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 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15- 1.27% |
$1.97K - $2.23K
|
1.17K
$142K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-15- 0.22% |
$1.97K - $2.23K
|
6.96K
$847K
|
|
|
Feb 21, 2025
Q4 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-17- 12.41% |
$2.23K - $2.53K
|
120
$14.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Jdm Financial Group LLC
Encino, CA |
SELL
|
- |
-18- 12.95% |
$2.36K - $2.68K
|
121
$14.7K
|
|
|
Jan 23, 2025
Q4 2024
|
Busey Wealth Management
|
SELL
|
- |
-19- 0.12% |
$2.49K - $2.83K
|
15.3K
$1.86M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-20- 0.2% |
$2.62K - $2.98K
|
9.94K
$1.21M
|
|
|
Feb 18, 2025
Q4 2024
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-20- 0.23% |
$2.62K - $2.98K
|
8.68K
$1.06M
|
|
|
Feb 04, 2025
Q4 2024
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-20- 1.23% |
$2.62K - $2.98K
|
1.61K
$195K
|
|
|
Feb 13, 2025
Q4 2024
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-21- 1.3% |
$2.76K - $3.13K
|
1.6K
$195K
|
|
|
Feb 10, 2025
Q4 2024
|
Carret Asset Management, LLC
|
SELL
|
- |
-22- 0.78% |
$2.89K - $3.27K
|
2.78K
$339K
|
|
|
Feb 10, 2025
Q4 2024
|
Addison Capital CO
|
SELL
|
- |
-24- 1.47% |
$3.15K - $3.57K
|
1.61K
$195K
|
|
|
Feb 25, 2025
Q4 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-25- 1.15% |
$3.28K - $3.72K
|
2.14K
$261K
|
|
|
Jan 29, 2025
Q4 2024
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-25- 1.56% |
$3.28K - $3.72K
|
1.57K
$192K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-26- 1.0% |
$3.41K - $3.87K
|
2.59K
$315K
|
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-28- 0.38% |
$3.67K - $4.17K
|
7.41K
$901K
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
SELL
|
- |
-29- 1.72% |
$3.81K - $4.32K
|
1.65K
$201K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-30- 0.32% |
$3.94K - $4.47K
|
9.24K
$1.12M
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-34- 0.83% |
$4.46K - $5.06K
|
4.05K
$493K
|
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-35- 1.49% |
$4.59K - $5.21K
|
2.31K
$282K
|
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-39- 0.8% |
$5.12K - $5.81K
|
4.83K
$588K
|
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-40- 0.09% |
$5.25K - $5.95K
|
46.8K
$5.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 3.28% |
$5.25K - $5.95K
|
1.18K
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44- 2.43% |
$5.77K - $6.55K
|
1.77K
$215K
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-45- 1.05% |
$5.9K - $6.7K
|
4.23K
$515K
|
|
|
Feb 26, 2025
Q4 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-48- 1.39% |
$6.3K - $7.14K
|
3.41K
$415K
|
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-48- 0.9% |
$6.3K - $7.14K
|
5.26K
$640K
|
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-50- 1.39% |
$6.56K - $7.44K
|
3.55K
$432K
|
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 1.54% |
$6.56K - $7.44K
|
3.2K
$390K
|
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.29% |
$6.56K - $7.44K
|
17K
$2.06M
|
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.87% |
$6.56K - $7.44K
|
5.73K
$697K
|
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-53- 0.73% |
$6.95K - $7.89K
|
7.25K
$883K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 0.54% |
$7.22K - $8.19K
|
10.1K
$1.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-55- 15.94% |
$7.22K - $8.19K
|
290
$35.3K
|
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-55- 2.82% |
$7.22K - $8.19K
|
1.9K
$231K
|
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-60- 1.59% |
$7.87K - $8.93K
|
3.71K
$452K
|
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-60- 2.22% |
$7.87K - $8.93K
|
2.65K
$322K
|
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-60- 37.27% |
$7.87K - $8.93K
|
101
$12.3K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 2.15% |
$7.87K - $8.93K
|
2.73K
$332K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-62- 1.32% |
$8.14K - $9.23K
|
4.64K
$565K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64- 1.54% |
$8.4K - $9.53K
|
4.09K
$498K
|
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-68- 4.3% |
$8.92K - $10.1K
|
1.51K
$184K
|
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-70- 0.45% |
$9.18K - $10.4K
|
15.6K
$1.9M
|
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-72- 0.89% |
$9.45K - $10.7K
|
8.03K
$977K
|
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-74- 97.37% |
$9.71K - $11K
|
2
$243
|
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 4.68% |
$9.84K - $11.2K
|
1.53K
$186K
|
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-75- 0.93% |
$9.84K - $11.2K
|
7.95K
$967K
|
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-75- 1.34% |
$9.84K - $11.2K
|
5.53K
$673K
|
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 28.52% |
$9.84K - $11.2K
|
188
$22.9K
|
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-80- 1.94% |
$10.5K - $11.9K
|
4.05K
$493K
|
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-80- 0.18% |
$10.5K - $11.9K
|
43.5K
$5.3M
|