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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q1 2024
|
Caitlin John, LLC
Brighton, MI |
BUY
|
- |
654New |
$86.5K - $92.1K
|
654
$88.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
653+ 5.32% |
$86.4K - $92K
|
12.9K
$1.74M
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
619+ 6.65% |
$81.9K - $87.2K
|
9.92K
$1.34M
|
|
|
May 07, 2024
Q1 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
610+ 1.15% |
$80.7K - $85.9K
|
53.6K
$7.22M
|
|
|
Apr 15, 2024
Q1 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
609+ 20.64% |
$80.6K - $85.8K
|
3.56K
$479K
|
|
|
Apr 12, 2024
Q1 2024
|
West Coast Financial LLC
|
BUY
|
- |
600+ 25.0% |
$79.4K - $84.5K
|
3K
$404K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
590+ 7.0% |
$78.1K - $83.1K
|
9.02K
$1.21M
|
|
|
Apr 30, 2024
Q1 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
582+ 380.39% |
$77K - $82K
|
735
$99K
|
|
|
Apr 23, 2024
Q1 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
580+ 8.97% |
$76.7K - $81.7K
|
7.05K
$949K
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
561+ 31.06% |
$74.2K - $79K
|
2.37K
$319K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
541+ 0.81% |
$71.6K - $76.2K
|
67.5K
$9.09M
|
|
|
Apr 11, 2024
Q1 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
529+ 5.09% |
$70K - $74.5K
|
10.9K
$1.47M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
527+ 5.83% |
$69.7K - $74.2K
|
9.57K
$1.29M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
502+ 113.06% |
$66.4K - $70.7K
|
946
$127K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
500New |
$66.2K - $70.4K
|
500
$67.3K
|
|
|
May 09, 2024
Q1 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
498+ 21.52% |
$65.9K - $70.2K
|
2.81K
$379K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
483+ 6.96% |
$63.9K - $68K
|
7.43K
$1M
|
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
482+ 17.67% |
$63.8K - $67.9K
|
3.21K
$432K
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
472+ 5.03% |
$62.4K - $66.5K
|
9.86K
$1.33M
|
|
|
May 14, 2024
Q1 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
462+ 8.78% |
$61.1K - $65.1K
|
5.73K
$771K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
423New |
$56K - $59.6K
|
423
$57K
|
|
|
May 13, 2024
Q1 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
411+ 1.87% |
$54.4K - $57.9K
|
22.4K
$3.01M
|
|
|
Apr 11, 2024
Q1 2024
|
Rye Brook Capital LLC
|
BUY
|
- |
400+ 1.0% |
$52.9K - $56.4K
|
40.4K
$5.44M
|
|
|
May 14, 2024
Q1 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
400+ 333.33% |
$52.9K - $56.4K
|
520
$70K
|
|
|
Apr 10, 2024
Q1 2024
|
Grassi Investment Management
|
BUY
|
- |
359+ 3.32% |
$47.5K - $50.6K
|
11.2K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
353+ 4.25% |
$46.7K - $49.7K
|
8.65K
$1.17M
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
349+ 16.94% |
$46.2K - $49.2K
|
2.41K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
344+ 105.85% |
$45.5K - $48.5K
|
669
$90.1K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
342+ 263.08% |
$45.2K - $48.2K
|
472
$63.6K
|
|
|
May 03, 2024
Q1 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
339+ 1.39% |
$44.8K - $47.8K
|
24.7K
$3.33M
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
324+ 19.49% |
$42.9K - $45.6K
|
1.99K
$267K
|
|
|
Apr 18, 2024
Q1 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
308+ 1.25% |
$40.7K - $43.4K
|
24.9K
$3.35M
|
|
|
Apr 15, 2024
Q1 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
307+ 0.95% |
$40.6K - $43.3K
|
32.6K
$4.38M
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
300+ 166.67% |
$39.7K - $42.3K
|
480
$64.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
291+ 0.45% |
$38.5K - $41K
|
65.7K
$8.84M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
285+ 3.33% |
$37.7K - $40.2K
|
8.86K
$1.19M
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
271New |
$35.9K - $38.2K
|
271
$36.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
265+ 16.12% |
$35.1K - $37.3K
|
1.91K
$257K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
233+ 0.18% |
$30.8K - $32.8K
|
130K
$17.5M
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
222+ 5.84% |
$29.4K - $31.3K
|
4.03K
$542K
|
|
|
May 09, 2024
Q1 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
217+ 2.16% |
$28.7K - $30.6K
|
10.3K
$1.38M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
216+ 1.58% |
$28.6K - $30.4K
|
13.9K
$1.87M
|
|
|
Apr 15, 2024
Q1 2024
|
Future Financial Wealth Managment LLC
|
BUY
|
- |
200New |
$26.5K - $28.2K
|
200
$26.9K
|
|
|
May 15, 2024
Q1 2024
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
200+ 243.9% |
$26.5K - $28.2K
|
282
$38K
|
|
|
May 02, 2024
Q1 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
193+ 4.87% |
$25.5K - $27.2K
|
4.16K
$560K
|
|
|
May 10, 2024
Q1 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
191+ 9.68% |
$25.3K - $26.9K
|
2.17K
$292K
|
|
|
May 13, 2024
Q1 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
185+ 1.81% |
$24.5K - $26.1K
|
10.4K
$1.4M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
BUY
|
- |
184+ 5.43% |
$24.3K - $25.9K
|
3.57K
$481K
|
|
|
Apr 30, 2024
Q1 2024
|
Bray Capital Advisors
|
BUY
|
- |
180+ 0.96% |
$23.8K - $25.4K
|
18.9K
$2.54M
|
|
|
May 09, 2024
Q1 2024
|
Belvedere Trading LLC
|
BUY
|
- |
177New |
$23.4K - $24.9K
|
177
$23.8K
|