Purchases and Sales Made in Q4 2025 in Ishares Robotics & Artificial (IRBO)
This table provides information about the institutional ownership of Ishares Robotics & Artificial (IRBO) during Q4 2025. 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 23, 2026
Q4 2025
|
Assetmark, Inc
|
BUY
|
- |
590K+ 1433.25% |
N/A
|
631K
$20.3M
|
|
|
Jan 12, 2026
Q4 2025
|
Shira Ridge Wealth Management
Larkspur, CA |
BUY
|
- |
68.2K+ 413.66% |
N/A
|
84.7K
$2.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
34K+ 79.8% |
N/A
|
76.7K
$2.46M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
22.5K+ 11.12% |
N/A
|
225K
$7.21M
|
|
|
Jan 12, 2026
Q4 2025
|
Mc Naughton Wealth Management, LLC
|
BUY
|
- |
14.8K+ 13.12% |
N/A
|
128K
$4.11M
|
|
|
Jan 23, 2026
Q4 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
11.2KNew |
N/A
|
11.2K
$361K
|
|
|
Jan 16, 2026
Q4 2025
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
8.56K+ 142.73% |
N/A
|
14.6K
$467K
|
|
|
Jan 20, 2026
Q4 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
6.72KNew |
N/A
|
6.72K
$216K
|
|
|
Jan 20, 2026
Q4 2025
|
Advocate Group LLC
|
BUY
|
- |
4.34K+ 64.52% |
N/A
|
11.1K
$355K
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
4.16K+ 8.71% |
N/A
|
51.9K
$1.67M
|
|
|
Jan 23, 2026
Q4 2025
|
Gemmer Asset Management LLC
|
BUY
|
- |
4.14K+ 18.48% |
N/A
|
26.6K
$852K
|
|
|
Jan 09, 2026
Q4 2025
|
Gem Asset Management, LLC
Plymouth, MI |
BUY
|
- |
4.02KNew |
N/A
|
4.02K
$129K
|
|
|
Jan 20, 2026
Q4 2025
|
Wealth Management Associates, Inc.
Cherry Hill, NJ |
BUY
|
- |
3.05K+ 15.21% |
N/A
|
23.1K
$742K
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
2.51KNew |
N/A
|
2.51K
$80.4K
|
|
|
Jan 21, 2026
Q4 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.1KNew |
N/A
|
2.1K
$67.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
2.07K+ 35.5% |
N/A
|
7.88K
$253K
|
|
|
Jan 14, 2026
Q4 2025
|
Columbus Macro, LLC
|
BUY
|
- |
1.91K+ 29.77% |
N/A
|
8.34K
$268K
|
|
|
Jan 15, 2026
Q4 2025
|
Lodestone Wealth Management LLC
Spokane, WA |
BUY
|
- |
1.87KNew |
N/A
|
1.87K
$60.1K
|
|
|
Jan 16, 2026
Q4 2025
|
Stephen J. Garry & Associates, LLC
Garden City, NY |
BUY
|
- |
1.47K+ 4.54% |
N/A
|
33.8K
$1.09M
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
1.17K+ 12.26% |
N/A
|
10.7K
$342K
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
470+ 7.05% |
N/A
|
7.14K
$229K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
218+ 61.76% |
N/A
|
571
$18.3K
|
|
|
Jan 20, 2026
Q4 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
125+ 1.75% |
N/A
|
7.29K
$234K
|
|
|
Jan 20, 2026
Q4 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
116+ 21.36% |
N/A
|
659
$21.1K
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
105+ 11.22% |
N/A
|
1.04K
$33.4K
|
|
|
Jan 20, 2026
Q4 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
21+ 1.83% |
N/A
|
1.17K
$37.5K
|
|
|
Jan 23, 2026
Q4 2025
|
Nbt Bank N A
|
BUY
|
- |
2+ 4.35% |
N/A
|
48
$1.54K
|
|
|
Jan 20, 2026
Q4 2025
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-32- 58.18% |
N/A
|
23
$738
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-40- 7.33% |
N/A
|
506
$16.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
SELL
|
- |
-155- 1.33% |
N/A
|
11.5K
$369K
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-188- 0.18% |
N/A
|
106K
$3.4M
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-281- 2.91% |
N/A
|
9.37K
$301K
|
|
|
Jan 13, 2026
Q4 2025
|
Boston Premier Wealth LLC
Hanover, MA |
SELL
|
- |
-4.43K- 4.6% |
N/A
|
92K
$2.95M
|
|
|
Jan 12, 2026
Q4 2025
|
Amplius Wealth Advisors, LLC
|
SELL
|
- |
-6.01K- 34.76% |
N/A
|
11.3K
$362K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-50.7K- 61.88% |
N/A
|
31.2K
$1M
|
|