Purchases and Sales Made in Q1 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2024. 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 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.54KNew |
$203K - $217K
|
1.54K
$212K
|
|
|
Apr 23, 2024
Q1 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
1.52K+ 10.37% |
$200K - $213K
|
16.1K
$2.22M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
1.5K+ 35.09% |
$199K - $212K
|
5.79K
$797K
|
|
|
May 15, 2024
Q1 2024
|
Gries Financial LLC
Cleveland, OH |
BUY
|
- |
1.49KNew |
$196K - $209K
|
1.49K
$204K
|
|
|
May 07, 2024
Q1 2024
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
1.48KNew |
$196K - $209K
|
1.48K
$204K
|
|
|
Apr 16, 2024
Q1 2024
|
Wbh Advisory Inc
|
BUY
|
- |
1.47KNew |
$194K - $207K
|
1.47K
$202K
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.47K+ 38.37% |
$194K - $207K
|
5.29K
$728K
|
|
|
May 08, 2024
Q1 2024
|
Ieq Capital, LLC
|
BUY
|
- |
1.47K+ 74.52% |
$194K - $206K
|
3.43K
$472K
|
|
|
Oct 31, 2024
Q1 2024
|
Westshore Wealth, LLC
|
BUY
|
- |
1.46KNew |
$194K - $206K
|
1.46K
$201K
|
|
|
Apr 18, 2024
Q1 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
1.46KNew |
$193K - $206K
|
1.46K
$201K
|
|
|
May 01, 2024
Q1 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
1.46KNew |
$193K - $206K
|
1.46K
$201K
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.44K+ 7.86% |
$191K - $203K
|
19.8K
$2.73M
|
|
|
May 02, 2024
Q1 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.36K+ 5.77% |
$180K - $192K
|
24.9K
$3.43M
|
|
|
May 15, 2024
Q1 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.34K+ 9.03% |
$177K - $189K
|
16.2K
$2.23M
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.31KNew |
$174K - $185K
|
1.31K
$181K
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.29KNew |
$171K - $182K
|
1.29K
$177K
|
|
|
May 03, 2024
Q1 2024
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.2KNew |
$159K - $169K
|
1.2K
$165K
|
|
|
Apr 23, 2024
Q1 2024
|
Wesbanco Bank Inc
|
BUY
|
- |
1.2K+ 34.52% |
$159K - $169K
|
4.68K
$644K
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
1.17K+ 6.7% |
$155K - $165K
|
18.6K
$2.56M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
1.11KNew |
$147K - $156K
|
1.11K
$153K
|
|
|
May 15, 2024
Q1 2024
|
Evoke Wealth, LLC
|
BUY
|
- |
1.08K+ 23.59% |
$143K - $152K
|
5.66K
$780K
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.06K+ 1.64% |
$141K - $150K
|
66K
$9.09M
|
|
|
Apr 09, 2024
Q1 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.04K+ 1.58% |
$138K - $147K
|
66.9K
$9.21M
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
1.04K+ 47.29% |
$137K - $146K
|
3.23K
$445K
|
|
|
Apr 16, 2024
Q1 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
988+ 3.94% |
$131K - $139K
|
26.1K
$3.59M
|
|
|
Apr 29, 2024
Q1 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
970+ 29.6% |
$128K - $137K
|
4.25K
$585K
|
|
|
May 15, 2024
Q1 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
968+ 2.52% |
$128K - $136K
|
39.5K
$5.43M
|
|
|
Apr 17, 2024
Q1 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
966+ 14.21% |
$128K - $136K
|
7.76K
$1.07M
|
|
|
May 02, 2024
Q1 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
926+ 11.22% |
$123K - $130K
|
9.18K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
901+ 27.3% |
$119K - $127K
|
4.2K
$578K
|
|
|
May 15, 2024
Q1 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
900+ 8.54% |
$119K - $127K
|
11.4K
$1.58M
|
|
|
Apr 01, 2024
Q1 2024
|
Appleton Partners Inc
|
BUY
|
- |
870+ 1.21% |
$115K - $123K
|
72.9K
$10M
|
|
|
Apr 05, 2024
Q1 2024
|
Summit Financial Group, Inc.
|
BUY
|
- |
870+ 9.38% |
$115K - $123K
|
10.1K
$1.4M
|
|
|
Apr 17, 2024
Q1 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
860+ 3.07% |
$114K - $121K
|
28.8K
$3.97M
|
|
|
May 08, 2024
Q1 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
850+ 2.98% |
$112K - $120K
|
29.4K
$4.04M
|
|
|
May 03, 2024
Q1 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
837+ 7.81% |
$111K - $118K
|
11.6K
$1.59M
|
|
|
May 03, 2024
Q1 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
829+ 4.03% |
$110K - $117K
|
21.4K
$2.95M
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
811New |
$107K - $114K
|
811
$112K
|
|
|
May 13, 2024
Q1 2024
|
Cbiz Investment Advisory Services, LLC
|
BUY
|
- |
804New |
$106K - $113K
|
804
$111K
|
|
|
May 10, 2024
Q1 2024
|
Spears Abacus Advisors LLC
|
BUY
|
- |
798+ 8.68% |
$106K - $112K
|
9.99K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
783+ 9.51% |
$104K - $110K
|
9.02K
$1.24M
|
|
|
May 09, 2024
Q1 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
777+ 1.91% |
$103K - $109K
|
41.4K
$5.7M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
771New |
$102K - $109K
|
771
$106K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
750+ 5.62% |
$99.2K - $106K
|
14.1K
$1.94M
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
747+ 7.42% |
$98.8K - $105K
|
10.8K
$1.49M
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
734New |
$97.1K - $103K
|
734
$101K
|
|
|
Apr 11, 2024
Q1 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
720+ 12.71% |
$95.3K - $101K
|
6.38K
$879K
|
|
|
May 02, 2024
Q1 2024
|
Haverford Trust CO
Radnor, PA |
BUY
|
- |
705+ 15.76% |
$93.3K - $99.3K
|
5.18K
$713K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
695+ 31.39% |
$91.9K - $97.9K
|
2.91K
$400K
|
|
|
Apr 30, 2024
Q1 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
676+ 20.14% |
$89.4K - $95.2K
|
4.03K
$555K
|