Purchases and Sales Made in Q2 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2023
Q2 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-840- 12.31% |
$105K - $112K
|
5.99K
$806K
|
|
|
Jul 27, 2023
Q2 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-866- 6.72% |
$109K - $116K
|
12K
$1.62M
|
|
|
Aug 08, 2023
Q2 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-870- 22.19% |
$109K - $116K
|
3.05K
$411K
|
|
|
Jul 12, 2023
Q2 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-870- 3.64% |
$109K - $116K
|
23K
$3.1M
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-882- 0.7% |
$111K - $118K
|
126K
$16.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-889- 3.24% |
$112K - $119K
|
26.5K
$3.57M
|
|
|
Aug 04, 2023
Q2 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-900- 15.73% |
$113K - $120K
|
4.82K
$649K
|
|
|
Apr 22, 2024
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-919- 4.63% |
$115K - $123K
|
18.9K
$2.55M
|
|
|
Aug 11, 2023
Q2 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-919- 4.63% |
$115K - $123K
|
18.9K
$2.55M
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-931- 41.86% |
$117K - $124K
|
1.29K
$174K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-951- 6.93% |
$119K - $127K
|
12.8K
$1.72M
|
|
|
Jul 18, 2023
Q2 2023
|
Mc Guire Investment Group, LLC
|
SELL
|
- |
-957- 1.52% |
$120K - $128K
|
62.1K
$8.37M
|
|
|
Aug 02, 2023
Q2 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-974- 1.68% |
$122K - $130K
|
56.9K
$7.66M
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-987- 7.85% |
$124K - $132K
|
11.6K
$1.56M
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-996- 2.09% |
$125K - $133K
|
46.7K
$6.29M
|
|
|
Aug 03, 2023
Q2 2023
|
Emfo, LLC
|
SELL
|
- |
-1K- 19.47% |
$126K - $134K
|
4.14K
$557K
|
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.01K- 67.4% |
$127K - $135K
|
489
$65.8K
|
|
|
Aug 14, 2023
Q2 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.02K- 1.4% |
$127K - $136K
|
71.7K
$9.66M
|
|
|
Aug 14, 2023
Q2 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.03K- 8.43% |
$130K - $138K
|
11.2K
$1.51M
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
SELL
|
- |
-1.04K- 16.61% |
$131K - $139K
|
5.23K
$704K
|
|
|
Aug 04, 2023
Q2 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-1.05K- 33.07% |
$132K - $140K
|
2.12K
$286K
|
|
|
Aug 10, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.06K- 6.18% |
$133K - $141K
|
16K
$2.16M
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 69.2% |
$136K - $145K
|
483
$65K
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-1.09K- 69.2% |
$136K - $145K
|
483
$65K
|
|
|
Aug 15, 2023
Q2 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.1K- 4.66% |
$138K - $146K
|
22.4K
$3.02M
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-1.14K- 1.41% |
$143K - $152K
|
79.5K
$10.7M
|
|
|
Aug 14, 2023
Q2 2023
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.2K- 1.11% |
$151K - $160K
|
107K
$14.5M
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-1.2K- 4.0% |
$151K - $161K
|
28.8K
$3.88M
|
|
|
Aug 04, 2023
Q2 2023
|
Adviser Investments LLC
|
SELL
|
- |
-1.27K- 6.82% |
$160K - $170K
|
17.4K
$2.34M
|
|
|
Jul 13, 2023
Q2 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-1.32K- 3.24% |
$165K - $176K
|
39.4K
$5.3M
|
|
|
Aug 01, 2023
Q2 2023
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-1.32K- 1.86% |
$166K - $176K
|
69.8K
$9.4M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-1.32K- 71.48% |
$166K - $176K
|
527
$71K
|
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-1.35K- 8.56% |
$169K - $180K
|
14.4K
$1.94M
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-1.37K- 11.36% |
$172K - $184K
|
10.7K
$1.44M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-1.38K- 26.76% |
$173K - $184K
|
3.77K
$507K
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-1.47K- 8.72% |
$185K - $196K
|
15.4K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-1.48K- 4.41% |
$185K - $197K
|
32K
$4.31M
|
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.49K- 7.11% |
$187K - $198K
|
19.4K
$2.62M
|
|
|
Aug 15, 2023
Q2 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.59K- 98.76% |
$199K - $212K
|
20
$2.69K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
SELL
|
- |
-1.6K- 12.45% |
$201K - $214K
|
11.3K
$1.51M
|
|
|
Jul 10, 2023
Q2 2023
|
Tsfg, LLC
|
SELL
|
- |
-1.66K- 16.45% |
$208K - $222K
|
8.43K
$1.13M
|
|
|
Jul 25, 2023
Q2 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-1.72K- 15.01% |
$216K - $230K
|
9.75K
$1.31M
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.75KClosed |
$219K - $233K
|
0
$0
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-1.77K- 52.45% |
$222K - $236K
|
1.6K
$215K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1.79K- 47.02% |
$224K - $239K
|
2.01K
$271K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.83K- 21.3% |
$229K - $244K
|
6.74K
$908K
|
|
|
Jul 06, 2023
Q2 2023
|
Avondale Wealth Management
|
SELL
|
- |
-1.83K- 36.66% |
$230K - $245K
|
3.17K
$426K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-1.9K- 14.73% |
$238K - $254K
|
11K
$1.48M
|
|
|
Aug 09, 2023
Q2 2023
|
Providence First Trust CO
|
SELL
|
- |
-2.01K- 12.95% |
$252K - $269K
|
13.5K
$1.82M
|
|
|
Jul 27, 2023
Q2 2023
|
Verity Wealth Advisors
|
SELL
|
- |
-2.03K- 18.58% |
$255K - $271K
|
8.9K
$1.2M
|