Latest Institutional Transactions on Ishares Biotechnology ETF (IBB)
This table provides information on the latest institutional transactions involving Ishares Biotechnology ETF (IBB) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 3.17% |
$11.9K - $14.5K
|
3.24K
$474K
|
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$112 - $137
|
7.43K
$1.09M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-149- 9.02% |
$16.7K - $20.4K
|
1.5K
$220K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-135- 4.12% |
$15.2K - $18.5K
|
3.14K
$461K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$183K - $223K
|
1.63K
$238K
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-465- 22.77% |
$52.3K - $63.7K
|
1.58K
$231K
|
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
40New |
$4.5K - $5.48K
|
40
$5.86K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
1.62KNew |
$182K - $222K
|
1.62K
$237K
|
|
|
Jan 08, 2024
Q4 2023
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
17.7KNew |
$1.99M - $2.42M
|
17.7K
$2.59M
|
|
| Q3 2023 | |||||||
|
May 20, 2024
Q3 2023
|
Strategic Wealth Partners, Ltd.
Independence, OH |
SELL
|
- |
-33.9KClosed |
$4.15M - $4.46M
|
0
$0
|
|
|
Apr 22, 2024
Q3 2023
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-3.2K- 16.88% |
$391K - $420K
|
15.7K
$2.31M
|
|
|
Dec 06, 2023
Q3 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
SELL
|
- |
-1.4K- 8.38% |
$171K - $184K
|
15.3K
$2.24M
|
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 16.67% |
$18.3K - $19.7K
|
750
$110K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-60- 3.45% |
$7.34K - $7.89K
|
1.68K
$246K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 7.69% |
$611 - $657
|
60
$8.8K
|
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.3KNew |
$159K - $171K
|
1.3K
$191K
|
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
420New |
$51.4K - $55.2K
|
420
$61.6K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
61.1KNew |
$7.47M - $8.03M
|
61.1K
$8.96M
|
|
|
Nov 14, 2023
Q3 2023
|
Ergoteles LLC
New York, NY |
SELL
|
- |
-202K- 97.68% |
$24.7M - $26.6M
|
4.8K
$704K
|
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-200- 5.24% |
$24.5K - $26.3K
|
3.62K
$530K
|
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.3K+ 65.0% |
$159K - $171K
|
3.3K
$484K
|
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
7.08KNew |
$865K - $930K
|
7.08K
$1.04M
|
|
|
Nov 14, 2023
Q3 2023
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
70.3KNew |
$8.6M - $9.24M
|
70.3K
$10.3M
|
|
|
Nov 14, 2023
Q3 2023
|
Cohen & Steers, Inc.
New York, NY |
SELL
|
- |
-8K- 54.15% |
$978K - $1.05M
|
6.77K
$993K
|
|
|
Nov 14, 2023
Q3 2023
|
Ellerson Group Inc /Adv
Annapolis, MD |
BUY
|
- |
1.06KNew |
$129K - $139K
|
1.06K
$155K
|
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
700New |
$85.6K - $92K
|
700
$103K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
103+ 2.98% |
$12.6K - $13.5K
|
3.56K
$522K
|
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.12KNew |
$381K - $410K
|
3.12K
$457K
|
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-120- 15.08% |
$14.7K - $15.8K
|
676
$99.1K
|
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3.97KNew |
$486K - $522K
|
3.97K
$583K
|
|
|
Nov 13, 2023
Q3 2023
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-14.9K- 67.42% |
$1.82M - $1.96M
|
7.19K
$1.05M
|
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-110- 4.66% |
$13.4K - $14.5K
|
2.25K
$330K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14- 53.85% |
$1.71K - $1.84K
|
12
$1.76K
|
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$3.87M - $4.16M
|
31.6K
$4.63M
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
24+ 0.62% |
$2.93K - $3.16K
|
3.88K
$569K
|
|
|
Nov 13, 2023
Q3 2023
|
Front Barnett Associates LLC
Chicago, IL |
SELL
|
- |
-8.5K- 75.06% |
$1.04M - $1.12M
|
2.83K
$414K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-50- 39.37% |
$6.11K - $6.57K
|
77
$11.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Healthcare Of Ontario Pension Plan Trust Fund
Toronto, A6 |
SELL
|
- |
-210K- 29.62% |
$25.7M - $27.6M
|
499K
$73.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2.85KNew |
$348K - $375K
|
2.85K
$418K
|
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
11.7KNew |
$1.43M - $1.54M
|
11.7K
$1.71M
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
175New |
$21.4K - $23K
|
175
$25.7K
|
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-100- 5.18% |
$12.2K - $13.1K
|
1.83K
$268K
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-83- 2.93% |
$10.1K - $10.9K
|
2.75K
$403K
|
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.3KNew |
$4.31M - $4.64M
|
35.3K
$5.17M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-380- 18.08% |
$46.5K - $50K
|
1.72K
$252K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-39.5K- 25.96% |
$4.83M - $5.2M
|
113K
$16.5M
|
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-174- 1.92% |
$21.3K - $22.9K
|
8.91K
$1.31M
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-9- 0.43% |
$1.1K - $1.18K
|
2.1K
$308K
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
180+ 8.75% |
$22K - $23.7K
|
2.24K
$328K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
401New |
$49K - $52.7K
|
401
$58.8K
|
|