Purchases and Sales Made in Q3 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2024. 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 07, 2024
Q3 2024
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
53+ 1.49% |
$7.16K - $7.92K
|
3.61K
$471K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
50New |
$6.75K - $7.47K
|
50
$6.51K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
50+ 3.71% |
$6.75K - $7.47K
|
1.4K
$182K
|
|
|
Oct 24, 2024
Q3 2024
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
46New |
$6.21K - $6.88K
|
46
$5.99K
|
|
|
Nov 14, 2024
Q3 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
43+ 1.1% |
$5.81K - $6.43K
|
3.95K
$514K
|
|
|
Oct 29, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
42New |
$5.67K - $6.28K
|
42
$5.47K
|
|
|
Nov 08, 2024
Q3 2024
|
Oarsman Capital, Inc.
Milwaukee, WI |
BUY
|
- |
41New |
$5.54K - $6.13K
|
41
$5.34K
|
|
|
Oct 28, 2024
Q3 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
41+ 0.64% |
$5.54K - $6.13K
|
6.45K
$840K
|
|
|
Nov 13, 2024
Q3 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
38+ 1.63% |
$5.13K - $5.68K
|
2.37K
$308K
|
|
|
Oct 16, 2024
Q3 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
33+ 4.88% |
$4.46K - $4.93K
|
709
$92.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
32+ 0.16% |
$4.32K - $4.78K
|
20.2K
$2.64M
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 0.96% |
$4.19K - $4.63K
|
3.27K
$427K
|
|
|
Oct 21, 2024
Q3 2024
|
Whittier Trust CO
|
BUY
|
- |
27+ 0.44% |
$3.65K - $4.04K
|
6.15K
$802K
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
27+ 1.11% |
$3.65K - $4.04K
|
2.46K
$321K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
26+ 11.06% |
$3.51K - $3.89K
|
261
$34K
|
|
|
Oct 08, 2024
Q3 2024
|
Wedmont Private Capital
|
BUY
|
- |
25+ 1.28% |
$3.38K - $3.74K
|
1.98K
$257K
|
|
|
Oct 31, 2024
Q3 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
25+ 1.64% |
$3.38K - $3.74K
|
1.55K
$202K
|
|
|
Oct 10, 2024
Q3 2024
|
City State Bank
Norwalk, IA |
BUY
|
- |
25+ 0.29% |
$3.38K - $3.74K
|
8.52K
$1.11M
|
|
|
Nov 06, 2024
Q3 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
22+ 0.4% |
$2.97K - $3.29K
|
5.57K
$726K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.17% |
$2.84K - $3.14K
|
12.7K
$1.65M
|
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
21+ 0.58% |
$2.84K - $3.14K
|
3.62K
$471K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
20+ 0.46% |
$2.7K - $2.99K
|
4.34K
$565K
|
|
|
Oct 08, 2024
Q3 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
20+ 0.24% |
$2.7K - $2.99K
|
8.28K
$1.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
20+ 0.6% |
$2.7K - $2.99K
|
3.38K
$441K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.95% |
$2.3K - $2.54K
|
1.81K
$236K
|
|
|
Oct 23, 2024
Q3 2024
|
St. Johns Investment Management Company, LLC
|
BUY
|
- |
17New |
$2.3K - $2.54K
|
17
$2.21K
|
|
|
Nov 06, 2024
Q3 2024
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
15+ 0.16% |
$2.03K - $2.24K
|
9.17K
$1.19M
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
15+ 34.09% |
$2.03K - $2.24K
|
59
$7.69K
|
|
|
Dec 09, 2024
Q3 2024
|
Copley Financial Group, Inc.
San Diego, CA |
BUY
|
- |
14New |
$1.89K - $2.09K
|
14
$1.82K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
13+ 0.58% |
$1.76K - $1.94K
|
2.26K
$295K
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
11New |
$1.49K - $1.64K
|
11
$1.43K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
9+ 0.32% |
$1.22K - $1.35K
|
2.84K
$370K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
BUY
|
- |
8+ 44.44% |
$1.08K - $1.2K
|
26
$3.39K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
7+ 6.86% |
$946 - $1.05K
|
109
$14.2K
|
|
|
Oct 24, 2024
Q3 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
6+ 0.14% |
$811 - $897
|
4.19K
$546K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
6+ 0.38% |
$811 - $897
|
1.57K
$205K
|
|
|
Nov 14, 2024
Q3 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
6+ 0.13% |
$811 - $897
|
4.79K
$624K
|
|
|
Nov 15, 2024
Q3 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
5+ 0.01% |
$675 - $747
|
67.8K
$8.83M
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 0.76% |
$675 - $747
|
661
$86.1K
|
|
|
Oct 15, 2024
Q3 2024
|
Pfg Advisors
|
BUY
|
- |
4+ 0.09% |
$540 - $598
|
4.55K
$592K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
4New |
$540 - $598
|
4
$521
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
4+ 0.12% |
$540 - $598
|
3.23K
$421K
|
|
|
Oct 09, 2024
Q3 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
4+ 0.13% |
$540 - $598
|
3.04K
$397K
|
|
|
Oct 21, 2024
Q3 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
4+ 0.16% |
$540 - $598
|
2.49K
$324K
|
|
|
Nov 14, 2024
Q3 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
4+ 0.15% |
$540 - $598
|
2.59K
$337K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
3+ 0.19% |
$405 - $448
|
1.59K
$207K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
3+ 0.14% |
$405 - $448
|
2.2K
$286K
|
|
|
Nov 13, 2024
Q3 2024
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
3+ 0.15% |
$405 - $448
|
2.06K
$269K
|
|
|
Nov 14, 2024
Q3 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
3+ 0.08% |
$405 - $448
|
3.6K
$469K
|
|
|
Nov 14, 2024
Q3 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
3+ 0.03% |
$405 - $448
|
11.6K
$1.51M
|