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 09, 2024
Q1 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-55- 1.09% |
$7.28K - $7.75K
|
4.98K
$679K
|
|
Apr 22, 2024
Q1 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-58- 1.53% |
$7.67K - $8.17K
|
3.72K
$507K
|
|
May 14, 2024
Q1 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-59- 6.57% |
$7.81K - $8.31K
|
839
$114K
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-60- 0.05% |
$7.94K - $8.45K
|
125K
$17M
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
SELL
|
- |
-60- 1.58% |
$7.94K - $8.45K
|
3.73K
$507K
|
|
May 07, 2024
Q1 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-66- 2.18% |
$8.73K - $9.3K
|
2.96K
$403K
|
|
May 06, 2024
Q1 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-68- 3.46% |
$9K - $9.58K
|
1.9K
$258K
|
|
May 08, 2024
Q1 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-68- 0.98% |
$9K - $9.58K
|
6.85K
$934K
|
|
May 13, 2024
Q1 2024
|
Key F Inancial Inc
|
SELL
|
- |
-70- 24.14% |
$9.26K - $9.86K
|
220
$30K
|
|
May 13, 2024
Q1 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-70- 1.76% |
$9.26K - $9.86K
|
3.92K
$533K
|
|
Apr 24, 2024
Q1 2024
|
Proffitt & Goodson Inc
|
SELL
|
- |
-72- 1.01% |
$9.53K - $10.1K
|
7.05K
$960K
|
|
May 13, 2024
Q1 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-75- 1.31% |
$9.92K - $10.6K
|
5.64K
$767K
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-75- 2.88% |
$9.92K - $10.6K
|
2.53K
$345K
|
|
May 13, 2024
Q1 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-78- 0.51% |
$10.3K - $11K
|
15.2K
$2.07M
|
|
May 15, 2024
Q1 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-78- 1.64% |
$10.3K - $11K
|
4.68K
$638K
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-80- 31.25% |
$10.6K - $11.3K
|
176
$24K
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-83- 3.97% |
$11K - $11.7K
|
2.01K
$273K
|
|
Apr 25, 2024
Q1 2024
|
Triumph Capital Management
|
SELL
|
- |
-84- 2.17% |
$11.1K - $11.8K
|
3.78K
$515K
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-85- 4.25% |
$11.2K - $12K
|
1.92K
$261K
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
SELL
|
- |
-85- 39.91% |
$11.2K - $12K
|
128
$17.4K
|
|
May 14, 2024
Q1 2024
|
Bank Of Nova Scotia
|
SELL
|
- |
-90- 3.68% |
$11.9K - $12.7K
|
2.36K
$321K
|
|
May 14, 2024
Q1 2024
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-91- 0.1% |
$12K - $12.8K
|
90K
$12.3M
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-91- 1.81% |
$12K - $12.8K
|
4.94K
$673K
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-100- 0.68% |
$13.2K - $14.1K
|
14.6K
$1.98M
|
|
Jun 21, 2024
Q1 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-100- 56.5% |
$13.2K - $14.1K
|
77
$10.5K
|
|
Apr 22, 2024
Q1 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-103- 2.53% |
$13.6K - $14.5K
|
3.97K
$540K
|
|
Apr 25, 2024
Q1 2024
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-105- 5.66% |
$13.9K - $14.8K
|
1.75K
$238K
|
|
Apr 17, 2024
Q1 2024
|
Patten Group, Inc.
|
SELL
|
- |
-105- 2.64% |
$13.9K - $14.8K
|
3.87K
$528K
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-111- 2.26% |
$14.7K - $15.6K
|
4.8K
$654K
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-112- 4.69% |
$14.8K - $15.8K
|
2.28K
$310K
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-114- 1.76% |
$15.1K - $16.1K
|
6.36K
$867K
|
|
May 08, 2024
Q1 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-115- 1.76% |
$15.2K - $16.2K
|
6.43K
$876K
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-115- 0.49% |
$15.2K - $16.2K
|
23.5K
$3.2M
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-115- 1.79% |
$15.2K - $16.2K
|
6.3K
$858K
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-116- 2.5% |
$15.3K - $16.3K
|
4.53K
$616K
|
|
Apr 18, 2024
Q1 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-120- 4.09% |
$15.9K - $16.9K
|
2.81K
$383K
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-121- 1.09% |
$16K - $17K
|
10.9K
$1.49M
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
SELL
|
- |
-124- 1.84% |
$16.4K - $17.5K
|
6.63K
$903K
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-124- 1.89% |
$16.4K - $17.5K
|
6.43K
$875K
|
|
Apr 10, 2024
Q1 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-125- 3.47% |
$16.5K - $17.6K
|
3.48K
$474K
|
|
Apr 25, 2024
Q1 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-125- 1.24% |
$16.5K - $17.6K
|
9.92K
$1.35M
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 4.2% |
$17.1K - $18.2K
|
2.94K
$400K
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-134- 6.07% |
$17.7K - $18.9K
|
2.07K
$282K
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-139- 7.35% |
$18.4K - $19.6K
|
1.75K
$239K
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-140- 5.6% |
$18.5K - $19.7K
|
2.36K
$321K
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-142- 2.1% |
$18.8K - $20K
|
6.63K
$902K
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-143- 3.45% |
$18.9K - $20.1K
|
4.01K
$546K
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143- 2.89% |
$18.9K - $20.1K
|
4.8K
$654K
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-145- 0.72% |
$19.2K - $20.4K
|
20K
$2.73M
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-145- 1.46% |
$19.2K - $20.4K
|
9.78K
$1.33M
|