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 08, 2023
Q2 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-60- 0.73% |
$7.53K - $8.01K
|
8.19K
$1.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-60- 1.01% |
$7.53K - $8.01K
|
5.86K
$782K
|
|
|
Aug 03, 2023
Q2 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-62- 1.79% |
$7.78K - $8.28K
|
3.39K
$453K
|
|
|
Aug 08, 2023
Q2 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-64- 3.44% |
$8.03K - $8.55K
|
1.8K
$240K
|
|
|
Jul 13, 2023
Q2 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-75- 1.45% |
$9.41K - $10K
|
5.1K
$680K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
SELL
|
- |
-75- 42.37% |
$9.41K - $10K
|
102
$13.6K
|
|
|
Jul 19, 2023
Q2 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-76- 33.33% |
$9.54K - $10.2K
|
152
$20.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Phillips Financial Management, LLC
|
SELL
|
- |
-79- 28.73% |
$9.92K - $10.6K
|
196
$26.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-80- 1.73% |
$10K - $10.7K
|
4.53K
$604K
|
|
|
Aug 08, 2023
Q2 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-82- 4.26% |
$10.3K - $11K
|
1.84K
$246K
|
|
|
Jul 24, 2023
Q2 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-83- 1.16% |
$10.4K - $11.1K
|
7.05K
$940K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-89- 1.86% |
$11.2K - $11.9K
|
4.7K
$627K
|
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-89- 1.96% |
$11.2K - $11.9K
|
4.45K
$594K
|
|
|
Jul 11, 2023
Q2 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-90- 1.13% |
$11.3K - $12K
|
7.85K
$1.05M
|
|
|
Aug 14, 2023
Q2 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-90- 0.54% |
$11.3K - $12K
|
16.6K
$2.22M
|
|
|
Jul 13, 2023
Q2 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-90- 1.1% |
$11.3K - $12K
|
8.11K
$1.08M
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-92- 0.95% |
$11.5K - $12.3K
|
9.63K
$1.28M
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-92- 0.95% |
$11.5K - $12.3K
|
9.63K
$1.28M
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
SELL
|
- |
-96- 5.71% |
$12.1K - $12.8K
|
1.59K
$211K
|
|
|
Jul 21, 2023
Q2 2023
|
Busey Wealth Management
|
SELL
|
- |
-96- 0.6% |
$12.1K - $12.8K
|
16K
$2.13M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-97- 5.01% |
$12.2K - $13K
|
1.84K
$245K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-98- 12.96% |
$12.3K - $13.1K
|
658
$87.8K
|
|
|
Jul 25, 2023
Q2 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-100- 3.26% |
$12.6K - $13.4K
|
2.97K
$396K
|
|
|
Jul 11, 2023
Q2 2023
|
Grassi Investment Management
|
SELL
|
- |
-100- 0.84% |
$12.6K - $13.4K
|
11.9K
$1.58M
|
|
|
Aug 03, 2023
Q2 2023
|
Spc Financial, Inc.
|
SELL
|
- |
-100- 3.04% |
$12.6K - $13.4K
|
3.19K
$425K
|
|
|
Aug 14, 2023
Q2 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-100- 2.55% |
$12.6K - $13.4K
|
3.82K
$509K
|
|
|
Jul 24, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-102- 0.66% |
$12.8K - $13.6K
|
15.4K
$2.05M
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-104- 0.97% |
$13.1K - $13.9K
|
10.6K
$1.41M
|
|
|
Aug 10, 2023
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-105- 0.19% |
$13.2K - $14K
|
54.4K
$7.26M
|
|
|
May 01, 2024
Q2 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-105- 0.19% |
$13.2K - $14K
|
54.4K
$7.26M
|
|
|
Aug 01, 2023
Q2 2023
|
Farmers & Merchants Investments Inc
|
SELL
|
- |
-106- 71.14% |
$13.3K - $14.2K
|
43
$5.74K
|
|
|
Jul 17, 2023
Q2 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-111- 4.46% |
$13.9K - $14.8K
|
2.38K
$317K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-113- 4.97% |
$14.2K - $15.1K
|
2.16K
$288K
|
|
|
Aug 16, 2024
Q2 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-114- 2.34% |
$14.3K - $15.2K
|
4.75K
$634K
|
|
|
Jul 20, 2023
Q2 2023
|
Bailard, Inc.
|
SELL
|
- |
-116- 1.83% |
$14.6K - $15.5K
|
6.22K
$829K
|
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-119- 5.29% |
$14.9K - $15.9K
|
2.13K
$284K
|
|
|
Aug 15, 2023
Q2 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-120- 4.75% |
$15.1K - $16K
|
2.41K
$321K
|
|
|
Jul 28, 2023
Q2 2023
|
Bray Capital Advisors
|
SELL
|
- |
-120- 0.61% |
$15.1K - $16K
|
19.5K
$2.6M
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-123- 15.55% |
$15.4K - $16.4K
|
668
$89.1K
|
|
|
Jul 26, 2023
Q2 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-125- 3.42% |
$15.7K - $16.7K
|
3.53K
$471K
|
|
|
Aug 14, 2023
Q2 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-128- 2.72% |
$16.1K - $17.1K
|
4.57K
$610K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-129- 6.44% |
$16.2K - $17.2K
|
1.87K
$250K
|
|
|
Jul 07, 2023
Q2 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-133- 4.99% |
$16.7K - $17.8K
|
2.53K
$338K
|
|
|
Aug 14, 2023
Q2 2023
|
Apexium Financial, LP
|
SELL
|
- |
-134- 4.61% |
$16.8K - $17.9K
|
2.77K
$370K
|
|
|
Aug 09, 2023
Q2 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-135- 2.74% |
$16.9K - $18K
|
4.79K
$638K
|
|
|
Aug 11, 2023
Q2 2023
|
Tru Independence LLC
|
SELL
|
- |
-138- 4.65% |
$17.3K - $18.4K
|
2.83K
$377K
|
|
|
Aug 01, 2023
Q2 2023
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-141- 0.31% |
$17.7K - $18.8K
|
45.2K
$6.03M
|
|
|
Jul 28, 2023
Q2 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-143- 2.86% |
$18K - $19.1K
|
4.86K
$649K
|
|
|
Aug 04, 2023
Q2 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-144- 1.79% |
$18.1K - $19.2K
|
7.88K
$1.05M
|
|
|
Aug 08, 2023
Q2 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-144- 11.68% |
$18.1K - $19.2K
|
1.09K
$145K
|