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
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-144- 11.68% |
$18.1K - $19.2K
|
1.09K
$150K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-145- 4.01% |
$18.2K - $19.4K
|
3.47K
$478K
|
|
|
Feb 02, 2024
Q2 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-149- 3.83% |
$18.7K - $19.9K
|
3.74K
$514K
|
|
|
Jul 25, 2023
Q2 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-150- 2.2% |
$18.8K - $20K
|
6.68K
$920K
|
|
|
Aug 10, 2023
Q2 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-150- 4.77% |
$18.8K - $20K
|
3K
$412K
|
|
|
Aug 07, 2023
Q2 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
SELL
|
- |
-150- 14.26% |
$18.8K - $20K
|
902
$124K
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-153- 2.46% |
$19.2K - $20.4K
|
6.08K
$836K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-153- 2.46% |
$19.2K - $20.4K
|
6.08K
$836K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealth Management Partners, LLC
|
SELL
|
- |
-156- 8.16% |
$19.6K - $20.8K
|
1.76K
$242K
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-157- 1.82% |
$19.7K - $21K
|
8.45K
$1.16M
|
|
|
Jul 14, 2023
Q2 2023
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-160- 5.18% |
$20.1K - $21.4K
|
2.93K
$403K
|
|
|
Aug 07, 2023
Q2 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-160- 2.3% |
$20.1K - $21.4K
|
6.8K
$937K
|
|
|
Aug 08, 2023
Q2 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-163- 4.05% |
$20.5K - $21.8K
|
3.87K
$532K
|
|
|
Aug 09, 2023
Q2 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-164- 3.42% |
$20.6K - $21.9K
|
4.63K
$638K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-170- 7.34% |
$21.3K - $22.7K
|
2.15K
$295K
|
|
|
Aug 08, 2023
Q2 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-176- 2.93% |
$22.1K - $23.5K
|
5.83K
$802K
|
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-180- 48.52% |
$22.6K - $24K
|
191
$26.3K
|
|
|
Jul 24, 2023
Q2 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-186- 1.5% |
$23.3K - $24.8K
|
12.2K
$1.68M
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-190- 5.52% |
$23.9K - $25.4K
|
3.25K
$447K
|
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-199- 4.38% |
$25K - $26.6K
|
4.34K
$598K
|
|
|
Jul 21, 2023
Q2 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-200- 5.38% |
$25.1K - $26.7K
|
3.52K
$485K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
SELL
|
- |
-200- 4.55% |
$25.1K - $26.7K
|
4.2K
$578K
|
|
|
Aug 14, 2023
Q2 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 7.6% |
$25.1K - $26.7K
|
2.43K
$335K
|
|
|
Jul 17, 2023
Q2 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-200- 38.1% |
$25.1K - $26.7K
|
325
$44.7K
|
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-201- 1.42% |
$25.2K - $26.8K
|
13.9K
$1.92M
|
|
|
Aug 10, 2023
Q2 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-208- 9.0% |
$26.1K - $27.8K
|
2.1K
$289K
|
|
|
Aug 01, 2023
Q2 2023
|
Keybank National Association
|
SELL
|
- |
-210- 1.01% |
$26.4K - $28.1K
|
20.5K
$2.83M
|
|
|
Jul 28, 2023
Q2 2023
|
Crewe Advisors LLC
|
SELL
|
- |
-212- 53.81% |
$26.6K - $28.3K
|
182
$25.1K
|
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-220- 2.18% |
$27.6K - $29.4K
|
9.86K
$1.36M
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-222- 21.96% |
$27.9K - $29.7K
|
789
$109K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-241- 8.46% |
$30.3K - $32.2K
|
2.61K
$359K
|
|
|
Jul 20, 2023
Q2 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-245- 9.46% |
$30.8K - $32.7K
|
2.35K
$323K
|
|
|
Aug 02, 2023
Q2 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-245- 1.87% |
$30.8K - $32.7K
|
12.9K
$1.77M
|
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-246- 6.69% |
$30.9K - $32.9K
|
3.43K
$472K
|
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-247- 2.91% |
$31K - $33K
|
8.25K
$1.14M
|
|
|
Jul 19, 2023
Q2 2023
|
Cic Wealth, LLC
Rockville, MD |
SELL
|
- |
-250- 13.68% |
$31.4K - $33.4K
|
1.58K
$217K
|
|
|
Jul 13, 2023
Q2 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-250- 2.67% |
$31.4K - $33.4K
|
9.13K
$1.26M
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-251- 2.33% |
$31.5K - $33.5K
|
10.5K
$1.45M
|
|
|
Jul 24, 2023
Q2 2023
|
Nbt Bank N A
|
SELL
|
- |
-257- 0.8% |
$32.3K - $34.3K
|
32K
$4.4M
|
|
|
Jul 31, 2023
Q2 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-284- 5.47% |
$35.7K - $37.9K
|
4.91K
$675K
|
|
|
Aug 07, 2023
Q2 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-285- 4.53% |
$35.8K - $38.1K
|
6.01K
$827K
|
|
|
Jul 21, 2023
Q2 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-295- 6.24% |
$37K - $39.4K
|
4.43K
$610K
|
|
|
Jul 17, 2023
Q2 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-295- 0.9% |
$37K - $39.4K
|
32.5K
$4.47M
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
SELL
|
- |
-302- 3.92% |
$37.9K - $40.3K
|
7.4K
$1.02M
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-303- 6.69% |
$38K - $40.5K
|
4.22K
$581K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-305- 5.7% |
$38.3K - $40.7K
|
5.05K
$695K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-312- 1.8% |
$39.2K - $41.7K
|
17.1K
$2.35M
|
|
|
Aug 08, 2023
Q2 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-326- 0.97% |
$40.9K - $43.5K
|
33.4K
$4.6M
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-327- 6.46% |
$41K - $43.7K
|
4.73K
$652K
|
|
|
Aug 02, 2023
Q2 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-336- 1.28% |
$42.2K - $44.9K
|
25.8K
$3.56M
|