A detailed history of United Capital Financial Advisers, LLC transactions in Ishares Robotics & Artificial stock. As of the latest transaction made, United Capital Financial Advisers, LLC holds 7,870 shares of IRBO stock, worth $252,548. This represents 0.0% of its overall portfolio holdings.

Number of Shares
7,870
Previous 10,592 25.7%
Holding current value
$252,548
Previous $339,000 25.66%
% of portfolio
0.0%
Previous 0.0%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025

SELL
N/A
-2,722 Reduced 25.7%
7,870 $252,000
Q3 2024

Nov 12, 2024

SELL
$30.09 - $34.95 $15,045 - $17,475
-500 Reduced 4.51%
10,592 $339,000
Q2 2024

Aug 14, 2024

BUY
$31.2 - $34.68 $346,070 - $384,670
11,092 New
11,092 $368,000

Others Institutions Holding IRBO

About ISHARES ROBOTICS & ARTIFICIAL


  • Ticker IRBO
  • Sector ETFs
  • Industry ETFs
More about IRBO
Track This Portfolio

Track United Capital Financial Advisers, LLC Portfolio

Follow United Capital Financial Advisers, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of United Capital Financial Advisers, LLC, based on Form 13F filings with the SEC.

News

Stay updated on United Capital Financial Advisers, LLC with notifications on news.