Purchases and Sales Made in Q2 2023 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
170New |
$4.85K - $5.7K
|
170
$5.46K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
BUY
|
- |
160New |
$4.56K - $5.36K
|
160
$5.13K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
158New |
$4.5K - $5.3K
|
158
$5.07K
|
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
157New |
$4.48K - $5.26K
|
157
$5.04K
|
|
|
Jul 27, 2023
Q2 2023
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
150New |
$4.28K - $5.03K
|
150
$4.81K
|
|
|
Aug 21, 2023
Q2 2023
|
Asset Dedication, LLC
|
BUY
|
- |
145New |
$4.13K - $4.86K
|
145
$4.65K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
BUY
|
- |
138New |
$3.93K - $4.63K
|
138
$4.43K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$2.85K - $3.35K
|
100
$3.21K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$2.85K - $3.35K
|
100
$3.21K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
80New |
$2.28K - $2.68K
|
80
$2.57K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
45New |
$1.28K - $1.51K
|
45
$1.44K
|
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$855 - $1.01K
|
30
$963
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
17+ 3.78% |
$485 - $570
|
467
$15K
|
|
|
Aug 14, 2023
Q2 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
16New |
$456 - $536
|
16
$513
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
11+ 0.77% |
$314 - $369
|
1.43K
$46K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
7+ 0.49% |
$200 - $235
|
1.45K
$46.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$28.5 - $33.5
|
258
$8.28K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
1+ 1.0% |
$28.5 - $33.5
|
101
$3.24K
|
|
|
Aug 04, 2023
Q2 2023
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.62% |
$28.5 - $33.5
|
162
$5.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 10, 2023
Q2 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-35- 7.22% |
$998 - $1.17K
|
450
$14.4K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 13.75% |
$1.45K - $1.71K
|
320
$10.3K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-100Closed |
$2.85K - $3.35K
|
0
$0
|
|
|
Aug 14, 2024
Q2 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-225- 7.75% |
$6.41K - $7.54K
|
2.68K
$85.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-255- 5.08% |
$7.27K - $8.55K
|
4.76K
$153K
|
|
|
Jul 25, 2023
Q2 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-292- 2.29% |
$8.32K - $9.79K
|
12.4K
$399K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-300- 8.57% |
$8.55K - $10.1K
|
3.2K
$103K
|
|
|
Jul 14, 2023
Q2 2023
|
H&H Retirement Design & Management Inc
|
SELL
|
- |
-327- 1.27% |
$9.32K - $11K
|
25.5K
$819K
|
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-448- 17.83% |
$12.8K - $15K
|
2.07K
$66.3K
|
|
|
Jul 28, 2023
Q2 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-515- 5.71% |
$14.7K - $17.3K
|
8.5K
$273K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-600- 6.32% |
$17.1K - $20.1K
|
8.89K
$285K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-941- 5.58% |
$26.8K - $31.6K
|
15.9K
$511K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-1.15K- 8.43% |
$32.8K - $38.5K
|
12.5K
$400K
|
|
|
Jul 07, 2023
Q2 2023
|
Founders Capital Management
|
SELL
|
- |
-1.52K- 25.93% |
$43.4K - $51.1K
|
4.35K
$140K
|
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-4.22K- 34.91% |
$120K - $141K
|
7.87K
$252K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-6K- 97.43% |
$171K - $201K
|
158
$5.07K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.53K- 6.93% |
$186K - $219K
|
87.6K
$2.81M
|
|
|
Aug 10, 2023
Q2 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-15K- 97.56% |
$428K - $503K
|
375
$12K
|
|
|
Aug 07, 2023
Q2 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-21.3K- 9.13% |
$606K - $713K
|
212K
$6.79M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-36.2K- 60.62% |
$1.03M - $1.21M
|
23.5K
$754K
|