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 |
|---|---|---|---|---|---|---|---|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
605+ 7.86% |
$18.1K - $21.3K
|
8.31K
$267K
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
534+ 25.86% |
$16K - $18.8K
|
2.6K
$83.4K
|
|
|
Oct 25, 2023
Q3 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
534+ 133.83% |
$16K - $18.8K
|
933
$29.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
457New |
$13.7K - $16.1K
|
457
$14.7K
|
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
310New |
$9.26K - $10.9K
|
310
$9.95K
|
|
|
Oct 16, 2023
Q3 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
272+ 1.07% |
$8.12K - $9.56K
|
25.8K
$828K
|
|
|
Nov 06, 2023
Q3 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
227+ 2.09% |
$6.78K - $7.98K
|
11.1K
$356K
|
|
|
Nov 14, 2023
Q3 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
213+ 1.73% |
$6.36K - $7.49K
|
12.5K
$402K
|
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
210New |
$6.27K - $7.38K
|
210
$6.74K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
200New |
$5.97K - $7.03K
|
200
$6.42K
|
|
|
Nov 13, 2023
Q3 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
160New |
$4.78K - $5.62K
|
160
$5.13K
|
|
|
Oct 20, 2023
Q3 2023
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
156New |
$4.66K - $5.48K
|
156
$5.01K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
150+ 5.6% |
$4.48K - $5.27K
|
2.83K
$90.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
146New |
$4.36K - $5.13K
|
146
$4.69K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
108+ 2.27% |
$3.23K - $3.8K
|
4.87K
$156K
|
|
|
Nov 13, 2023
Q3 2023
|
Asset Dedication, LLC
|
BUY
|
- |
100+ 68.97% |
$2.99K - $3.52K
|
245
$7.86K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
100New |
$2.99K - $3.52K
|
100
$3.21K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
58New |
$1.73K - $2.04K
|
58
$1.86K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
40+ 1.94% |
$1.19K - $1.41K
|
2.11K
$67.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
38+ 237.5% |
$1.14K - $1.34K
|
54
$1.73K
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
27+ 17.2% |
$806 - $949
|
184
$5.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23+ 11.98% |
$687 - $808
|
215
$6.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
16New |
$478 - $562
|
16
$513
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 30, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-4- 3.96% |
$119 - $141
|
97
$3.11K
|
|
|
Oct 31, 2023
Q3 2023
|
Wolf Group Capital Advisors
|
SELL
|
- |
-7- 0.05% |
$209 - $246
|
13.1K
$419K
|
|
|
Nov 01, 2023
Q3 2023
|
Simplex Trading, LLC
|
SELL
|
- |
-52- 8.4% |
$1.55K - $1.83K
|
567
$18.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-90- 7.49% |
$2.69K - $3.16K
|
1.11K
$35.7K
|
|
|
Oct 20, 2023
Q3 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-416- 3.34% |
$12.4K - $14.6K
|
12K
$386K
|
|
|
Nov 13, 2023
Q3 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-532- 3.34% |
$15.9K - $18.7K
|
15.4K
$494K
|
|
|
Nov 02, 2023
Q3 2023
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-835- 67.34% |
$24.9K - $29.4K
|
405
$13K
|
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
SELL
|
- |
-3.01K- 2.44% |
$89.9K - $106K
|
120K
$3.86M
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-3.95K- 11.55% |
$118K - $139K
|
30.2K
$971K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-3.97K- 91.31% |
$119K - $140K
|
378
$12.1K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-5.4K- 25.49% |
$161K - $190K
|
15.8K
$506K
|
|
|
Nov 14, 2023
Q3 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-17.1K- 8.55% |
$509K - $599K
|
182K
$5.85M
|
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-37.6K- 37.06% |
$1.12M - $1.32M
|
63.9K
$2.05M
|