Purchases and Sales Made in Q4 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2023. 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 07, 2024
Q4 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
4.81K+ 9.43% |
$541K - $659K
|
55.8K
$7.52M
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
4.71K+ 455.91% |
$529K - $645K
|
5.74K
$772K
|
|
|
Jan 29, 2024
Q4 2023
|
Clarius Group, LLC
Seattle, WA |
BUY
|
- |
4.7KNew |
$528K - $644K
|
4.7K
$633K
|
|
|
Feb 14, 2024
Q4 2023
|
Humankind Investments LLC
|
BUY
|
- |
4.5KNew |
$506K - $617K
|
4.5K
$606K
|
|
|
Apr 22, 2024
Q4 2023
|
Mgb Wealth Management, LLC
Addison, TX |
BUY
|
- |
4.41KNew |
$495K - $604K
|
4.41K
$593K
|
|
|
Jan 16, 2024
Q4 2023
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
4.35KNew |
$489K - $596K
|
4.35K
$586K
|
|
|
Feb 14, 2024
Q4 2023
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
4.28KNew |
$481K - $587K
|
4.28K
$577K
|
|
|
Feb 08, 2024
Q4 2023
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
4.22K+ 120.37% |
$474K - $578K
|
7.73K
$1.04M
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
4.15KNew |
$466K - $569K
|
4.15K
$559K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.79KNew |
$426K - $519K
|
3.79K
$510K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
3.77KNew |
$424K - $516K
|
3.77K
$507K
|
|
|
Feb 09, 2024
Q4 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
3.72K+ 412.31% |
$418K - $510K
|
4.62K
$622K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
3.61K+ 69.91% |
$406K - $495K
|
8.78K
$1.18M
|
|
|
Jan 25, 2024
Q4 2023
|
Sol Capital Management CO
|
BUY
|
- |
3.57K+ 13.68% |
$401K - $489K
|
29.6K
$3.99M
|
|
|
Feb 12, 2024
Q4 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3.54K+ 7.18% |
$398K - $485K
|
52.8K
$7.11M
|
|
|
Jan 30, 2024
Q4 2023
|
Bourgeon Capital Management LLC
|
BUY
|
- |
3.51KNew |
$394K - $480K
|
3.51K
$472K
|
|
|
Feb 08, 2024
Q4 2023
|
Colony Family Offices, LLC
|
BUY
|
- |
3.49KNew |
$392K - $478K
|
3.49K
$469K
|
|
|
Feb 14, 2024
Q4 2023
|
Family Management Corp
New York, NY |
BUY
|
- |
3.47K+ 3573.2% |
$390K - $475K
|
3.56K
$480K
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
3.45K+ 98.83% |
$388K - $473K
|
6.94K
$935K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
3.45K+ 26.9% |
$388K - $472K
|
16.3K
$2.19M
|
|
|
Feb 05, 2024
Q4 2023
|
Camden Capital, LLC
|
BUY
|
- |
3.43KNew |
$385K - $470K
|
3.43K
$461K
|
|
|
Jan 12, 2024
Q4 2023
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
3.33K+ 5.23% |
$374K - $456K
|
66.9K
$9.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
3.26K+ 5.21% |
$366K - $447K
|
65.8K
$8.86M
|
|
|
Jan 31, 2024
Q4 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
3.16K+ 14.39% |
$355K - $433K
|
25.1K
$3.38M
|
|
|
Feb 14, 2024
Q4 2023
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3.1KNew |
$348K - $425K
|
3.1K
$417K
|
|
|
Jan 09, 2024
Q4 2023
|
Perkins Coie Trust CO
|
BUY
|
- |
3.03K+ 14.81% |
$341K - $416K
|
23.5K
$3.17M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.03KNew |
$340K - $415K
|
3.03K
$407K
|
|
|
Jan 30, 2024
Q4 2023
|
Oakworth Capital, Inc.
|
BUY
|
- |
3KNew |
$337K - $411K
|
3K
$404K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
2.99KNew |
$336K - $409K
|
2.99K
$402K
|
|
|
May 16, 2024
Q4 2023
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
2.94K+ 1.02% |
$330K - $402K
|
290K
$39M
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
2.89KNew |
$325K - $396K
|
2.89K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
2.7KNew |
$303K - $370K
|
2.7K
$363K
|
|
|
Feb 14, 2024
Q4 2023
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
2.68KNew |
$302K - $368K
|
2.68K
$361K
|
|
|
Feb 14, 2024
Q4 2023
|
Centiva Capital, LP
New York, NY |
BUY
|
- |
2.65KNew |
$298K - $363K
|
2.65K
$357K
|
|
|
Jan 12, 2024
Q4 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
2.5K+ 23.07% |
$281K - $343K
|
13.3K
$1.8M
|
|
|
Jan 23, 2024
Q4 2023
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
2.5KNew |
$281K - $343K
|
2.5K
$337K
|
|
|
Jan 30, 2024
Q4 2023
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2.48KNew |
$279K - $340K
|
2.48K
$334K
|
|
|
Jan 17, 2024
Q4 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
2.38K+ 118.43% |
$268K - $327K
|
4.4K
$592K
|
|
|
Feb 09, 2024
Q4 2023
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
2.37KNew |
$266K - $324K
|
2.37K
$319K
|
|
|
Mar 14, 2024
Q4 2023
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
2.35KNew |
$264K - $322K
|
2.35K
$316K
|
|
|
Feb 06, 2024
Q4 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
2.31K+ 55.32% |
$260K - $317K
|
6.49K
$873K
|
|
|
Feb 09, 2024
Q4 2023
|
Weil Company, Inc.
|
BUY
|
- |
2.28KNew |
$256K - $312K
|
2.28K
$307K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
2.28K+ 19.79% |
$256K - $312K
|
13.8K
$1.85M
|
|
|
Nov 14, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.27K+ 61.57% |
$255K - $311K
|
5.95K
$802K
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
2.23KNew |
$250K - $305K
|
2.23K
$300K
|
|
|
Feb 14, 2024
Q4 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
2.22K+ 9.68% |
$249K - $304K
|
25.1K
$3.38M
|
|
|
Jan 08, 2024
Q4 2023
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
2.2KNew |
$248K - $302K
|
2.2K
$296K
|
|
|
Jan 02, 2024
Q4 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.14K+ 3.05% |
$240K - $293K
|
72.1K
$9.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
2.12KNew |
$239K - $291K
|
2.12K
$286K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
2.12KNew |
$238K - $290K
|
2.12K
$285K
|