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
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
11New |
$1.34K - $1.51K
|
11
$1.51K
|
|
|
May 15, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
11+ 0.09% |
$1.34K - $1.51K
|
12.3K
$1.69M
|
|
|
Apr 11, 2023
Q1 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
8+ 0.06% |
$976 - $1.1K
|
12.9K
$1.77M
|
|
|
May 11, 2023
Q1 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
7+ 0.1% |
$854 - $961
|
6.97K
$960K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
7+ 0.02% |
$854 - $961
|
30.2K
$4.15M
|
|
|
May 05, 2023
Q1 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
6+ 0.06% |
$732 - $823
|
10.2K
$1.41M
|
|
|
Apr 17, 2023
Q1 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
6+ 0.58% |
$732 - $823
|
1.04K
$143K
|
|
|
May 04, 2023
Q1 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5+ 0.47% |
$610 - $686
|
1.08K
$149K
|
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
5+ 0.48% |
$610 - $686
|
1.06K
$145K
|
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
5+ 0.15% |
$610 - $686
|
3.35K
$461K
|
|
|
May 03, 2023
Q1 2023
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
4+ 0.1% |
$488 - $549
|
4.05K
$558K
|
|
|
Apr 26, 2024
Q1 2023
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
4+ 1.83% |
$488 - $549
|
223
$30.7K
|
|
|
Apr 19, 2023
Q1 2023
|
Kg&L Capital Management,Llc
|
BUY
|
- |
4+ 0.15% |
$488 - $549
|
2.59K
$357K
|
|
|
May 04, 2023
Q1 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.03% |
$488 - $549
|
12.6K
$1.74M
|
|
|
May 08, 2023
Q1 2023
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
3+ 0.04% |
$366 - $412
|
8.05K
$1.11M
|
|
|
May 15, 2023
Q1 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
3+ 0.05% |
$366 - $412
|
5.63K
$775K
|
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
3+ 0.25% |
$366 - $412
|
1.19K
$164K
|
|
|
May 11, 2023
Q1 2023
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.05% |
$244 - $274
|
4.35K
$599K
|
|
|
May 10, 2023
Q1 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$244 - $274
|
4.87K
$670K
|
|
|
Apr 21, 2023
Q1 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2+ 0.01% |
$244 - $274
|
18.6K
$2.56M
|
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$244 - $274
|
3.11K
$428K
|
|
|
Oct 13, 2023
Q1 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.2% |
$122 - $137
|
510
$70.2K
|
|
|
Aug 15, 2023
Q1 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
1+ 0.05% |
$122 - $137
|
2.01K
$277K
|
|
|
Apr 20, 2023
Q1 2023
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.27% |
$122 - $137
|
377
$51.9K
|
|
|
May 02, 2023
Q1 2023
|
Kingfisher Capital LLC
|
BUY
|
- |
1+ 0.06% |
$122 - $137
|
1.79K
$247K
|
|
|
May 11, 2023
Q1 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.05% |
$122 - $137
|
1.87K
$257K
|
|
|
May 11, 2023
Q1 2023
|
Resource Planning Group
|
BUY
|
- |
1+ 0.06% |
$122 - $137
|
1.62K
$222K
|
|
|
Apr 14, 2023
Q1 2023
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
1+ 0.01% |
$122 - $137
|
7.66K
$1.05M
|
|
|
Apr 20, 2023
Q1 2023
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.27% |
$122 - $137
|
367
$50.5K
|
|
|
May 09, 2023
Q1 2023
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
1+ 0.02% |
$122 - $137
|
4.09K
$562K
|
|
|
May 15, 2023
Q1 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.58K
$355K
|
|
|
Apr 21, 2023
Q1 2023
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
1+ 0.03% |
$122 - $137
|
3.7K
$509K
|
|
|
May 15, 2023
Q1 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$122 - $137
|
2.76K
$380K
|
|
|
Apr 26, 2023
Q1 2023
|
Proffitt & Goodson Inc
|
SELL
|
- |
-1- 0.01% |
$122 - $137
|
7.09K
$976K
|
|
|
Apr 11, 2023
Q1 2023
|
Umb Bank, N.A.
|
SELL
|
- |
-3- 0.2% |
$366 - $412
|
1.53K
$211K
|
|
|
May 05, 2023
Q1 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-4- 0.24% |
$488 - $549
|
1.69K
$233K
|
|
|
May 01, 2023
Q1 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-5- 0.27% |
$610 - $686
|
1.82K
$251K
|
|
|
Apr 19, 2023
Q1 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-5- 0.11% |
$610 - $686
|
4.61K
$635K
|
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-7- 0.24% |
$854 - $961
|
2.91K
$400K
|
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-8- 0.3% |
$976 - $1.1K
|
2.69K
$371K
|
|
|
Apr 20, 2023
Q1 2023
|
Beacon Capital Management, LLC
|
SELL
|
- |
-9- 2.21% |
$1.1K - $1.24K
|
398
$54.8K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-11- 0.13% |
$1.34K - $1.51K
|
8.49K
$1.17M
|
|
|
Apr 18, 2023
Q1 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-14- 0.29% |
$1.71K - $1.92K
|
4.83K
$665K
|
|
|
May 11, 2023
Q1 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-17- 12.78% |
$2.07K - $2.33K
|
116
$16K
|
|
|
May 02, 2023
Q1 2023
|
V Wealth Advisors LLC
|
SELL
|
- |
-18- 0.82% |
$2.2K - $2.47K
|
2.19K
$301K
|
|
|
Apr 06, 2023
Q1 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-18- 0.67% |
$2.2K - $2.47K
|
2.67K
$367K
|
|
|
May 12, 2023
Q1 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-19- 4.07% |
$2.32K - $2.61K
|
448
$61.7K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-20- 1.46% |
$2.44K - $2.74K
|
1.35K
$186K
|
|
|
May 09, 2023
Q1 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-22- 0.27% |
$2.68K - $3.02K
|
8.05K
$1.11M
|
|
|
Aug 14, 2024
Q1 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-23- 2.34% |
$2.81K - $3.16K
|
959
$132K
|