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 27, 2025
Q4 2024
|
Hager Investment Management Services, LLC
New London, NH |
BUY
|
- |
260New |
$34.1K - $38.7K
|
260
$31.6K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
251+ 8.87% |
$32.9K - $37.4K
|
3.08K
$375K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
249New |
$32.7K - $37.1K
|
249
$30.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
248+ 1.25% |
$32.5K - $36.9K
|
20.2K
$2.45M
|
|
|
Feb 12, 2025
Q4 2024
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
245+ 3.67% |
$32.1K - $36.5K
|
6.92K
$842K
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
241+ 11.08% |
$31.6K - $35.9K
|
2.42K
$294K
|
|
|
Apr 01, 2025
Q4 2024
|
High Note Wealth, LLC
Deephaven, MN |
BUY
|
- |
240New |
$31.5K - $35.7K
|
240
$29.2K
|
|
|
Feb 14, 2025
Q4 2024
|
S&T Bank
Indiana, PA |
BUY
|
- |
240New |
$31.5K - $35.7K
|
240
$29.2K
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
228New |
$29.9K - $33.9K
|
228
$27.8K
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
226+ 21.44% |
$29.7K - $33.6K
|
1.28K
$156K
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
226+ 1.29% |
$29.7K - $33.6K
|
17.7K
$2.16M
|
|
|
Feb 18, 2025
Q4 2024
|
Vise Technologies, Inc.
New York, NY |
BUY
|
- |
223+ 9.51% |
$29.3K - $33.2K
|
2.57K
$313K
|
|
|
Feb 13, 2025
Q4 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
215+ 1.49% |
$28.2K - $32K
|
14.7K
$1.79M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
209+ 1.94% |
$27.4K - $31.1K
|
11K
$1.34M
|
|
|
May 13, 2025
Q4 2024
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
200New |
$26.2K - $29.8K
|
200
$24.3K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200+ 22.52% |
$26.2K - $29.8K
|
1.09K
$132K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
187+ 0.63% |
$24.5K - $27.8K
|
29.7K
$3.61M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
187+ 3.85% |
$24.5K - $27.8K
|
5.05K
$614K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
180New |
$23.6K - $26.8K
|
180
$21.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
177+ 1.64% |
$23.2K - $26.3K
|
11K
$1.33M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
175New |
$23K - $26K
|
175
$21.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
173+ 66.28% |
$22.7K - $25.8K
|
434
$52.8K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
172+ 4.4% |
$22.6K - $25.6K
|
4.08K
$497K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
170+ 2.8% |
$22.3K - $25.3K
|
6.25K
$761K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
168+ 8.51% |
$22K - $25K
|
2.14K
$261K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
166+ 10.29% |
$21.8K - $24.7K
|
1.78K
$217K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
165+ 5.93% |
$21.6K - $24.6K
|
2.95K
$359K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
161+ 1.43% |
$21.1K - $24K
|
11.4K
$1.39M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
160+ 2.38% |
$21K - $23.8K
|
6.89K
$839K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
150+ 1.94% |
$19.7K - $22.3K
|
7.88K
$959K
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 200.0% |
$19.7K - $22.3K
|
225
$27.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
141+ 3.81% |
$18.5K - $21K
|
3.84K
$468K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
138+ 1.63% |
$18.1K - $20.5K
|
8.59K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
136New |
$17.8K - $20.2K
|
136
$16.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
135New |
$17.7K - $20.1K
|
135
$16.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
124+ 6.6% |
$16.3K - $18.5K
|
2K
$244K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
121+ 1.95% |
$15.9K - $18K
|
6.34K
$771K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
120+ 1.77% |
$15.7K - $17.9K
|
6.89K
$838K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
118+ 3.22% |
$15.5K - $17.6K
|
3.78K
$460K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
110+ 5.27% |
$14.4K - $16.4K
|
2.2K
$267K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
106New |
$13.9K - $15.8K
|
106
$12.9K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
105+ 1.21% |
$13.8K - $15.6K
|
8.81K
$1.07M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
104+ 0.14% |
$13.6K - $15.5K
|
75.8K
$9.23M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
104+ 5.32% |
$13.6K - $15.5K
|
2.06K
$251K
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
104+ 0.81% |
$13.6K - $15.5K
|
13K
$1.58M
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
103New |
$13.5K - $15.3K
|
103
$12.5K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 6.18% |
$13.4K - $15.2K
|
1.75K
$213K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 1.01% |
$13.1K - $14.9K
|
9.96K
$1.21M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99+ 0.96% |
$13K - $14.7K
|
10.4K
$1.27M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
96+ 0.94% |
$12.6K - $14.3K
|
10.3K
$1.26M
|