Kcs Wealth Advisory Ishares Robotics & Artificial Transaction History

Kcs Wealth Advisory

$224 Million
Q3 2023

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2019 Jan 15, 2020	SELL	$23.79 - $27.14 $1,641 - $1,872	-69 Closed	0 $0
Q3 2019 Oct 29, 2019	BUY	$23.3 - $25.7 $1,607 - $1,773	69 New	69 $1,000

Others Institutions Holding IRBO

# of Institutions

174

Shares Held

4.39M

Call Options Held

2.4K

Put Options Held

1.2K

Morgan Stanley New York, NY

518K
Shares

$16.6 Million
0.0% of portfolio
Bank Of America Corp Charlotte, NC

472K
Shares

$15.1 Million
0.0% of portfolio
Wharton Business Group, LLC Malvern, PA

359K
Shares

$11.5 Million
0.55% of portfolio
Lpl Financial LLC Fort Mill, SC

331K
Shares

$10.6 Million
0.0% of portfolio
Ameriprise Financial Inc Minneapolis, MN

273K
Shares

$8.76 Million
0.0% of portfolio

About ISHARES ROBOTICS & ARTIFICIAL

Ticker IRBO
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