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 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-189- 1.08% |
$5.9K - $6.55K
|
17.3K
$556K
|
|
|
Jul 16, 2024
Q2 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-198- 1.89% |
$6.18K - $6.87K
|
10.3K
$330K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-202- 10.8% |
$6.3K - $7.01K
|
1.67K
$53.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
SELL
|
- |
-224- 0.82% |
$6.99K - $7.77K
|
27K
$866K
|
|
|
Jul 17, 2024
Q2 2024
|
Phoenix Wealth Advisors
|
SELL
|
- |
-239- 1.02% |
$7.46K - $8.29K
|
23.2K
$746K
|
|
|
Aug 02, 2024
Q2 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-243- 60.0% |
$7.58K - $8.43K
|
162
$5.2K
|
|
|
Aug 06, 2024
Q2 2024
|
Waddell & Associates, LLC
|
SELL
|
- |
-397- 1.41% |
$12.4K - $13.8K
|
27.7K
$889K
|
|
|
Jul 30, 2024
Q2 2024
|
Wolf Group Capital Advisors
|
SELL
|
- |
-414- 3.17% |
$12.9K - $14.4K
|
12.7K
$406K
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-535- 63.84% |
$16.7K - $18.6K
|
303
$9.72K
|
|
|
Jul 31, 2024
Q2 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-537- 3.64% |
$16.8K - $18.6K
|
14.2K
$456K
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-737- 10.89% |
$23K - $25.6K
|
6.03K
$194K
|
|
|
Aug 07, 2024
Q2 2024
|
Hazlett, Burt & Watson, Inc.
|
SELL
|
- |
-1.03KClosed |
$32.1K - $35.7K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.47K- 45.19% |
$45.9K - $51K
|
1.78K
$57.2K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-1.57K- 5.33% |
$48.9K - $54.3K
|
27.8K
$894K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.73K- 26.96% |
$54K - $60K
|
4.69K
$150K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.92K- 3.65% |
$60K - $66.7K
|
50.8K
$1.63M
|
|
|
Aug 13, 2024
Q2 2024
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-2.22K- 46.39% |
$69.1K - $76.9K
|
2.56K
$82.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-2.46K- 15.68% |
$76.7K - $85.2K
|
13.2K
$424K
|
|
|
Aug 05, 2024
Q2 2024
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.5K- 20.0% |
$78K - $86.7K
|
10K
$321K
|
|
|
Aug 13, 2024
Q2 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-2.66K- 25.55% |
$83K - $92.2K
|
7.75K
$249K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-2.86K- 20.56% |
$89.3K - $99.3K
|
11.1K
$355K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-3.66K- 65.79% |
$114K - $127K
|
1.9K
$61K
|
|
|
Aug 09, 2024
Q2 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-4.19K- 21.33% |
$131K - $145K
|
15.5K
$496K
|
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-4.51K- 3.94% |
$141K - $156K
|
110K
$3.53M
|
|
|
Aug 08, 2024
Q2 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-4.6K- 10.34% |
$143K - $159K
|
39.9K
$1.28M
|
|
|
Jul 26, 2024
Q2 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-6.25K- 23.4% |
$195K - $217K
|
20.5K
$657K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-15.9K- 3.02% |
$496K - $551K
|
510K
$16.4M
|
|
|
Aug 13, 2024
Q2 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-17.8K- 18.8% |
$556K - $618K
|
77K
$2.47M
|
|
|
Jul 19, 2024
Q2 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-20.6K- 48.63% |
$644K - $716K
|
21.8K
$700K
|
|
|
Aug 14, 2024
Q2 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-68.6K- 62.41% |
$2.14M - $2.38M
|
41.3K
$1.33M
|
|
|
Aug 14, 2024
Q2 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
SELL
|
- |
-93.8K- 85.25% |
$2.93M - $3.25M
|
16.2K
$521K
|
|
|
Aug 15, 2024
Q2 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-168K- 86.49% |
$5.24M - $5.83M
|
26.2K
$842K
|