
|
|
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
$211K
|
|
|
May 10, 2024
Q1 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
150New |
$4.83K - $5.25K
|
150
$4.81K
|
|
|
May 15, 2024
Q1 2024
|
Gen Wealth Partners Inc
Zeeland, MI |
BUY
|
- |
145New |
$4.67K - $5.08K
|
145
$4.65K
|
|
|
Apr 03, 2024
Q1 2024
|
Versant Capital Management, Inc
|
BUY
|
- |
143New |
$4.6K - $5.01K
|
143
$4.59K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
115+ 6.55% |
$3.7K - $4.03K
|
1.87K
$60K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
110New |
$3.54K - $3.85K
|
110
$3.53K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
100+ 50.0% |
$3.22K - $3.5K
|
300
$9.63K
|
|
|
Apr 09, 2024
Q1 2024
|
Rise Advisors, LLC
|
BUY
|
- |
75+ 100.0% |
$2.41K - $2.63K
|
150
$4.81K
|
|
|
May 10, 2024
Q1 2024
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
61+ 1.29% |
$1.96K - $2.14K
|
4.78K
$153K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
20+ 1.02% |
$644 - $700
|
1.98K
$63.5K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
10New |
$322 - $350
|
10
$321
|
|
|
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
$289
|
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-43- 0.67% |
$1.38K - $1.51K
|
6.42K
$206K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-94- 1.53% |
$3.02K - $3.29K
|
6.07K
$195K
|
|
|
May 07, 2024
Q1 2024
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-115- 1.73% |
$3.7K - $4.03K
|
6.54K
$210K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
SELL
|
- |
-153- 68.61% |
$4.92K - $5.36K
|
70
$2.25K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-154- 0.91% |
$4.96K - $5.39K
|
16.8K
$539K
|
|
|
Apr 10, 2024
Q1 2024
|
Founders Capital Management
|
SELL
|
- |
-278- 73.54% |
$8.95K - $9.73K
|
100
$3.21K
|