Purchases and Sales Made in Q3 2021 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 12, 2021
Q3 2021
|
Hall Private Wealth Advisors
|
SELL
|
- |
-314- 14.22% |
$49.9K - $55.3K
|
1.89K
$253K
|
|
|
Nov 12, 2021
Q3 2021
|
Prospera Financial Services Inc
|
SELL
|
- |
-321- 8.94% |
$51K - $56.6K
|
3.27K
$436K
|
|
|
Oct 12, 2021
Q3 2021
|
Avondale Wealth Management
|
SELL
|
- |
-322- 0.58% |
$51.2K - $56.7K
|
54.8K
$7.31M
|
|
|
Oct 26, 2021
Q3 2021
|
New Potomac Partners, LLC
|
SELL
|
- |
-325- 7.86% |
$51.6K - $57.3K
|
3.81K
$508K
|
|
|
Oct 22, 2021
Q3 2021
|
Family Firm, Inc.
|
SELL
|
- |
-328- 2.86% |
$52.1K - $57.8K
|
11.1K
$1.49M
|
|
|
Oct 22, 2021
Q3 2021
|
Optimum Investment Advisors
|
SELL
|
- |
-339- 7.89% |
$53.9K - $59.7K
|
3.96K
$528K
|
|
|
Nov 12, 2021
Q3 2021
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-344- 53.42% |
$54.7K - $60.6K
|
300
$40K
|
|
|
Nov 16, 2021
Q3 2021
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-357- 1.55% |
$56.7K - $62.9K
|
22.7K
$3.03M
|
|
|
Nov 15, 2021
Q3 2021
|
Spears Abacus Advisors LLC
|
SELL
|
- |
-377- 3.0% |
$59.9K - $66.4K
|
12.2K
$1.63M
|
|
|
Nov 16, 2021
Q3 2021
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-383- 2.39% |
$60.9K - $67.5K
|
15.6K
$2.08M
|
|
|
Oct 20, 2021
Q3 2021
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-386- 0.55% |
$61.3K - $68K
|
70.4K
$9.39M
|
|
|
Oct 13, 2021
Q3 2021
|
Edge Wealth Management LLC
|
SELL
|
- |
-387- 56.83% |
$61.5K - $68.2K
|
294
$39.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-400- 14.79% |
$63.6K - $70.5K
|
2.3K
$307K
|
|
|
Oct 28, 2021
Q3 2021
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-400- 4.67% |
$63.6K - $70.5K
|
8.17K
$1.09M
|
|
|
Nov 04, 2021
Q3 2021
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-401- 3.71% |
$63.7K - $70.7K
|
10.4K
$1.39M
|
|
|
Oct 14, 2021
Q3 2021
|
Verity Wealth Advisors
|
SELL
|
- |
-407- 3.61% |
$64.7K - $71.7K
|
10.9K
$1.45M
|
|
|
Oct 21, 2021
Q3 2021
|
United Asset Strategies, Inc.
Garden City, NY |
SELL
|
- |
-407- 18.41% |
$64.7K - $71.7K
|
1.8K
$241K
|
|
|
Nov 09, 2021
Q3 2021
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-409- 4.47% |
$65K - $72.1K
|
8.73K
$1.16M
|
|
|
Nov 12, 2021
Q3 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-412- 16.49% |
$65.5K - $72.6K
|
2.09K
$278K
|
|
|
Oct 26, 2021
Q3 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-412- 17.48% |
$65.5K - $72.6K
|
1.95K
$259K
|
|
|
Nov 15, 2021
Q3 2021
|
Altshuler Shaham LTD
|
SELL
|
- |
-415Closed |
$65.9K - $73.1K
|
0
$0
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-437- 8.05% |
$69.4K - $77K
|
4.99K
$666K
|
|
|
Nov 12, 2021
Q3 2021
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-459- 12.43% |
$72.9K - $80.9K
|
3.24K
$432K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-475- 3.76% |
$75.5K - $83.7K
|
12.2K
$1.62M
|
|
|
Oct 20, 2021
Q3 2021
|
Personal Wealth Partners
Bloomington, MN |
SELL
|
- |
-497Closed |
$79K - $87.6K
|
0
$0
|
|
|
Oct 29, 2021
Q3 2021
|
Wealth Management Partners, LLC
|
SELL
|
- |
-499- 8.33% |
$79.3K - $87.9K
|
5.49K
$732K
|
|
|
Oct 28, 2021
Q3 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-499- 3.44% |
$79.3K - $87.9K
|
14K
$1.87M
|
|
|
Oct 21, 2021
Q3 2021
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-500- 11.22% |
$79.4K - $88.1K
|
3.96K
$528K
|
|
|
Nov 15, 2021
Q3 2021
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-500- 10.38% |
$79.4K - $88.1K
|
4.32K
$576K
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
SELL
|
- |
-500- 19.11% |
$79.4K - $88.1K
|
2.12K
$282K
|
|
|
Nov 12, 2021
Q3 2021
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-500Closed |
$79.4K - $88.1K
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-504- 18.61% |
$80.1K - $88.8K
|
2.2K
$294K
|
|
|
Oct 12, 2021
Q3 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-520- 19.41% |
$82.6K - $91.6K
|
2.16K
$288K
|
|
|
Oct 27, 2021
Q3 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-535- 11.83% |
$85K - $94.3K
|
3.99K
$532K
|
|
|
Nov 12, 2021
Q3 2021
|
Beaumont Financial Partners, LLC
|
SELL
|
- |
-546- 3.64% |
$86.8K - $96.2K
|
14.4K
$1.93M
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-549- 12.1% |
$87.2K - $96.7K
|
3.99K
$532K
|
|
|
Nov 12, 2021
Q3 2021
|
Fortis Advisors, LLC
King Of Prussia, PA |
SELL
|
- |
-550- 26.83% |
$87.4K - $96.9K
|
1.5K
$200K
|
|
|
Oct 21, 2021
Q3 2021
|
Parkside Investments, LLC
|
SELL
|
- |
-550- 26.83% |
$87.4K - $96.9K
|
1.5K
$200K
|
|
|
Nov 08, 2021
Q3 2021
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-560- 2.74% |
$89K - $98.7K
|
19.9K
$2.66M
|
|
|
Oct 14, 2021
Q3 2021
|
Clear Creek Financial Management, LLC
|
SELL
|
- |
-568- 26.63% |
$90.2K - $100K
|
1.57K
$209K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
SELL
|
- |
-584- 6.13% |
$92.8K - $103K
|
8.95K
$1.19M
|
|
|
Nov 10, 2021
Q3 2021
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-585- 31.59% |
$93K - $103K
|
1.27K
$169K
|
|
|
Oct 28, 2021
Q3 2021
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 11.43% |
$95.3K - $106K
|
4.65K
$620K
|
|
|
Oct 15, 2021
Q3 2021
|
Bartlett & Co. LLC
|
SELL
|
- |
-600- 5.75% |
$95.3K - $106K
|
9.83K
$1.31M
|
|
|
Feb 13, 2024
Q3 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-600- 5.75% |
$95.3K - $106K
|
9.83K
$1.31M
|
|
|
Nov 05, 2021
Q3 2021
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-605- 1.94% |
$96.1K - $107K
|
30.6K
$4.08M
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
SELL
|
- |
-611- 15.31% |
$97.1K - $108K
|
3.38K
$451K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
SELL
|
- |
-635- 20.42% |
$101K - $112K
|
2.47K
$330K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-635- 27.63% |
$101K - $112K
|
1.66K
$222K
|
|
|
Nov 12, 2021
Q3 2021
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-646- 10.7% |
$103K - $114K
|
5.39K
$720K
|