Purchases and Sales Made in Q1 2025 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2025. 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 14, 2025
Q1 2025
|
Rda Financial Network
|
SELL
|
- |
-3- 0.18% |
$384 - $422
|
1.68K
$205K
|
|
|
May 14, 2025
Q1 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-4- 0.61% |
$512 - $562
|
649
$79K
|
|
|
May 05, 2025
Q1 2025
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-5- 0.17% |
$640 - $703
|
2.92K
$355K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-5- 4.5% |
$640 - $703
|
106
$12.9K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
SELL
|
- |
-7- 0.05% |
$895 - $984
|
14.7K
$1.8M
|
|
|
Apr 10, 2025
Q1 2025
|
Bay Rivers Group
|
SELL
|
- |
-7- 0.3% |
$895 - $984
|
2.36K
$287K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
SELL
|
- |
-8- 0.18% |
$1.02K - $1.12K
|
4.39K
$535K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
SELL
|
- |
-10- 12.35% |
$1.28K - $1.41K
|
71
$8.64K
|
|
|
May 08, 2025
Q1 2025
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-10- 0.33% |
$1.28K - $1.41K
|
3.04K
$370K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-12- 3.01% |
$1.53K - $1.69K
|
387
$47.1K
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-12- 0.42% |
$1.53K - $1.69K
|
2.83K
$345K
|
|
|
Apr 10, 2025
Q1 2025
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-13- 0.43% |
$1.66K - $1.83K
|
3.03K
$369K
|
|
|
May 09, 2025
Q1 2025
|
Altfest L J & CO Inc
|
SELL
|
- |
-13- 0.52% |
$1.66K - $1.83K
|
2.49K
$303K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-14- 0.82% |
$1.79K - $1.97K
|
1.69K
$205K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-17- 0.2% |
$2.17K - $2.39K
|
8.66K
$1.05M
|
|
|
May 06, 2025
Q1 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-18- 0.54% |
$2.3K - $2.53K
|
3.3K
$402K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-19- 61.29% |
$2.43K - $2.67K
|
12
$1.46K
|
|
|
Apr 14, 2025
Q1 2025
|
Courier Capital LLC
|
SELL
|
- |
-20- 0.76% |
$2.56K - $2.81K
|
2.62K
$319K
|
|
|
Apr 21, 2025
Q1 2025
|
Bigelow Investment Advisors, LLC
|
SELL
|
- |
-20- 0.24% |
$2.56K - $2.81K
|
8.33K
$1.01M
|
|
|
Apr 09, 2025
Q1 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-20- 0.27% |
$2.56K - $2.81K
|
7.39K
$899K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-24- 39.34% |
$3.07K - $3.37K
|
37
$4.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-24- 3.03% |
$3.07K - $3.37K
|
768
$93.5K
|
|
|
May 08, 2025
Q1 2025
|
Clearwater Capital Advisors, LLC
|
SELL
|
- |
-30- 1.24% |
$3.84K - $4.22K
|
2.38K
$290K
|
|
|
May 07, 2025
Q1 2025
|
Objective Capital Management, LLC
|
SELL
|
- |
-30- 1.22% |
$3.84K - $4.22K
|
2.43K
$296K
|
|
|
May 14, 2025
Q1 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
SELL
|
- |
-31- 11.7% |
$3.96K - $4.36K
|
234
$28.5K
|
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-32- 1.34% |
$4.09K - $4.5K
|
2.36K
$288K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-34- 13.65% |
$4.35K - $4.78K
|
215
$26.2K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-35- 67.31% |
$4.48K - $4.92K
|
17
$2.07K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-36- 1.08% |
$4.6K - $5.06K
|
3.31K
$403K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-39- 0.43% |
$4.99K - $5.48K
|
8.94K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-42- 1.14% |
$5.37K - $5.9K
|
3.64K
$443K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-42- 1.53% |
$5.37K - $5.9K
|
2.7K
$329K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-43- 0.32% |
$5.5K - $6.04K
|
13.4K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-44- 0.63% |
$5.63K - $6.18K
|
6.96K
$848K
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
SELL
|
- |
-44- 0.24% |
$5.63K - $6.18K
|
18K
$2.19M
|
|
|
Apr 23, 2025
Q1 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-44- 1.64% |
$5.63K - $6.18K
|
2.64K
$321K
|
|
|
May 07, 2025
Q1 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-49- 0.76% |
$6.27K - $6.89K
|
6.38K
$777K
|
|
|
Apr 14, 2025
Q1 2025
|
Wesbanco Bank Inc
|
SELL
|
- |
-50- 0.43% |
$6.4K - $7.03K
|
11.6K
$1.42M
|
|
|
May 14, 2025
Q1 2025
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-50- 0.97% |
$6.4K - $7.03K
|
5.11K
$622K
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-51- 1.83% |
$6.52K - $7.17K
|
2.74K
$333K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-53- 52.48% |
$6.78K - $7.45K
|
48
$5.84K
|
|
|
Apr 11, 2025
Q1 2025
|
Elk River Wealth Management, LLC
|
SELL
|
- |
-55- 2.68% |
$7.03K - $7.73K
|
2K
$243K
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
SELL
|
- |
-55- 0.47% |
$7.03K - $7.73K
|
11.8K
$1.43M
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-55- 0.58% |
$7.03K - $7.73K
|
9.38K
$1.14M
|
|
|
Apr 21, 2025
Q1 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-57- 2.29% |
$7.29K - $8.01K
|
2.43K
$296K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-58- 1.79% |
$7.42K - $8.15K
|
3.18K
$387K
|
|
|
May 12, 2025
Q1 2025
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-60- 27.4% |
$7.67K - $8.43K
|
159
$19.4K
|
|
|
May 12, 2025
Q1 2025
|
Richard W. Paul & Associates, LLC
Novi, MI |
SELL
|
- |
-62- 0.91% |
$7.93K - $8.71K
|
6.73K
$819K
|
|
|
May 08, 2025
Q1 2025
|
Modera Wealth Management, LLC
|
SELL
|
- |
-63- 1.04% |
$8.06K - $8.86K
|
6.01K
$731K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
SELL
|
- |
-71- 2.65% |
$9.08K - $9.98K
|
2.61K
$318K
|