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iShares Robotics and Artificial Intelligence Multisector ETF (IRBO) Institutional Ownership

$37.63 +0.42 (+1.13%)
(As of 12/20/2024 ET)

Institutional Ownership Changes (13F Filings) for iShares Robotics and Artificial Intelligence Multisector ETF (NYSEARCA:IRBO)

Number of
Institutional Buyers
(last 12 months)
14
Total
Institutional Inflows
(last 12 months)
$5.30M
Number of
Institutional Sellers
(last 12 months)
5
Total
Institutional Outflows
(last 12 months)
$811.69K
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IRBO Institutional Buying and Selling by Quarter

iShares Robotics and Artificial Intelligence Multisector ETF Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
11/18/2024 Sunbelt Securities Inc.1,427$49K0.0%-25.0%0.007%
11/15/2024 LRI Investments LLC4,000$126K0.0%N/A0.020%
11/14/2024 Flow Traders U.S. LLC130,177$4.46M0.2%+131.2%0.657%
11/13/2024 BNP Paribas Financial Markets4,213$144K0.0%-11.3%0.021%
10/29/2024 Farther Finance Advisors LLC10,998$377K0.0%-38.7%0.056%
10/28/2024 Creative Financial Designs Inc. ADV2,093$72K0.0%-55.4%0.011%
8/16/2024 Sunbelt Securities Inc.1,902$63K0.0%-65.8%0.010%
8/16/2024 NewEdge Advisors LLC27,845$924K0.0%-5.3%0.141%
8/7/2024 Ashton Thomas Private Wealth LLC3,856$128K0.0%N/A0.019%
7/31/2024 Farther Finance Advisors LLC17,942$594K0.0%+179.7%0.091%
7/24/2024Family Firm Inc.1,712$57K0.0%N/A0.009%
7/16/2024 Tsfg LLC26,476$879K0.2%+128.2%0.134%
7/11/2024Strategic Advocates LLC15,337$509K0.2%N/A0.077%
7/9/2024 Lynx Investment Advisory753$25K0.0%N/A0.004%
7/9/2024 Adirondack Trust Co.1,500$50K0.0%N/A0.008%
5/17/2024 Comerica Bank12,135$417K0.0%+4.4%0.061%
4/18/2024 Farmers & Merchants Investments Inc.1,637$56K0.0%N/A0.008%
4/16/2024 Tsfg LLC11,603$399K0.1%+268.7%0.059%
4/15/2024 Sunbelt Securities Inc.5,560$191K0.0%-59.2%0.038%
3/12/2024 PVG Asset Management Corp10,661$368K1.8%N/A0.073%
2/6/2024 First Horizon Advisors Inc.9,318$321K0.0%+217.5%0.064%
1/10/2024 Creative Financial Designs Inc. ADV6,463$223K0.0%+18.8%0.044%
12/11/2023 Sunbelt Securities Inc.15,773$482K0.1%-25.5%0.108%
10/27/2023 First Horizon Advisors Inc.2,935$90K0.0%N/A0.020%
10/26/2023Baystate Wealth Management LLC933$29K0.0%+133.8%0.006%
10/10/2023 Tsfg LLC3,005$92K0.0%N/A0.021%
8/9/2023 Flow Traders U.S. LLC96,528$3.19M0.1%+550.4%0.661%
7/26/2023 Creative Financial Designs Inc. ADV4,210$139K0.0%+38.9%0.040%
7/17/2023 GPS Wealth Strategies Group LLC2,248$74K0.0%N/A0.022%
5/12/2023Retirement Group LLC1,675$53K0.0%N/A0.016%
5/10/2023 Nelson Van Denburg & Campbell Wealth Management Group LLC1,202$38K0.0%+256.7%0.012%
5/5/2023 Sandy Spring Bank2,113$66K0.0%N/A0.020%
4/25/2023 Creative Financial Designs Inc. ADV3,030$95K0.0%N/A0.035%
3/6/2023 OLD Mission Capital LLC76,589$1.96M0.1%N/A0.891%
2/22/2023 Kovack Advisors Inc.9,691$247K0.0%+5.4%0.113%
2/13/2023 Wealthcare Advisory Partners LLC103,105$2.63M0.1%+1.8%1.199%
1/31/2023 WFA of San Diego LLC1,240$32K0.0%N/A0.014%
11/15/2022 Flow Traders U.S. LLC29,236$697K0.0%+22.1%0.325%
11/14/2022 Kovack Advisors Inc.9,191$219K0.0%N/A0.102%
10/25/2022 NewSquare Capital LLC1,147$27K0.0%-38.7%0.012%
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8/13/2022 Flow Traders U.S. LLC23,951$633K0.0%-14.4%0.260%
7/28/2022 WFA of San Diego LLC1,240$33K0.0%N/A0.014%
7/14/2022 Mascoma Wealth Management LLC927$25K0.0%-68.6%0.010%
5/11/2022 Patriot Financial Group Insurance Agency LLC13,491$464K0.1%+97.5%0.141%
5/10/2022 NewSquare Capital LLC1,872$64K0.0%N/A0.020%
4/15/2022 Wealthcare Advisory Partners LLC9,131$314K0.0%-6.7%0.095%
4/14/2022 AdvisorNet Financial Inc1,066$37K0.0%-44.2%0.011%
2/18/2022 Rather & Kittrell Inc.5,163$213K0.2%N/A0.052%
1/20/2022Paragon Wealth Strategies LLC358,927$14.85M3.6%+4.8%3.451%
1/20/2022 Parallel Advisors LLC1,026$42K0.0%-48.6%0.010%
1/12/2022IFP Advisors Inc1,734$72K0.0%+118.4%0.017%
1/10/2022 Patriot Financial Group Insurance Agency LLC6,830$283K0.0%+81.0%0.066%
11/24/2021 Patriot Financial Group Insurance Agency LLC3,774$160K0.0%+91.1%0.036%
11/15/2021 Flow Traders U.S. LLC61,182$2.59M0.1%+352.6%0.612%
11/15/2021 Ancora Advisors LLC2,313$98K0.0%+296.7%0.023%
10/29/2021Paragon Wealth Strategies LLC342,489$14.50M3.9%+13.8%3.425%
10/15/2021 AdvisorNet Financial Inc1,860$79K0.0%N/A0.019%
10/6/2021 Mascoma Wealth Management LLC2,851$121K0.0%N/A0.029%
8/24/2021 Flow Traders U.S. LLC13,519$607K0.0%-74.3%0.135%
8/16/2021Credit Suisse AG8,200$368K0.0%N/A0.082%
8/16/2021 Wealthcare Advisory Partners LLC10,424$468K0.0%-6.7%0.104%
8/13/2021 Ancora Advisors LLC583$26K0.0%N/A0.006%
8/13/2021 Sigma Planning Corp18,928$850K0.0%+3.7%0.189%
8/5/2021 Sonata Capital Group Inc.5,175$232K0.1%+7.8%0.052%
8/5/2021 US Bancorp DE2,216$99K0.0%+128.2%0.022%
8/1/2021 Patriot Financial Group Insurance Agency LLC1,975$89K0.0%N/A0.020%
7/31/2021IFP Advisors Inc597$26K0.0%-82.0%0.006%
7/13/2021Paragon Wealth Strategies LLC300,842$13.51M3.7%-23.8%3.008%
5/18/2021 Flow Traders U.S. LLC52,524$2.27M0.1%+27.6%0.547%
5/17/2021 Captrust Financial Advisors636$27K0.0%+274.1%0.007%
5/6/2021 Sigma Planning Corp18,249$787K0.0%N/A0.190%
5/3/2021 Sonata Capital Group Inc.4,800$207K0.1%N/A0.050%
4/30/2021IFP Advisors Inc3,322$145K0.0%-29.4%0.035%
4/30/2021 Wealthcare Advisory Partners LLC11,173$482K0.0%-81.8%0.116%
4/28/2021 US Bancorp DE971$42K0.0%N/A0.010%
4/26/2021 Mascoma Wealth Management LLC2,714$117K0.1%N/A0.028%
4/22/2021Coastal Capital Group Inc.1,088$47K0.0%+2,553.7%0.011%
4/8/2021Paragon Wealth Strategies LLC394,573$17.02M5.2%-10.3%4.110%
1/26/2021Paragon Wealth Strategies LLC439,674$17.52M6.0%N/A5.785%
1/25/2021IFP Advisors Inc4,705$187K0.0%+719.7%0.062%
(Data available from 1/1/2016 forward)

IRBO Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of IRBO shares?

During the previous two years, 26 institutional investors and hedge funds held shares of iShares Robotics and Artificial Intelligence Multisector ETF. The most heavily invested institutionals were Flow Traders U.S. LLC ($4.46M), Wealthcare Advisory Partners LLC ($2.63M), OLD Mission Capital LLC ($1.96M), NewEdge Advisors LLC ($924K), Tsfg LLC ($879K), Strategic Advocates LLC ($509K), and Comerica Bank ($417K).Learn more on IRBO's institutional investors.

Which institutional investors have been buying iShares Robotics and Artificial Intelligence Multisector ETF stock?

Of the 23 institutional investors that purchased iShares Robotics and Artificial Intelligence Multisector ETF stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Flow Traders U.S. LLC ($155.56K), OLD Mission Capital LLC ($76.59K), Tsfg LLC ($26.33K), Strategic Advocates LLC ($15.34K), Farther Finance Advisors LLC ($11.53K), PVG Asset Management Corp ($10.66K), and First Horizon Advisors Inc. ($9.32K).

How much institutional buying is happening at iShares Robotics and Artificial Intelligence Multisector ETF?

Institutional investors have bought a total of 335,488 shares in the last 24 months. This purchase volume represents approximately $10.60M in transactions.

Which iShares Robotics and Artificial Intelligence Multisector ETF major shareholders have been selling company stock?

The following institutional investors have sold iShares Robotics and Artificial Intelligence Multisector ETF stock in the last 24 months: Sunbelt Securities Inc. ($17.58K), Farther Finance Advisors LLC ($6.94K), Creative Financial Designs Inc. ADV ($2.60K), NewEdge Advisors LLC ($1.57K), and BNP Paribas Financial Markets ($537.00).

How much institutional selling is happening at iShares Robotics and Artificial Intelligence Multisector ETF?

Institutional investors have sold a total of 29,227 shares in the last 24 months. This volume of shares sold represents approximately $976.48K in transactions.



This page (NYSEARCA:IRBO) was last updated on 12/21/2024 by MarketBeat.com Staff
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