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 |
|---|---|---|---|---|---|---|---|
|
Feb 15, 2022
Q4 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
88+ 1.92% |
$12.8K - $14.5K
|
4.68K
$644K
|
|
|
Jan 31, 2022
Q4 2021
|
Rda Financial Network
|
BUY
|
- |
84+ 3.59% |
$12.2K - $13.8K
|
2.42K
$334K
|
|
|
Feb 11, 2022
Q4 2021
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
78New |
$11.3K - $12.9K
|
78
$10.7K
|
|
|
May 15, 2024
Q4 2021
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
76+ 2.76% |
$11K - $12.5K
|
2.83K
$389K
|
|
|
Feb 11, 2022
Q4 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
75+ 3.54% |
$10.9K - $12.4K
|
2.19K
$302K
|
|
|
Feb 07, 2022
Q4 2021
|
Compton Capital Management Inc
|
BUY
|
- |
75+ 2.54% |
$10.9K - $12.4K
|
3.02K
$416K
|
|
|
Jan 19, 2022
Q4 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
75+ 31.25% |
$10.9K - $12.4K
|
315
$43.4K
|
|
|
Feb 15, 2022
Q4 2021
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
74+ 26.91% |
$10.7K - $12.2K
|
349
$48K
|
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
70+ 233.33% |
$10.2K - $11.5K
|
100
$13.8K
|
|
|
Jan 31, 2022
Q4 2021
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
70+ 83.33% |
$10.2K - $11.5K
|
154
$21.2K
|
|
|
Mar 11, 2022
Q4 2021
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
68+ 5.37% |
$9.88K - $11.2K
|
1.34K
$184K
|
|
|
Feb 10, 2022
Q4 2021
|
3 D/L Capital Management, LLC
|
BUY
|
- |
68+ 3.48% |
$9.88K - $11.2K
|
2.02K
$278K
|
|
|
Jan 19, 2022
Q4 2021
|
Hudock, Inc.
|
BUY
|
- |
66+ 1.28% |
$9.59K - $10.9K
|
5.23K
$720K
|
|
|
Feb 10, 2022
Q4 2021
|
Independent Wealth Network Inc.
|
BUY
|
- |
65+ 1.82% |
$9.44K - $10.7K
|
3.64K
$502K
|
|
|
Feb 14, 2022
Q4 2021
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
61+ 1.79% |
$8.86K - $10.1K
|
3.48K
$479K
|
|
|
Jan 18, 2022
Q4 2021
|
Courier Capital LLC
|
BUY
|
- |
60+ 0.67% |
$8.72K - $9.89K
|
9.07K
$1.25M
|
|
|
Jan 21, 2022
Q4 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
57+ 1.82% |
$8.28K - $9.39K
|
3.19K
$439K
|
|
|
Feb 09, 2022
Q4 2021
|
1 St Source Bank
|
BUY
|
- |
54+ 0.28% |
$7.84K - $8.9K
|
19.4K
$2.67M
|
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
52+ 1.43% |
$7.55K - $8.57K
|
3.7K
$509K
|
|
|
Jan 25, 2022
Q4 2021
|
Old Second National Bank Of Aurora
|
BUY
|
- |
51New |
$7.41K - $8.4K
|
51
$7.02K
|
|
|
Jan 19, 2022
Q4 2021
|
Key F Inancial Inc
|
BUY
|
- |
50+ 25.64% |
$7.26K - $8.24K
|
245
$33.7K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
50New |
$7.26K - $8.24K
|
50
$6.88K
|
|
|
Feb 14, 2022
Q4 2021
|
Evermay Wealth Management LLC
Arlington, VA |
BUY
|
- |
50+ 37.59% |
$7.26K - $8.24K
|
183
$25.2K
|
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
50+ 2.75% |
$7.26K - $8.24K
|
1.87K
$257K
|
|
|
Feb 09, 2022
Q4 2021
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
50+ 0.06% |
$7.26K - $8.24K
|
84.8K
$11.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
47+ 2.35% |
$6.83K - $7.74K
|
2.04K
$281K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
43New |
$6.25K - $7.09K
|
43
$5.92K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
43+ 2.94% |
$6.25K - $7.09K
|
1.51K
$207K
|
|
|
Jan 28, 2022
Q4 2021
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
42+ 2.55% |
$6.1K - $6.92K
|
1.69K
$233K
|
|
|
Jan 28, 2022
Q4 2021
|
Octavia Wealth Advisors, LLC
|
BUY
|
- |
40+ 2.11% |
$5.81K - $6.59K
|
1.94K
$267K
|
|
|
Jan 28, 2022
Q4 2021
|
First Bancorp, Inc
|
BUY
|
- |
38+ 2.54% |
$5.52K - $6.26K
|
1.53K
$211K
|
|
|
Jan 20, 2022
Q4 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
36+ 0.35% |
$5.23K - $5.93K
|
10.4K
$1.44M
|
|
|
May 04, 2022
Q4 2021
|
Hall Capital Management CO Inc
|
BUY
|
- |
35+ 1.5% |
$5.08K - $5.77K
|
2.36K
$325K
|
|
|
Feb 03, 2022
Q4 2021
|
Ahl Investment Management, Inc.
|
BUY
|
- |
34New |
$4.94K - $5.6K
|
34
$4.68K
|
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
33New |
$4.79K - $5.44K
|
33
$4.54K
|
|
|
Feb 10, 2022
Q4 2021
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
32+ 0.09% |
$4.65K - $5.27K
|
34.1K
$4.69M
|
|
|
Feb 07, 2022
Q4 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
31+ 0.65% |
$4.5K - $5.11K
|
4.79K
$659K
|
|
|
Jan 18, 2022
Q4 2021
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
30+ 120.0% |
$4.36K - $4.94K
|
55
$7.57K
|
|
|
Mar 17, 2022
Q4 2021
|
Optimum Investment Advisors
|
BUY
|
- |
30+ 0.76% |
$4.36K - $4.94K
|
3.99K
$549K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
28+ 1.01% |
$4.07K - $4.61K
|
2.8K
$385K
|
|
|
Jan 31, 2022
Q4 2021
|
Addison Advisors LLC
|
BUY
|
- |
28+ 5.77% |
$4.07K - $4.61K
|
513
$70.6K
|
|
|
Feb 14, 2022
Q4 2021
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
28New |
$4.07K - $4.61K
|
28
$3.85K
|
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
27New |
$3.92K - $4.45K
|
27
$3.72K
|
|
|
Feb 14, 2022
Q4 2021
|
Aspire Private Capital, LLC
|
BUY
|
- |
25New |
$3.63K - $4.12K
|
25
$3.44K
|
|
|
Feb 10, 2022
Q4 2021
|
Covestor LTD
Boston, MA |
BUY
|
- |
23New |
$3.34K - $3.79K
|
23
$3.17K
|
|
|
Feb 01, 2022
Q4 2021
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
22+ 29.33% |
$3.2K - $3.63K
|
97
$13.4K
|
|
|
Feb 08, 2022
Q4 2021
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
22+ 0.12% |
$3.2K - $3.63K
|
18.9K
$2.6M
|
|
|
Feb 11, 2022
Q4 2021
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
21New |
$3.05K - $3.46K
|
21
$2.89K
|
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
21+ 0.97% |
$3.05K - $3.46K
|
2.18K
$300K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
20+ 1.28% |
$2.91K - $3.3K
|
1.59K
$218K
|