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 |
|---|---|---|---|---|---|---|---|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-75- 42.37% |
$9.15K - $10.3K
|
102
$14K
|
|
|
Apr 17, 2023
Q1 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-76- 0.32% |
$9.27K - $10.4K
|
23.9K
$3.29M
|
|
|
Apr 20, 2023
Q1 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-77- 1.32% |
$9.39K - $10.6K
|
5.74K
$790K
|
|
|
May 12, 2023
Q1 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-77- 9.54% |
$9.39K - $10.6K
|
730
$100K
|
|
|
May 15, 2023
Q1 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-78- 0.45% |
$9.51K - $10.7K
|
17.4K
$2.4M
|
|
|
May 15, 2023
Q1 2023
|
Red Lighthouse Investment Management, LLC
New York, NY |
SELL
|
- |
-78- 26.0% |
$9.51K - $10.7K
|
222
$30.6K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-84- 17.39% |
$10.2K - $11.5K
|
399
$54.9K
|
|
|
May 11, 2023
Q1 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-84- 0.54% |
$10.2K - $11.5K
|
15.5K
$2.13M
|
|
|
Apr 20, 2023
Q1 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-85- 0.68% |
$10.4K - $11.7K
|
12.5K
$1.72M
|
|
|
Apr 14, 2023
Q1 2023
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-85- 1.57% |
$10.4K - $11.7K
|
5.34K
$735K
|
|
|
Apr 14, 2023
Q1 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-89- 4.45% |
$10.9K - $12.2K
|
1.91K
$263K
|
|
|
Apr 13, 2023
Q1 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-89- 4.56% |
$10.9K - $12.2K
|
1.86K
$256K
|
|
|
May 15, 2023
Q1 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-90- 10.16% |
$11K - $12.4K
|
796
$110K
|
|
|
Apr 11, 2023
Q1 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-93- 0.98% |
$11.3K - $12.8K
|
9.38K
$1.29M
|
|
|
Apr 10, 2023
Q1 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-95- 1.05% |
$11.6K - $13K
|
8.97K
$1.24M
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-99- 2.8% |
$12.1K - $13.6K
|
3.44K
$473K
|
|
|
Apr 28, 2023
Q1 2023
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-100- 5.98% |
$12.2K - $13.7K
|
1.57K
$216K
|
|
|
Apr 06, 2023
Q1 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-100- 2.08% |
$12.2K - $13.7K
|
4.7K
$647K
|
|
|
Apr 10, 2023
Q1 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-100- 2.15% |
$12.2K - $13.7K
|
4.55K
$626K
|
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-102- 5.01% |
$12.4K - $14K
|
1.93K
$266K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-102- 16.27% |
$12.4K - $14K
|
525
$72.3K
|
|
|
Apr 25, 2023
Q1 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-107- 5.23% |
$13.1K - $14.7K
|
1.94K
$267K
|
|
|
May 02, 2023
Q1 2023
|
Sym Financial Corp
|
SELL
|
- |
-110- 46.41% |
$13.4K - $15.1K
|
127
$17.5K
|
|
|
Apr 21, 2023
Q1 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-111- 1.3% |
$13.5K - $15.2K
|
8.43K
$1.16M
|
|
|
May 10, 2023
Q1 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-119- 1.91% |
$14.5K - $16.3K
|
6.1K
$839K
|
|
|
Apr 20, 2023
Q1 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-120- 3.53% |
$14.6K - $16.5K
|
3.28K
$452K
|
|
|
Apr 28, 2023
Q1 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-122- 32.36% |
$14.9K - $16.7K
|
255
$35.1K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
SELL
|
- |
-122- 4.63% |
$14.9K - $16.7K
|
2.51K
$346K
|
|
|
Apr 28, 2023
Q1 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-125- 11.0% |
$15.2K - $17.2K
|
1.01K
$139K
|
|
|
Apr 06, 2023
Q1 2023
|
Patten Group, Inc.
|
SELL
|
- |
-135- 2.55% |
$16.5K - $18.5K
|
5.16K
$710K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-136- 2.2% |
$16.6K - $18.7K
|
6.06K
$834K
|
|
|
Apr 10, 2023
Q1 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-141- 1.16% |
$17.2K - $19.3K
|
12K
$1.65M
|
|
|
Apr 03, 2023
Q1 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-141- 6.79% |
$17.2K - $19.3K
|
1.94K
$266K
|
|
|
May 08, 2023
Q1 2023
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-144- 4.43% |
$17.6K - $19.8K
|
3.11K
$428K
|
|
|
May 12, 2023
Q1 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-148- 4.53% |
$18.1K - $20.3K
|
3.12K
$430K
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 4.45% |
$18.3K - $20.6K
|
3.22K
$443K
|
|
|
May 01, 2023
Q1 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-150- 3.21% |
$18.3K - $20.6K
|
4.53K
$623K
|
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-150- 2.88% |
$18.3K - $20.6K
|
5.06K
$697K
|
|
|
Apr 25, 2023
Q1 2023
|
First Merchants Corp
|
SELL
|
- |
-150- 1.41% |
$18.3K - $20.6K
|
10.5K
$1.44M
|
|
|
Apr 19, 2023
Q1 2023
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
SELL
|
- |
-151- 56.98% |
$18.4K - $20.7K
|
114
$15.7K
|
|
|
May 04, 2023
Q1 2023
|
Hyman Charles D
|
SELL
|
- |
-156- 6.3% |
$19K - $21.4K
|
2.32K
$319K
|
|
|
Aug 16, 2024
Q1 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-157- 3.13% |
$19.1K - $21.5K
|
4.87K
$670K
|
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-160- 0.84% |
$19.5K - $22K
|
19K
$2.61M
|
|
|
Apr 26, 2023
Q1 2023
|
Concord Wealth Partners
|
SELL
|
- |
-162- 59.78% |
$19.8K - $22.2K
|
109
$15K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-164- 1.6% |
$20K - $22.5K
|
10.1K
$1.39M
|
|
|
May 08, 2023
Q1 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-165- 3.24% |
$20.1K - $22.6K
|
4.92K
$677K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-168- 3.16% |
$20.5K - $23.1K
|
5.15K
$708K
|
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-168- 2.37% |
$20.5K - $23.1K
|
6.93K
$953K
|
|
|
May 15, 2023
Q1 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-171- 0.68% |
$20.9K - $23.5K
|
24.9K
$3.42M
|
|
|
Apr 19, 2023
Q1 2023
|
Providence First Trust CO
|
SELL
|
- |
-178- 1.13% |
$21.7K - $24.4K
|
15.5K
$2.14M
|