Purchases and Sales Made in Q3 2023 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
298K+ 127.06% |
$8.89M - $10.5M
|
532K
$17.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Jane Street Group, LLC
New York, NY |
BUY
|
- |
126K+ 114.3% |
$3.76M - $4.42M
|
236K
$7.56M
|
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
112K+ 248.51% |
$3.35M - $3.94M
|
157K
$5.05M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71.6K+ 574.03% |
$2.14M - $2.52M
|
84.1K
$2.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
62.6KNew |
$1.87M - $2.2M
|
62.6K
$2.01M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
56.8K+ 83.55% |
$1.7M - $2M
|
125K
$4M
|
|
|
Nov 13, 2023
Q3 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
43.6K+ 19.51% |
$1.3M - $1.53M
|
267K
$8.56M
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
18.7KNew |
$560K - $658K
|
18.7K
$601K
|
|
|
Nov 09, 2023
Q3 2023
|
Citigroup Inc
|
BUY
|
- |
17.7K+ 175.38% |
$529K - $622K
|
27.8K
$892K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17.7K+ 243.07% |
$528K - $621K
|
24.9K
$800K
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
17.3K+ 70.57% |
$518K - $609K
|
41.9K
$1.34M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
14.4K+ 176.65% |
$431K - $507K
|
22.6K
$725K
|
|
|
Nov 06, 2023
Q3 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
12.5K+ 5.91% |
$374K - $440K
|
224K
$7.19M
|
|
|
Nov 01, 2023
Q3 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
BUY
|
- |
12.5K+ 3333.33% |
$373K - $439K
|
12.9K
$413K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
12.5K+ 7.06% |
$373K - $439K
|
189K
$6.08M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
9.97KNew |
$298K - $351K
|
9.97K
$320K
|
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
8.3KNew |
$248K - $292K
|
8.3K
$266K
|
|
|
Nov 13, 2023
Q3 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
8.21KNew |
$245K - $289K
|
8.21K
$264K
|
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
8.15K+ 131.16% |
$243K - $286K
|
14.4K
$461K
|
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
8.11KNew |
$242K - $285K
|
8.11K
$260K
|
|
|
Nov 07, 2023
Q3 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
7.82K+ 118.3% |
$233K - $275K
|
14.4K
$463K
|
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
6.86K+ 70.93% |
$205K - $241K
|
16.5K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
6.76K+ 52.0% |
$202K - $238K
|
19.8K
$634K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
5.28K+ 18.83% |
$158K - $185K
|
33.3K
$1.07M
|
|
|
Nov 01, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
5.23KNew |
$156K - $184K
|
5.23K
$168K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
5.12K+ 19.06% |
$153K - $180K
|
32K
$1.03M
|
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
4.77K+ 60.64% |
$142K - $168K
|
12.6K
$405K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
4.25K+ 50.0% |
$127K - $149K
|
12.8K
$409K
|
|
|
Oct 10, 2023
Q3 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
3.35K+ 15.73% |
$99.9K - $118K
|
24.6K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
3.05K+ 1932.91% |
$91.2K - $107K
|
3.21K
$103K
|
|
|
Oct 10, 2023
Q3 2023
|
Tsfg, LLC
|
BUY
|
- |
3.01KNew |
$89.8K - $106K
|
3.01K
$96.4K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.94KNew |
$87.7K - $103K
|
2.94K
$94.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.84K+ 36.23% |
$84.7K - $99.7K
|
10.7K
$342K
|
|
|
Oct 25, 2023
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
2.42KNew |
$72.3K - $85K
|
2.42K
$77.6K
|
|
|
Oct 19, 2023
Q3 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
2.4K+ 26.99% |
$71.7K - $84.4K
|
11.3K
$362K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
2.37K+ 74.03% |
$70.8K - $83.3K
|
5.57K
$179K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
2.01KNew |
$59.9K - $70.5K
|
2.01K
$64.4K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.46KNew |
$43.6K - $51.3K
|
1.46K
$46.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.23K+ 29.19% |
$36.7K - $43.2K
|
5.44K
$175K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.2KNew |
$35.9K - $42.3K
|
1.2K
$38.6K
|
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.1K+ 1.26% |
$33K - $38.8K
|
88.7K
$2.85M
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
1.09K+ 4.65% |
$32.6K - $38.4K
|
24.6K
$789K
|
|
|
Nov 02, 2023
Q3 2023
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
1.03KNew |
$30.8K - $36.2K
|
1.03K
$33.1K
|
|
|
Oct 24, 2023
Q3 2023
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
1.03KNew |
$30.7K - $36.2K
|
1.03K
$33K
|
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
1K+ 454.55% |
$29.9K - $35.2K
|
1.22K
$39.1K
|
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
981New |
$29.3K - $34.5K
|
981
$31.5K
|
|
|
Nov 07, 2023
Q3 2023
|
Cutler Group LP
|
BUY
|
- |
844+ 1055.0% |
$25.2K - $29.7K
|
924
$29.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
803New |
$24K - $28.2K
|
803
$25.8K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
785+ 15.92% |
$23.4K - $27.6K
|
5.72K
$183K
|
|
|
Nov 06, 2023
Q3 2023
|
Retirement Group, LLC
|
BUY
|
- |
750+ 11.24% |
$22.4K - $26.4K
|
7.43K
$238K
|