Institute For Wealth Management, Llc. Ishares Biotechnology ETF Transaction History

Institute For Wealth Management, Llc.

$929 Million
Q3 2025

A detailed history of Institute For Wealth Management, Llc. transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 3,154 shares of IBB stock, worth $497,448. This represents 0.05% of its overall portfolio holdings.

Number of Shares

3,154

Previous 3,292 4.19%

Holding current value

$497,448

Previous $416,000 9.38%

% of portfolio

0.05%

Previous 0.05%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	$127.63 - $144.37 $17,612 - $19,923	-138 Reduced 4.19%	3,154 $455,000
Q2 2025 Jul 18, 2025	SELL	$112.02 - $129.0 $9,521 - $10,965	-85 Reduced 2.52%	3,292 $416,000
Q3 2024 Nov 12, 2024	SELL	$135.09 - $149.47 $29,719 - $32,883	-220 Reduced 6.12%	3,377 $491,000
Q2 2024 Jul 25, 2024	BUY	$124.64 - $139.96 $12,837 - $14,415	103 Added 2.95%	3,597 $493,000
Q4 2023 Jan 31, 2024	SELL	$112.41 - $137.03 $3,934 - $4,796	-35 Reduced 0.99%	3,494 $474,000
Q3 2023 Oct 13, 2023	BUY	$122.27 - $131.47 $9,781 - $10,517	80 Added 2.32%	3,529 $431,000
Q3 2022 Oct 18, 2022	BUY	$113.42 - $134.82 $55,689 - $66,196	491 Added 16.6%	3,449 $403,000
Q2 2022 Jul 25, 2022	SELL	$105.82 - $134.76 $1,375 - $1,751	-13 Reduced 0.44%	2,958 $348,000
Q1 2022 Apr 29, 2022	BUY	$119.6 - $152.37 $29,900 - $38,092	250 Added 9.19%	2,971 $387,000
Q4 2021 Jan 21, 2022	SELL	$145.27 - $164.78 $2,905 - $3,295	-20 Reduced 0.73%	2,721 $415,000
Q3 2021 Nov 15, 2021	SELL	$158.89 - $176.21 $17,795 - $19,735	-112 Reduced 3.93%	2,741 $443,000
Q2 2021 Jul 21, 2021	BUY	$146.13 - $163.65 $16,366 - $18,328	112 Added 4.09%	2,853 $467,000
Q1 2021 May 04, 2021	BUY	$146.68 - $172.6 $3,813 - $4,487	26 Added 0.96%	2,741 $413,000
Q4 2020 Feb 01, 2021	BUY	$130.38 - $157.31 $4,563 - $5,505	35 Added 1.31%	2,715 $411,000
Q3 2020 Nov 03, 2020	BUY	$126.88 - $145.8 $23,345 - $26,827	184 Added 7.37%	2,680 $363,000
Q1 2020 Apr 29, 2020	BUY	$94.39 - $123.48 $16,046 - $20,991	170 Added 7.31%	2,496 $269,000
Q4 2019 Feb 27, 2020	BUY	$97.24 - $123.5 $198,953 - $252,681	2,046 Added 730.71%	2,326 $280,000
Q4 2019 Jan 27, 2020	SELL	$97.24 - $123.5 $198,077 - $251,569	-2,037 Reduced 87.92%	280 $280,000
Q2 2019 Aug 02, 2019	BUY	N/A	75 Added 3.35%	2,317 $253,000
Q1 2019 May 15, 2019	BUY	N/A	2,242 New	2,242 $251,000
Q1 2018 May 15, 2018	SELL	N/A	-2,879 Closed	0 $0
Q4 2017 Feb 12, 2018	BUY	N/A	2,879 New	2,879 $305,000
Q3 2017 Nov 14, 2017	SELL	N/A	-833 Closed	0 $0
Q2 2017 Aug 14, 2017	BUY	N/A	833	833 $257,000

Others Institutions Holding IBB

# of Institutions

967

Shares Held

33.1M

Call Options Held

4.28M

Put Options Held

2.31M

View Full List

About ISHARES BIOTECHNOLOGY ETF

Ticker IBB
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Institute For Wealth Management, Llc. Ishares Biotechnology ETF Transaction History