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 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-41- 80.39% |
$5.42K - $5.78K
|
10
$1.18K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-43- 0.3% |
$5.69K - $6.06K
|
14.1K
$1.66M
|
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-46- 0.47% |
$6.09K - $6.48K
|
9.73K
$1.15M
|
|
|
May 13, 2024
Q1 2024
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-50- 27.03% |
$6.62K - $7.04K
|
135
$16K
|
|
|
May 10, 2024
Q1 2024
|
Van Leeuwen & Company, LLC
Princeton, NJ |
SELL
|
- |
-50- 3.22% |
$6.62K - $7.04K
|
1.5K
$178K
|
|
|
May 06, 2024
Q1 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-53- 0.43% |
$7.01K - $7.47K
|
12.3K
$1.45M
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Rivers Group
|
SELL
|
- |
-54- 2.12% |
$7.14K - $7.61K
|
2.5K
$296K
|
|
|
May 14, 2024
Q1 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-54- 1.02% |
$7.14K - $7.61K
|
5.22K
$618K
|
|
|
Apr 23, 2024
Q1 2024
|
Phillips Financial Management, LLC
|
SELL
|
- |
-54- 21.6% |
$7.14K - $7.61K
|
196
$23.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
SELL
|
- |
-55- 1.9% |
$7.28K - $7.75K
|
2.84K
$335K
|
|
|
May 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-55- 1.09% |
$7.28K - $7.75K
|
4.98K
$589K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-56- 27.32% |
$7.41K - $7.89K
|
149
$17.6K
|
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-58- 1.53% |
$7.67K - $8.17K
|
3.72K
$440K
|
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-59- 6.57% |
$7.81K - $8.31K
|
839
$99.2K
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-60- 1.58% |
$7.94K - $8.45K
|
3.73K
$441K
|
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-60- 0.05% |
$7.94K - $8.45K
|
125K
$14.8M
|
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$8.73K - $9.3K
|
2.96K
$350K
|
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-68- 0.98% |
$9K - $9.58K
|
6.85K
$811K
|
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-68- 3.46% |
$9K - $9.58K
|
1.9K
$224K
|
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-70- 24.14% |
$9.26K - $9.86K
|
220
$26K
|
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-70- 1.76% |
$9.26K - $9.86K
|
3.92K
$463K
|
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-72- 1.01% |
$9.53K - $10.1K
|
7.05K
$833K
|
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-75- 1.31% |
$9.92K - $10.6K
|
5.64K
$667K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75- 2.88% |
$9.92K - $10.6K
|
2.53K
$299K
|
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-78- 1.64% |
$10.3K - $11K
|
4.68K
$554K
|
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-78- 0.51% |
$10.3K - $11K
|
15.2K
$1.8M
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-80- 31.25% |
$10.6K - $11.3K
|
176
$20.8K
|
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-83- 3.97% |
$11K - $11.7K
|
2.01K
$238K
|
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-84- 2.17% |
$11.1K - $11.8K
|
3.78K
$447K
|
|
|
Jul 09, 2024
Q1 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-85- 1.01% |
$11.2K - $12K
|
8.31K
$983K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-85- 4.25% |
$11.2K - $12K
|
1.92K
$227K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-85- 39.91% |
$11.2K - $12K
|
128
$15.1K
|
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-90- 3.68% |
$11.9K - $12.7K
|
2.36K
$279K
|
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-91- 0.1% |
$12K - $12.8K
|
90K
$10.6M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-91- 1.81% |
$12K - $12.8K
|
4.94K
$584K
|
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 56.5% |
$13.2K - $14.1K
|
77
$9.11K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 0.68% |
$13.2K - $14.1K
|
14.6K
$1.72M
|
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-103- 2.53% |
$13.6K - $14.5K
|
3.97K
$469K
|
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-105- 2.64% |
$13.9K - $14.8K
|
3.87K
$458K
|
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-105- 5.66% |
$13.9K - $14.8K
|
1.75K
$207K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-111- 2.26% |
$14.7K - $15.6K
|
4.8K
$568K
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-112- 4.69% |
$14.8K - $15.8K
|
2.28K
$269K
|
|
|
Feb 20, 2025
Q1 2024
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-113- 3.16% |
$14.9K - $15.9K
|
3.46K
$409K
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 1.76% |
$15.1K - $16.1K
|
6.36K
$753K
|
|
|
Oct 09, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
SELL
|
- |
-115- 3.79% |
$15.2K - $16.2K
|
2.92K
$345K
|
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-115- 1.76% |
$15.2K - $16.2K
|
6.43K
$761K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-115- 0.49% |
$15.2K - $16.2K
|
23.5K
$2.78M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-115- 1.79% |
$15.2K - $16.2K
|
6.3K
$745K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 2.5% |
$15.3K - $16.3K
|
4.53K
$535K
|
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-120- 4.09% |
$15.9K - $16.9K
|
2.81K
$333K
|