Purchases and Sales Made in Q4 2021 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2022
Q4 2021
|
Essex LLC
|
BUY
|
- |
200+ 4.42% |
$29.1K - $33K
|
4.73K
$651K
|
|
|
Feb 14, 2022
Q4 2021
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200+ 45.98% |
$29.1K - $33K
|
635
$87.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
199+ 1.05% |
$28.9K - $32.8K
|
19.1K
$2.63M
|
|
|
Feb 02, 2022
Q4 2021
|
True Wealth Advisors, LLC
|
BUY
|
- |
198+ 7.76% |
$28.8K - $32.6K
|
2.75K
$379K
|
|
|
Feb 14, 2022
Q4 2021
|
Money Concepts Capital Corp
|
BUY
|
- |
190+ 41.58% |
$27.6K - $31.3K
|
647
$89.1K
|
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
189New |
$27.5K - $31.1K
|
189
$26K
|
|
|
Feb 01, 2022
Q4 2021
|
Grimes & Company, Inc.
|
BUY
|
- |
187+ 7.27% |
$27.2K - $30.8K
|
2.76K
$380K
|
|
|
Jan 20, 2022
Q4 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
185+ 10.99% |
$26.9K - $30.5K
|
1.87K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
180+ 2.23% |
$26.1K - $29.7K
|
8.24K
$1.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Axiom Investment Management LLC
New York, NY |
BUY
|
- |
180+ 56.25% |
$26.1K - $29.7K
|
500
$68.8K
|
|
|
Dec 01, 2022
Q4 2021
|
Mufg Americas Holdings Corp
|
BUY
|
- |
180+ 2.23% |
$26.1K - $29.7K
|
8.24K
$1.13M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandy Spring Bank
|
BUY
|
- |
171+ 0.56% |
$24.8K - $28.2K
|
30.5K
$4.2M
|
|
|
Feb 10, 2022
Q4 2021
|
Tsfg, LLC
|
BUY
|
- |
170+ 1.68% |
$24.7K - $28K
|
10.3K
$1.42M
|
|
|
Feb 01, 2022
Q4 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
167+ 1.36% |
$24.3K - $27.5K
|
12.4K
$1.71M
|
|
|
Feb 02, 2022
Q4 2021
|
Pinnacle Associates LTD
|
BUY
|
- |
165+ 0.32% |
$24K - $27.2K
|
51.3K
$7.06M
|
|
|
Feb 04, 2022
Q4 2021
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
165+ 11.66% |
$24K - $27.2K
|
1.58K
$218K
|
|
|
Jul 24, 2024
Q4 2021
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
162+ 4.12% |
$23.5K - $26.7K
|
4.1K
$564K
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
157+ 46.31% |
$22.8K - $25.9K
|
496
$68.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
155+ 2.55% |
$22.5K - $25.5K
|
6.24K
$859K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
151+ 16.91% |
$21.9K - $24.9K
|
1.04K
$144K
|
|
|
Jan 10, 2022
Q4 2021
|
Beese Fulmer Investment Management, Inc.
|
BUY
|
- |
150+ 9.06% |
$21.8K - $24.7K
|
1.81K
$248K
|
|
|
Feb 03, 2022
Q4 2021
|
Fsb Premier Wealth Management, Inc.
|
BUY
|
- |
150New |
$21.8K - $24.7K
|
150
$20.7K
|
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
148New |
$21.5K - $24.4K
|
148
$20.4K
|
|
|
Feb 11, 2022
Q4 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
148+ 0.25% |
$21.5K - $24.4K
|
58.4K
$8.04M
|
|
|
Jan 28, 2022
Q4 2021
|
Widmann Financial Services, Inc.
|
BUY
|
- |
147New |
$21.4K - $24.2K
|
147
$20.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
147+ 1.5% |
$21.4K - $24.2K
|
9.97K
$1.37M
|
|
|
Feb 08, 2022
Q4 2021
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
140New |
$20.3K - $23.1K
|
140
$19.3K
|
|
|
Feb 14, 2022
Q4 2021
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
130+ 7.73% |
$18.9K - $21.4K
|
1.81K
$249K
|
|
|
Jan 20, 2022
Q4 2021
|
Hanson & Doremus Investment Management
|
BUY
|
- |
128+ 1.92% |
$18.6K - $21.1K
|
6.79K
$934K
|
|
|
Jan 20, 2022
Q4 2021
|
Level Financial Advisors, Inc.
|
BUY
|
- |
128New |
$18.6K - $21.1K
|
128
$17.6K
|
|
|
Jan 27, 2022
Q4 2021
|
Paragon Capital Management LTD
|
BUY
|
- |
121New |
$17.6K - $19.9K
|
121
$16.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
121+ 0.27% |
$17.6K - $19.9K
|
44.3K
$6.1M
|
|
|
Mar 08, 2022
Q4 2021
|
Bartlett & Co. LLC
|
BUY
|
- |
120+ 1.22% |
$17.4K - $19.8K
|
9.95K
$1.37M
|
|
|
Feb 14, 2024
Q4 2021
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
120+ 1.22% |
$17.4K - $19.8K
|
9.95K
$1.37M
|
|
|
Feb 07, 2022
Q4 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
113+ 6.55% |
$16.4K - $18.6K
|
1.84K
$253K
|
|
|
Feb 14, 2022
Q4 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
113+ 0.75% |
$16.4K - $18.6K
|
15.2K
$2.1M
|
|
|
Aug 30, 2024
Q4 2021
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
110+ 7.51% |
$16K - $18.1K
|
1.58K
$217K
|
|
|
Feb 03, 2022
Q4 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
107+ 2.25% |
$15.5K - $17.6K
|
4.87K
$670K
|
|
|
Feb 14, 2022
Q4 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
105+ 1.34% |
$15.3K - $17.3K
|
7.96K
$1.1M
|
|
|
Jan 21, 2022
Q4 2021
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
105+ 6.65% |
$15.3K - $17.3K
|
1.69K
$232K
|
|
|
Feb 09, 2022
Q4 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
105+ 64.81% |
$15.3K - $17.3K
|
267
$36.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Northstar Group, Inc.
|
BUY
|
- |
100+ 2.38% |
$14.5K - $16.5K
|
4.31K
$593K
|
|
|
Jan 12, 2022
Q4 2021
|
Gradient Investments LLC
|
BUY
|
- |
100+ 99.01% |
$14.5K - $16.5K
|
201
$27.7K
|
|
|
Jan 21, 2022
Q4 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
100+ 6.56% |
$14.5K - $16.5K
|
1.63K
$224K
|
|
|
Feb 02, 2022
Q4 2021
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
100+ 4.41% |
$14.5K - $16.5K
|
2.37K
$326K
|
|
|
Jan 18, 2022
Q4 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
96+ 1.35% |
$13.9K - $15.8K
|
7.21K
$993K
|
|
|
Feb 04, 2022
Q4 2021
|
Sandy Cove Advisors, LLC
Hingham, MA |
BUY
|
- |
95New |
$13.8K - $15.7K
|
95
$13.1K
|
|
|
Feb 03, 2022
Q4 2021
|
Schnieders Capital Management LLC
|
BUY
|
- |
95+ 7.42% |
$13.8K - $15.7K
|
1.38K
$189K
|
|
|
Feb 04, 2022
Q4 2021
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
91+ 6.39% |
$13.2K - $15K
|
1.52K
$209K
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
89+ 2.38% |
$12.9K - $14.7K
|
3.82K
$526K
|