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 |
---|---|---|---|---|---|---|---|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 12.2% |
$2.8K - $3.23K
|
230
$30.4K
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
20+ 0.68% |
$2.24K - $2.58K
|
2.94K
$388K
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 0.03% |
$1.79K - $2.06K
|
51.2K
$6.76M
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16+ 2.0% |
$1.79K - $2.06K
|
816
$108K
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.37% |
$1.46K - $1.68K
|
3.52K
$464K
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
13+ 0.57% |
$1.46K - $1.68K
|
2.28K
$302K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.4% |
$1.23K - $1.42K
|
2.79K
$368K
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4New |
$448 - $516
|
4
$528
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$224 - $258
|
3.58K
$473K
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.04% |
$224 - $258
|
5.56K
$735K
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$112 - $129
|
1
$132
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.06% |
$112 - $129
|
1.64K
$216K
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$112 - $129
|
1.13K
$150K
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.09% |
$224 - $258
|
2.34K
$310K
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2- 0.12% |
$224 - $258
|
1.62K
$214K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
SELL
|
- |
-4- 0.02% |
$448 - $516
|
19.8K
$2.62M
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-8- 2.0% |
$896 - $1.03K
|
393
$51.9K
|
|
Aug 01, 2025
Q2 2025
|
Motco
|
SELL
|
- |
-9- 17.65% |
$1.01K - $1.16K
|
42
$5.55K
|
|
Jul 09, 2025
Q2 2025
|
Byrne Asset Management LLC
|
SELL
|
- |
-10- 1.81% |
$1.12K - $1.29K
|
543
$71.7K
|
|
Aug 12, 2025
Q2 2025
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-11- 0.61% |
$1.23K - $1.42K
|
1.79K
$236K
|
|
Jul 28, 2025
Q2 2025
|
Duncker Streett & CO Inc
|
SELL
|
- |
-14- 18.18% |
$1.57K - $1.81K
|
63
$8.32K
|
|
Jul 21, 2025
Q2 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
SELL
|
- |
-17- 45.95% |
$1.9K - $2.19K
|
20
$2.64K
|
|
Aug 11, 2025
Q2 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-24- 0.42% |
$2.69K - $3.1K
|
5.64K
$744K
|
|
Jul 15, 2025
Q2 2025
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-24- 0.32% |
$2.69K - $3.1K
|
7.36K
$972K
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-27- 0.41% |
$3.02K - $3.48K
|
6.63K
$875K
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-28- 1.13% |
$3.14K - $3.61K
|
2.44K
$323K
|
|
Aug 07, 2025
Q2 2025
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-29- 4.04% |
$3.25K - $3.74K
|
688
$90.8K
|
|
Jul 11, 2025
Q2 2025
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-30- 0.85% |
$3.36K - $3.87K
|
3.52K
$465K
|
|
Jul 24, 2025
Q2 2025
|
Baldwin Brothers LLC
|
SELL
|
- |
-30- 1.77% |
$3.36K - $3.87K
|
1.67K
$220K
|
|
Aug 07, 2025
Q2 2025
|
Addison Advisors LLC
|
SELL
|
- |
-35- 9.33% |
$3.92K - $4.52K
|
340
$44.9K
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-35- 2.08% |
$3.92K - $4.52K
|
1.65K
$217K
|
|
Jul 16, 2025
Q2 2025
|
West Branch Capital LLC
|
SELL
|
- |
-38- 25.0% |
$4.26K - $4.9K
|
114
$15.1K
|
|
Jul 08, 2025
Q2 2025
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-39- 1.72% |
$4.37K - $5.03K
|
2.22K
$293K
|
|
Aug 07, 2025
Q2 2025
|
Winthrop Capital Management, LLC
Carmel, IN |
SELL
|
- |
-42- 16.22% |
$4.7K - $5.42K
|
217
$28.7K
|
|
Jul 25, 2025
Q2 2025
|
North Rock Partners, LLC
|
SELL
|
- |
-44- 1.99% |
$4.93K - $5.68K
|
2.17K
$286K
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-45- 31.03% |
$5.04K - $5.81K
|
100
$13.2K
|
|
Aug 12, 2025
Q2 2025
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-49- 2.31% |
$5.49K - $6.32K
|
2.07K
$274K
|
|
Jul 21, 2025
Q2 2025
|
Grassi Investment Management
|
SELL
|
- |
-50- 2.06% |
$5.6K - $6.45K
|
2.38K
$314K
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 2.37% |
$5.6K - $6.45K
|
2.06K
$272K
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
SELL
|
- |
-51- 11.26% |
$5.71K - $6.58K
|
402
$53.1K
|
|
Jul 25, 2025
Q2 2025
|
Carbahal Olsen Financial Services Group, LLC
Davis, CA |
SELL
|
- |
-55- 1.67% |
$6.16K - $7.1K
|
3.25K
$429K
|
|
Jul 21, 2025
Q2 2025
|
Warner Financial, Inc
Bethesda, MD |
SELL
|
- |
-55- 2.26% |
$6.16K - $7.1K
|
2.38K
$314K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-58- 0.51% |
$6.5K - $7.48K
|
11.3K
$1.5M
|
|
Jul 16, 2025
Q2 2025
|
Register Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-58- 5.93% |
$6.5K - $7.48K
|
920
$121K
|
|
Aug 05, 2025
Q2 2025
|
Mission Wealth Management, LP
|
SELL
|
- |
-58- 2.53% |
$6.5K - $7.48K
|
2.23K
$295K
|
|
Jul 31, 2025
Q2 2025
|
Sage Mountain Advisors LLC
|
SELL
|
- |
-60- 44.44% |
$6.72K - $7.74K
|
75
$9.9K
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-62- 1.59% |
$6.95K - $8K
|
3.83K
$506K
|
|
Jul 17, 2025
Q2 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-62- 2.03% |
$6.95K - $8K
|
3K
$396K
|