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 3,597 shares of IBB stock, worth $517,068. This represents 0.07% of its overall portfolio holdings.

Number of Shares
3,597
Previous 3,494 2.95%
Holding current value
$517,068
Previous $479,000 2.92%
% of portfolio
0.07%
Previous 0.06%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
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