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 |
|---|---|---|---|---|---|---|---|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
SELL
|
- |
-172- 8.85% |
$19.3K - $23.6K
|
1.77K
$244K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO
|
SELL
|
- |
-173- 2.67% |
$19.4K - $23.7K
|
6.3K
$867K
|
|
|
Jan 29, 2024
Q4 2023
|
Bray Capital Advisors
|
SELL
|
- |
-174- 0.92% |
$19.6K - $23.8K
|
18.7K
$2.57M
|
|
|
Jan 11, 2024
Q4 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-182- 0.56% |
$20.5K - $24.9K
|
32.3K
$4.44M
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-184- 2.76% |
$20.7K - $25.2K
|
6.48K
$892K
|
|
|
Feb 09, 2024
Q4 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-184- 4.41% |
$20.7K - $25.2K
|
3.99K
$549K
|
|
|
Jan 19, 2024
Q4 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-185- 68.52% |
$20.8K - $25.4K
|
85
$11.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-190- 3.7% |
$21.4K - $26K
|
4.95K
$681K
|
|
|
Jan 24, 2024
Q4 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-192- 27.63% |
$21.6K - $26.3K
|
503
$69.2K
|
|
|
Feb 22, 2024
Q4 2023
|
Peterson Wealth Management
|
SELL
|
- |
-193- 5.16% |
$21.7K - $26.4K
|
3.55K
$489K
|
|
|
Feb 12, 2024
Q4 2023
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-199- 6.44% |
$22.4K - $27.3K
|
2.89K
$398K
|
|
|
Jan 26, 2024
Q4 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-200- 31.06% |
$22.5K - $27.4K
|
444
$61.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-201- 20.45% |
$22.6K - $27.5K
|
782
$108K
|
|
|
Jan 12, 2024
Q4 2023
|
Bay Rivers Group
|
SELL
|
- |
-206- 7.47% |
$23.2K - $28.2K
|
2.55K
$351K
|
|
|
Feb 06, 2024
Q4 2023
|
Regions Financial Corp
|
SELL
|
- |
-210- 2.94% |
$23.6K - $28.8K
|
6.93K
$954K
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
SELL
|
- |
-210- 11.49% |
$23.6K - $28.8K
|
1.62K
$223K
|
|
|
Jan 10, 2024
Q4 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-214- 2.5% |
$24.1K - $29.3K
|
8.33K
$1.15M
|
|
|
Jan 29, 2024
Q4 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-216- 8.66% |
$24.3K - $29.6K
|
2.28K
$314K
|
|
|
Feb 01, 2024
Q4 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-217- 59.13% |
$24.4K - $29.7K
|
150
$20.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Triumph Capital Management
|
SELL
|
- |
-220- 5.39% |
$24.7K - $30.1K
|
3.86K
$532K
|
|
|
Jan 31, 2024
Q4 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-220- 3.23% |
$24.7K - $30.1K
|
6.59K
$907K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-224- 17.74% |
$25.2K - $30.7K
|
1.04K
$143K
|
|
|
Feb 13, 2024
Q4 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-225- 8.32% |
$25.3K - $30.8K
|
2.48K
$341K
|
|
|
Feb 05, 2024
Q4 2023
|
Beck Bode, LLC
|
SELL
|
- |
-230- 1.72% |
$25.9K - $31.5K
|
13.2K
$1.81M
|
|
|
Feb 12, 2024
Q4 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-233- 2.22% |
$26.2K - $31.9K
|
10.3K
$1.41M
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-246- 3.91% |
$27.7K - $33.7K
|
6.05K
$832K
|
|
|
Feb 07, 2024
Q4 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-253- 26.94% |
$28.4K - $34.7K
|
686
$94.4K
|
|
|
Jan 23, 2024
Q4 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-254- 12.04% |
$28.6K - $34.8K
|
1.86K
$256K
|
|
|
Jan 18, 2024
Q4 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-256- 1.12% |
$28.8K - $35.1K
|
22.7K
$3.13M
|
|
|
Jan 24, 2024
Q4 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-259- 5.29% |
$29.1K - $35.5K
|
4.64K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-267- 0.53% |
$30K - $36.6K
|
50.2K
$6.91M
|
|
|
Jan 23, 2024
Q4 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-274- 1.11% |
$30.8K - $37.5K
|
24.4K
$3.36M
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-279- 1.82% |
$31.4K - $38.2K
|
15K
$2.07M
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
SELL
|
- |
-285- 7.76% |
$32K - $39.1K
|
3.39K
$466K
|
|
|
Jan 25, 2024
Q4 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-293- 6.72% |
$32.9K - $40.1K
|
4.07K
$560K
|
|
|
Feb 02, 2024
Q4 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-294- 12.36% |
$33K - $40.3K
|
2.09K
$287K
|
|
|
Feb 07, 2024
Q4 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-295- 5.53% |
$33.2K - $40.4K
|
5.04K
$694K
|
|
|
Feb 06, 2024
Q4 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-295- 3.45% |
$33.2K - $40.4K
|
8.25K
$1.14M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-300- 62.5% |
$33.7K - $41.1K
|
180
$24.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-300- 0.74% |
$33.7K - $41.1K
|
40.4K
$5.56M
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-319- 5.13% |
$35.9K - $43.7K
|
5.9K
$812K
|
|
|
Feb 13, 2024
Q4 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-343- 7.48% |
$38.6K - $47K
|
4.25K
$584K
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-343- 2.93% |
$38.6K - $47K
|
11.4K
$1.56M
|
|
|
Feb 05, 2024
Q4 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-346- 8.2% |
$38.9K - $47.4K
|
3.87K
$533K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-349- 14.84% |
$39.2K - $47.8K
|
2K
$276K
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-351- 8.41% |
$39.5K - $48.1K
|
3.82K
$526K
|
|
|
Feb 12, 2024
Q4 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-360- 16.14% |
$40.5K - $49.3K
|
1.87K
$257K
|
|
|
Feb 09, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-361- 5.72% |
$40.6K - $49.5K
|
5.95K
$820K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-365- 4.83% |
$41K - $50K
|
7.2K
$991K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-370- 10.76% |
$41.6K - $50.7K
|
3.07K
$422K
|