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 |
|---|---|---|---|---|---|---|---|
|
Apr 20, 2023
Q1 2023
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
136+ 3.86% |
$16.6K - $18.7K
|
3.66K
$492K
|
|
|
Dec 12, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
132+ 7.81% |
$16.1K - $18.1K
|
1.82K
$245K
|
|
|
May 15, 2023
Q1 2023
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
127+ 0.73% |
$15.5K - $17.4K
|
17.5K
$2.36M
|
|
|
May 05, 2023
Q1 2023
|
Ntv Asset Management LLC
|
BUY
|
- |
125+ 0.22% |
$15.2K - $17.2K
|
57.9K
$7.79M
|
|
|
May 03, 2023
Q1 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
123New |
$15K - $16.9K
|
123
$16.6K
|
|
|
May 09, 2023
Q1 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
120+ 0.78% |
$14.6K - $16.5K
|
15.6K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
120+ 3.21% |
$14.6K - $16.5K
|
3.86K
$519K
|
|
|
May 09, 2023
Q1 2023
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
119+ 238.0% |
$14.5K - $16.3K
|
169
$22.8K
|
|
|
Apr 19, 2023
Q1 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
111+ 7.04% |
$13.5K - $15.2K
|
1.69K
$227K
|
|
|
May 01, 2023
Q1 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
106+ 5.39% |
$12.9K - $14.5K
|
2.07K
$279K
|
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
102+ 0.61% |
$12.4K - $14K
|
16.9K
$2.27M
|
|
|
May 09, 2023
Q1 2023
|
Spc Financial, Inc.
|
BUY
|
- |
100+ 3.13% |
$12.2K - $13.7K
|
3.29K
$443K
|
|
|
May 10, 2023
Q1 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
95+ 0.13% |
$11.6K - $13K
|
75.2K
$10.1M
|
|
|
May 03, 2023
Q1 2023
|
Optimum Investment Advisors
|
BUY
|
- |
94+ 2.8% |
$11.5K - $12.9K
|
3.46K
$465K
|
|
|
May 09, 2023
Q1 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
84+ 4.66% |
$10.2K - $11.5K
|
1.89K
$254K
|
|
|
May 17, 2023
Q1 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
81New |
$9.88K - $11.1K
|
81
$10.9K
|
|
|
May 02, 2023
Q1 2023
|
Signature Wealth Management Partners, LLC
|
BUY
|
- |
78+ 0.63% |
$9.51K - $10.7K
|
12.4K
$1.67M
|
|
|
Apr 19, 2023
Q1 2023
|
Close Asset Management LTD
|
BUY
|
- |
78+ 33.91% |
$9.51K - $10.7K
|
308
$41.5K
|
|
|
Apr 20, 2023
Q1 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
78+ 0.63% |
$9.51K - $10.7K
|
12.4K
$1.67M
|
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
77New |
$9.39K - $10.6K
|
77
$10.4K
|
|
|
May 02, 2023
Q1 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
75+ 25.68% |
$9.15K - $10.3K
|
367
$49.4K
|
|
|
May 12, 2023
Q1 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
70+ 1.04% |
$8.54K - $9.61K
|
6.83K
$920K
|
|
|
May 15, 2023
Q1 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
70+ 1.64% |
$8.54K - $9.61K
|
4.33K
$582K
|
|
|
May 05, 2023
Q1 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
63+ 0.46% |
$7.68K - $8.65K
|
13.8K
$1.86M
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
60New |
$7.32K - $8.23K
|
60
$8.08K
|
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
BUY
|
- |
60+ 0.57% |
$7.32K - $8.23K
|
10.6K
$1.43M
|
|
|
May 04, 2023
Q1 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
57+ 47.5% |
$6.95K - $7.82K
|
177
$23.8K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
56New |
$6.83K - $7.68K
|
56
$7.54K
|
|
|
May 02, 2023
Q1 2023
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
56+ 1.13% |
$6.83K - $7.68K
|
5.03K
$678K
|
|
|
Apr 28, 2023
Q1 2023
|
Bray Capital Advisors
|
BUY
|
- |
53+ 0.27% |
$6.46K - $7.27K
|
19.6K
$2.64M
|
|
|
Apr 10, 2023
Q1 2023
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
52+ 1.79% |
$6.34K - $7.14K
|
2.95K
$397K
|
|
|
May 03, 2023
Q1 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
50+ 2.28% |
$6.1K - $6.86K
|
2.24K
$301K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO
|
BUY
|
- |
50New |
$6.1K - $6.86K
|
50
$6.73K
|
|
|
Apr 21, 2023
Q1 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
50+ 0.12% |
$6.1K - $6.86K
|
40.1K
$5.4M
|
|
|
Apr 26, 2023
Q1 2023
|
Bard Financial Services, Inc.
|
BUY
|
- |
50+ 0.19% |
$6.1K - $6.86K
|
26.8K
$3.61M
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
43+ 0.73% |
$5.24K - $5.9K
|
5.9K
$795K
|
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
43+ 0.91% |
$5.24K - $5.9K
|
4.79K
$645K
|
|
|
May 12, 2023
Q1 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
38+ 1.8% |
$4.63K - $5.21K
|
2.15K
$289K
|
|
|
May 17, 2023
Q1 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
35+ 0.52% |
$4.27K - $4.8K
|
6.83K
$919K
|
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
34+ 0.33% |
$4.15K - $4.67K
|
10.4K
$1.4M
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
34+ 0.83% |
$4.15K - $4.67K
|
4.12K
$555K
|
|
|
Apr 21, 2023
Q1 2023
|
Asset Dedication, LLC
|
BUY
|
- |
30+ 30.0% |
$3.66K - $4.12K
|
130
$17.5K
|
|
|
Apr 19, 2023
Q1 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
30+ 0.74% |
$3.66K - $4.12K
|
4.09K
$551K
|
|
|
Apr 25, 2023
Q1 2023
|
Stone House Investment Management, LLC
|
BUY
|
- |
29New |
$3.54K - $3.98K
|
29
$3.9K
|
|
|
May 12, 2023
Q1 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
29+ 1.03% |
$3.54K - $3.98K
|
2.85K
$384K
|
|
|
Apr 20, 2023
Q1 2023
|
Private Ocean, LLC
|
BUY
|
- |
27+ 23.89% |
$3.29K - $3.71K
|
140
$18.9K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
BUY
|
- |
21+ 0.23% |
$2.56K - $2.88K
|
9.11K
$1.23M
|
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
16+ 0.84% |
$1.95K - $2.2K
|
1.91K
$258K
|
|
|
May 12, 2023
Q1 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
13+ 0.36% |
$1.59K - $1.78K
|
3.59K
$484K
|
|
|
Apr 20, 2023
Q1 2023
|
Jmac Enterprises LLC
|
BUY
|
- |
12+ 0.7% |
$1.46K - $1.65K
|
1.72K
$231K
|