Purchases and Sales Made in Q2 2025 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2025. 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, 2025
Q2 2025
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
302+ 12.7% |
$33.8K - $39K
|
2.68K
$354K
|
|
|
Jul 10, 2025
Q2 2025
|
Security National Bank
|
BUY
|
- |
300New |
$33.6K - $38.7K
|
300
$39.6K
|
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
283+ 7.77% |
$31.7K - $36.5K
|
3.92K
$518K
|
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
278+ 4.25% |
$31.1K - $35.9K
|
6.81K
$899K
|
|
|
Jul 23, 2025
Q2 2025
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
276+ 1.8% |
$30.9K - $35.6K
|
15.6K
$2.06M
|
|
|
Aug 05, 2025
Q2 2025
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
272+ 3.01% |
$30.5K - $35.1K
|
9.32K
$1.23M
|
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
266+ 13.97% |
$29.8K - $34.3K
|
2.17K
$287K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
250New |
$28K - $32.3K
|
250
$33K
|
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
249+ 4.15% |
$27.9K - $32.1K
|
6.26K
$826K
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
247New |
$27.7K - $31.9K
|
247
$32.6K
|
|
|
Aug 12, 2025
Q2 2025
|
Tradition Wealth Management, LLC
|
BUY
|
- |
245+ 0.42% |
$27.4K - $31.6K
|
58.1K
$7.67M
|
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
233+ 5.36% |
$26.1K - $30.1K
|
4.58K
$604K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
225+ 3750.0% |
$25.2K - $29K
|
231
$30.5K
|
|
|
Aug 12, 2025
Q2 2025
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
223+ 36.98% |
$25K - $28.8K
|
826
$109K
|
|
|
Jul 22, 2025
Q2 2025
|
Berkshire Money Management, Inc.
|
BUY
|
- |
220New |
$24.6K - $28.4K
|
220
$29K
|
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
211+ 7.71% |
$23.6K - $27.2K
|
2.95K
$389K
|
|
|
Jul 29, 2025
Q2 2025
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
203+ 39.11% |
$22.7K - $26.2K
|
722
$95.3K
|
|
|
Aug 12, 2025
Q2 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
195+ 10.29% |
$21.8K - $25.2K
|
2.09K
$276K
|
|
|
Aug 07, 2025
Q2 2025
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
186+ 7.24% |
$20.8K - $24K
|
2.75K
$364K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
184+ 6.44% |
$20.6K - $23.7K
|
3.04K
$401K
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
BUY
|
- |
172+ 0.14% |
$19.3K - $22.2K
|
124K
$16.4M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
162+ 8.06% |
$18.1K - $20.9K
|
2.17K
$287K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
158+ 2.21% |
$17.7K - $20.4K
|
7.32K
$966K
|
|
|
Aug 05, 2025
Q2 2025
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
153+ 4.59% |
$17.1K - $19.7K
|
3.49K
$460K
|
|
|
Aug 12, 2025
Q2 2025
|
Boreal Capital Management LLC
Miami, FL |
BUY
|
- |
145New |
$16.2K - $18.7K
|
145
$19.1K
|
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
139+ 5.71% |
$15.6K - $17.9K
|
2.57K
$340K
|
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
135+ 4.16% |
$15.1K - $17.4K
|
3.38K
$446K
|
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
128+ 2.02% |
$14.3K - $16.5K
|
6.47K
$854K
|
|
|
Aug 06, 2025
Q2 2025
|
Rps Advisory Solutions LLC
Louisville, KY |
BUY
|
- |
127+ 7.39% |
$14.2K - $16.4K
|
1.85K
$244K
|
|
|
Jul 29, 2025
Q2 2025
|
Kanawha Capital Management LLC
|
BUY
|
- |
124+ 1.43% |
$13.9K - $16K
|
8.77K
$1.16M
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
123+ 5.32% |
$13.8K - $15.9K
|
2.44K
$322K
|
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
118+ 0.64% |
$13.2K - $15.2K
|
18.5K
$2.45M
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
112+ 4.8% |
$12.5K - $14.4K
|
2.44K
$323K
|
|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
84+ 2.58% |
$9.41K - $10.8K
|
3.35K
$442K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83+ 3.33% |
$9.3K - $10.7K
|
2.58K
$341K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 2.47% |
$8.4K - $9.68K
|
3.12K
$411K
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
73New |
$8.18K - $9.42K
|
73
$9.64K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
73+ 1.04% |
$8.18K - $9.42K
|
7.07K
$934K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68New |
$7.62K - $8.77K
|
68
$8.98K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61+ 17.04% |
$6.83K - $7.87K
|
419
$55.3K
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
56+ 112.0% |
$6.27K - $7.22K
|
106
$14K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 23.64% |
$5.83K - $6.71K
|
272
$35.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 1.61% |
$5.6K - $6.45K
|
3.15K
$415K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 0.86% |
$4.82K - $5.55K
|
5.05K
$667K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
39New |
$4.37K - $5.03K
|
39
$5.15K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
37+ 1.87% |
$4.14K - $4.77K
|
2.02K
$266K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 2.97% |
$3.81K - $4.39K
|
1.18K
$156K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 31.13% |
$3.7K - $4.26K
|
139
$18.4K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32+ 0.28% |
$3.58K - $4.13K
|
11.4K
$1.5M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
30+ 0.85% |
$3.36K - $3.87K
|
3.56K
$469K
|