Purchases and Sales Made in Q3 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2022. 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 14, 2022
Q3 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
1K+ 3.75% |
$114K - $135K
|
27.7K
$3.81M
|
|
Nov 03, 2022
Q3 2022
|
Larson Financial Group LLC
|
BUY
|
- |
1K+ 869.57% |
$113K - $135K
|
1.12K
$154K
|
|
Nov 10, 2022
Q3 2022
|
Marion Wealth Management
|
BUY
|
- |
995+ 8.26% |
$113K - $134K
|
13K
$1.8M
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
868+ 382.38% |
$98.4K - $117K
|
1.1K
$151K
|
|
Oct 27, 2022
Q3 2022
|
Albion Financial Group
|
BUY
|
- |
835+ 0.65% |
$94.7K - $113K
|
129K
$17.7M
|
|
Nov 14, 2022
Q3 2022
|
Forbes J M & CO LLP
|
BUY
|
- |
815+ 1.4% |
$92.4K - $110K
|
58.9K
$8.11M
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
805+ 5.51% |
$91.3K - $109K
|
15.4K
$2.12M
|
|
Nov 09, 2022
Q3 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
803+ 1.98% |
$91.1K - $108K
|
41.4K
$5.7M
|
|
Nov 09, 2022
Q3 2022
|
Pecaut & Co.
|
BUY
|
- |
791New |
$89.7K - $107K
|
791
$109K
|
|
Nov 09, 2022
Q3 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
750+ 39.58% |
$85.1K - $101K
|
2.65K
$364K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
738+ 3.33% |
$83.7K - $99.5K
|
22.9K
$3.16M
|
|
Oct 24, 2022
Q3 2022
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
725+ 17.88% |
$82.2K - $97.7K
|
4.78K
$658K
|
|
Nov 14, 2022
Q3 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
721+ 6.37% |
$81.8K - $97.2K
|
12K
$1.66M
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
692+ 32.78% |
$78.5K - $93.3K
|
2.8K
$386K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
BUY
|
- |
675+ 87.1% |
$76.6K - $91K
|
1.45K
$200K
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
645New |
$73.2K - $87K
|
645
$88.8K
|
|
Nov 01, 2022
Q3 2022
|
Great West Life Assurance CO
Winnipeg, A2 |
BUY
|
- |
633+ 0.47% |
$71.8K - $85.3K
|
136K
$18.7M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
630+ 14.97% |
$71.5K - $84.9K
|
4.84K
$666K
|
|
Nov 14, 2022
Q3 2022
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
585+ 3.63% |
$66.4K - $78.9K
|
16.7K
$2.3M
|
|
Nov 14, 2022
Q3 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
584+ 4.28% |
$66.2K - $78.7K
|
14.2K
$1.96M
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
534+ 2.49% |
$60.6K - $72K
|
21.9K
$3.02M
|
|
Oct 28, 2022
Q3 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
530+ 5.76% |
$60.1K - $71.5K
|
9.74K
$1.34M
|
|
Nov 01, 2022
Q3 2022
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
527+ 1.86% |
$59.8K - $71.1K
|
28.9K
$3.98M
|
|
Nov 14, 2022
Q3 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
526+ 1.12% |
$59.7K - $70.9K
|
47.6K
$6.55M
|
|
Oct 13, 2022
Q3 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
509+ 1.55% |
$57.7K - $68.6K
|
33.3K
$4.58M
|
|
Nov 01, 2022
Q3 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
507+ 0.76% |
$57.5K - $68.4K
|
67K
$9.22M
|
|
Oct 03, 2022
Q3 2022
|
M&R Capital Management Inc
|
BUY
|
- |
500+ 2.96% |
$56.7K - $67.4K
|
17.4K
$2.39M
|
|
Nov 09, 2022
Q3 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
500New |
$56.7K - $67.4K
|
500
$68.8K
|
|
Nov 14, 2022
Q3 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
498+ 10.65% |
$56.5K - $67.1K
|
5.18K
$712K
|
|
Oct 18, 2022
Q3 2022
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
491+ 16.6% |
$55.7K - $66.2K
|
3.45K
$475K
|
|
Oct 28, 2022
Q3 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
485+ 8.03% |
$55K - $65.4K
|
6.53K
$898K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
453+ 47.84% |
$51.4K - $61.1K
|
1.4K
$193K
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
453+ 2.03% |
$51.4K - $61.1K
|
22.8K
$3.14M
|
|
Nov 08, 2022
Q3 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
439+ 0.6% |
$49.8K - $59.2K
|
73.2K
$10.1M
|
|
Oct 17, 2022
Q3 2022
|
Canton Hathaway, LLC
|
BUY
|
- |
435+ 2.99% |
$49.3K - $58.6K
|
15K
$2.06M
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
433+ 39.19% |
$49.1K - $58.4K
|
1.54K
$212K
|
|
Nov 14, 2022
Q3 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
431+ 1.79% |
$48.9K - $58.1K
|
24.5K
$3.37M
|
|
Nov 14, 2022
Q3 2022
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
407+ 6.04% |
$46.2K - $54.9K
|
7.15K
$984K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
384+ 0.32% |
$43.6K - $51.8K
|
122K
$16.8M
|
|
Nov 02, 2022
Q3 2022
|
Baron Silver Stevens Financial Advisors, LLC
|
BUY
|
- |
366New |
$41.5K - $49.3K
|
366
$50.4K
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
346+ 4.06% |
$39.2K - $46.6K
|
8.86K
$1.22M
|
|
Oct 12, 2022
Q3 2022
|
Sol Capital Management CO
|
BUY
|
- |
345+ 1.37% |
$39.1K - $46.5K
|
25.4K
$3.5M
|
|
Nov 14, 2022
Q3 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
311+ 16.27% |
$35.3K - $41.9K
|
2.22K
$306K
|
|
Jan 02, 2024
Q3 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
309+ 6.29% |
$35K - $41.7K
|
5.22K
$718K
|
|
Nov 07, 2022
Q3 2022
|
Evoke Wealth, LLC
|
BUY
|
- |
300+ 5.05% |
$34K - $40.4K
|
6.24K
$859K
|
|
Nov 08, 2022
Q3 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
292+ 2.48% |
$33.1K - $39.4K
|
12.1K
$1.66M
|
|
Nov 09, 2022
Q3 2022
|
Hyman Charles D
|
BUY
|
- |
290+ 13.27% |
$32.9K - $39.1K
|
2.48K
$341K
|
|
Nov 14, 2022
Q3 2022
|
Mirador Capital Partners LP
|
BUY
|
- |
283+ 0.79% |
$32.1K - $38.2K
|
36K
$4.95M
|
|
Nov 15, 2022
Q3 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
278+ 0.75% |
$31.5K - $37.5K
|
37.2K
$5.13M
|
|
Nov 08, 2022
Q3 2022
|
Phillips Financial Management, LLC
|
BUY
|
- |
275New |
$31.2K - $37.1K
|
275
$37.9K
|