Purchases and Sales Made in Q1 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES BIOTECHNOLOGY ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 10, 2023
Q1 2023
|
Keybank National Association
|
SELL
|
- |
-408- 1.93% |
$49.8K - $56K
|
20.7K
$2.86M
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-418- 87.08% |
$51K - $57.4K
|
62
$8.53K
|
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-426- 6.11% |
$52K - $58.5K
|
6.54K
$901K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-427- 17.45% |
$52.1K - $58.6K
|
2.02K
$278K
|
|
|
May 15, 2023
Q1 2023
|
Total Investment Management Inc
Scottsdale, AZ |
SELL
|
- |
-430- 18.03% |
$52.4K - $59K
|
1.96K
$269K
|
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
SELL
|
- |
-434- 5.33% |
$52.9K - $59.6K
|
7.7K
$1.06M
|
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-448- 20.41% |
$54.6K - $61.5K
|
1.75K
$240K
|
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-450- 5.13% |
$54.9K - $61.8K
|
8.32K
$1.15M
|
|
|
May 19, 2023
Q1 2023
|
Chelsea Counsel CO
|
SELL
|
- |
-450- 7.46% |
$54.9K - $61.8K
|
5.58K
$768K
|
|
|
May 05, 2023
Q1 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-462- 25.23% |
$56.4K - $63.4K
|
1.37K
$188K
|
|
|
Apr 24, 2023
Q1 2023
|
Tru Independence LLC
|
SELL
|
- |
-464- 13.52% |
$56.6K - $63.7K
|
2.97K
$408K
|
|
|
Apr 24, 2023
Q1 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-465- 13.44% |
$56.7K - $63.8K
|
3K
$412K
|
|
|
May 10, 2023
Q1 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-506- 6.77% |
$61.7K - $69.4K
|
6.96K
$959K
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-509- 2.2% |
$62.1K - $69.9K
|
22.6K
$3.11M
|
|
|
Jul 09, 2024
Q1 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-518- 6.67% |
$63.2K - $71.1K
|
7.25K
$998K
|
|
|
May 04, 2023
Q1 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-519- 8.97% |
$63.3K - $71.2K
|
5.27K
$725K
|
|
|
Apr 20, 2023
Q1 2023
|
Pfg Advisors
|
SELL
|
- |
-531- 7.81% |
$64.8K - $72.9K
|
6.27K
$863K
|
|
|
May 05, 2023
Q1 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-541- 4.46% |
$66K - $74.2K
|
11.6K
$1.59M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-545- 1.15% |
$66.5K - $74.8K
|
46.7K
$6.43M
|
|
|
Apr 20, 2023
Q1 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-550- 24.25% |
$67.1K - $75.5K
|
1.72K
$236K
|
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-551- 4.74% |
$67.2K - $75.6K
|
11.1K
$1.52M
|
|
|
May 11, 2023
Q1 2023
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-557- 8.13% |
$67.9K - $76.4K
|
6.29K
$866K
|
|
|
May 12, 2023
Q1 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
SELL
|
- |
-566- 1.91% |
$69K - $77.7K
|
29.1K
$4.01M
|
|
|
Apr 04, 2023
Q1 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-574- 10.29% |
$70K - $78.8K
|
5.01K
$689K
|
|
|
Apr 28, 2023
Q1 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-601- 0.9% |
$73.3K - $82.5K
|
66.2K
$9.12M
|
|
|
May 15, 2023
Q1 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-603- 2.15% |
$73.5K - $82.7K
|
27.4K
$3.77M
|
|
|
May 08, 2023
Q1 2023
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-611- 4.45% |
$74.5K - $83.8K
|
13.1K
$1.8M
|
|
|
May 11, 2023
Q1 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-640- 3.61% |
$78.1K - $87.8K
|
17.1K
$2.35M
|
|
|
Apr 21, 2023
Q1 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-645- 7.3% |
$78.7K - $88.5K
|
8.2K
$1.13M
|
|
|
May 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-648- 14.57% |
$79K - $88.9K
|
3.8K
$523K
|
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-658- 22.63% |
$80.3K - $90.3K
|
2.25K
$310K
|
|
|
Apr 11, 2023
Q1 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-672- 2.89% |
$82K - $92.2K
|
22.6K
$3.11M
|
|
|
Apr 12, 2023
Q1 2023
|
National Bank Of Canada
|
SELL
|
- |
-674- 12.27% |
$82.2K - $92.5K
|
4.82K
$663K
|
|
|
May 15, 2023
Q1 2023
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-690- 66.09% |
$84.2K - $94.7K
|
354
$48.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Congress Park Capital LLC
|
SELL
|
- |
-705- 11.99% |
$86K - $96.7K
|
5.18K
$713K
|
|
|
Apr 11, 2023
Q1 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-712- 2.13% |
$86.8K - $97.7K
|
32.8K
$4.51M
|
|
|
May 03, 2023
Q1 2023
|
Fagan Associates, Inc.
|
SELL
|
- |
-734- 2.13% |
$89.5K - $101K
|
33.7K
$4.64M
|
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-750- 25.22% |
$91.5K - $103K
|
2.22K
$306K
|
|
|
Apr 25, 2023
Q1 2023
|
Adviser Investments LLC
|
SELL
|
- |
-785- 4.04% |
$95.7K - $108K
|
18.7K
$2.57M
|
|
|
May 11, 2023
Q1 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-799- 15.83% |
$97.5K - $110K
|
4.25K
$585K
|
|
|
Apr 24, 2023
Q1 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-803- 7.03% |
$97.9K - $110K
|
10.6K
$1.46M
|
|
|
Apr 21, 2023
Q1 2023
|
Whittier Trust CO
|
SELL
|
- |
-837- 14.05% |
$102K - $115K
|
5.12K
$705K
|
|
|
May 12, 2023
Q1 2023
|
Regions Financial Corp
|
SELL
|
- |
-845- 9.46% |
$103K - $116K
|
8.08K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-883- 33.23% |
$108K - $121K
|
1.77K
$244K
|
|
|
Aug 08, 2023
Q1 2023
|
Slate Stone Wealth, LLC
|
SELL
|
- |
-885- 3.35% |
$108K - $121K
|
25.6K
$3.52M
|
|
|
May 08, 2023
Q1 2023
|
Triumph Capital Management
|
SELL
|
- |
-922- 17.3% |
$112K - $127K
|
4.41K
$607K
|
|
|
Apr 03, 2023
Q1 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-930- 5.42% |
$113K - $128K
|
16.2K
$2.23M
|
|
|
Apr 19, 2023
Q1 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-949- 5.86% |
$116K - $130K
|
15.3K
$2.1M
|
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
SELL
|
- |
-968- 19.54% |
$118K - $133K
|
3.99K
$549K
|
|
|
May 01, 2023
Q1 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-995- 7.11% |
$121K - $137K
|
13K
$1.79M
|