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 |
---|---|---|---|---|---|---|---|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-185- 8.62% |
$22.6K - $24.3K
|
1.96K
$275K
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
42New |
$5.14K - $5.52K
|
42
$5.88K
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-6- 0.73% |
$734 - $789
|
820
$115K
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
86New |
$10.5K - $11.3K
|
86
$12K
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
122+ 2.14% |
$14.9K - $16K
|
5.82K
$815K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
824New |
$101K - $108K
|
824
$115K
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-50- 35.71% |
$6.11K - $6.57K
|
90
$12.6K
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.5KNew |
$795K - $855K
|
6.5K
$911K
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
120New |
$14.7K - $15.8K
|
120
$16.8K
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-45.5K- 94.95% |
$5.56M - $5.98M
|
2.42K
$339K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
600New |
$73.4K - $78.9K
|
600
$84.1K
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.28K+ 53.93% |
$157K - $169K
|
3.66K
$513K
|
|
Oct 18, 2023
Q3 2023
|
Proficio Capital Partners LLC
Newton, MA |
SELL
|
- |
-21.2K- 92.19% |
$2.6M - $2.79M
|
1.8K
$252K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 15.38% |
$9.05K - $9.73K
|
407
$57K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
622New |
$76.1K - $81.8K
|
622
$87.1K
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 6.97% |
$1.71K - $1.84K
|
187
$26.2K
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-16- 0.51% |
$1.96K - $2.1K
|
3.15K
$441K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-300- 98.04% |
$36.7K - $39.4K
|
6
$841
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.28% |
$6.36K - $6.84K
|
2.33K
$326K
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
35New |
$4.28K - $4.6K
|
35
$4.9K
|
|
Q2 2023 | |||||||
Nov 26, 2024
Q2 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-64- 0.15% |
$8.03K - $8.55K
|
43.2K
$6.05M
|
|
Aug 06, 2024
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
SELL
|
- |
-8.86K- 69.1% |
$1.11M - $1.18M
|
3.96K
$555K
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-2.38K- 99.0% |
$299K - $318K
|
24
$3.36K
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 1.79% |
$502 - $534
|
219
$30.7K
|
|
Apr 22, 2024
Q2 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
SELL
|
- |
-3.21K- 60.59% |
$402K - $428K
|
2.09K
$292K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-9.56K- 64.38% |
$1.2M - $1.28M
|
5.29K
$741K
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
219New |
$27.5K - $29.3K
|
219
$30.7K
|
|
Aug 14, 2023
Q2 2023
|
Mangrove Partners
New York, NY |
BUY
|
- |
134KNew |
$16.9M - $17.9M
|
134K
$18.8M
|
|
Aug 14, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
SELL
|
- |
-1.01K- 67.4% |
$127K - $135K
|
489
$68.5K
|
|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.2KNew |
$151K - $160K
|
1.2K
$168K
|
|
Aug 14, 2023
Q2 2023
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
15.2KNew |
$1.91M - $2.03M
|
15.2K
$2.13M
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$1.63K - $1.74K
|
13
$1.82K
|
|
Aug 11, 2023
Q2 2023
|
Rmb Capital Management, LLC
|
SELL
|
- |
-89- 1.96% |
$11.2K - $11.9K
|
4.45K
$624K
|
|
Aug 11, 2023
Q2 2023
|
Destination Wealth Management
|
BUY
|
- |
5.8KNew |
$728K - $775K
|
5.8K
$813K
|
|
Aug 11, 2023
Q2 2023
|
George Soros
Soros Fund Management LLC | New York, Ny
|
BUY
|
- |
15.8KNew |
$1.98M - $2.11M
|
15.8K
$2.21M
|
|
Aug 11, 2023
Q2 2023
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-2.12K- 88.93% |
$266K - $283K
|
264
$37K
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$377 - $401
|
3.73K
$522K
|
|
Aug 10, 2023
Q2 2023
|
Axs Investments LLC
Port Chester, NY |
BUY
|
- |
7KNew |
$879K - $935K
|
7K
$981K
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 10.95% |
$1.88K - $2K
|
122
$17.1K
|
|
Aug 10, 2023
Q2 2023
|
Exodus Point Capital Management, LP
New York, NY |
BUY
|
- |
246KNew |
$30.9M - $32.9M
|
246K
$34.5M
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-53- 14.93% |
$6.65K - $7.08K
|
302
$42.3K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-500- 4.71% |
$62.8K - $66.8K
|
10.1K
$1.42M
|
|
Aug 08, 2023
Q2 2023
|
Minot Capital, LP
Boulder, CO |
SELL
|
- |
-5.61K- 47.68% |
$704K - $750K
|
6.16K
$863K
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2+ 0.08% |
$251 - $267
|
2.66K
$373K
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
234New |
$29.4K - $31.3K
|
234
$32.8K
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
254+ 11.65% |
$31.9K - $33.9K
|
2.43K
$341K
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.2K+ 24.62% |
$151K - $160K
|
6.08K
$851K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
147New |
$18.5K - $19.6K
|
147
$20.6K
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
730New |
$91.6K - $97.5K
|
730
$102K
|