Assetmark, Inc Ishares Robotics & Artificial Transaction History

Assetmark, Inc

$36.4 Billion
Q4 2024

A detailed history of Assetmark, Inc transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, Assetmark, Inc holds 760 shares of IRBO stock, worth $24,388. This represents 0.0% of its overall portfolio holdings.

Number of Shares

760

Holding current value

$24,388

% of portfolio

0.0%

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	N/A	760 New	760 $24,000
Q2 2021 Aug 16, 2021	SELL	$39.39 - $45.11 $393 - $451	-10 Closed	0 $0
Q1 2021 May 14, 2021	BUY	$39.75 - $51.51 $397 - $515	10 New	10 $0

Others Institutions Holding IRBO

# of Institutions

193

Shares Held

5.35M

Call Options Held

900

Put Options Held

Wharton Business Group, LLC Malvern, PA

799K
Shares

$25.6 Million
1.34% of portfolio
Morgan Stanley New York, NY

739K
Shares

$23.7 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

508K
Shares

$16.3 Million
0.0% of portfolio
Lpl Financial LLC Fort Mill, SC

351K
Shares

$11.3 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

301K
Shares

$9.67 Million
0.0% of portfolio

View Full List

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
Sector ETFs
Industry ETFs

More about IRBO

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Assetmark, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Assetmark, Inc with notifications on news.

Account