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 14, 2025
Q4 2024
|
Esl Trust Services, LLC
|
BUY
|
- |
1.8KNew |
$236K - $268K
|
1.8K
$242K
|
|
Feb 11, 2025
Q4 2024
|
Runnymede Capital Advisors, Inc.
Dublin, OH |
BUY
|
- |
1.76KNew |
$231K - $262K
|
1.76K
$236K
|
|
Feb 11, 2025
Q4 2024
|
Modern Wealth Management, LLC
Lenexa, KS |
BUY
|
- |
1.74KNew |
$228K - $259K
|
1.74K
$233K
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.73KNew |
$228K - $258K
|
1.73K
$233K
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.73KNew |
$228K - $258K
|
1.73K
$233K
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.7K+ 65.92% |
$223K - $253K
|
4.27K
$574K
|
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
1.69KNew |
$222K - $252K
|
1.69K
$227K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
1.61K+ 377.93% |
$211K - $240K
|
2.04K
$273K
|
|
Feb 14, 2025
Q4 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
1.61K+ 11.42% |
$211K - $239K
|
15.7K
$2.1M
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.6K+ 40.95% |
$210K - $238K
|
5.51K
$739K
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.54KNew |
$202K - $230K
|
1.54K
$207K
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.52KNew |
$199K - $226K
|
1.52K
$204K
|
|
Feb 14, 2025
Q4 2024
|
Ifc Advisors LLC
Los Angeles, CA |
BUY
|
- |
1.51KNew |
$199K - $225K
|
1.51K
$203K
|
|
Feb 13, 2025
Q4 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
1.47K+ 18.94% |
$193K - $219K
|
9.23K
$1.24M
|
|
Jan 31, 2025
Q4 2024
|
Fedenia Advisers LLC
Madison, WI |
BUY
|
- |
1.44KNew |
$189K - $214K
|
1.44K
$193K
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.44K+ 9.95% |
$188K - $214K
|
15.9K
$2.13M
|
|
Feb 13, 2025
Q4 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1.32K+ 79.79% |
$173K - $196K
|
2.97K
$399K
|
|
Feb 14, 2025
Q4 2024
|
Orion Capital Management LLC
|
BUY
|
- |
1.3KNew |
$171K - $194K
|
1.3K
$174K
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 25.27% |
$168K - $191K
|
6.37K
$854K
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.27K+ 9.64% |
$167K - $189K
|
14.4K
$1.94M
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2K+ 16.01% |
$157K - $178K
|
8.66K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.17K+ 68.05% |
$153K - $173K
|
2.88K
$386K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 5.13% |
$152K - $172K
|
23.7K
$3.18M
|
|
Feb 10, 2025
Q4 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.15K+ 1.41% |
$151K - $172K
|
83K
$11.1M
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
BUY
|
- |
1.14K+ 2.04% |
$149K - $169K
|
57K
$7.64M
|
|
Feb 06, 2025
Q4 2024
|
Mainstream Capital Management LLC
Los Angeles, CA |
BUY
|
- |
1.13KNew |
$149K - $168K
|
1.13K
$152K
|
|
Feb 13, 2025
Q4 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
1.13K+ 15.13% |
$148K - $168K
|
8.58K
$1.15M
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.1K+ 57.12% |
$145K - $164K
|
3.03K
$407K
|
|
Feb 14, 2025
Q4 2024
|
Minot De Blois Advisors LLC
Boston, MA |
BUY
|
- |
1.08KNew |
$141K - $160K
|
1.08K
$144K
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
1.06K+ 21.46% |
$140K - $158K
|
6.02K
$808K
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1K+ 6.14% |
$131K - $149K
|
17.3K
$2.32M
|
|
Jan 31, 2025
Q4 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
987+ 13.41% |
$130K - $147K
|
8.35K
$1.12M
|
|
Feb 14, 2025
Q4 2024
|
Pinnacle Family Advisors, LLC
Springfield, MO |
BUY
|
- |
986+ 4.29% |
$129K - $147K
|
24K
$3.22M
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
967+ 3.96% |
$127K - $144K
|
25.4K
$3.41M
|
|
Feb 10, 2025
Q4 2024
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
935+ 0.74% |
$123K - $139K
|
128K
$17.2M
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
914+ 9.72% |
$120K - $136K
|
10.3K
$1.38M
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
907+ 3.32% |
$119K - $135K
|
28.3K
$3.79M
|
|
Feb 18, 2025
Q4 2024
|
Fourth Dimension Wealth, LLC
Middleburg Heights, OH |
BUY
|
- |
898New |
$118K - $134K
|
898
$121K
|
|
Feb 14, 2025
Q4 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
840+ 19.53% |
$110K - $125K
|
5.14K
$690K
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
838+ 5.65% |
$110K - $125K
|
15.7K
$2.1M
|
|
Feb 07, 2025
Q4 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
808+ 40.79% |
$106K - $120K
|
2.79K
$374K
|
|
Feb 14, 2025
Q4 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
800+ 2.93% |
$105K - $119K
|
28.1K
$3.77M
|
|
Feb 11, 2025
Q4 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
787+ 33.25% |
$103K - $117K
|
3.15K
$423K
|
|
Feb 13, 2025
Q4 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
764+ 42.73% |
$100K - $114K
|
2.55K
$342K
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
741+ 1.48% |
$97.2K - $110K
|
51K
$6.84M
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
733+ 96.45% |
$96.2K - $109K
|
1.49K
$200K
|
|
Feb 06, 2025
Q4 2024
|
Marco Investment Management LLC
|
BUY
|
- |
700+ 16.72% |
$91.8K - $104K
|
4.89K
$656K
|
|
Feb 11, 2025
Q4 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
680+ 1.8% |
$89.2K - $101K
|
38.4K
$5.16M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
675New |
$88.6K - $100K
|
675
$90.6K
|
|
Feb 07, 2025
Q4 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
663+ 11.49% |
$87K - $98.7K
|
6.43K
$863K
|