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 |
|---|---|---|---|---|---|---|---|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.03K- 26.19% |
$135K - $153K
|
2.9K
$353K
|
|
|
Feb 27, 2025
Q4 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-1.05K- 21.52% |
$138K - $156K
|
3.83K
$466K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.06K- 15.7% |
$139K - $157K
|
5.67K
$690K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 3.18% |
$139K - $158K
|
32.3K
$3.93M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.07K- 38.91% |
$140K - $159K
|
1.68K
$204K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.09K- 99.45% |
$144K - $163K
|
6
$730
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.11K- 50.0% |
$145K - $165K
|
1.11K
$135K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 12.85% |
$146K - $165K
|
7.53K
$917K
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.18K- 1.08% |
$154K - $175K
|
108K
$13.2M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.05% |
$156K - $177K
|
7.91K
$963K
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.2K- 11.33% |
$157K - $178K
|
9.36K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 6.88% |
$157K - $178K
|
16.2K
$1.98M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 31.52% |
$163K - $185K
|
2.7K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 26.75% |
$167K - $189K
|
3.49K
$424K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 31.02% |
$168K - $190K
|
2.84K
$346K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.28K- 0.99% |
$168K - $191K
|
129K
$15.7M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.31K- 5.35% |
$172K - $195K
|
23.1K
$2.82M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 9.47% |
$172K - $195K
|
12.5K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.4K- 11.42% |
$184K - $208K
|
10.8K
$1.32M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.4K- 2.1% |
$184K - $208K
|
65.3K
$7.94M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.44K- 3.03% |
$189K - $214K
|
46K
$5.6M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.5K- 22.59% |
$197K - $223K
|
5.14K
$626K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.6K- 22.84% |
$210K - $238K
|
5.41K
$658K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.6K- 36.42% |
$210K - $239K
|
2.8K
$341K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.66K- 2.45% |
$218K - $247K
|
66.1K
$8.05M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.73K- 36.03% |
$226K - $257K
|
3.06K
$373K
|
|
|
Feb 14, 2025
Q4 2024
|
Brown Advisory Inc
|
SELL
|
- |
-1.75K- 2.11% |
$230K - $260K
|
81.1K
$9.87M
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.75K- 32.25% |
$230K - $261K
|
3.68K
$448K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.77K- 17.95% |
$233K - $264K
|
8.1K
$986K
|
|
|
Feb 14, 2025
Q4 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.84K- 7.75% |
$241K - $273K
|
21.9K
$2.66M
|
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-1.87K- 18.1% |
$245K - $278K
|
8.45K
$1.03M
|
|
|
Feb 14, 2025
Q4 2024
|
Beck Bode, LLC
|
SELL
|
- |
-1.9K- 30.13% |
$249K - $283K
|
4.41K
$536K
|
|
|
Feb 10, 2025
Q4 2024
|
Evoke Wealth, LLC
|
SELL
|
- |
-1.93K- 32.74% |
$254K - $288K
|
3.97K
$484K
|
|
|
Feb 13, 2025
Q4 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-1.95K- 18.03% |
$256K - $290K
|
8.86K
$1.08M
|
|
|
Feb 13, 2025
Q4 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.97K- 4.74% |
$259K - $293K
|
39.6K
$4.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.05K- 8.18% |
$268K - $304K
|
23K
$2.79M
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2.07K- 1.98% |
$272K - $309K
|
103K
$12.5M
|
|
|
Jan 31, 2025
Q4 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.08K- 10.68% |
$273K - $309K
|
17.4K
$2.12M
|
|
|
Feb 10, 2025
Q4 2024
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-2.17K- 4.83% |
$285K - $323K
|
42.8K
$5.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.22K- 26.78% |
$291K - $330K
|
6.06K
$738K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.25K- 3.39% |
$295K - $335K
|
64.3K
$7.82M
|
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-2.35K- 34.59% |
$308K - $349K
|
4.44K
$540K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-2.38K- 56.68% |
$312K - $354K
|
1.82K
$221K
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-2.59K- 6.19% |
$340K - $386K
|
39.3K
$4.78M
|
|
|
Feb 10, 2025
Q4 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.6K- 40.79% |
$341K - $387K
|
3.78K
$460K
|
|
|
Feb 18, 2025
Q4 2024
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-2.67K- 5.4% |
$350K - $397K
|
46.7K
$5.69M
|
|
|
Feb 13, 2025
Q4 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-2.7K- 8.0% |
$354K - $402K
|
31K
$3.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.88K- 3.74% |
$378K - $429K
|
74.1K
$9.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-2.88K- 82.47% |
$378K - $429K
|
613
$74.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-2.98K- 13.32% |
$391K - $443K
|
19.4K
$2.36M
|