Purchases and Sales Made in Q2 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2024
Q2 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.96K+ 346.91% |
$867K - $974K
|
8.97K
$1.23M
|
|
|
Jul 31, 2024
Q2 2024
|
Stegent Equity Advisors, Inc.
Houston, TX |
BUY
|
- |
6.83KNew |
$851K - $956K
|
6.83K
$940K
|
|
|
Jul 19, 2024
Q2 2024
|
Williams Financial, LLC
Bennington, VT |
BUY
|
- |
6.5KNew |
$810K - $909K
|
6.5K
$894K
|
|
|
Aug 14, 2024
Q2 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
6.12K+ 793.39% |
$762K - $856K
|
6.89K
$948K
|
|
|
Jul 24, 2024
Q2 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
5.96K+ 95.25% |
$743K - $834K
|
12.2K
$1.68M
|
|
|
Jul 29, 2024
Q2 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5.94K+ 25.85% |
$740K - $831K
|
28.9K
$3.98M
|
|
|
Jul 23, 2024
Q2 2024
|
Sol Capital Management CO
|
BUY
|
- |
5.77K+ 19.77% |
$719K - $808K
|
35K
$4.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
5.72K+ 11.65% |
$713K - $800K
|
54.8K
$7.54M
|
|
|
Aug 14, 2024
Q2 2024
|
Brevan Howard Capital Management LP
St. Helier, Y9 |
BUY
|
- |
5.53KNew |
$689K - $774K
|
5.53K
$761K
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
5.13K+ 6.6% |
$640K - $718K
|
82.9K
$11.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5KNew |
$623K - $700K
|
5K
$688K
|
|
|
Aug 13, 2024
Q2 2024
|
Summit Trail Advisors, LLC
New York, NY |
BUY
|
- |
4.8KNew |
$598K - $671K
|
4.8K
$660K
|
|
|
Aug 07, 2024
Q2 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
4.5KNew |
$561K - $630K
|
4.5K
$620K
|
|
|
Aug 09, 2024
Q2 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
4.49KNew |
$560K - $629K
|
4.49K
$619K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
4.2K+ 65.75% |
$523K - $587K
|
10.6K
$1.46M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
3.83K+ 38.68% |
$478K - $537K
|
13.7K
$1.89M
|
|
|
Jul 23, 2024
Q2 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
3.77K+ 30.03% |
$470K - $527K
|
16.3K
$2.25M
|
|
|
Aug 30, 2024
Q2 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
3.7KNew |
$461K - $518K
|
3.7K
$509K
|
|
|
Aug 09, 2024
Q2 2024
|
Thrive Capital Management, LLC
Fort Washington, PA |
BUY
|
- |
3.61KNew |
$449K - $505K
|
3.61K
$496K
|
|
|
Aug 08, 2024
Q2 2024
|
Navellier & Associates Inc
Reno, NV |
BUY
|
- |
3.57KNew |
$444K - $499K
|
3.57K
$491K
|
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
3.43K+ 21.71% |
$427K - $480K
|
19.2K
$2.64M
|
|
|
Aug 07, 2024
Q2 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
3.28K+ 20.48% |
$409K - $460K
|
19.3K
$2.66M
|
|
|
Aug 12, 2024
Q2 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
3.16K+ 2.52% |
$393K - $442K
|
128K
$17.6M
|
|
|
Aug 22, 2024
Q2 2024
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
3.02KNew |
$377K - $423K
|
3.02K
$416K
|
|
|
Jul 30, 2024
Q2 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
3KNew |
$374K - $420K
|
3K
$413K
|
|
|
Aug 09, 2024
Q2 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.99KNew |
$372K - $418K
|
2.99K
$411K
|
|
|
Aug 09, 2024
Q2 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
2.91KNew |
$363K - $408K
|
2.91K
$401K
|
|
|
Aug 15, 2024
Q2 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
2.86K+ 32.7% |
$356K - $400K
|
11.6K
$1.6M
|
|
|
Aug 21, 2024
Q2 2024
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
2.81KNew |
$350K - $393K
|
2.81K
$387K
|
|
|
Aug 14, 2024
Q2 2024
|
Bank Of Nova Scotia
|
BUY
|
- |
2.77K+ 117.62% |
$345K - $388K
|
5.13K
$706K
|
|
|
Jul 25, 2024
Q2 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
2.71K+ 63.69% |
$337K - $379K
|
6.95K
$957K
|
|
|
Jul 17, 2024
Q2 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.7K+ 19.15% |
$337K - $378K
|
16.8K
$2.31M
|
|
|
Aug 14, 2024
Q2 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
2.69KNew |
$335K - $376K
|
2.69K
$370K
|
|
|
Jul 19, 2024
Q2 2024
|
Hoyle Cohen, LLC
|
BUY
|
- |
2.68KNew |
$334K - $375K
|
2.68K
$369K
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
2.44K+ 227.09% |
$304K - $341K
|
3.51K
$484K
|
|
|
Aug 07, 2024
Q2 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
2.37KNew |
$295K - $332K
|
2.37K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.31K+ 107.45% |
$288K - $323K
|
4.46K
$613K
|
|
|
Jul 12, 2024
Q2 2024
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.28KNew |
$284K - $319K
|
2.28K
$314K
|
|
|
Aug 12, 2024
Q2 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
2.27K+ 4.39% |
$283K - $318K
|
54.1K
$7.44M
|
|
|
Aug 14, 2024
Q2 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.25KNew |
$281K - $315K
|
2.25K
$310K
|
|
|
Aug 13, 2024
Q2 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
2.22KNew |
$277K - $311K
|
2.22K
$305K
|
|
|
Aug 08, 2024
Q2 2024
|
Oppenheimer Asset Management Inc.
New York, NY |
BUY
|
- |
2.14K+ 9.61% |
$267K - $300K
|
24.4K
$3.36M
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.09KNew |
$260K - $292K
|
2.09K
$288K
|
|
|
Aug 13, 2024
Q2 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
2.02KNew |
$251K - $282K
|
2.02K
$277K
|
|
|
Aug 05, 2024
Q2 2024
|
West Michigan Advisors, LLC
Holland, MI |
BUY
|
- |
2KNew |
$249K - $280K
|
2K
$275K
|
|
|
Aug 14, 2024
Q2 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
2KNew |
$249K - $280K
|
2K
$275K
|
|
|
Aug 15, 2024
Q2 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.94K+ 20.06% |
$242K - $272K
|
11.6K
$1.6M
|
|
|
Jul 25, 2024
Q2 2024
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
1.93KNew |
$240K - $269K
|
1.93K
$265K
|
|
|
Aug 13, 2024
Q2 2024
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
1.92KNew |
$239K - $268K
|
1.92K
$264K
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
1.91K+ 2.89% |
$237K - $267K
|
67.9K
$9.35M
|