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 |
---|---|---|---|---|---|---|---|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
BUY
|
- |
491+ 6.2% |
$59.9K - $67.4K
|
8.42K
$1.15M
|
|
Apr 17, 2023
Q1 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
491New |
$59.9K - $67.4K
|
491
$67.2K
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
488New |
$59.5K - $67K
|
488
$66.8K
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
486+ 29.47% |
$59.3K - $66.7K
|
2.14K
$292K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
481New |
$58.7K - $66K
|
481
$65.8K
|
|
Apr 18, 2023
Q1 2023
|
Activest Wealth Management
|
BUY
|
- |
474New |
$57.8K - $65K
|
474
$64.8K
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
461+ 41.64% |
$56.2K - $63.3K
|
1.57K
$214K
|
|
May 04, 2023
Q1 2023
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
452+ 2.26% |
$55.1K - $62K
|
20.4K
$2.79M
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
443+ 12.6% |
$54K - $60.8K
|
3.96K
$541K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
418+ 674.19% |
$51K - $57.4K
|
480
$65.7K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
400New |
$48.8K - $54.9K
|
400
$54.7K
|
|
May 15, 2023
Q1 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
399+ 9.53% |
$48.7K - $54.8K
|
4.58K
$627K
|
|
May 12, 2023
Q1 2023
|
Crewe Advisors LLC
|
BUY
|
- |
394New |
$48.1K - $54.1K
|
394
$53.9K
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
392+ 20.85% |
$47.8K - $53.8K
|
2.27K
$311K
|
|
May 04, 2023
Q1 2023
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
390+ 8.16% |
$47.6K - $53.5K
|
5.17K
$707K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
378+ 3.66% |
$46.1K - $51.9K
|
10.7K
$1.46M
|
|
Apr 26, 2023
Q1 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
375+ 14.29% |
$45.7K - $51.5K
|
3K
$410K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
371New |
$45.3K - $50.9K
|
371
$50.7K
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
341+ 2.9% |
$41.6K - $46.8K
|
12.1K
$1.65M
|
|
May 09, 2023
Q1 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
334+ 11.88% |
$40.7K - $45.8K
|
3.15K
$430K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
312+ 0.96% |
$38.1K - $42.8K
|
32.7K
$4.47M
|
|
May 15, 2023
Q1 2023
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
311+ 2.08% |
$37.9K - $42.7K
|
15.3K
$2.09M
|
|
May 04, 2023
Q1 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
307+ 2.84% |
$37.4K - $42.1K
|
11.1K
$1.52M
|
|
Apr 24, 2023
Q1 2023
|
Thompson Investment Management, Inc.
|
BUY
|
- |
291New |
$35.5K - $39.9K
|
291
$39.8K
|
|
May 12, 2023
Q1 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
288+ 2.55% |
$35.1K - $39.5K
|
11.6K
$1.58M
|
|
May 09, 2023
Q1 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
288+ 1.69% |
$35.1K - $39.5K
|
17.4K
$2.38M
|
|
May 10, 2023
Q1 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
268+ 0.93% |
$32.7K - $36.8K
|
29K
$3.97M
|
|
Apr 21, 2023
Q1 2023
|
Trust CO Of Virginia
|
BUY
|
- |
259+ 4.95% |
$31.6K - $35.5K
|
5.49K
$751K
|
|
May 18, 2023
Q1 2023
|
Courier Capital LLC
|
BUY
|
- |
219+ 2.62% |
$26.7K - $30.1K
|
8.56K
$1.17M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
213+ 0.72% |
$26K - $29.2K
|
29.8K
$4.07M
|
|
May 15, 2023
Q1 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
212+ 0.71% |
$25.9K - $29.1K
|
30K
$4.11M
|
|
Apr 21, 2023
Q1 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
211+ 2.08% |
$25.7K - $29K
|
10.4K
$1.42M
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
209New |
$25.5K - $28.7K
|
209
$28.6K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
208+ 2.59% |
$25.4K - $28.5K
|
8.25K
$1.13M
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
203+ 2.42% |
$24.8K - $27.9K
|
8.61K
$1.18M
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
200+ 10.1% |
$24.4K - $27.4K
|
2.18K
$298K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
200New |
$24.4K - $27.4K
|
200
$27.4K
|
|
Apr 04, 2023
Q1 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
195+ 7.78% |
$23.8K - $26.8K
|
2.7K
$369K
|
|
Apr 10, 2023
Q1 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
185+ 3.82% |
$22.6K - $25.4K
|
5.03K
$688K
|
|
Apr 18, 2023
Q1 2023
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
183+ 7.87% |
$22.3K - $25.1K
|
2.51K
$343K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
179+ 35.8% |
$21.8K - $24.6K
|
679
$92.9K
|
|
May 15, 2023
Q1 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
179New |
$21.8K - $24.6K
|
179
$24.5K
|
|
May 04, 2023
Q1 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
174+ 0.6% |
$21.2K - $23.9K
|
29.3K
$4.01M
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
173+ 8.6% |
$21.1K - $23.7K
|
2.18K
$299K
|
|
May 10, 2023
Q1 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
165+ 2.06% |
$20.1K - $22.6K
|
8.19K
$1.12M
|
|
May 11, 2023
Q1 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
164New |
$20K - $22.5K
|
164
$22.4K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
162+ 19.78% |
$19.8K - $22.2K
|
981
$134K
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
161+ 0.74% |
$19.6K - $22.1K
|
22K
$3.02M
|
|
May 15, 2023
Q1 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
150+ 3.53% |
$18.3K - $20.6K
|
4.4K
$601K
|
|
May 08, 2023
Q1 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
140+ 5.07% |
$17.1K - $19.2K
|
2.9K
$397K
|