Purchases and Sales Made in Q1 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES BIOTECHNOLOGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
5.71K+ 7.69% |
$696K - $783K
|
79.9K
$11M
|
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
5.53KNew |
$675K - $759K
|
5.53K
$762K
|
|
|
Apr 27, 2023
Q1 2023
|
First National Corp
|
BUY
|
- |
5.25KNew |
$640K - $721K
|
5.25K
$723K
|
|
|
May 12, 2023
Q1 2023
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
4.88KNew |
$595K - $670K
|
4.88K
$672K
|
|
|
Apr 10, 2023
Q1 2023
|
Appleton Partners Inc
|
BUY
|
- |
4.8K+ 8.35% |
$586K - $659K
|
62.4K
$8.58M
|
|
|
Apr 25, 2023
Q1 2023
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
4.73KNew |
$577K - $649K
|
4.73K
$651K
|
|
|
May 15, 2023
Q1 2023
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
4.71K+ 235.49% |
$574K - $646K
|
6.7K
$923K
|
|
|
May 11, 2023
Q1 2023
|
Rmb Capital Management, LLC
|
BUY
|
- |
4.54KNew |
$554K - $623K
|
4.54K
$625K
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
4.47K+ 8.48% |
$545K - $613K
|
57.2K
$7.87M
|
|
|
Apr 18, 2023
Q1 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.44K+ 32.7% |
$541K - $609K
|
18K
$2.48M
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
4.28K+ 219.76% |
$522K - $587K
|
6.23K
$858K
|
|
|
May 02, 2023
Q1 2023
|
Savant Capital, LLC
|
BUY
|
- |
3.95KNew |
$482K - $542K
|
3.95K
$544K
|
|
|
May 15, 2023
Q1 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
3.91KNew |
$477K - $537K
|
3.91K
$538K
|
|
|
Jun 07, 2023
Q1 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
3.89KNew |
$474K - $533K
|
3.89K
$535K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
3.84K+ 17.86% |
$468K - $527K
|
25.3K
$3.49M
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
3.78KNew |
$461K - $519K
|
3.78K
$520K
|
|
|
Apr 16, 2024
Q1 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
3.57KNew |
$435K - $489K
|
3.57K
$491K
|
|
|
Apr 27, 2023
Q1 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
3.46K+ 64.94% |
$422K - $474K
|
8.78K
$1.21M
|
|
|
May 15, 2023
Q1 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
3.4KNew |
$414K - $466K
|
3.4K
$468K
|
|
|
May 12, 2023
Q1 2023
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.14K+ 46.62% |
$382K - $430K
|
9.86K
$1.36M
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
3.13KNew |
$381K - $429K
|
3.13K
$430K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.84K+ 8.86% |
$347K - $390K
|
34.9K
$4.81M
|
|
|
May 11, 2023
Q1 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.77K+ 107.52% |
$338K - $381K
|
5.35K
$737K
|
|
|
May 15, 2023
Q1 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
2.75KNew |
$335K - $377K
|
2.75K
$378K
|
|
|
May 10, 2023
Q1 2023
|
Banco Santander, S.A.
|
BUY
|
- |
2.73KNew |
$333K - $375K
|
2.73K
$376K
|
|
|
Jun 03, 2024
Q1 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.71K+ 107.59% |
$330K - $371K
|
5.22K
$719K
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.65K+ 54.64% |
$323K - $363K
|
7.49K
$1.03M
|
|
|
May 02, 2023
Q1 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
2.57KNew |
$313K - $352K
|
2.57K
$353K
|
|
|
May 11, 2023
Q1 2023
|
Texas Capital Bank Wealth Management Services Inc
|
BUY
|
- |
2.43KNew |
$296K - $333K
|
2.43K
$335K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2.35K+ 18.1% |
$286K - $322K
|
15.3K
$2.11M
|
|
|
May 04, 2023
Q1 2023
|
Estate Counselors, LLC
|
BUY
|
- |
2.27KNew |
$277K - $312K
|
2.27K
$313K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.22K+ 5.05% |
$271K - $305K
|
46.2K
$6.36M
|
|
|
May 03, 2023
Q1 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
2.21K+ 9.25% |
$269K - $303K
|
26K
$3.59M
|
|
|
May 15, 2023
Q1 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
2.18K+ 2.05% |
$266K - $299K
|
109K
$15M
|
|
|
May 15, 2023
Q1 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
2.14KNew |
$261K - $294K
|
2.14K
$295K
|
|
|
May 11, 2023
Q1 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
2.08KNew |
$254K - $286K
|
2.08K
$287K
|
|
|
Apr 24, 2023
Q1 2023
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
2.06KNew |
$251K - $283K
|
2.06K
$283K
|
|
|
May 12, 2023
Q1 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
2.05K+ 51.68% |
$250K - $281K
|
6.01K
$827K
|
|
|
Apr 07, 2023
Q1 2023
|
Hbw Advisory Services LLC
|
BUY
|
- |
2.04KNew |
$249K - $280K
|
2.04K
$281K
|
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.04K+ 4.17% |
$249K - $280K
|
51.1K
$7.03M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2K+ 8.92% |
$244K - $275K
|
24.5K
$3.37M
|
|
|
Apr 25, 2023
Q1 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
2K+ 69.57% |
$244K - $274K
|
4.88K
$671K
|
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.94KNew |
$236K - $266K
|
1.94K
$266K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
1.9KNew |
$232K - $261K
|
1.9K
$262K
|
|
|
Aug 30, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.77KNew |
$216K - $243K
|
1.77K
$244K
|
|
|
May 12, 2023
Q1 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.76K+ 5.5% |
$214K - $241K
|
33.7K
$4.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.75K+ 6.01% |
$213K - $240K
|
30.8K
$4.24M
|
|
|
May 01, 2024
Q1 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
1.74K+ 3.29% |
$212K - $238K
|
54.5K
$7.51M
|
|
|
May 11, 2023
Q1 2023
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
1.72K+ 9.49% |
$210K - $236K
|
19.9K
$2.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
BUY
|
- |
1.69K+ 37.11% |
$206K - $231K
|
6.23K
$858K
|