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 |
---|---|---|---|---|---|---|---|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
61+ 2033.33% |
$7.3K - $9.29K
|
64
$8.63K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
60+ 35.29% |
$7.18K - $9.14K
|
230
$31K
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 0.96% |
$5.38K - $6.86K
|
4.72K
$636K
|
|
Q4 2021 | |||||||
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
17.9KNew |
$2.6M - $2.95M
|
17.9K
$2.41M
|
|
Feb 14, 2022
Q4 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
8.99KNew |
$1.31M - $1.48M
|
8.99K
$1.21M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
8.5K+ 44.97% |
$1.23M - $1.4M
|
27.4K
$3.69M
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$726K - $824K
|
5K
$674K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.34KNew |
$485K - $550K
|
3.34K
$450K
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.67KNew |
$388K - $440K
|
2.67K
$360K
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.2KNew |
$319K - $362K
|
2.2K
$296K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.19KNew |
$318K - $361K
|
2.19K
$295K
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.84KNew |
$267K - $303K
|
1.84K
$248K
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
780New |
$113K - $129K
|
780
$105K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
289New |
$42K - $47.6K
|
289
$39K
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
249New |
$36.2K - $41K
|
249
$33.6K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
189New |
$27.5K - $31.1K
|
189
$25.5K
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
148New |
$21.5K - $24.4K
|
148
$20K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
100New |
$14.5K - $16.5K
|
100
$13.5K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
70+ 233.33% |
$10.2K - $11.5K
|
100
$13.5K
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
33New |
$4.79K - $5.44K
|
33
$4.45K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
27New |
$3.92K - $4.45K
|
27
$3.64K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.02K - $1.15K
|
7
$944
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$581 - $659
|
4
$539
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$436 - $494
|
3
$405
|
|
Q3 2021 | |||||||
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 123.64% |
$1.08M - $1.2M
|
12.3K
$1.66M
|
|
Oct 22, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
CALL |
4.36KNew |
$693K - $768K
|
4.36K
$588K
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40New |
$6.36K - $7.05K
|
40
$5.39K
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
19New |
$3.02K - $3.35K
|
19
$2.56K
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
12New |
$1.91K - $2.11K
|
12
$1.62K
|
|
Q2 2021 | |||||||
Jul 21, 2021
Q2 2021
|
Davenport & CO LLC
|
BUY
|
PUT |
23KNew |
$3.36M - $3.77M
|
23K
$3.1M
|
|
Aug 06, 2021
Q2 2021
|
Imc Chicago, LLC
|
BUY
|
- |
14.4KNew |
$2.1M - $2.35M
|
14.4K
$1.94M
|
|
Jul 01, 2021
Q2 2021
|
Corsicana & Co.
|
BUY
|
- |
1.91KNew |
$279K - $313K
|
1.91K
$258K
|
|
Aug 04, 2021
Q2 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.2KNew |
$175K - $196K
|
1.2K
$162K
|
|
Aug 04, 2021
Q2 2021
|
Wealth Advisors, Inc.
|
BUY
|
CALL |
100+ 50.0% |
$14.6K - $16.4K
|
300
$40.5K
|
|
Q1 2021 | |||||||
May 17, 2021
Q1 2021
|
Hennion & Walsh Asset Management, Inc.
|
BUY
|
- |
3.51KNew |
$515K - $606K
|
3.51K
$473K
|
|
May 11, 2021
Q1 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.88KNew |
$276K - $325K
|
1.88K
$254K
|
|
May 10, 2021
Q1 2021
|
Mai Capital Management
|
BUY
|
PUT |
400New |
$58.7K - $69K
|
400
$53.9K
|
|
May 13, 2021
Q1 2021
|
Seven One Seven Capital Management
Lancaster, PA |
BUY
|
- |
115New |
$16.9K - $19.8K
|
115
$15.5K
|
|
Q4 2020 | |||||||
Feb 16, 2021
Q4 2020
|
Alyeska Investment Group, L.P.
Chicago, IL |
BUY
|
PUT |
287K+ 179.5% |
$37.4M - $45.2M
|
447K
$60.3M
|
|
Feb 17, 2021
Q4 2020
|
Factory Mutual Insurance CO
Waltham, MA |
BUY
|
- |
71KNew |
$9.26M - $11.2M
|
71K
$9.57M
|
|
Jan 25, 2021
Q4 2020
|
Centennial Wealth Advisory LLC
|
BUY
|
- |
17.8KNew |
$2.32M - $2.8M
|
17.8K
$2.4M
|
|
Jan 25, 2021
Q4 2020
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
BUY
|
- |
12.9KNew |
$1.68M - $2.03M
|
12.9K
$1.74M
|
|
Feb 16, 2021
Q4 2020
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
1.65KNew |
$215K - $260K
|
1.65K
$223K
|
|
Feb 11, 2021
Q4 2020
|
Wells Financial Advisors Inc
|
BUY
|
- |
123New |
$16K - $19.3K
|
123
$16.6K
|
|
Feb 09, 2021
Q4 2020
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
83New |
$10.8K - $13.1K
|
83
$11.2K
|
|
Jan 21, 2021
Q4 2020
|
Sage Mountain Advisors LLC
|
BUY
|
- |
75New |
$9.78K - $11.8K
|
75
$10.1K
|
|
Q3 2020 | |||||||
Oct 23, 2020
Q3 2020
|
Cypress Wealth Services, LLC
|
BUY
|
PUT |
2.57KNew |
$326K - $375K
|
2.57K
$347K
|
|
Nov 09, 2023
Q3 2020
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
370+ 352.38% |
$46.9K - $53.9K
|
475
$64K
|
|
Oct 27, 2020
Q3 2020
|
Fiduciary Planning LLC
Coral Springs, FL |
BUY
|
- |
3New |
$381 - $437
|
3
$405
|
|
Q2 2020 | |||||||
Aug 13, 2020
Q2 2020
|
Centaurus Financial, Inc.
|
BUY
|
CALL |
10KNew |
$1.04M - $1.39M
|
10K
$1.35M
|