Purchases and Sales Made in Q4 2023 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
242K+ 45.45% |
$6.86M - $8.43M
|
774K
$24.8M
|
|
|
Feb 07, 2024
Q4 2023
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
111KNew |
$3.16M - $3.88M
|
111K
$3.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
BUY
|
- |
107K+ 36.01% |
$3.04M - $3.74M
|
405K
$13M
|
|
|
Feb 14, 2024
Q4 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
90.6KNew |
$2.57M - $3.16M
|
90.6K
$2.91M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
55.3K+ 35.14% |
$1.57M - $1.93M
|
213K
$6.82M
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
45.2K+ 16.95% |
$1.28M - $1.58M
|
312K
$10M
|
|
|
Feb 01, 2024
Q4 2023
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
29KNew |
$823K - $1.01M
|
29K
$931K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
21.8KNew |
$619K - $761K
|
21.8K
$700K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
19K+ 22.6% |
$539K - $662K
|
103K
$3.31M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
17K+ 68.08% |
$482K - $592K
|
41.9K
$1.34M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
16.9KNew |
$481K - $591K
|
16.9K
$544K
|
|
|
Feb 08, 2024
Q4 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
16.5K+ 633.32% |
$467K - $574K
|
19.1K
$612K
|
|
|
Feb 13, 2024
Q4 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
16KNew |
$454K - $558K
|
16K
$513K
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
15.7KNew |
$447K - $549K
|
15.7K
$505K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
15.3KNew |
$434K - $533K
|
15.3K
$491K
|
|
|
Jan 16, 2024
Q4 2023
|
Cascade Investment Group, Inc.
Colorado Springs, CO |
BUY
|
- |
14.9KNew |
$422K - $518K
|
14.9K
$477K
|
|
|
Feb 14, 2024
Q4 2023
|
Waddell & Associates, LLC
|
BUY
|
- |
13.7K+ 94.79% |
$388K - $476K
|
28.1K
$901K
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
13.1KNew |
$371K - $456K
|
13.1K
$420K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
11.7K+ 70.81% |
$332K - $408K
|
28.2K
$905K
|
|
|
Mar 12, 2024
Q4 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
10.7KNew |
$302K - $372K
|
10.7K
$342K
|
|
|
Feb 05, 2024
Q4 2023
|
Eagle Wealth Strategies LLC
West Deptford, NJ |
BUY
|
- |
10.6KNew |
$299K - $368K
|
10.6K
$339K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
10.2K+ 70.79% |
$288K - $354K
|
24.5K
$787K
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.82K+ 5.18% |
$279K - $342K
|
199K
$6.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
BUY
|
- |
9.62K+ 479.41% |
$273K - $335K
|
11.6K
$373K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
8.62K+ 43.63% |
$245K - $300K
|
28.4K
$911K
|
|
|
Jan 18, 2024
Q4 2023
|
West Wealth Group, LLC
|
BUY
|
- |
8.51KNew |
$241K - $296K
|
8.51K
$273K
|
|
|
Feb 06, 2024
Q4 2023
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
7.84KNew |
$222K - $273K
|
7.84K
$252K
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
7.48KNew |
$212K - $261K
|
7.48K
$240K
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
7.47KNew |
$212K - $260K
|
7.47K
$240K
|
|
|
Sep 17, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.32KNew |
$208K - $255K
|
7.32K
$235K
|
|
|
Feb 16, 2024
Q4 2023
|
Taylor Financial Group, Inc.
Roanoke, VA |
BUY
|
- |
7.32KNew |
$208K - $255K
|
7.32K
$235K
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
BUY
|
- |
7.18KNew |
$204K - $250K
|
7.18K
$230K
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
BUY
|
- |
6.44K+ 23.19% |
$183K - $225K
|
34.2K
$1.1M
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
6.38K+ 217.48% |
$181K - $222K
|
9.32K
$299K
|
|
|
Feb 12, 2024
Q4 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
6.38KNew |
$181K - $222K
|
6.38K
$205K
|
|
|
Feb 08, 2024
Q4 2023
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
6.16KNew |
$175K - $215K
|
6.16K
$198K
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
5.48K+ 13.08% |
$155K - $191K
|
47.4K
$1.52M
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
5.16K+ 22.83% |
$146K - $180K
|
27.7K
$890K
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
4.62K+ 4761.86% |
$131K - $161K
|
4.72K
$151K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.52KNew |
$99.8K - $123K
|
3.52K
$113K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
3.07K+ 28.78% |
$87K - $107K
|
13.7K
$441K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 91.63% |
$83.5K - $103K
|
6.16K
$198K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
2.36K+ 969.55% |
$66.8K - $82.1K
|
2.6K
$83.4K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.1K+ 11.23% |
$59.7K - $73.3K
|
20.8K
$669K
|
|
|
Jan 24, 2024
Q4 2023
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.07KNew |
$58.7K - $72.1K
|
2.07K
$66.4K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.61K+ 6.53% |
$45.6K - $56K
|
26.2K
$841K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.17KNew |
$33.3K - $40.9K
|
1.17K
$37.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.02K+ 18.83% |
$29.1K - $35.7K
|
6.46K
$207K
|
|
|
Feb 09, 2024
Q4 2023
|
Us Bancorp \De\
|
BUY
|
- |
981+ 122.17% |
$27.8K - $34.2K
|
1.78K
$57.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
960New |
$27.2K - $33.5K
|
960
$30.8K
|