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 24, 2024
Q4 2023
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-1.1K- 9.11% |
$31.1K - $38.2K
|
10.9K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.44K- 2.25% |
$40.8K - $50.1K
|
62.5K
$2.01M
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
SELL
|
- |
-1.86K- 12.11% |
$52.9K - $64.9K
|
13.5K
$434K
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-2.16K- 13.69% |
$61.3K - $75.2K
|
13.6K
$437K
|
|
|
Aug 05, 2024
Q4 2023
|
Stonehage Fleming Financial Services Holdings LTD
|
SELL
|
- |
-2.88K- 18.7% |
$81.6K - $100K
|
12.5K
$401K
|
|
|
Feb 14, 2024
Q4 2023
|
Retirement Group, LLC
|
SELL
|
- |
-4.7K- 63.3% |
$133K - $164K
|
2.73K
$87.4K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-6.62K- 7.46% |
$188K - $231K
|
82.1K
$2.63M
|
|
|
Feb 09, 2024
Q4 2023
|
Ubs Group Ag
|
SELL
|
- |
-7.12K- 5.93% |
$202K - $248K
|
113K
$3.63M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-10.7K- 32.12% |
$303K - $373K
|
22.6K
$725K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
SELL
|
- |
-18.2K- 8.14% |
$518K - $636K
|
206K
$6.61M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-30.6K- 24.56% |
$869K - $1.07M
|
94.1K
$3.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-42.4K- 18.0% |
$1.2M - $1.48M
|
193K
$6.2M
|
|
|
Feb 14, 2024
Q4 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-55.8K- 89.16% |
$1.58M - $1.95M
|
6.79K
$218K
|
|
|
Feb 14, 2024
Q4 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-72.5K- 39.8% |
$2.06M - $2.53M
|
110K
$3.52M
|
|
|
Aug 16, 2024
Q4 2023
|
Morgan Stanley
New York, NY |
SELL
|
- |
-118K- 13.2% |
$3.34M - $4.1M
|
774K
$24.8M
|