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 26, 2023
Q1 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-182- 6.48% |
$22.2K - $25K
|
2.63K
$361K
|
|
|
Apr 18, 2023
Q1 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-188- 94.95% |
$22.9K - $25.8K
|
10
$1.38K
|
|
|
Apr 27, 2023
Q1 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-200- 5.6% |
$24.4K - $27.4K
|
3.37K
$464K
|
|
|
Apr 14, 2023
Q1 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-200- 7.39% |
$24.4K - $27.4K
|
2.51K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-200- 4.86% |
$24.4K - $27.4K
|
3.92K
$539K
|
|
|
May 12, 2023
Q1 2023
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-200- 3.42% |
$24.4K - $27.4K
|
5.65K
$778K
|
|
|
Apr 25, 2023
Q1 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-200- 6.93% |
$24.4K - $27.4K
|
2.69K
$370K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-202- 1.61% |
$24.6K - $27.7K
|
12.4K
$1.7M
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-203- 1.94% |
$24.8K - $27.9K
|
10.2K
$1.41M
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-205- 8.13% |
$25K - $28.1K
|
2.32K
$319K
|
|
|
May 04, 2023
Q1 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-205- 6.71% |
$25K - $28.1K
|
2.85K
$393K
|
|
|
May 16, 2023
Q1 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-209- 2.28% |
$25.5K - $28.7K
|
8.94K
$1.23M
|
|
|
May 05, 2023
Q1 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-211- 1.56% |
$25.7K - $29K
|
13.3K
$1.83M
|
|
|
May 12, 2023
Q1 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-225- 10.47% |
$27.4K - $30.9K
|
1.92K
$265K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-226- 10.6% |
$27.6K - $31K
|
1.91K
$263K
|
|
|
May 09, 2023
Q1 2023
|
1 St Source Bank
|
SELL
|
- |
-228- 1.24% |
$27.8K - $31.3K
|
18.1K
$2.5M
|
|
|
May 03, 2023
Q1 2023
|
Family Asset Management, LLC
Charleston, SC |
SELL
|
- |
-230- 86.47% |
$28.1K - $31.6K
|
36
$4.96K
|
|
|
May 15, 2023
Q1 2023
|
Hanseatic Management Services Inc
|
SELL
|
- |
-240- 1.98% |
$29.3K - $32.9K
|
11.9K
$1.64M
|
|
|
Apr 24, 2023
Q1 2023
|
Essex Savings Bank
|
SELL
|
- |
-248- 13.28% |
$30.2K - $34K
|
1.62K
$223K
|
|
|
Apr 10, 2023
Q1 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-250- 9.99% |
$30.5K - $34.3K
|
2.25K
$310K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-254- 8.86% |
$31K - $34.9K
|
2.61K
$360K
|
|
|
May 15, 2024
Q1 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-257- 5.11% |
$31.3K - $35.3K
|
4.78K
$657K
|
|
|
May 04, 2023
Q1 2023
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-263- 14.06% |
$32.1K - $36.1K
|
1.61K
$221K
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-270- 5.39% |
$32.9K - $37.1K
|
4.74K
$653K
|
|
|
May 15, 2023
Q1 2023
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-275- 5.48% |
$33.5K - $37.7K
|
4.75K
$653K
|
|
|
May 10, 2023
Q1 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-276- 1.04% |
$33.7K - $37.9K
|
26.2K
$3.6M
|
|
|
Apr 07, 2023
Q1 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-276- 9.51% |
$33.7K - $37.9K
|
2.63K
$361K
|
|
|
Apr 12, 2023
Q1 2023
|
Private Trust CO Na
|
SELL
|
- |
-278- 5.0% |
$33.9K - $38.1K
|
5.29K
$728K
|
|
|
May 04, 2023
Q1 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-292- 0.04% |
$35.6K - $40.1K
|
735K
$101M
|
|
|
Apr 20, 2023
Q1 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-295- 3.54% |
$36K - $40.5K
|
8.03K
$1.1M
|
|
|
May 12, 2023
Q1 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-300- 5.9% |
$36.6K - $41.2K
|
4.79K
$659K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-301- 5.69% |
$36.7K - $41.3K
|
4.99K
$687K
|
|
|
May 12, 2023
Q1 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-304- 5.87% |
$37.1K - $41.7K
|
4.87K
$671K
|
|
|
May 11, 2023
Q1 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-310- 9.18% |
$37.8K - $42.5K
|
3.07K
$422K
|
|
|
May 10, 2023
Q1 2023
|
Ascent Group, LLC
|
SELL
|
- |
-313- 4.01% |
$38.2K - $43K
|
7.49K
$1.03M
|
|
|
Apr 19, 2023
Q1 2023
|
Calton & Associates, Inc.
|
SELL
|
- |
-316- 4.25% |
$38.5K - $43.4K
|
7.13K
$981K
|
|
|
May 11, 2023
Q1 2023
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-329- 17.36% |
$40.1K - $45.1K
|
1.57K
$216K
|
|
|
May 11, 2023
Q1 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-337- 0.7% |
$41.1K - $46.2K
|
47.7K
$6.57M
|
|
|
Nov 26, 2024
Q1 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-341- 0.78% |
$41.6K - $46.8K
|
43.2K
$5.95M
|
|
|
May 04, 2023
Q1 2023
|
Glassman Wealth Services
|
SELL
|
- |
-351- 9.9% |
$42.8K - $48.2K
|
3.2K
$440K
|
|
|
May 08, 2023
Q1 2023
|
Bradley & Co. Private Wealth Management, LLC
|
SELL
|
- |
-365- 59.84% |
$44.5K - $50.1K
|
245
$33.7K
|
|
|
May 11, 2023
Q1 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
SELL
|
- |
-370- 1.32% |
$45.1K - $50.8K
|
27.6K
$3.8M
|
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-371Closed |
$45.3K - $50.9K
|
0
$0
|
|
|
May 12, 2023
Q1 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-388- 5.64% |
$47.3K - $53.2K
|
6.49K
$893K
|
|
|
May 03, 2023
Q1 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-390- 12.91% |
$47.6K - $53.5K
|
2.63K
$362K
|
|
|
May 03, 2023
Q1 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-396- 6.1% |
$48.3K - $54.3K
|
6.1K
$840K
|
|
|
May 08, 2023
Q1 2023
|
Bailard, Inc.
|
SELL
|
- |
-398- 5.91% |
$48.5K - $54.6K
|
6.33K
$872K
|
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-401- 13.35% |
$48.9K - $55K
|
2.6K
$358K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-401- 3.86% |
$48.9K - $55K
|
10K
$1.38M
|
|
|
Apr 20, 2023
Q1 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-405- 10.74% |
$49.4K - $55.6K
|
3.37K
$463K
|