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 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-442- 1.1% |
$58K - $65.8K
|
39.6K
$4.83M
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-470- 2.13% |
$61.7K - $70K
|
21.6K
$2.63M
|
|
Feb 11, 2025
Q4 2024
|
Sandy Spring Bank
|
SELL
|
- |
-475- 2.57% |
$62.3K - $70.7K
|
18K
$2.19M
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-480- 3.15% |
$63K - $71.4K
|
14.8K
$1.8M
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-490- 14.31% |
$64.3K - $72.9K
|
2.93K
$357K
|
|
Feb 07, 2025
Q4 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-499- 8.23% |
$65.5K - $74.3K
|
5.56K
$677K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-515- 16.49% |
$67.6K - $76.7K
|
2.61K
$317K
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-520- 11.84% |
$68.2K - $77.4K
|
3.87K
$471K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-521- 4.71% |
$68.4K - $77.6K
|
10.5K
$1.28M
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-529- 23.05% |
$69.4K - $78.7K
|
1.77K
$215K
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-539- 88.36% |
$70.7K - $80.2K
|
71
$8.64K
|
|
Feb 03, 2025
Q4 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
SELL
|
- |
-546- 15.75% |
$71.6K - $81.3K
|
2.92K
$356K
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-549- 8.18% |
$72K - $81.7K
|
6.16K
$750K
|
|
Feb 13, 2025
Q4 2024
|
Advisory Services Network, LLC
|
SELL
|
- |
-553- 11.02% |
$72.6K - $82.3K
|
4.46K
$543K
|
|
Feb 14, 2025
Q4 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-581- 2.56% |
$76.2K - $86.5K
|
22.1K
$2.69M
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-588- 4.74% |
$77.2K - $87.5K
|
11.8K
$1.44M
|
|
Mar 18, 2025
Q4 2024
|
Objective Capital Management, LLC
|
SELL
|
- |
-600- 19.61% |
$78.7K - $89.3K
|
2.46K
$299K
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 20.0% |
$78.7K - $89.3K
|
2.4K
$292K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-620- 1.13% |
$81.4K - $92.3K
|
54.3K
$6.61M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-623- 34.44% |
$81.7K - $92.7K
|
1.19K
$144K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-625- 1.48% |
$82K - $93K
|
41.5K
$5.05M
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 9.2% |
$85.3K - $96.8K
|
6.41K
$781K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-658- 58.23% |
$86.3K - $97.9K
|
472
$57.5K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-682- 18.09% |
$89.5K - $102K
|
3.09K
$376K
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 7.19% |
$91.3K - $104K
|
8.98K
$1.09M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-696- 41.65% |
$91.3K - $104K
|
975
$119K
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 43.75% |
$91.8K - $104K
|
900
$110K
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-704- 14.21% |
$92.4K - $105K
|
4.25K
$518K
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-710- 10.02% |
$93.2K - $106K
|
6.37K
$776K
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-721- 26.22% |
$94.6K - $107K
|
2.03K
$247K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-723- 12.66% |
$94.9K - $108K
|
4.99K
$607K
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-745- 6.19% |
$97.8K - $111K
|
11.3K
$1.37M
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-750- 4.48% |
$98.4K - $112K
|
16K
$1.95M
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-756- 31.87% |
$99.2K - $113K
|
1.62K
$197K
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-760- 5.24% |
$99.7K - $113K
|
13.7K
$1.67M
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-760- 8.43% |
$99.7K - $113K
|
8.26K
$1.01M
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-791- 5.02% |
$104K - $118K
|
15K
$1.82M
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-800- 33.77% |
$105K - $119K
|
1.57K
$191K
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-824- 4.63% |
$108K - $123K
|
17K
$2.06M
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-833- 4.55% |
$109K - $124K
|
17.5K
$2.13M
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-835- 5.29% |
$110K - $124K
|
14.9K
$1.82M
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-837- 12.9% |
$110K - $125K
|
5.65K
$688K
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-861- 33.0% |
$113K - $128K
|
1.75K
$213K
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-923- 4.56% |
$121K - $137K
|
19.3K
$2.35M
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-927- 6.32% |
$122K - $138K
|
13.7K
$1.67M
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-931- 25.75% |
$122K - $139K
|
2.68K
$327K
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-945- 22.8% |
$124K - $141K
|
3.2K
$390K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-973- 10.8% |
$128K - $145K
|
8.03K
$978K
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-980- 11.15% |
$129K - $146K
|
7.81K
$950K
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1K- 15.98% |
$131K - $149K
|
5.26K
$640K
|