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 |
---|---|---|---|---|---|---|---|
Jul 19, 2022
Q2 2022
|
Icon Wealth Partners, LLC
|
BUY
|
- |
501+ 20.92% |
$53K - $67.5K
|
2.9K
$375K
|
|
Aug 01, 2022
Q2 2022
|
Castle Wealth Management LLC
|
BUY
|
- |
470New |
$49.7K - $63.3K
|
470
$60.8K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
454+ 55.57% |
$48K - $61.2K
|
1.27K
$165K
|
|
Aug 02, 2022
Q2 2022
|
Running Point Capital Advisors, LLC
|
BUY
|
- |
435New |
$46K - $58.6K
|
435
$56.3K
|
|
Jul 22, 2022
Q2 2022
|
American Research & Management Co.
|
BUY
|
- |
325+ 14.87% |
$34.4K - $43.8K
|
2.51K
$325K
|
|
Aug 01, 2022
Q2 2022
|
Hallmark Capital Management Inc
|
BUY
|
- |
138New |
$14.6K - $18.6K
|
138
$17.9K
|
|
Aug 01, 2022
Q2 2022
|
Investors Asset Management Of Georgia Inc
|
BUY
|
- |
120New |
$12.7K - $16.2K
|
120
$15.5K
|
|
Jul 25, 2022
Q2 2022
|
Mcdonald Partners LLC
|
BUY
|
- |
63+ 1.84% |
$6.67K - $8.49K
|
3.48K
$451K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
52New |
$5.5K - $7.01K
|
52
$6.73K
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35New |
$3.7K - $4.72K
|
35
$4.53K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
24+ 0.29% |
$2.54K - $3.23K
|
8.26K
$1.07M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22New |
$2.33K - $2.96K
|
22
$2.85K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
11New |
$1.16K - $1.48K
|
11
$1.42K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.65% |
$106 - $135
|
155
$20.1K
|
|
Q1 2022 | |||||||
May 16, 2022
Q1 2022
|
Hackensack Meridian Health, Inc.
Edison, NJ |
BUY
|
- |
228KNew |
$27.3M - $34.7M
|
228K
$29.5M
|
|
May 16, 2022
Q1 2022
|
Dafna Capital Management LLC
Los Angeles, CA |
BUY
|
- |
61.6K+ 150.61% |
$7.37M - $9.39M
|
103K
$13.3M
|
|
May 13, 2022
Q1 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
50.2KNew |
$6M - $7.64M
|
50.2K
$6.49M
|
|
May 02, 2022
Q1 2022
|
Hnp Capital LLC
|
BUY
|
- |
8.41KNew |
$1.01M - $1.28M
|
8.41K
$1.09M
|
|
Apr 12, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
5.3KNew |
$634K - $807K
|
5.3K
$686K
|
|
May 10, 2022
Q1 2022
|
Hikari Tsushin, Inc.
Tokyo, M0 |
BUY
|
- |
1.37KNew |
$164K - $209K
|
1.37K
$178K
|
|
Apr 29, 2022
Q1 2022
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
BUY
|
- |
1.22KNew |
$146K - $186K
|
1.22K
$158K
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
972New |
$116K - $148K
|
972
$126K
|
|
May 05, 2022
Q1 2022
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
609New |
$72.8K - $92.8K
|
609
$78.8K
|
|
May 13, 2022
Q1 2022
|
Goldstream Capital Management LTD
|
BUY
|
- |
123New |
$14.7K - $18.7K
|
123
$15.9K
|
|
Apr 05, 2022
Q1 2022
|
Adirondack Trust CO
|
BUY
|
- |
105New |
$12.6K - $16K
|
105
$13.6K
|
|
Apr 18, 2022
Q1 2022
|
Piscataqua Savings Bank
|
BUY
|
- |
63New |
$7.53K - $9.6K
|
63
$8.15K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
61+ 2033.33% |
$7.3K - $9.29K
|
64
$8.28K
|
|
Apr 21, 2022
Q1 2022
|
Cordasco Financial Network
|
BUY
|
- |
60+ 35.29% |
$7.18K - $9.14K
|
230
$29.8K
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 0.96% |
$5.38K - $6.86K
|
4.72K
$611K
|
|
Q4 2021 | |||||||
Feb 18, 2022
Q4 2021
|
Vericrest Private Wealth
Newtown, PA |
BUY
|
- |
17.9KNew |
$2.6M - $2.95M
|
17.9K
$2.31M
|
|
Feb 14, 2022
Q4 2021
|
Lumina Fund Management LLC
New York, NY |
BUY
|
- |
8.99KNew |
$1.31M - $1.48M
|
8.99K
$1.16M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
PUT |
8.5K+ 44.97% |
$1.23M - $1.4M
|
27.4K
$3.55M
|
|
Feb 14, 2022
Q4 2021
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
CALL |
5KNew |
$726K - $824K
|
5K
$647K
|
|
Feb 10, 2022
Q4 2021
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
3.34KNew |
$485K - $550K
|
3.34K
$432K
|
|
Jan 20, 2022
Q4 2021
|
Bellecapital International Ltd.
|
BUY
|
- |
2.67KNew |
$388K - $440K
|
2.67K
$346K
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.2KNew |
$319K - $362K
|
2.2K
$285K
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.19KNew |
$318K - $361K
|
2.19K
$283K
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.84KNew |
$267K - $303K
|
1.84K
$238K
|
|
Feb 14, 2022
Q4 2021
|
Viewpoint Capital Management LLC
Seattle, WA |
BUY
|
- |
780New |
$113K - $129K
|
780
$101K
|
|
Mar 17, 2022
Q4 2021
|
Integrity Financial Corp
|
BUY
|
- |
289New |
$42K - $47.6K
|
289
$37.4K
|
|
Feb 17, 2022
Q4 2021
|
Oak Harbor Wealth Partners, LLC
|
BUY
|
- |
189New |
$27.5K - $31.1K
|
189
$24.5K
|
|
Jan 19, 2022
Q4 2021
|
West Financial Advisors, LLC
|
BUY
|
- |
148New |
$21.5K - $24.4K
|
148
$19.2K
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
CALL |
100New |
$14.5K - $16.5K
|
100
$12.9K
|
|
Jan 27, 2022
Q4 2021
|
Hartford Financial Management Inc.
|
BUY
|
- |
70+ 233.33% |
$10.2K - $11.5K
|
100
$12.9K
|
|
Feb 14, 2022
Q4 2021
|
Core Wealth Advisors, Inc.
Lakeland, FL |
BUY
|
- |
33New |
$4.79K - $5.44K
|
33
$4.27K
|
|
Feb 15, 2022
Q4 2021
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
27New |
$3.92K - $4.45K
|
27
$3.49K
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.02K - $1.15K
|
7
$906
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$581 - $659
|
4
$518
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$436 - $494
|
3
$388
|
|
Q3 2021 | |||||||
Sep 11, 2023
Q3 2021
|
Artemis Wealth Advisors, LLC
|
BUY
|
- |
6.8K+ 123.64% |
$1.08M - $1.2M
|
12.3K
$1.59M
|