Latest Institutional Purchases of Ishares Biotechnology ETF (IBB)
This list provides information on the latest institutional transactions involving Ishares Biotechnology ETF (IBB) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
323New |
$36.3K - $44.3K
|
323
$46.8K
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
317New |
$35.6K - $43.4K
|
317
$45.9K
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
309New |
$34.7K - $42.3K
|
309
$44.7K
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
300+ 20.0% |
$33.7K - $41.1K
|
1.8K
$261K
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$22.5K - $27.4K
|
200
$29K
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
175+ 6.62% |
$19.7K - $24K
|
2.82K
$408K
|
|
Feb 14, 2024
Q4 2023
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
173New |
$19.4K - $23.7K
|
173
$25.1K
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
148+ 8.3% |
$16.6K - $20.3K
|
1.93K
$280K
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
146New |
$16.4K - $20K
|
146
$21.1K
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
145+ 27.51% |
$16.3K - $19.9K
|
672
$97.3K
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
130New |
$14.6K - $17.8K
|
130
$18.8K
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
130New |
$14.6K - $17.8K
|
130
$18.8K
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
115New |
$12.9K - $15.8K
|
115
$16.7K
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
90New |
$10.1K - $12.3K
|
90
$13K
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
78+ 42.86% |
$8.77K - $10.7K
|
260
$37.6K
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
65New |
$7.31K - $8.91K
|
65
$9.41K
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
60New |
$6.74K - $8.22K
|
60
$8.69K
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
54New |
$6.07K - $7.4K
|
54
$7.82K
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$5.73K - $6.99K
|
51
$7.38K
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
49New |
$5.51K - $6.71K
|
49
$7.1K
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$4.72K - $5.76K
|
42
$6.08K
|
|
Feb 09, 2024
Q4 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
40+ 0.12% |
$4.5K - $5.48K
|
34.6K
$5.01M
|
|
Jan 10, 2024
Q4 2023
|
Bkm Wealth Management, LLC
Brookfield, WI |
BUY
|
- |
40New |
$4.5K - $5.48K
|
40
$5.79K
|
|
Jan 31, 2024
Q4 2023
|
Windham Capital Management, LLC
|
BUY
|
- |
33+ 0.22% |
$3.71K - $4.52K
|
15.3K
$2.22M
|
|
Feb 14, 2024
Q4 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
10+ 50.0% |
$1.12K - $1.37K
|
30
$4.34K
|
|
Feb 14, 2024
Q4 2023
|
Logan Capital Management Inc
Newtown Square, PA |
BUY
|
- |
10New |
$1.12K - $1.37K
|
10
$1.45K
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
4New |
$450 - $548
|
4
$579
|
|
Feb 14, 2024
Q4 2023
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
3New |
$337 - $411
|
3
$434
|
|
Feb 05, 2024
Q4 2023
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
2+ 0.22% |
$225 - $274
|
904
$131K
|
|
Feb 13, 2024
Q4 2023
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
1+ 0.03% |
$112 - $137
|
3.02K
$438K
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.27% |
$112 - $137
|
377
$54.6K
|
|
Jan 26, 2024
Q4 2023
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
1+ 1.28% |
$112 - $137
|
79
$11.4K
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
1+ 0.2% |
$112 - $137
|
492
$71.2K
|
|
Jan 22, 2024
Q4 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1+ 0.49% |
$112 - $137
|
204
$29.5K
|
|
Jan 11, 2024
Q4 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$112 - $137
|
7.43K
$1.08M
|
|
Q3 2023 | |||||||
Nov 14, 2023
Q3 2023
|
Eversept Partners, LP
New York, NY |
BUY
|
PUT |
70.3KNew |
$8.6M - $9.24M
|
70.3K
$10.2M
|
|
Nov 14, 2023
Q3 2023
|
Capital Fund Management S.A.
Paris, I0 |
BUY
|
- |
61.1KNew |
$7.47M - $8.03M
|
61.1K
$8.85M
|
|
Nov 08, 2023
Q3 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
35.3KNew |
$4.31M - $4.64M
|
35.3K
$5.11M
|
|
Nov 13, 2023
Q3 2023
|
Tmd Wealth Management, LLC
|
BUY
|
- |
31.6KNew |
$3.87M - $4.16M
|
31.6K
$4.58M
|
|
Nov 13, 2023
Q3 2023
|
Guardian Capital Advisors LP
Toronto, A6 |
BUY
|
- |
11.7KNew |
$1.43M - $1.54M
|
11.7K
$1.69M
|
|
Nov 14, 2023
Q3 2023
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
7.08KNew |
$865K - $930K
|
7.08K
$1.02M
|
|
Oct 20, 2023
Q3 2023
|
Lake Street Financial LLC
|
BUY
|
- |
6.5KNew |
$795K - $855K
|
6.5K
$941K
|
|
Nov 14, 2023
Q3 2023
|
Circle Wealth Management, LLC
Summit, NJ |
BUY
|
- |
3.97KNew |
$486K - $522K
|
3.97K
$575K
|
|
Oct 31, 2023
Q3 2023
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
3.25KNew |
$397K - $427K
|
3.25K
$470K
|
|
Nov 14, 2023
Q3 2023
|
Old Mission Capital LLC
|
BUY
|
- |
3.12KNew |
$381K - $410K
|
3.12K
$452K
|
|
Nov 13, 2023
Q3 2023
|
Thomas J. Herzfeld Advisors, Inc.
Miami Beach, FL |
BUY
|
- |
2.85KNew |
$348K - $375K
|
2.85K
$413K
|
|
Nov 02, 2023
Q3 2023
|
Diversified, LLC
|
BUY
|
- |
1.76KNew |
$215K - $232K
|
1.76K
$255K
|
|
Nov 15, 2023
Q3 2023
|
Orion Capital Management LLC
|
BUY
|
- |
1.3KNew |
$159K - $171K
|
1.3K
$188K
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
PUT |
1.3K+ 65.0% |
$159K - $171K
|
3.3K
$478K
|
|
Oct 19, 2023
Q3 2023
|
Bridge Advisory, LLC
|
BUY
|
- |
1.28K+ 53.93% |
$157K - $169K
|
3.66K
$530K
|