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 |
---|---|---|---|---|---|---|---|
Feb 10, 2023
Q4 2022
|
Ci Investments Inc.
Toronto, A6 |
SELL
|
- |
-3.5K- 35.0% |
$412K - $485K
|
6.5K
$911K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72New |
$8.47K - $9.97K
|
72
$10.1K
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.99KNew |
$234K - $275K
|
1.99K
$278K
|
|
Feb 10, 2023
Q4 2022
|
Beacon Harbor Wealth Advisors, Inc.
|
BUY
|
- |
33.3KNew |
$3.92M - $4.62M
|
33.3K
$4.67M
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
SELL
|
- |
-250- 75.3% |
$29.4K - $34.6K
|
82
$11.5K
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.69KNew |
$198K - $233K
|
1.69K
$236K
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.3% |
$118 - $138
|
334
$46.8K
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.53KNew |
$180K - $212K
|
1.53K
$214K
|
|
Feb 09, 2023
Q4 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
18.9K+ 106.21% |
$2.22M - $2.62M
|
36.7K
$5.14M
|
|
Feb 08, 2023
Q4 2022
|
Madison Asset Management, LLC
Madison, WI |
SELL
|
- |
-5.29K- 14.65% |
$622K - $733K
|
30.8K
$4.32M
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-459- 13.42% |
$54K - $63.5K
|
2.96K
$415K
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 23.08% |
$1.76K - $2.08K
|
50
$7.01K
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$303K - $357K
|
2.58K
$362K
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
5+ 0.18% |
$588 - $692
|
2.73K
$382K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
20New |
$2.35K - $2.77K
|
20
$2.8K
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 13.77% |
$2.23K - $2.63K
|
119
$16.7K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3New |
$353 - $415
|
3
$420
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-54- 0.47% |
$6.35K - $7.48K
|
11.4K
$1.59M
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $138
|
3.73K
$523K
|
|
Feb 02, 2023
Q4 2022
|
Ulrich Consultants & Investment Group, LLC
Albuquerque, NM |
SELL
|
- |
-242- 10.65% |
$28.5K - $33.5K
|
2.03K
$284K
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
1.58KNew |
$185K - $218K
|
1.58K
$221K
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36- 14.17% |
$4.23K - $4.98K
|
218
$30.5K
|
|
Jan 30, 2023
Q4 2022
|
New York State Common Retirement Fund
|
SELL
|
- |
-7.71K- 47.28% |
$906K - $1.07M
|
8.59K
$1.2M
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-100- 5.25% |
$11.8K - $13.8K
|
1.8K
$253K
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-45- 6.73% |
$5.29K - $6.23K
|
624
$87.4K
|
|
Jan 26, 2023
Q4 2022
|
Eagle Bay Advisors LLC
New York, NY |
SELL
|
- |
-861- 89.97% |
$101K - $119K
|
96
$13.4K
|
|
Jan 26, 2023
Q4 2022
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
6.93KNew |
$814K - $959K
|
6.93K
$970K
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$350K - $412K
|
2.97K
$417K
|
|
Jan 25, 2023
Q4 2022
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
SELL
|
- |
-165- 9.55% |
$19.4K - $22.8K
|
1.56K
$219K
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-6.12K- 79.98% |
$720K - $847K
|
1.53K
$215K
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-1.85K- 44.46% |
$218K - $256K
|
2.31K
$324K
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.56KNew |
$184K - $216K
|
1.56K
$219K
|
|
Jan 23, 2023
Q4 2022
|
Strategic Advisors LLC
|
SELL
|
- |
-254- 6.2% |
$29.9K - $35.2K
|
3.84K
$538K
|
|
Jan 23, 2023
Q4 2022
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
21KNew |
$2.47M - $2.9M
|
21K
$2.94M
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
830New |
$97.6K - $115K
|
830
$116K
|
|
Jan 20, 2023
Q4 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
10.6K+ 64.17% |
$1.25M - $1.47M
|
27.2K
$3.81M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-702- 8.75% |
$82.5K - $97.2K
|
7.32K
$1.03M
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 53.7% |
$6.82K - $8.03K
|
50
$7.01K
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-65- 1.22% |
$7.64K - $9K
|
5.25K
$735K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
123New |
$14.5K - $17K
|
123
$17.2K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.63KNew |
$192K - $226K
|
1.63K
$229K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
48New |
$5.64K - $6.64K
|
48
$6.72K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
162+ 5.32% |
$19K - $22.4K
|
3.21K
$449K
|
|
Jan 17, 2023
Q4 2022
|
Wright Fund Management, LLC
Santa Monica, CA |
BUY
|
- |
82.8KNew |
$9.74M - $11.5M
|
82.8K
$11.6M
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.67KNew |
$196K - $230K
|
1.67K
$233K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
378New |
$44.4K - $52.3K
|
378
$53K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
275New |
$32.3K - $38.1K
|
275
$38.5K
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.16KNew |
$372K - $437K
|
3.16K
$443K
|
|
Jan 12, 2023
Q4 2022
|
Center Star Asset Management, LLC
|
BUY
|
PUT |
45.2K+ 7533.33% |
$5.31M - $6.26M
|
45.8K
$6.42M
|
|
Jan 12, 2023
Q4 2022
|
First Hawaiian Bank
|
SELL
|
- |
-260- 2.35% |
$30.6K - $36K
|
10.8K
$1.52M
|