Purchases and Sales Made in Q1 2023 in Ishares Biotechnology ETF (IBB)

IBB Quotes by TradingView

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 09, 2023 Q1 2023
Bigelow Investment Advisors, LLC

BUY
 -
1.63K
New
$198K - $223K
1.63K $219K
May 01, 2023 Q1 2023
Valmark Advisers, Inc.

BUY
 -
1.58K
New
$192K - $216K
1.58K $212K
Apr 21, 2023 Q1 2023
Forte Asset Management LLC

BUY
 -
1.58K
New
$192K - $216K
1.58K $212K
May 02, 2023 Q1 2023
Arkadios Wealth Advisors

BUY
 -
1.57K
+ 34.09%
$191K - $215K
6.17K $831K
May 04, 2023 Q1 2023
Intellectus Partners, LLC

San Francisco, CA
BUY
 -
1.5K
+ 7.15%
$183K - $206K
22.5K $3.03M
Nov 21, 2023 Q1 2023
Cibc Private Wealth Group, LLC

BUY
 -
1.48K
+ 9.51%
$181K - $204K
17.1K $2.3M
May 09, 2023 Q1 2023
Investment House LLC

Las Vegas, NV
BUY
 -
1.42K
+ 1.54%
$173K - $195K
93.8K $12.6M
May 11, 2023 Q1 2023
Core Wealth Partners LLC

Santa Rosa, CA
BUY
 -
1.37K
+ 46.96%
$166K - $187K
4.27K $575K
May 11, 2023 Q1 2023
Kovitz Investment Group Partners, LLC

BUY
 -
1.35K
+ 50.45%
$165K - $185K
4.03K $543K
May 11, 2023 Q1 2023
Bokf, Na

Tulsa, OK
BUY
 -
1.34K
New
$163K - $183K
1.34K $180K
May 01, 2023 Q1 2023
Ieq Capital, LLC

BUY
 -
1.29K
+ 81.06%
$157K - $177K
2.88K $387K
May 12, 2023 Q1 2023
Harbour Investment Management LLC

Edmonds, WA
BUY
 -
1.11K
+ 2.88%
$135K - $152K
39.7K $5.34M
May 15, 2023 Q1 2023
Baker Avenue Asset Management, LP

BUY
 -
1.07K
+ 81.43%
$131K - $147K
2.38K $321K
May 10, 2023 Q1 2023
Mai Capital Management

BUY
 -
1.05K
+ 1.58%
$129K - $145K
67.9K $9.14M
May 05, 2023 Q1 2023
Pacific Capital Wealth Advisors, Inc

BUY
 -
1.03K
+ 1.46%
$125K - $141K
71.1K $9.58M
May 15, 2023 Q1 2023
Castleview Partners, LLC

Dallas, TX
BUY
 -
1.02K
+ 3646.43%
$125K - $140K
1.05K $141K
May 12, 2023 Q1 2023
Mogy Joel R Investment Counsel Inc

Beverly Hills, CA
BUY
 -
975
New
$119K - $134K
975 $131K
Apr 24, 2023 Q1 2023
Sequoia Financial Advisors, LLC

BUY
 -
966
+ 32.7%
$118K - $133K
3.92K $528K
May 15, 2023 Q1 2023
Forbes J M & CO LLP

BUY
 -
907
+ 1.55%
$111K - $124K
59.6K $8.03M
Apr 24, 2023 Q1 2023
Marion Wealth Management

BUY
 -
839
+ 5.53%
$102K - $115K
16K $2.16M
May 02, 2023 Q1 2023
First Interstate Bank

Billings, MT
BUY
 -
830
+ 1.87%
$101K - $114K
45.3K $6.1M
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
814
New
$99.3K - $112K
814 $110K
Apr 18, 2023 Q1 2023
Albion Financial Group

BUY
 -
784
+ 0.61%
$95.6K - $108K
130K $17.5M
Apr 28, 2023 Q1 2023
Avantax Advisory Services, Inc.

BUY
 -
769
+ 20.38%
$93.8K - $106K
4.54K $612K
May 12, 2023 Q1 2023
Beacon Pointe Advisors, LLC

Newport Beach, CA
BUY
 -
765
+ 1.05%
$93.3K - $105K
73.4K $9.88M
May 12, 2023 Q1 2023
Mariner, LLC

Overland Park, KS
BUY
 -
708
+ 2.99%
$86.4K - $97.2K
24.4K $3.28M
May 17, 2023 Q1 2023
Sunbelt Securities, Inc.

Houston, TX
BUY
 -
707
+ 2.9%
$86.2K - $97K
25.1K $3.38M
May 09, 2023 Q1 2023
Spire Wealth Management

BUY
 -
677
+ 19.99%
$82.6K - $92.9K
4.06K $547K
May 03, 2023 Q1 2023
J.W. Cole Advisors, Inc.

BUY
 -
675
+ 10.77%
$82.3K - $92.6K
6.95K $935K
May 08, 2023 Q1 2023
Wealth Shield Partners, LLC

Cary, NC
BUY
 -
639
New
$77.9K - $87.7K
639 $86K
May 15, 2023 Q1 2023
Greytown Advisors Inc.

Miami, FL
BUY
 -
634
+ 1.95%
$77.3K - $87K
33.2K $4.47M
May 02, 2023 Q1 2023
Financial Counselors Inc

BUY
 -
631
+ 21.07%
$77K - $86.6K
3.63K $488K
Aug 14, 2023 Q1 2023
United Capital Financial Advisers, LLC

Newport Beach, CA
BUY
 -
598
+ 5.33%
$72.9K - $82.1K
11.8K $1.59M
May 11, 2023 Q1 2023
Barrett & Company, Inc.

Providence, RI
BUY
 -
588
New
$71.7K - $80.7K
588 $79.2K
May 11, 2023 Q1 2023
Synovus Financial Corp

Columbus, GA
BUY
 -
583
+ 4.74%
$71.1K - $80K
12.9K $1.74M
May 03, 2023 Q1 2023
Beverly Hills Private Wealth, LLC

Beverly Hills, CA
BUY
 -
575
+ 27.74%
$70.1K - $78.9K
2.65K $357K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
572
New
$69.8K - $78.5K
572 $77K
May 01, 2023 Q1 2023
Windham Capital Management, LLC

BUY
 -
568
+ 3.86%
$69.3K - $77.9K
15.3K $2.06M
May 08, 2023 Q1 2023
Means Investment Co., Inc.

BUY
 -
549
+ 4.66%
$67K - $75.3K
12.3K $1.66M
May 02, 2023 Q1 2023
Daiwa Securities Group Inc.

Tokyo, M0
BUY
 -
535
+ 101.9%
$65.3K - $73.4K
1.06K $143K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
532
+ 10.22%
$64.9K - $73K
5.74K $773K
Apr 10, 2023 Q1 2023
Wealth Care Investment Partners, LLC

BUY
 -
528
+ 6.9%
$64.4K - $72.5K
8.18K $1.1M
May 09, 2023 Q1 2023
Motco

BUY
 -
523
+ 0.97%
$63.8K - $71.8K
54.6K $7.35M
May 08, 2023 Q1 2023
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
520
+ 5.06%
$63.4K - $71.4K
10.8K $1.45M
Apr 21, 2023 Q1 2023
Bogart Wealth, LLC

BUY
 -
504
+ 3.79%
$61.5K - $69.2K
13.8K $1.86M
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
503
New
$61.4K - $69K
503 $67.7K
May 09, 2023 Q1 2023
Colony Family Offices, LLC

BUY
 -
500
New
$61K - $68.6K
500 $67.3K
May 15, 2023 Q1 2023
Hsbc Holdings PLC

London, X0
BUY
 -
500
+ 20.36%
$61K - $68.6K
2.96K $398K
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
492
New
$60K - $67.5K
492 $66.2K

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