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 17, 2025
Q2 2025
|
Capital Insight Partners, LLC
|
SELL
|
- |
-1.74K- 10.75% |
$195K - $225K
|
14.5K
$1.91M
|
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-1.75K- 16.41% |
$196K - $225K
|
8.9K
$1.18M
|
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
SELL
|
- |
-1.76K- 19.83% |
$197K - $227K
|
7.1K
$938K
|
|
|
Jul 11, 2025
Q2 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-1.85K- 41.67% |
$207K - $238K
|
2.58K
$341K
|
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.88K- 60.98% |
$210K - $242K
|
1.2K
$158K
|
|
|
Aug 07, 2025
Q2 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.02K- 19.25% |
$226K - $260K
|
8.47K
$1.12M
|
|
|
Jul 01, 2025
Q2 2025
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-2.12K- 4.66% |
$237K - $273K
|
43.4K
$5.72M
|
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-2.18K- 3.22% |
$244K - $281K
|
65.4K
$8.64M
|
|
|
Aug 11, 2025
Q2 2025
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-2.39K- 22.32% |
$268K - $309K
|
8.32K
$1.1M
|
|
|
Jul 23, 2025
Q2 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-2.62K- 57.72% |
$293K - $337K
|
1.92K
$253K
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.68K- 47.33% |
$300K - $346K
|
2.98K
$394K
|
|
|
Jul 25, 2025
Q2 2025
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.74K- 29.39% |
$307K - $353K
|
6.58K
$869K
|
|
|
Aug 06, 2025
Q2 2025
|
Adviser Investments LLC
|
SELL
|
- |
-2.77K- 32.62% |
$311K - $358K
|
5.73K
$756K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-2.92K- 5.79% |
$327K - $377K
|
47.5K
$6.28M
|
|
|
Aug 11, 2025
Q2 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.98K- 10.82% |
$334K - $385K
|
24.6K
$3.25M
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-3.08K- 18.45% |
$345K - $398K
|
13.6K
$1.8M
|
|
|
Aug 06, 2025
Q2 2025
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-3.19K- 19.91% |
$358K - $412K
|
12.8K
$1.7M
|
|
|
Jul 23, 2025
Q2 2025
|
Nbt Bank N A
|
SELL
|
- |
-3.24K- 11.47% |
$363K - $418K
|
25K
$3.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-3.29K- 56.71% |
$368K - $424K
|
2.51K
$331K
|
|
|
Aug 11, 2025
Q2 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-3.41K- 39.51% |
$381K - $439K
|
5.21K
$688K
|
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-3.53K- 57.87% |
$396K - $455K
|
2.57K
$339K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-3.54K- 10.31% |
$397K - $457K
|
30.8K
$4.07M
|
|
|
Jul 10, 2025
Q2 2025
|
Burns J W & CO Inc
|
SELL
|
- |
-3.75K- 21.3% |
$420K - $483K
|
13.8K
$1.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-3.96K- 21.77% |
$443K - $511K
|
14.2K
$1.88M
|
|
|
Aug 05, 2025
Q2 2025
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-4.05K- 7.91% |
$454K - $522K
|
47.1K
$6.22M
|
|
|
Aug 11, 2025
Q2 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-4.11K- 37.23% |
$460K - $530K
|
6.92K
$914K
|
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-4.43K- 22.72% |
$496K - $571K
|
15.1K
$1.99M
|
|
|
Jul 22, 2025
Q2 2025
|
Appleton Partners Inc
|
SELL
|
- |
-4.49K- 5.73% |
$503K - $579K
|
73.9K
$9.76M
|
|
|
Aug 04, 2025
Q2 2025
|
Canton Hathaway, LLC
|
SELL
|
- |
-4.5K- 31.12% |
$504K - $581K
|
9.96K
$1.32M
|
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.72K- 64.55% |
$529K - $609K
|
2.59K
$342K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-4.76K- 11.35% |
$533K - $614K
|
37.2K
$4.91M
|
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-5.03K- 3.96% |
$563K - $649K
|
122K
$16.1M
|
|
|
Aug 11, 2025
Q2 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-5.14K- 9.05% |
$576K - $663K
|
51.7K
$6.83M
|
|
|
Aug 12, 2025
Q2 2025
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-5.95K- 13.81% |
$666K - $767K
|
37.1K
$4.9M
|
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-5.98K- 27.35% |
$670K - $771K
|
15.9K
$2.1M
|
|
|
Aug 12, 2025
Q2 2025
|
Nemes Rush Group LLC
Novi, MI |
SELL
|
- |
-6.38K- 99.97% |
$715K - $823K
|
2
$264
|
|
|
Jul 08, 2025
Q2 2025
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
SELL
|
- |
-6.62K- 76.34% |
$741K - $853K
|
2.05K
$271K
|
|
|
Aug 05, 2025
Q2 2025
|
Westwood Wealth Management
|
SELL
|
- |
-6.76K- 49.56% |
$757K - $872K
|
6.88K
$908K
|
|
|
Aug 07, 2025
Q2 2025
|
Cumberland Advisors Inc
|
SELL
|
- |
-7.53K- 10.25% |
$843K - $971K
|
65.9K
$8.7M
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-7.74K- 58.46% |
$867K - $999K
|
5.5K
$726K
|
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-8.8K- 38.12% |
$986K - $1.14M
|
14.3K
$1.89M
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-9.53K- 14.1% |
$1.07M - $1.23M
|
58.1K
$7.67M
|
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-10.4K- 51.06% |
$1.16M - $1.34M
|
9.93K
$1.31M
|
|
|
Jul 29, 2025
Q2 2025
|
Lyell Wealth Management, LP
|
SELL
|
- |
-10.5K- 64.54% |
$1.18M - $1.36M
|
5.77K
$762K
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
SELL
|
- |
-10.6K- 69.37% |
$1.19M - $1.37M
|
4.7K
$620K
|
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-11.8K- 8.23% |
$1.32M - $1.52M
|
132K
$17.4M
|
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-13.9K- 7.14% |
$1.56M - $1.79M
|
181K
$23.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-17.3K- 37.92% |
$1.94M - $2.23M
|
28.4K
$3.74M
|
|
|
Jul 09, 2025
Q2 2025
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-17.4K- 88.73% |
$1.95M - $2.25M
|
2.21K
$292K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-17.9K- 45.32% |
$2.01M - $2.32M
|
21.7K
$2.86M
|