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 |
|---|---|---|---|---|---|---|---|
|
Oct 21, 2022
Q3 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
275+ 6.16% |
$31.2K - $37.1K
|
4.74K
$657K
|
|
|
Oct 26, 2022
Q3 2022
|
Bard Financial Services, Inc.
|
BUY
|
- |
275+ 1.04% |
$31.2K - $37.1K
|
26.7K
$3.71M
|
|
|
Oct 31, 2022
Q3 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
270+ 2.62% |
$30.6K - $36.4K
|
10.6K
$1.47M
|
|
|
Nov 14, 2022
Q3 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
263+ 95.99% |
$29.8K - $35.5K
|
537
$74.5K
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
263+ 0.41% |
$29.8K - $35.5K
|
64.2K
$8.91M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
255+ 5.25% |
$28.9K - $34.4K
|
5.11K
$709K
|
|
|
Oct 28, 2022
Q3 2022
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
250+ 196.85% |
$28.4K - $33.7K
|
377
$52.3K
|
|
|
Nov 09, 2022
Q3 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
235+ 4.39% |
$26.7K - $31.7K
|
5.58K
$774K
|
|
|
Nov 15, 2022
Q3 2022
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
233+ 1.67% |
$26.4K - $31.4K
|
14.1K
$1.96M
|
|
|
Oct 24, 2022
Q3 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
227+ 3.33% |
$25.7K - $30.6K
|
7.04K
$976K
|
|
|
Nov 14, 2022
Q3 2022
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
219+ 5.65% |
$24.8K - $29.5K
|
4.1K
$568K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
218+ 5.26% |
$24.7K - $29.4K
|
4.37K
$605K
|
|
|
Nov 14, 2022
Q3 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
215+ 49.43% |
$24.4K - $29K
|
650
$90.1K
|
|
|
Oct 14, 2022
Q3 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
215+ 2.24% |
$24.4K - $29K
|
9.83K
$1.36M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
211+ 0.55% |
$23.9K - $28.4K
|
38.6K
$5.35M
|
|
|
Oct 17, 2022
Q3 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
204+ 2.84% |
$23.1K - $27.5K
|
7.39K
$1.02M
|
|
|
Nov 14, 2022
Q3 2022
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
201+ 3.26% |
$22.8K - $27.1K
|
6.36K
$882K
|
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
200+ 7.57% |
$22.7K - $27K
|
2.84K
$394K
|
|
|
Nov 09, 2022
Q3 2022
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
200+ 66.67% |
$22.7K - $27K
|
500
$69.3K
|
|
|
Oct 27, 2022
Q3 2022
|
Keybank National Association
|
BUY
|
- |
180+ 0.84% |
$20.4K - $24.3K
|
21.5K
$2.98M
|
|
|
Nov 07, 2022
Q3 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
176+ 0.31% |
$20K - $23.7K
|
56.2K
$7.8M
|
|
|
Nov 03, 2022
Q3 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
173New |
$19.6K - $23.3K
|
173
$24K
|
|
|
Oct 11, 2022
Q3 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
160+ 4.0% |
$18.1K - $21.6K
|
4.16K
$577K
|
|
|
Nov 10, 2022
Q3 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
155+ 0.6% |
$17.6K - $20.9K
|
25.8K
$3.58M
|
|
|
Nov 14, 2022
Q3 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
134+ 2.34% |
$15.2K - $18.1K
|
5.87K
$814K
|
|
|
Nov 09, 2022
Q3 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
128+ 5.93% |
$14.5K - $17.3K
|
2.29K
$317K
|
|
|
Nov 10, 2022
Q3 2022
|
Madison Wealth Management
Cincinnati, OH |
BUY
|
- |
127+ 5.51% |
$14.4K - $17.1K
|
2.43K
$337K
|
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
126+ 2.21% |
$14.3K - $17K
|
5.82K
$806K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
123+ 5.11% |
$14K - $16.6K
|
2.53K
$351K
|
|
|
Nov 14, 2022
Q3 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
115+ 2.44% |
$13K - $15.5K
|
4.84K
$671K
|
|
|
Dec 28, 2022
Q3 2022
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
111+ 1.61% |
$12.6K - $15K
|
7.01K
$972K
|
|
|
Nov 08, 2022
Q3 2022
|
Nbt Bank N A
|
BUY
|
- |
103+ 0.29% |
$11.7K - $13.9K
|
35.9K
$4.98M
|
|
|
Aug 16, 2024
Q3 2022
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
100+ 1.98% |
$11.3K - $13.5K
|
5.14K
$713K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
100New |
$11.3K - $13.5K
|
100
$13.9K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
93+ 120.78% |
$10.5K - $12.5K
|
170
$23.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
90New |
$10.2K - $12.1K
|
90
$12.5K
|
|
|
Oct 31, 2022
Q3 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
89+ 1.54% |
$10.1K - $12K
|
5.87K
$814K
|
|
|
Nov 07, 2022
Q3 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
88+ 3.16% |
$9.98K - $11.9K
|
2.88K
$399K
|
|
|
Nov 02, 2022
Q3 2022
|
Hudock, Inc.
|
BUY
|
- |
84+ 0.88% |
$9.53K - $11.3K
|
9.62K
$1.33M
|
|
|
Nov 08, 2022
Q3 2022
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
83+ 0.8% |
$9.41K - $11.2K
|
10.4K
$1.45M
|
|
|
Nov 14, 2022
Q3 2022
|
Marco Investment Management LLC
|
BUY
|
- |
80+ 1.38% |
$9.07K - $10.8K
|
5.86K
$813K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
78+ 3.06% |
$8.85K - $10.5K
|
2.63K
$365K
|
|
|
Oct 13, 2022
Q3 2022
|
Patten Group, Inc.
|
BUY
|
- |
72+ 1.48% |
$8.17K - $9.71K
|
4.93K
$683K
|
|
|
Nov 10, 2022
Q3 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
66+ 75.0% |
$7.49K - $8.9K
|
154
$21.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
65+ 0.06% |
$7.37K - $8.76K
|
107K
$14.9M
|
|
|
Oct 24, 2022
Q3 2022
|
Amarillo National Bank
|
BUY
|
- |
65+ 0.33% |
$7.37K - $8.76K
|
19.9K
$2.76M
|
|
|
Oct 13, 2022
Q3 2022
|
Alhambra Investment Partners LLC
|
BUY
|
- |
62+ 1.18% |
$7.03K - $8.36K
|
5.31K
$737K
|
|
|
Oct 28, 2022
Q3 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
61+ 2.41% |
$6.92K - $8.22K
|
2.6K
$360K
|
|
|
Oct 14, 2022
Q3 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
61+ 1.95% |
$6.92K - $8.22K
|
3.19K
$442K
|
|
|
Oct 27, 2022
Q3 2022
|
Affiance Financial, LLC
|
BUY
|
- |
54New |
$6.12K - $7.28K
|
54
$7.49K
|