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 |
|---|---|---|---|---|---|---|---|
|
Apr 11, 2024
Q1 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
177+ 2.12% |
$23.4K - $24.9K
|
8.51K
$1.17M
|
|
|
May 08, 2024
Q1 2024
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
175+ 0.43% |
$23.2K - $24.7K
|
40.6K
$5.59M
|
|
|
May 06, 2024
Q1 2024
|
Pfg Advisors
|
BUY
|
- |
173+ 3.86% |
$22.9K - $24.4K
|
4.66K
$641K
|
|
|
Apr 19, 2024
Q1 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
171+ 4.88% |
$22.6K - $24.1K
|
3.68K
$506K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
169+ 1.08% |
$22.4K - $23.8K
|
15.8K
$2.17M
|
|
|
May 15, 2024
Q1 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
167+ 10.42% |
$22.1K - $23.5K
|
1.77K
$244K
|
|
|
Apr 18, 2024
Q1 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
159+ 4.75% |
$21K - $22.4K
|
3.5K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
156+ 10.39% |
$20.6K - $22K
|
1.66K
$228K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
153+ 10.68% |
$20.2K - $21.6K
|
1.59K
$218K
|
|
|
Apr 16, 2024
Q1 2024
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
150+ 16.97% |
$19.8K - $21.1K
|
1.03K
$142K
|
|
|
May 13, 2024
Q1 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
150+ 9.87% |
$19.8K - $21.1K
|
1.67K
$230K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
150+ 16.72% |
$19.8K - $21.1K
|
1.05K
$144K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
143+ 45.98% |
$18.9K - $20.1K
|
454
$62.5K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
141+ 108.46% |
$18.7K - $19.9K
|
271
$37.3K
|
|
|
May 15, 2024
Q1 2024
|
Stephens Inc
|
BUY
|
- |
134+ 2.04% |
$17.7K - $18.9K
|
6.7K
$923K
|
|
|
Apr 12, 2024
Q1 2024
|
Pacifica Partners Inc.
|
BUY
|
- |
130+ 118.18% |
$17.2K - $18.3K
|
240
$33K
|
|
|
May 10, 2024
Q1 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
129+ 3.49% |
$17.1K - $18.2K
|
3.82K
$526K
|
|
|
Apr 12, 2024
Q1 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
127New |
$16.8K - $17.9K
|
127
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
125+ 2.71% |
$16.5K - $17.6K
|
4.75K
$653K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
115+ 14.71% |
$15.2K - $16.2K
|
897
$123K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
108+ 21.09% |
$14.3K - $15.2K
|
620
$85.4K
|
|
|
Apr 30, 2024
Q1 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
108+ 2.54% |
$14.3K - $15.2K
|
4.36K
$601K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
107+ 6.69% |
$14.2K - $15.1K
|
1.71K
$235K
|
|
|
May 14, 2024
Q1 2024
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
105+ 0.41% |
$13.9K - $14.8K
|
25.9K
$3.56M
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
102New |
$13.5K - $14.4K
|
102
$14K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
101+ 480.95% |
$13.4K - $14.2K
|
122
$16.8K
|
|
|
Jun 05, 2024
Q1 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
101+ 3.6% |
$13.4K - $14.2K
|
2.91K
$400K
|
|
|
Apr 19, 2024
Q1 2024
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
98+ 23.28% |
$13K - $13.8K
|
519
$71.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Penbrook Management LLC
|
BUY
|
- |
90+ 2.27% |
$11.9K - $12.7K
|
4.05K
$558K
|
|
|
May 13, 2024
Q1 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
87+ 3.95% |
$11.5K - $12.3K
|
2.29K
$315K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
87+ 2.31% |
$11.5K - $12.3K
|
3.86K
$531K
|
|
|
May 14, 2024
Q1 2024
|
Baldwin Investment Management, LLC
|
BUY
|
- |
85+ 3.43% |
$11.2K - $12K
|
2.57K
$353K
|
|
|
May 13, 2024
Q1 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
77+ 3.88% |
$10.2K - $10.8K
|
2.06K
$283K
|
|
|
May 01, 2024
Q1 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
73New |
$9.66K - $10.3K
|
73
$10K
|
|
|
Apr 22, 2024
Q1 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
68New |
$9K - $9.58K
|
68
$9.36K
|
|
|
Apr 15, 2024
Q1 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
65+ 2.24% |
$8.6K - $9.16K
|
2.97K
$408K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
63New |
$8.33K - $8.88K
|
63
$8.67K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
61+ 0.55% |
$8.07K - $8.59K
|
11.2K
$1.54M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
57+ 76.0% |
$7.54K - $8.03K
|
132
$18.2K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
55+ 2.5% |
$7.28K - $7.75K
|
2.26K
$310K
|
|
|
Apr 25, 2024
Q1 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
55+ 11.55% |
$7.28K - $7.75K
|
531
$73.1K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
55+ 3.55% |
$7.28K - $7.75K
|
1.61K
$221K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
53+ 2.1% |
$7.01K - $7.47K
|
2.57K
$354K
|
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
50+ 2.25% |
$6.62K - $7.04K
|
2.28K
$313K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
47New |
$6.22K - $6.62K
|
47
$6.47K
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
47+ 0.06% |
$6.22K - $6.62K
|
84.2K
$11.6M
|
|
|
May 09, 2024
Q1 2024
|
1 St Source Bank
|
BUY
|
- |
43+ 0.27% |
$5.69K - $6.06K
|
16.2K
$2.24M
|
|
|
May 03, 2024
Q1 2024
|
Retirement Income Solutions, Inc
Ann Arbor, MI |
BUY
|
- |
41+ 2.0% |
$5.42K - $5.78K
|
2.09K
$287K
|
|
|
May 13, 2024
Q1 2024
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
40+ 0.2% |
$5.29K - $5.64K
|
20K
$2.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
37+ 616.67% |
$4.9K - $5.21K
|
43
$5.92K
|