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 |
|---|---|---|---|---|---|---|---|
|
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
$280K
|
|
|
May 14, 2024
Q1 2024
|
Taylor Financial Group, Inc.
Roanoke, VA |
SELL
|
- |
-350- 4.78% |
$11.3K - $12.3K
|
6.97K
$224K
|
|
|
May 09, 2024
Q1 2024
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-430- 5.48% |
$13.8K - $15.1K
|
7.41K
$238K
|
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-436- 3.99% |
$14K - $15.3K
|
10.5K
$337K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-453- 52.8% |
$14.6K - $15.9K
|
405
$13K
|
|
|
Apr 23, 2024
Q1 2024
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-530- 2.0% |
$17.1K - $18.6K
|
25.9K
$833K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
SELL
|
- |
-547- 1.97% |
$17.6K - $19.1K
|
27.2K
$873K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-929- 3.06% |
$29.9K - $32.5K
|
29.4K
$944K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.24K- 5.95% |
$39.9K - $43.4K
|
19.6K
$629K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-1.26K- 48.52% |
$40.6K - $44.1K
|
1.34K
$42.9K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.36K- 1.66% |
$43.8K - $47.6K
|
80.7K
$2.59M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-2.38K- 2.14% |
$76.7K - $83.4K
|
109K
$3.49M
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.57K- 18.87% |
$147K - $160K
|
19.6K
$630K
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-5.03K- 36.61% |
$162K - $176K
|
8.7K
$279K
|
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-5.22K- 16.19% |
$168K - $183K
|
27K
$867K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-8.05K- 59.16% |
$259K - $282K
|
5.56K
$178K
|
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-12.5K- 50.99% |
$403K - $438K
|
12K
$386K
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-16.3K- 85.78% |
$526K - $572K
|
2.71K
$87K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-35.8K- 57.26% |
$1.15M - $1.25M
|
26.7K
$857K
|
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-66.8K- 7.49% |
$2.15M - $2.34M
|
825K
$26.5M
|