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
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
531+ 0.71% |
$84.4K - $93.6K
|
75.1K
$10M
|
|
Oct 12, 2021
Q3 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
531+ 42.11% |
$84.4K - $93.6K
|
1.79K
$239K
|
|
Nov 01, 2021
Q3 2021
|
Danda Trouve Investment Management, Inc.
|
BUY
|
- |
524+ 6.36% |
$83.3K - $92.3K
|
8.76K
$1.17M
|
|
Nov 05, 2021
Q3 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
516+ 2.73% |
$82K - $90.9K
|
19.4K
$2.59M
|
|
Oct 21, 2021
Q3 2021
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
516+ 15.28% |
$82K - $90.9K
|
3.89K
$519K
|
|
Nov 15, 2021
Q3 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
514+ 6.0% |
$81.7K - $90.6K
|
9.08K
$1.21M
|
|
Nov 03, 2021
Q3 2021
|
Crestwood Advisors Group LLC
|
BUY
|
- |
507+ 0.38% |
$80.6K - $89.3K
|
133K
$17.8M
|
|
Nov 15, 2021
Q3 2021
|
Pinz Capital Management, LP
New York, NY |
BUY
|
- |
500New |
$79.4K - $88.1K
|
500
$66.7K
|
|
Nov 12, 2021
Q3 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
467New |
$74.2K - $82.3K
|
467
$62.3K
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
BUY
|
- |
444+ 24.79% |
$70.5K - $78.2K
|
2.24K
$298K
|
|
Nov 12, 2021
Q3 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
443+ 7.85% |
$70.4K - $78.1K
|
6.09K
$812K
|
|
Oct 06, 2021
Q3 2021
|
Clarus Wealth Advisors
|
BUY
|
- |
442+ 6.77% |
$70.2K - $77.9K
|
6.97K
$930K
|
|
Nov 10, 2021
Q3 2021
|
Clarkston Capital Partners, LLC
Bloomfield Hills, MI |
BUY
|
- |
417New |
$66.3K - $73.5K
|
417
$55.6K
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
417+ 14.9% |
$66.3K - $73.5K
|
3.22K
$429K
|
|
Oct 22, 2021
Q3 2021
|
Bell Bank
|
BUY
|
- |
411+ 0.55% |
$65.3K - $72.4K
|
75.5K
$10.1M
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
399+ 2.94% |
$63.4K - $70.3K
|
14K
$1.86M
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
399+ 8.33% |
$63.4K - $70.3K
|
5.19K
$692K
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
397+ 1.49% |
$63.1K - $70K
|
27K
$3.61M
|
|
Oct 08, 2021
Q3 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
390+ 20.12% |
$62K - $68.7K
|
2.33K
$311K
|
|
Nov 15, 2021
Q3 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
385+ 12.71% |
$61.2K - $67.8K
|
3.42K
$456K
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
374+ 9.16% |
$59.4K - $65.9K
|
4.46K
$595K
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
369+ 12.26% |
$58.6K - $65K
|
3.38K
$451K
|
|
Nov 15, 2021
Q3 2021
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
363+ 2.12% |
$57.7K - $64K
|
17.5K
$2.33M
|
|
Nov 15, 2021
Q3 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
361+ 1.95% |
$57.4K - $63.6K
|
18.9K
$2.52M
|
|
Oct 13, 2021
Q3 2021
|
Leo Brokerage, LLC
|
BUY
|
- |
355+ 2.21% |
$56.4K - $62.6K
|
16.4K
$2.19M
|
|
Nov 15, 2021
Q3 2021
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
350+ 5.65% |
$55.6K - $61.7K
|
6.54K
$873K
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
336+ 12.67% |
$53.4K - $59.2K
|
2.99K
$399K
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
332+ 3.2% |
$52.8K - $58.5K
|
10.7K
$1.43M
|
|
Nov 12, 2021
Q3 2021
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
326+ 4.31% |
$51.8K - $57.4K
|
7.88K
$1.05M
|
|
Oct 22, 2021
Q3 2021
|
Spire Wealth Management
|
BUY
|
- |
325+ 5.3% |
$51.6K - $57.3K
|
6.45K
$861K
|
|
Nov 15, 2021
Q3 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
319+ 10.3% |
$50.7K - $56.2K
|
3.42K
$456K
|
|
Oct 19, 2021
Q3 2021
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
309+ 0.47% |
$49.1K - $54.4K
|
66.3K
$8.85M
|
|
Nov 16, 2021
Q3 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
295+ 9.93% |
$46.9K - $52K
|
3.27K
$436K
|
|
Oct 18, 2021
Q3 2021
|
Raymond James Trust N.A.
|
BUY
|
- |
288+ 14.29% |
$45.8K - $50.7K
|
2.3K
$307K
|
|
Nov 15, 2021
Q3 2021
|
Meristem Family Wealth, LLC
Minnetonka, MN |
BUY
|
- |
285+ 6.79% |
$45.3K - $50.2K
|
4.48K
$598K
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
284+ 11.67% |
$45.1K - $50K
|
2.72K
$362K
|
|
Oct 29, 2021
Q3 2021
|
Bridge Advisory, LLC
|
BUY
|
- |
276+ 9.09% |
$43.9K - $48.6K
|
3.31K
$442K
|
|
Nov 15, 2021
Q3 2021
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
269+ 3.12% |
$42.7K - $47.4K
|
8.88K
$1.18M
|
|
Nov 09, 2021
Q3 2021
|
Ieq Capital, LLC
|
BUY
|
- |
252+ 11.2% |
$40K - $44.4K
|
2.5K
$334K
|
|
Oct 12, 2021
Q3 2021
|
Activest Wealth Management
|
BUY
|
- |
245+ 19.05% |
$38.9K - $43.2K
|
1.53K
$204K
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
228+ 6.67% |
$36.2K - $40.2K
|
3.65K
$486K
|
|
Oct 20, 2021
Q3 2021
|
Toth Financial Advisory Corp
|
BUY
|
- |
214+ 0.35% |
$34K - $37.7K
|
61.7K
$8.23M
|
|
Oct 12, 2021
Q3 2021
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
210+ 23.92% |
$33.4K - $37K
|
1.09K
$145K
|
|
Oct 19, 2021
Q3 2021
|
South Shore Capital Advisors
|
BUY
|
- |
202+ 5.46% |
$32.1K - $35.6K
|
3.9K
$521K
|
|
Nov 03, 2021
Q3 2021
|
Herold Advisors, Inc.
|
BUY
|
- |
200New |
$31.8K - $35.2K
|
200
$26.7K
|
|
Nov 17, 2021
Q3 2021
|
Consolidated Planning Corp
Atlanta, GA |
BUY
|
- |
198New |
$31.5K - $34.9K
|
198
$26.4K
|
|
Nov 15, 2021
Q3 2021
|
Patten Group, Inc.
|
BUY
|
- |
198+ 5.3% |
$31.5K - $34.9K
|
3.93K
$525K
|
|
Nov 08, 2021
Q3 2021
|
Keybank National Association
|
BUY
|
- |
195+ 0.77% |
$31K - $34.4K
|
25.7K
$3.42M
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
193+ 1.86% |
$30.7K - $34K
|
10.6K
$1.41M
|
|
Nov 04, 2021
Q3 2021
|
Abbrea Capital, LLC
|
BUY
|
- |
185+ 14.8% |
$29.4K - $32.6K
|
1.44K
$191K
|