Big Sur Wealth Management LLC Ishares Biotechnology ETF Transaction History

Big Sur Wealth Management LLC

  • $378 Million
  • Q3 2025

A detailed history of Big Sur Wealth Management LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Big Sur Wealth Management LLC holds 8,250 shares of IBB stock, worth $1.26 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares
8,250
Previous 8,250 -0.0%
Holding current value
$1.26 Million
Previous $1.04 Million 14.19%
% of portfolio
0.31%
Previous 0.28%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 16, 2025
BUY
$127.9 - $140.56 $259,637 - $285,336
2,030 Added 32.64%
8,250 $1.07 Million
Q1 2024

May 21, 2024
BUY
$132.3 - $140.89 $525,231 - $559,333
3,970 Added 176.44%
6,220 $853,000
Q1 2022

May 05, 2022
SELL
$119.6 - $152.37 $233,220 - $297,121
-1,950 Reduced 46.43%
2,250 $293,000
Q3 2021

Nov 01, 2021
SELL
$158.89 - $176.21 $317,780 - $352,420
-2,000 Reduced 32.26%
4,200 $679,000
Q1 2021

May 06, 2021
SELL
$146.68 - $172.6 $1.36 Million - $1.6 Million
-9,250 Reduced 59.87%
6,200 $933,000
Q3 2020

Oct 30, 2020
BUY
$126.88 - $145.8 $1.96 Million - $2.25 Million
15,450 New
15,450 $2.09 Million

Others Institutions Holding IBB

# of Institutions
959
Shares Held
32.4M
Call Options Held
4.28M
Put Options Held
2.32M
View Full List

About ISHARES BIOTECHNOLOGY ETF

IBB Quotes by TradingView
  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
Track This Portfolio

Track Big Sur Wealth Management LLC Portfolio

Follow Big Sur Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Big Sur Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Big Sur Wealth Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email