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 |
---|---|---|---|---|---|---|---|
Jan 30, 2024
Q4 2023
|
Phoenix Wealth Advisors
|
BUY
|
- |
914+ 8.25% |
$25.9K - $31.9K
|
12K
$385K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
863+ 15.1% |
$24.5K - $30.1K
|
6.58K
$211K
|
|
Feb 09, 2024
Q4 2023
|
H&H Retirement Design & Management Inc
|
BUY
|
- |
687+ 2.66% |
$19.5K - $23.9K
|
26.5K
$850K
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
567New |
$16.1K - $19.8K
|
567
$18.2K
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
500+ 34.25% |
$14.2K - $17.4K
|
1.96K
$62.9K
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
484+ 3.83% |
$13.7K - $16.9K
|
13.1K
$421K
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
450+ 36.89% |
$12.8K - $15.7K
|
1.67K
$53.6K
|
|
Feb 01, 2024
Q4 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
400+ 85.65% |
$11.3K - $13.9K
|
867
$27.8K
|
|
Feb 14, 2024
Q4 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
372+ 4.48% |
$10.6K - $13K
|
8.67K
$278K
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
353New |
$10K - $12.3K
|
353
$11.3K
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
322+ 22.45% |
$9.14K - $11.2K
|
1.76K
$56.4K
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
309+ 3.72% |
$8.77K - $10.8K
|
8.62K
$276K
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
300New |
$8.51K - $10.5K
|
300
$9.63K
|
|
Jan 02, 2024
Q4 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
290New |
$8.23K - $10.1K
|
290
$9.31K
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
281+ 0.88% |
$7.97K - $9.79K
|
32.3K
$1.03M
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
BUY
|
- |
200+ 1.77% |
$5.67K - $6.97K
|
11.5K
$369K
|
|
Jan 30, 2024
Q4 2023
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
200+ 100.0% |
$5.67K - $6.97K
|
400
$12.8K
|
|
Jan 23, 2024
Q4 2023
|
Tsfg, LLC
|
BUY
|
- |
142+ 4.73% |
$4.03K - $4.95K
|
3.15K
$101K
|
|
Feb 08, 2024
Q4 2023
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
133+ 2.04% |
$3.77K - $4.64K
|
6.66K
$214K
|
|
Feb 12, 2024
Q4 2023
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
127New |
$3.6K - $4.43K
|
127
$4.08K
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
101+ 4.8% |
$2.87K - $3.52K
|
2.21K
$70.8K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
100New |
$2.84K - $3.49K
|
100
$3.21K
|
|
Jan 31, 2024
Q4 2023
|
Naples Money Management LLC
Naples, FL |
BUY
|
- |
100New |
$2.84K - $3.49K
|
100
$3.21K
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
96+ 0.32% |
$2.72K - $3.35K
|
30.3K
$974K
|
|
Feb 13, 2024
Q4 2023
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
BUY
|
- |
83New |
$2.35K - $2.89K
|
83
$2.66K
|
|
Jan 10, 2024
Q4 2023
|
Rise Advisors, LLC
|
BUY
|
- |
75New |
$2.13K - $2.61K
|
75
$2.41K
|
|
Feb 06, 2024
Q4 2023
|
Meadow Brook Investment Advisors LLC
Livonia, MI |
BUY
|
- |
60New |
$1.7K - $2.09K
|
60
$1.93K
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
50New |
$1.42K - $1.74K
|
50
$1.6K
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
39+ 21.2% |
$1.11K - $1.36K
|
223
$7.16K
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
30New |
$851 - $1.05K
|
30
$963
|
|
Jan 23, 2024
Q4 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
23+ 10.7% |
$653 - $802
|
238
$7.64K
|
|
Jan 22, 2024
Q4 2023
|
Wolf Group Capital Advisors
|
BUY
|
- |
7+ 0.05% |
$199 - $244
|
13.1K
$419K
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.42% |
$142 - $174
|
1.21K
$38.8K
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
5+ 0.42% |
$142 - $174
|
1.21K
$38.8K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
5+ 0.54% |
$142 - $174
|
938
$30.1K
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
3+ 0.13% |
$85.1 - $105
|
2.25K
$72.2K
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
BUY
|
- |
2+ 0.4% |
$56.7 - $69.7
|
498
$16K
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.68% |
$28.4 - $34.9
|
147
$4.72K
|
|
Feb 20, 2024
Q4 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.39% |
$28.4 - $34.9
|
259
$8.31K
|
|
Jan 30, 2024
Q4 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
1+ 1.23% |
$28.4 - $34.9
|
82
$2.63K
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-41- 0.84% |
$1.16K - $1.43K
|
4.83K
$155K
|
|
Jan 22, 2024
Q4 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-51- 15.94% |
$1.45K - $1.78K
|
269
$8.63K
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-69- 7.44% |
$1.96K - $2.4K
|
858
$27.5K
|
|
Feb 08, 2024
Q4 2023
|
Asset Dedication, LLC
|
SELL
|
- |
-145- 59.18% |
$4.11K - $5.05K
|
100
$3.21K
|
|
Feb 14, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-375- 2.91% |
$10.6K - $13.1K
|
12.5K
$401K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
SELL
|
- |
-380- 41.13% |
$10.8K - $13.2K
|
544
$17.5K
|
|
Jan 12, 2024
Q4 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-382- 1.55% |
$10.8K - $13.3K
|
24.2K
$777K
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-725- 13.02% |
$20.6K - $25.3K
|
4.84K
$155K
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-912- 9.14% |
$25.9K - $31.8K
|
9.06K
$291K
|