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 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1K- 4.07% |
$122K - $137K
|
23.6K
$3.25M
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1K- 1.55% |
$122K - $138K
|
63.5K
$8.75M
|
|
Apr 20, 2023
Q1 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1K- 1.69% |
$122K - $138K
|
58.6K
$8.06M
|
|
May 02, 2023
Q1 2023
|
Key F Inancial Inc
|
SELL
|
- |
-1.04K- 83.29% |
$126K - $142K
|
208
$28.6K
|
|
May 12, 2023
Q1 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.04K- 4.23% |
$127K - $143K
|
23.5K
$3.24M
|
|
May 08, 2023
Q1 2023
|
Hudock, Inc.
|
SELL
|
- |
-1.12K- 13.06% |
$137K - $154K
|
7.46K
$1.03M
|
|
May 15, 2023
Q1 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-1.13K- 11.08% |
$138K - $155K
|
9.08K
$1.25M
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.16K- 3.1% |
$142K - $159K
|
36.3K
$4.99M
|
|
Apr 24, 2023
Q1 2023
|
Financial Sense Advisors, Inc.
|
SELL
|
- |
-1.18K- 41.84% |
$144K - $162K
|
1.64K
$226K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.21K- 4.64% |
$148K - $166K
|
24.9K
$3.43M
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
SELL
|
- |
-1.22K- 5.71% |
$149K - $167K
|
20.1K
$2.77M
|
|
Apr 25, 2023
Q1 2023
|
Westwood Wealth Management
|
SELL
|
- |
-1.24K- 12.89% |
$151K - $170K
|
8.36K
$1.15M
|
|
May 11, 2023
Q1 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-1.27K- 32.08% |
$155K - $174K
|
2.68K
$369K
|
|
May 03, 2023
Q1 2023
|
Beck Bode, LLC
|
SELL
|
- |
-1.29K- 8.09% |
$157K - $177K
|
14.7K
$2.02M
|
|
May 10, 2023
Q1 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-1.29K- 5.44% |
$157K - $177K
|
22.4K
$3.09M
|
|
May 04, 2023
Q1 2023
|
Cornerstone Advisory, LLC
|
SELL
|
- |
-1.34K- 34.61% |
$164K - $184K
|
2.54K
$349K
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-1.36K- 4.42% |
$165K - $186K
|
29.3K
$4.04M
|
|
May 03, 2023
Q1 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.38K- 10.46% |
$168K - $189K
|
11.8K
$1.62M
|
|
May 09, 2023
Q1 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-1.39K- 3.25% |
$169K - $190K
|
41.2K
$5.67M
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.6K- 1.94% |
$196K - $220K
|
81.2K
$11.2M
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.61K- 27.46% |
$196K - $220K
|
4.24K
$584K
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-1.62K- 15.59% |
$198K - $222K
|
8.77K
$1.21M
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-1.64K- 11.28% |
$200K - $225K
|
12.9K
$1.78M
|
|
May 10, 2023
Q1 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-1.8K- 11.03% |
$220K - $247K
|
14.5K
$2M
|
|
May 15, 2023
Q1 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-1.82K- 29.96% |
$222K - $250K
|
4.26K
$586K
|
|
May 12, 2023
Q1 2023
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-1.84K- 64.73% |
$224K - $252K
|
1K
$138K
|
|
May 15, 2023
Q1 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-1.86K- 24.14% |
$226K - $255K
|
5.83K
$803K
|
|
May 11, 2023
Q1 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-1.91K- 13.18% |
$233K - $262K
|
12.6K
$1.73M
|
|
May 11, 2023
Q1 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-2K- 48.13% |
$243K - $274K
|
2.15K
$296K
|
|
Apr 14, 2023
Q1 2023
|
Mirador Capital Partners LP
|
SELL
|
- |
-2.09K- 5.88% |
$255K - $287K
|
33.5K
$4.61M
|
|
May 01, 2023
Q1 2023
|
Cutler Group LP
|
SELL
|
- |
-2.12K- 93.09% |
$258K - $290K
|
157
$21.6K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-2.13K- 15.69% |
$260K - $293K
|
11.5K
$1.58M
|
|
May 04, 2023
Q1 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-2.23K- 35.0% |
$272K - $305K
|
4.13K
$569K
|
|
May 01, 2023
Q1 2023
|
Headlands Technologies LLC
Chicago, IL |
SELL
|
- |
-2.23K- 93.02% |
$272K - $306K
|
167
$23K
|
|
May 10, 2023
Q1 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-2.28K- 9.37% |
$279K - $313K
|
22.1K
$3.04M
|
|
May 11, 2023
Q1 2023
|
M&T Bank Corp
|
SELL
|
- |
-2.31K- 14.62% |
$282K - $317K
|
13.5K
$1.86M
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.37K- 18.24% |
$289K - $325K
|
10.6K
$1.46M
|
|
May 10, 2023
Q1 2023
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-2.5K- 16.84% |
$305K - $344K
|
12.4K
$1.7M
|
|
May 08, 2023
Q1 2023
|
Brown Advisory Inc
|
SELL
|
- |
-2.57K- 3.08% |
$313K - $352K
|
80.7K
$11.1M
|
|
Apr 12, 2023
Q1 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-2.59K- 33.13% |
$316K - $355K
|
5.22K
$719K
|
|
May 15, 2023
Q1 2023
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-2.61K- 3.12% |
$318K - $358K
|
80.9K
$11.1M
|
|
May 02, 2023
Q1 2023
|
Nbt Bank N A
|
SELL
|
- |
-2.77K- 7.92% |
$338K - $380K
|
32.2K
$4.43M
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-2.83K- 24.81% |
$345K - $388K
|
8.57K
$1.18M
|
|
May 12, 2023
Q1 2023
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-3.13K- 2.39% |
$382K - $430K
|
128K
$17.6M
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-3.19K- 3.9% |
$389K - $437K
|
78.5K
$10.8M
|
|
Apr 20, 2023
Q1 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-3.29K- 40.71% |
$402K - $452K
|
4.8K
$660K
|
|
May 15, 2023
Q1 2023
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-3.34K- 8.56% |
$408K - $459K
|
35.7K
$4.92M
|
|
May 12, 2023
Q1 2023
|
Accuvest Global Advisors
Provo, UT |
SELL
|
- |
-3.5K- 50.0% |
$427K - $480K
|
3.5K
$482K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-3.57K- 8.82% |
$435K - $489K
|
36.8K
$5.07M
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
SELL
|
- |
-3.61K- 14.72% |
$440K - $495K
|
20.9K
$2.88M
|