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 |
---|---|---|---|---|---|---|---|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.65K+ 39.22% |
$194K - $228K
|
5.85K
$807K
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.63KNew |
$192K - $226K
|
1.63K
$225K
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
1.58KNew |
$185K - $218K
|
1.58K
$217K
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.56KNew |
$184K - $216K
|
1.56K
$215K
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.53KNew |
$180K - $212K
|
1.53K
$211K
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.48K+ 86.97% |
$174K - $205K
|
3.19K
$440K
|
|
Feb 13, 2023
Q4 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
940New |
$111K - $130K
|
940
$130K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
830New |
$97.6K - $115K
|
830
$115K
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
526New |
$61.8K - $72.8K
|
526
$72.6K
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
430New |
$50.6K - $59.5K
|
430
$59.3K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
378New |
$44.4K - $52.3K
|
378
$52.1K
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
370New |
$43.5K - $51.2K
|
370
$51K
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
356+ 12.8% |
$41.9K - $49.3K
|
3.14K
$433K
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
333New |
$39.2K - $46.1K
|
333
$45.9K
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$35.3K - $41.5K
|
300
$41.4K
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
275New |
$32.3K - $38.1K
|
275
$37.9K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
230New |
$27K - $31.8K
|
230
$31.7K
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
162+ 5.32% |
$19K - $22.4K
|
3.21K
$442K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
139+ 4.83% |
$16.3K - $19.2K
|
3.02K
$416K
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
139New |
$16.3K - $19.2K
|
139
$19.2K
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
123New |
$14.5K - $17K
|
123
$17K
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
112New |
$13.2K - $15.5K
|
112
$15.5K
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
100New |
$11.8K - $13.8K
|
100
$13.8K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
100New |
$11.8K - $13.8K
|
100
$13.8K
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72New |
$8.47K - $9.97K
|
72
$9.93K
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58+ 8.23% |
$6.82K - $8.03K
|
763
$105K
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
48New |
$5.64K - $6.64K
|
48
$6.62K
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
34+ 1.95% |
$4K - $4.71K
|
1.78K
$245K
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
32+ 114.29% |
$3.76K - $4.43K
|
60
$8.28K
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
24New |
$2.82K - $3.32K
|
24
$3.31K
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
20New |
$2.35K - $2.77K
|
20
$2.76K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$2.23K - $2.63K
|
19
$2.62K
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
5+ 0.18% |
$588 - $692
|
2.73K
$376K
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3New |
$353 - $415
|
3
$414
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.3% |
$118 - $138
|
334
$46.1K
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $138
|
3.73K
$515K
|
|
Q3 2022 | |||||||
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
PUT |
698K+ 322.26% |
$79.1M - $94.1M
|
914K
$126M
|
|
Sep 21, 2023
Q3 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
171K+ 151332.73% |
$19.4M - $23.1M
|
171K
$23.6M
|
|
Nov 14, 2022
Q3 2022
|
Pentwater Capital Management LP
Naples, FL |
BUY
|
PUT |
50KNew |
$5.67M - $6.74M
|
50K
$6.9M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
38.7KNew |
$4.39M - $5.21M
|
38.7K
$5.34M
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
38.4KNew |
$4.36M - $5.18M
|
38.4K
$5.3M
|
|
Nov 01, 2022
Q3 2022
|
Tekla Capital Management LLC
|
BUY
|
- |
24.6KNew |
$2.79M - $3.31M
|
24.6K
$3.39M
|
|
Nov 04, 2022
Q3 2022
|
Ssi Investment Management LLC
Los Angeles, CA |
BUY
|
- |
21.6KNew |
$2.45M - $2.91M
|
21.6K
$2.98M
|
|
Nov 14, 2022
Q3 2022
|
Css LLC
Chicago, IL |
BUY
|
PUT |
7K+ 70.0% |
$794K - $944K
|
17K
$2.35M
|
|
Nov 08, 2022
Q3 2022
|
Sp Asset Management
|
BUY
|
- |
4.24K+ 7.67% |
$480K - $571K
|
59.4K
$8.2M
|
|
Nov 09, 2022
Q3 2022
|
Guardian Wealth Advisors, LLC
Bloomington, MN |
BUY
|
- |
3.56KNew |
$404K - $480K
|
3.56K
$491K
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3K+ 150.0% |
$340K - $404K
|
5K
$690K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.08KNew |
$236K - $281K
|
2.08K
$287K
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.3KNew |
$148K - $176K
|
1.3K
$180K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.08KNew |
$122K - $145K
|
1.08K
$148K
|