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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2024
Q2 2024
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-62- 1.09% |
$7.73K - $8.68K
|
5.64K
$687K
|
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-63- 1.16% |
$7.85K - $8.82K
|
5.37K
$653K
|
|
|
Aug 15, 2024
Q2 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-64- 59.26% |
$7.98K - $8.96K
|
44
$5.36K
|
|
|
Aug 14, 2024
Q2 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-65- 3.67% |
$8.1K - $9.1K
|
1.7K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-67- 0.92% |
$8.35K - $9.38K
|
7.22K
$879K
|
|
|
Aug 14, 2024
Q2 2024
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
SELL
|
- |
-69- 0.45% |
$8.6K - $9.66K
|
15.1K
$1.84M
|
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-72- 0.34% |
$8.97K - $10.1K
|
20.9K
$2.54M
|
|
|
Aug 08, 2024
Q2 2024
|
1 St Source Bank
|
SELL
|
- |
-73- 0.45% |
$9.1K - $10.2K
|
16.2K
$1.97M
|
|
|
Jul 12, 2024
Q2 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-74- 0.77% |
$9.22K - $10.4K
|
9.51K
$1.16M
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
SELL
|
- |
-75- 4.68% |
$9.35K - $10.5K
|
1.53K
$186K
|
|
|
Jul 31, 2024
Q2 2024
|
Smithfield Trust CO
Pittsburgh, PA |
SELL
|
- |
-75- 8.57% |
$9.35K - $10.5K
|
800
$97.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-75- 4.59% |
$9.35K - $10.5K
|
1.56K
$190K
|
|
|
Aug 01, 2024
Q2 2024
|
Welch & Forbes LLC
|
SELL
|
- |
-75- 3.44% |
$9.35K - $10.5K
|
2.11K
$256K
|
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-76- 1.96% |
$9.47K - $10.6K
|
3.8K
$463K
|
|
|
Aug 06, 2024
Q2 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-78- 3.43% |
$9.72K - $10.9K
|
2.2K
$268K
|
|
|
Aug 01, 2024
Q2 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-79- 5.03% |
$9.85K - $11.1K
|
1.49K
$182K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-80- 2.56% |
$9.97K - $11.2K
|
3.04K
$370K
|
|
|
Aug 13, 2024
Q2 2024
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81- 3.22% |
$10.1K - $11.3K
|
2.44K
$296K
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-83- 0.76% |
$10.3K - $11.6K
|
10.8K
$1.32M
|
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-83- 0.76% |
$10.3K - $11.6K
|
10.9K
$1.33M
|
|
|
Jul 31, 2024
Q2 2024
|
Keybank National Association
|
SELL
|
- |
-86- 0.42% |
$10.7K - $12K
|
20.3K
$2.47M
|
|
|
Jul 30, 2024
Q2 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-90- 3.61% |
$11.2K - $12.6K
|
2.4K
$292K
|
|
|
Aug 07, 2024
Q2 2024
|
Gables Capital Management Inc.
|
SELL
|
- |
-90- 60.0% |
$11.2K - $12.6K
|
60
$7.3K
|
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-92- 1.44% |
$11.5K - $12.9K
|
6.3K
$766K
|
|
|
Aug 14, 2024
Q2 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-93- 1.14% |
$11.6K - $13K
|
8.1K
$986K
|
|
|
Jul 25, 2024
Q2 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-94- 5.82% |
$11.7K - $13.2K
|
1.52K
$185K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-97- 1.04% |
$12.1K - $13.6K
|
9.27K
$1.13M
|
|
|
Nov 21, 2024
Q2 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-100- 1.75% |
$12.5K - $14K
|
5.61K
$683K
|
|
|
Jul 29, 2024
Q2 2024
|
Umb Bank, N.A.
|
SELL
|
- |
-100- 6.52% |
$12.5K - $14K
|
1.43K
$175K
|
|
|
Jul 31, 2024
Q2 2024
|
Bellwether Advisors, LLC
|
SELL
|
- |
-100- 0.82% |
$12.5K - $14K
|
12.2K
$1.48M
|
|
|
Aug 08, 2024
Q2 2024
|
John G Ullman & Associates Inc
|
SELL
|
- |
-100- 5.88% |
$12.5K - $14K
|
1.6K
$195K
|
|
|
Jul 17, 2024
Q2 2024
|
New Potomac Partners, LLC
|
SELL
|
- |
-100- 2.89% |
$12.5K - $14K
|
3.36K
$409K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-100- 14.25% |
$12.5K - $14K
|
602
$73.3K
|
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-101- 2.64% |
$12.6K - $14.1K
|
3.73K
$454K
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-102- 1.95% |
$12.7K - $14.3K
|
5.12K
$623K
|
|
|
Jul 30, 2024
Q2 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-105- 1.86% |
$13.1K - $14.7K
|
5.53K
$673K
|
|
|
Jul 12, 2024
Q2 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-105- 4.91% |
$13.1K - $14.7K
|
2.04K
$248K
|
|
|
Aug 08, 2024
Q2 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-105- 3.27% |
$13.1K - $14.7K
|
3.1K
$378K
|
|
|
Jul 31, 2024
Q2 2024
|
Spire Wealth Management
|
SELL
|
- |
-107- 4.52% |
$13.3K - $15K
|
2.26K
$275K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-110- 0.54% |
$13.7K - $15.4K
|
20.2K
$2.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-113- 0.48% |
$14.1K - $15.8K
|
23.5K
$2.86M
|
|
|
Aug 07, 2024
Q2 2024
|
Pfg Advisors
|
SELL
|
- |
-113- 2.43% |
$14.1K - $15.8K
|
4.54K
$553K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-113- 1.92% |
$14.1K - $15.8K
|
5.78K
$703K
|
|
|
Aug 09, 2024
Q2 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-117- 3.56% |
$14.6K - $16.4K
|
3.17K
$386K
|
|
|
Aug 15, 2024
Q2 2024
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-120- 1.73% |
$15K - $16.8K
|
6.81K
$829K
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-121- 3.95% |
$15.1K - $16.9K
|
2.94K
$358K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
SELL
|
- |
-123- 5.02% |
$15.3K - $17.2K
|
2.33K
$283K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-124- 2.79% |
$15.5K - $17.4K
|
4.32K
$526K
|
|
|
Jul 31, 2024
Q2 2024
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-124- 14.78% |
$15.5K - $17.4K
|
715
$87K
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-126- 3.15% |
$15.7K - $17.6K
|
3.87K
$471K
|