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 13, 2022
Q3 2022
|
Umb Bank, N.A.
|
BUY
|
- |
53+ 0.81% |
$6.01K - $7.15K
|
6.59K
$913K
|
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
52+ 0.42% |
$5.9K - $7.01K
|
12.4K
$1.72M
|
|
|
Nov 01, 2022
Q3 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
50+ 1.32% |
$5.67K - $6.74K
|
3.84K
$532K
|
|
|
Nov 03, 2022
Q3 2022
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
50+ 2.51% |
$5.67K - $6.74K
|
2.05K
$284K
|
|
|
Nov 14, 2022
Q3 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
47+ 2.52% |
$5.33K - $6.34K
|
1.92K
$266K
|
|
|
Oct 31, 2022
Q3 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
45+ 1.64% |
$5.1K - $6.07K
|
2.79K
$386K
|
|
|
Oct 14, 2022
Q3 2022
|
Pacifica Partners Inc.
|
BUY
|
- |
40+ 57.14% |
$4.54K - $5.39K
|
110
$15.3K
|
|
|
Nov 14, 2022
Q3 2022
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
40+ 0.23% |
$4.54K - $5.39K
|
17.8K
$2.47M
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
40+ 12.94% |
$4.54K - $5.39K
|
349
$48.4K
|
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
35+ 16.67% |
$3.97K - $4.72K
|
245
$34K
|
|
|
Oct 20, 2022
Q3 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
30+ 0.29% |
$3.4K - $4.04K
|
10.2K
$1.42M
|
|
|
Oct 21, 2022
Q3 2022
|
Everett Harris & CO
|
BUY
|
- |
30+ 1.5% |
$3.4K - $4.04K
|
2.04K
$282K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
29+ 0.31% |
$3.29K - $3.91K
|
9.35K
$1.3M
|
|
|
Oct 27, 2022
Q3 2022
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
28New |
$3.18K - $3.77K
|
28
$3.88K
|
|
|
Nov 01, 2022
Q3 2022
|
Assetmark, Inc
|
BUY
|
- |
26+ 104.0% |
$2.95K - $3.51K
|
51
$7.07K
|
|
|
Oct 18, 2022
Q3 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
23+ 0.19% |
$2.61K - $3.1K
|
12.3K
$1.71M
|
|
|
Nov 10, 2022
Q3 2022
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
23+ 460.0% |
$2.61K - $3.1K
|
28
$3.88K
|
|
|
Oct 27, 2022
Q3 2022
|
First Personal Financial Services
|
BUY
|
- |
21+ 3.24% |
$2.38K - $2.83K
|
669
$92.8K
|
|
|
Nov 08, 2022
Q3 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
20+ 2.92% |
$2.27K - $2.7K
|
705
$97.8K
|
|
|
Oct 20, 2022
Q3 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 3.76% |
$2.04K - $2.43K
|
497
$68.9K
|
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
16+ 0.39% |
$1.81K - $2.16K
|
4.14K
$573K
|
|
|
Nov 14, 2022
Q3 2022
|
Fwl Investment Management, LLC
|
BUY
|
- |
16New |
$1.81K - $2.16K
|
16
$2.22K
|
|
|
Nov 14, 2022
Q3 2022
|
Baldwin Investment Management, LLC
|
BUY
|
- |
15+ 0.52% |
$1.7K - $2.02K
|
2.89K
$401K
|
|
|
Nov 15, 2022
Q3 2022
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
15+ 0.47% |
$1.7K - $2.02K
|
3.19K
$442K
|
|
|
Oct 26, 2022
Q3 2022
|
Northstar Group, Inc.
|
BUY
|
- |
15+ 0.38% |
$1.7K - $2.02K
|
3.97K
$550K
|
|
|
Nov 14, 2022
Q3 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
13+ 0.43% |
$1.47K - $1.75K
|
3.02K
$419K
|
|
|
Nov 14, 2022
Q3 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
12+ 0.23% |
$1.36K - $1.62K
|
5.21K
$722K
|
|
|
Nov 14, 2022
Q3 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
11+ 0.35% |
$1.25K - $1.48K
|
3.13K
$434K
|
|
|
Nov 15, 2022
Q3 2022
|
Monograph Wealth Advisors, LLC
|
BUY
|
- |
10+ 0.24% |
$1.13K - $1.35K
|
4.21K
$584K
|
|
|
Nov 09, 2022
Q3 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
9+ 1.53% |
$1.02K - $1.21K
|
598
$82.9K
|
|
|
Oct 31, 2022
Q3 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
9+ 0.39% |
$1.02K - $1.21K
|
2.33K
$323K
|
|
|
Oct 18, 2022
Q3 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
8+ 0.1% |
$907 - $1.08K
|
8.04K
$1.11M
|
|
|
Oct 20, 2022
Q3 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
6New |
$681 - $809
|
6
$832
|
|
|
Nov 04, 2022
Q3 2022
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.11% |
$340 - $404
|
2.69K
$372K
|
|
|
Nov 14, 2022
Q3 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.12% |
$340 - $404
|
2.57K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
3+ 0.09% |
$340 - $404
|
3.31K
$458K
|
|
|
Nov 10, 2022
Q3 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
2+ 0.11% |
$227 - $270
|
1.76K
$243K
|
|
|
Oct 31, 2022
Q3 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
2+ 0.05% |
$227 - $270
|
3.75K
$520K
|
|
|
Oct 28, 2022
Q3 2022
|
Grimes & Company, Inc.
|
BUY
|
- |
2+ 0.1% |
$227 - $270
|
2.08K
$288K
|
|
|
Nov 02, 2022
Q3 2022
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1+ 0.01% |
$113 - $135
|
8.4K
$1.17M
|
|
|
Oct 31, 2022
Q3 2022
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
1+ 0.07% |
$113 - $135
|
1.41K
$196K
|
|
|
Nov 07, 2022
Q3 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
1+ 0.32% |
$113 - $135
|
317
$44K
|
|
|
Nov 14, 2022
Q3 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-1- 0.04% |
$113 - $135
|
2.26K
$314K
|
|
|
Nov 07, 2023
Q3 2022
|
Sutton Wealth Advisors Inc.
Tampa, FL |
SELL
|
- |
-3- 1.64% |
$340 - $404
|
180
$25K
|
|
|
Oct 21, 2022
Q3 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-3- 0.17% |
$340 - $404
|
1.73K
$240K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-4- 0.26% |
$454 - $539
|
1.51K
$209K
|
|
|
Oct 27, 2022
Q3 2022
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-8- 0.21% |
$907 - $1.08K
|
3.73K
$517K
|
|
|
Nov 21, 2022
Q3 2022
|
Bray Capital Advisors
|
SELL
|
- |
-8- 0.04% |
$907 - $1.08K
|
18.6K
$2.58M
|
|
|
Oct 18, 2022
Q3 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-8- 1.01% |
$907 - $1.08K
|
788
$109K
|
|
|
Oct 12, 2022
Q3 2022
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-9- 0.33% |
$1.02K - $1.21K
|
2.68K
$372K
|