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 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
661+ 7.63% |
$86.7K - $98.4K
|
9.32K
$1.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
645+ 6.29% |
$84.6K - $96K
|
10.9K
$1.46M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
629+ 33.6% |
$82.5K - $93.6K
|
2.5K
$336K
|
|
|
Jan 31, 2025
Q4 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
598+ 2.68% |
$78.5K - $89K
|
22.9K
$3.07M
|
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
597+ 22.89% |
$78.3K - $88.9K
|
3.21K
$430K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
585+ 34.95% |
$76.8K - $87.1K
|
2.26K
$303K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
564+ 36.89% |
$74K - $84K
|
2.09K
$281K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
555+ 6.62% |
$72.8K - $82.6K
|
8.94K
$1.2M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
545+ 2.84% |
$71.5K - $81.1K
|
19.8K
$2.65M
|
|
|
Feb 12, 2025
Q4 2024
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
530New |
$69.5K - $78.9K
|
530
$71.1K
|
|
|
Feb 21, 2025
Q4 2024
|
Vermillion Wealth Management, Inc.
Rosemount, MN |
BUY
|
- |
530New |
$69.5K - $78.9K
|
530
$71.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
518+ 0.75% |
$68K - $77.1K
|
69.2K
$9.29M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500+ 2083.33% |
$65.6K - $74.4K
|
524
$70.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
497+ 20.19% |
$65.2K - $74K
|
2.96K
$397K
|
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
465+ 30.86% |
$61K - $69.2K
|
1.97K
$265K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
446+ 99.55% |
$58.5K - $66.4K
|
894
$120K
|
|
|
Feb 12, 2025
Q4 2024
|
Hurley Capital, LLC
New York, NY |
BUY
|
- |
440New |
$57.7K - $65.5K
|
440
$59K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
436+ 11.75% |
$57.2K - $64.9K
|
4.15K
$557K
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
415New |
$54.5K - $61.8K
|
415
$55.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
410+ 19.21% |
$53.8K - $61K
|
2.54K
$341K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
394+ 10.4% |
$51.7K - $58.6K
|
4.18K
$561K
|
|
|
Feb 13, 2025
Q4 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
384+ 21.19% |
$50.4K - $57.2K
|
2.2K
$295K
|
|
|
Feb 11, 2025
Q4 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
381+ 4.28% |
$50K - $56.7K
|
9.28K
$1.25M
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
375+ 2.83% |
$49.2K - $55.8K
|
13.6K
$1.83M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
359New |
$47.1K - $53.4K
|
359
$48.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
354+ 3.14% |
$46.4K - $52.7K
|
11.6K
$1.56M
|
|
|
Jan 28, 2025
Q4 2024
|
Forbes J M & CO LLP
|
BUY
|
- |
352+ 0.86% |
$46.2K - $52.4K
|
41.3K
$5.54M
|
|
|
Feb 14, 2025
Q4 2024
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
345+ 9.97% |
$45.3K - $51.4K
|
3.81K
$511K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
344+ 23.69% |
$45.1K - $51.2K
|
1.8K
$241K
|
|
|
Feb 07, 2025
Q4 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
335+ 5.18% |
$44K - $49.9K
|
6.8K
$912K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
330New |
$43.3K - $49.1K
|
330
$44.3K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
322+ 16.21% |
$42.2K - $47.9K
|
2.31K
$310K
|
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
313New |
$41.1K - $46.6K
|
313
$42K
|
|
|
Jan 24, 2025
Q4 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
310+ 15.11% |
$40.7K - $46.1K
|
2.36K
$317K
|
|
|
Feb 07, 2025
Q4 2024
|
Hexagon Capital Partners LLC
|
BUY
|
- |
307+ 307.0% |
$40.3K - $45.7K
|
407
$54.6K
|
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
305+ 7.79% |
$40K - $45.4K
|
4.22K
$566K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
BUY
|
- |
303+ 238.58% |
$39.8K - $45.1K
|
430
$57.7K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
300+ 52.36% |
$39.4K - $44.7K
|
873
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Gkv Capital Management Co., Inc.
Walnut Creek, CA |
BUY
|
- |
290New |
$38.1K - $43.2K
|
290
$38.9K
|
|
|
Feb 10, 2025
Q4 2024
|
Van Hulzen Asset Management, LLC
|
BUY
|
- |
285New |
$37.4K - $42.4K
|
285
$38.2K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
267+ 10.77% |
$35K - $39.7K
|
2.75K
$368K
|
|
|
Feb 11, 2025
Q4 2024
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
265New |
$34.8K - $39.4K
|
265
$35.6K
|
|
|
Jan 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
260New |
$34.1K - $38.7K
|
260
$34.9K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
251+ 8.87% |
$32.9K - $37.4K
|
3.08K
$413K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
249New |
$32.7K - $37.1K
|
249
$33.4K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
248+ 1.25% |
$32.5K - $36.9K
|
20.2K
$2.7M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
245+ 3.67% |
$32.1K - $36.5K
|
6.92K
$928K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
241+ 11.08% |
$31.6K - $35.9K
|
2.42K
$324K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
240New |
$31.5K - $35.7K
|
240
$32.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
228New |
$29.9K - $33.9K
|
228
$30.6K
|