Purchases and Sales Made in Q4 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 06, 2025
Q4 2024
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-225- 5.74% |
$29.5K - $33.5K
|
3.69K
$495K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-225- 60.0% |
$29.5K - $33.5K
|
150
$20.1K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-228- 34.03% |
$29.9K - $33.9K
|
442
$59.3K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-235- 27.58% |
$30.8K - $35K
|
617
$82.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-239- 9.19% |
$31.4K - $35.6K
|
2.36K
$317K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-250- 1.6% |
$32.8K - $37.2K
|
15.4K
$2.06M
|
|
|
Feb 03, 2025
Q4 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-250- 2.34% |
$32.8K - $37.2K
|
10.4K
$1.4M
|
|
|
Feb 14, 2025
Q4 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
SELL
|
- |
-251- 2.17% |
$32.9K - $37.4K
|
11.3K
$1.52M
|
|
|
Feb 12, 2025
Q4 2024
|
Wescott Financial Advisory Group, LLC
|
SELL
|
- |
-254- 8.4% |
$33.3K - $37.8K
|
2.77K
$372K
|
|
|
Feb 05, 2025
Q4 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-279- 6.78% |
$36.6K - $41.5K
|
3.84K
$515K
|
|
|
Feb 12, 2025
Q4 2024
|
National Bank Of Canada
|
SELL
|
- |
-280- 6.79% |
$36.7K - $41.7K
|
3.84K
$516K
|
|
|
Feb 07, 2025
Q4 2024
|
Nbt Bank N A
|
SELL
|
- |
-280- 0.96% |
$36.7K - $41.7K
|
29K
$3.89M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-300- 15.04% |
$39.4K - $44.7K
|
1.7K
$227K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 3.13% |
$39.4K - $44.7K
|
9.3K
$1.25M
|
|
|
Feb 21, 2025
Q4 2024
|
Ascent Group, LLC
|
SELL
|
- |
-303- 5.96% |
$39.8K - $45.1K
|
4.78K
$641K
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-311- 15.43% |
$40.8K - $46.3K
|
1.7K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-312- 1.09% |
$40.9K - $46.4K
|
28.3K
$3.8M
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-315- 4.02% |
$41.3K - $46.9K
|
7.53K
$1.01M
|
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-322- 5.34% |
$42.2K - $47.9K
|
5.71K
$766K
|
|
|
Feb 14, 2025
Q4 2024
|
Regions Financial Corp
|
SELL
|
- |
-322- 5.21% |
$42.2K - $47.9K
|
5.86K
$787K
|
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-330- 3.6% |
$43.3K - $49.1K
|
8.84K
$1.19M
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-333- 2.43% |
$43.7K - $49.6K
|
13.4K
$1.8M
|
|
|
Feb 13, 2025
Q4 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-334- 4.75% |
$43.8K - $49.7K
|
6.7K
$899K
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-341- 18.03% |
$44.7K - $50.8K
|
1.55K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
SELL
|
- |
-344- 2.49% |
$45.1K - $51.2K
|
13.4K
$1.8M
|
|
|
Feb 03, 2025
Q4 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-355- 6.9% |
$46.6K - $52.8K
|
4.79K
$643K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-368- 9.33% |
$48.3K - $54.8K
|
3.58K
$480K
|
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-375- 19.56% |
$49.2K - $55.8K
|
1.54K
$207K
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-380- 3.04% |
$49.9K - $56.6K
|
12.1K
$1.63M
|
|
|
Feb 14, 2025
Q4 2024
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-400- 3.88% |
$52.5K - $59.5K
|
9.92K
$1.33M
|
|
|
Feb 12, 2025
Q4 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-400- 12.76% |
$52.5K - $59.5K
|
2.73K
$367K
|
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-401- 9.05% |
$52.6K - $59.7K
|
4.03K
$541K
|
|
|
Feb 13, 2025
Q4 2024
|
Texas Yale Capital Corp.
St. Petersburg, FL |
SELL
|
- |
-415- 2.52% |
$54.5K - $61.8K
|
16K
$2.15M
|
|
|
Feb 04, 2025
Q4 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-416- 2.41% |
$54.6K - $61.9K
|
16.9K
$2.26M
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
SELL
|
- |
-426- 3.04% |
$55.9K - $63.4K
|
13.6K
$1.83M
|
|
|
Mar 05, 2025
Q4 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-426- 16.45% |
$55.9K - $63.4K
|
2.16K
$290K
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-442- 1.1% |
$58K - $65.8K
|
39.6K
$5.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-470- 2.13% |
$61.7K - $70K
|
21.6K
$2.9M
|
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-475- 2.57% |
$62.3K - $70.7K
|
18K
$2.42M
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-480- 3.15% |
$63K - $71.4K
|
14.8K
$1.98M
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-490- 14.31% |
$64.3K - $72.9K
|
2.93K
$394K
|
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-499- 8.23% |
$65.5K - $74.3K
|
5.56K
$746K
|
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-515- 16.49% |
$67.6K - $76.7K
|
2.61K
$350K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-520- 11.84% |
$68.2K - $77.4K
|
3.87K
$519K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-521- 4.71% |
$68.4K - $77.6K
|
10.5K
$1.41M
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-529- 23.05% |
$69.4K - $78.7K
|
1.77K
$237K
|
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-539- 88.36% |
$70.7K - $80.2K
|
71
$9.53K
|
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-546- 15.75% |
$71.6K - $81.3K
|
2.92K
$392K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 8.18% |
$72K - $81.7K
|
6.16K
$827K
|
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-553- 11.02% |
$72.6K - $82.3K
|
4.46K
$599K
|