Purchases and Sales Made in Q2 2024 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
958+ 1.19% |
$29.9K - $33.2K
|
81.7K
$2.62M
|
|
|
Aug 15, 2024
Q2 2024
|
Comerica Bank
|
BUY
|
- |
904+ 7.45% |
$28.2K - $31.4K
|
13K
$418K
|
|
|
Jul 30, 2024
Q2 2024
|
James Investment Research Inc
|
BUY
|
- |
860+ 13.32% |
$26.8K - $29.8K
|
7.32K
$235K
|
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
850+ 5.25% |
$26.5K - $29.5K
|
17K
$547K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
753New |
$23.5K - $26.1K
|
753
$24.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
708+ 8.1% |
$22.1K - $24.6K
|
9.45K
$303K
|
|
|
Jul 22, 2024
Q2 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
528+ 3.2% |
$16.5K - $18.3K
|
17K
$547K
|
|
|
Jul 31, 2024
Q2 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
484+ 11.22% |
$15.1K - $16.8K
|
4.8K
$154K
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
475+ 35.5% |
$14.8K - $16.5K
|
1.81K
$58.2K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
425New |
$13.3K - $14.7K
|
425
$13.6K
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
395New |
$12.3K - $13.7K
|
395
$12.7K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
BUY
|
- |
386New |
$12K - $13.4K
|
386
$12.4K
|
|
|
Aug 08, 2024
Q2 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
383New |
$11.9K - $13.3K
|
383
$12.3K
|
|
|
Jul 16, 2024
Q2 2024
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
353New |
$11K - $12.2K
|
353
$11.3K
|
|
|
Jul 24, 2024
Q2 2024
|
Unique Wealth Strategies, LLC
Burr Ridge, IL |
BUY
|
- |
337New |
$10.5K - $11.7K
|
337
$10.8K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
322+ 1.01% |
$10K - $11.2K
|
32.4K
$1.04M
|
|
|
Aug 12, 2024
Q2 2024
|
Wcg Wealth Advisors LLC
Las Vegas, NV |
BUY
|
- |
312+ 2.86% |
$9.73K - $10.8K
|
11.2K
$360K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
299+ 35.18% |
$9.33K - $10.4K
|
1.15K
$36.9K
|
|
|
Jul 15, 2024
Q2 2024
|
Gemmer Asset Management LLC
|
BUY
|
- |
229+ 3.68% |
$7.14K - $7.94K
|
6.45K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
208+ 2.56% |
$6.49K - $7.21K
|
8.33K
$267K
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
200New |
$6.24K - $6.94K
|
200
$6.42K
|
|
|
Aug 08, 2024
Q2 2024
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
171+ 114.0% |
$5.34K - $5.93K
|
321
$10.3K
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
150+ 7.58% |
$4.68K - $5.2K
|
2.13K
$68.4K
|
|
|
Jul 18, 2024
Q2 2024
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
139+ 1.27% |
$4.34K - $4.82K
|
11.1K
$356K
|
|
|
Aug 29, 2024
Q2 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
126New |
$3.93K - $4.37K
|
126
$4.04K
|
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
121+ 2.72% |
$3.78K - $4.2K
|
4.57K
$147K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$3.12K - $3.47K
|
100
$3.21K
|
|
|
Aug 14, 2024
Q2 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
100New |
$3.12K - $3.47K
|
100
$3.21K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
94+ 2.95% |
$2.93K - $3.26K
|
3.28K
$105K
|
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
47New |
$1.47K - $1.63K
|
47
$1.51K
|
|
|
Jul 31, 2024
Q2 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
29+ 6.4% |
$905 - $1.01K
|
482
$15.5K
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
28New |
$874 - $971
|
28
$899
|
|
|
Jul 29, 2024
Q2 2024
|
Stephens Consulting, LLC
Flint, MI |
BUY
|
- |
18New |
$562 - $624
|
18
$578
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
12New |
$374 - $416
|
12
$385
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
10+ 0.44% |
$312 - $347
|
2.26K
$72.6K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
5+ 0.26% |
$156 - $173
|
1.91K
$61.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
3+ 0.38% |
$93.6 - $104
|
803
$25.8K
|
|
|
Jul 02, 2024
Q2 2024
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.4% |
$62.4 - $69.4
|
500
$16K
|
|
|
Aug 14, 2024
Q2 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$31.2 - $34.7
|
260
$8.34K
|
|
|
Aug 13, 2024
Q2 2024
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
1+ 0.62% |
$31.2 - $34.7
|
163
$5.23K
|
|
|
Jul 09, 2024
Q2 2024
|
Rise Advisors, LLC
|
BUY
|
- |
1+ 0.67% |
$31.2 - $34.7
|
151
$4.85K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jul 17, 2024
Q2 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-30- 51.72% |
$936 - $1.04K
|
28
$899
|
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-40- 1.36% |
$1.25K - $1.39K
|
2.91K
$93.4K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-43- 1.59% |
$1.34K - $1.49K
|
2.67K
$85.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-81- 30.11% |
$2.53K - $2.81K
|
188
$6.03K
|
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-132- 2.23% |
$4.12K - $4.58K
|
5.79K
$186K
|
|
|
Aug 08, 2024
Q2 2024
|
Parallel Advisors, LLC
|
SELL
|
- |
-145- 7.91% |
$4.52K - $5.03K
|
1.69K
$54.2K
|
|
|
Aug 12, 2024
Q2 2024
|
Northwest Financial Advisors
Herndon, VA |
SELL
|
- |
-180- 15.65% |
$5.62K - $6.24K
|
970
$31.1K
|