Raymond James Financial Services Advisors’s iShares Future AI & Tech ETF ARTY Stock Holding History

Raymond James Financial Services Advisors’s Portfolio ARTY Stock Details ARTY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	$706K	Sell	20,621 -1,190	-5%	-$39.5K	﹤0.01%	2394
2024 Q2	$724K	Sell	21,811 -20,648	-49%	-$689K	﹤0.01%	2286
2024 Q1	$1.46M	Buy	42,459 +555	+1%	+$18.7K	﹤0.01%	1837
2023 Q4	$1.45M	Buy	41,904 +16,973	+68%	+$538K	﹤0.01%	1754
2023 Q3	$761K	Buy	24,931 +17,664	+243%	+$570K	﹤0.01%	2067
2023 Q2	$240K	Buy	+7,267	New	+$223K	﹤0.01%	2810
2022 Q1	–	Sell	-102,952	Closed	-$4.26M	–	3492
2021 Q4	$4.26M	Sell	102,952 -56,149	-35%	-$2.46M	0.01%	1088
2021 Q3	$6.74M	Sell	159,101 -7,053	-4%	-$309K	0.01%	823
2021 Q2	$7.46M	Sell	166,154 -18,166	-10%	-$784K	0.02%	785
2021 Q1	$7.95M	Buy	184,320 +57,788	+46%	+$2.61M	0.02%	712
2020 Q4	$5.04M	Buy	+126,532	New	+$4.6M	0.01%	841

Other funds holding ARTY

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

WBG

Wharton Business Group Malvern, Pennsylvania $2.65B AUM 20.73% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Ameriprise Minneapolis, Minnesota $432B AUM 30.22% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Raymond James Financial Services Advisors's ARTY Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its iShares Future AI & Tech ETF (ARTY) stake by 5.5% in Q3 2024, selling an estimated $39.5K and leaving 20,621 shares worth $706K. The position accounts for ﹤0.01% of the portfolio, ranked #2394.

Raymond James Financial Services Advisors first reported a position in ARTY in Q4 2020 and has held it in 11 quarters since. The position peaked at $7.95M in Q1 2021. 167 funds tracked by Wall St. Rank hold ARTY as of Q3 2024.

Raymond James Financial Services Advisors held 20,621 shares of iShares Future AI & Tech ETF worth $706K as of Q3 2024.
Raymond James Financial Services Advisors sold 1,190 iShares Future AI & Tech ETF shares in Q3 2024, an estimated $39.5K.
iShares Future AI & Tech ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2394 holding.
Raymond James Financial Services Advisors first reported a position in iShares Future AI & Tech ETF in Q4 2020 and has held it in 11 quarters since.
Raymond James Financial Services Advisors's iShares Future AI & Tech ETF position peaked at $7.95M in Q1 2021.
167 funds tracked by Wall St. Rank held iShares Future AI & Tech ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.