Purchases and Sales Made in Q1 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2024. 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 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
SELL
|
- |
-129- 4.2% |
$17.1K - $18.2K
|
2.94K
$405K
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-134- 6.07% |
$17.7K - $18.9K
|
2.07K
$285K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-139- 7.35% |
$18.4K - $19.6K
|
1.75K
$241K
|
|
|
Apr 15, 2024
Q1 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
SELL
|
- |
-140- 5.6% |
$18.5K - $19.7K
|
2.36K
$325K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-142- 2.1% |
$18.8K - $20K
|
6.63K
$912K
|
|
|
May 07, 2024
Q1 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-143- 3.45% |
$18.9K - $20.1K
|
4.01K
$552K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-143- 2.89% |
$18.9K - $20.1K
|
4.8K
$661K
|
|
|
May 13, 2024
Q1 2024
|
Rs Crum Inc.
|
SELL
|
- |
-145- 1.46% |
$19.2K - $20.4K
|
9.78K
$1.35M
|
|
|
May 09, 2024
Q1 2024
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-145- 0.72% |
$19.2K - $20.4K
|
20K
$2.76M
|
|
|
May 15, 2024
Q1 2024
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-150- 5.14% |
$19.8K - $21.1K
|
2.77K
$381K
|
|
|
Apr 02, 2024
Q1 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-150- 11.24% |
$19.8K - $21.1K
|
1.19K
$163K
|
|
|
May 10, 2024
Q1 2024
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-150- 4.36% |
$19.8K - $21.1K
|
3.29K
$453K
|
|
|
May 02, 2024
Q1 2024
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-151- 30.02% |
$20K - $21.3K
|
352
$48.5K
|
|
|
Apr 18, 2024
Q1 2024
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-151- 8.45% |
$20K - $21.3K
|
1.64K
$225K
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-154- 1.11% |
$20.4K - $21.7K
|
13.8K
$1.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-156- 8.81% |
$20.6K - $22K
|
1.62K
$222K
|
|
|
Apr 26, 2024
Q1 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-159- 1.17% |
$21K - $22.4K
|
13.4K
$1.84M
|
|
|
Apr 08, 2024
Q1 2024
|
Marion Wealth Management
|
SELL
|
- |
-165- 0.92% |
$21.8K - $23.2K
|
17.8K
$2.46M
|
|
|
May 02, 2024
Q1 2024
|
Whittier Trust CO
|
SELL
|
- |
-171- 2.72% |
$22.6K - $24.1K
|
6.13K
$843K
|
|
|
Apr 23, 2024
Q1 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-171- 2.9% |
$22.6K - $24.1K
|
5.73K
$789K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-173- 0.73% |
$22.9K - $24.4K
|
23.6K
$3.25M
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-174- 5.02% |
$23K - $24.5K
|
3.29K
$453K
|
|
|
Apr 17, 2024
Q1 2024
|
Sharper & Granite LLC
El Segundo, CA |
SELL
|
- |
-175- 3.03% |
$23.2K - $24.7K
|
5.6K
$771K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
SELL
|
- |
-177- 8.28% |
$23.4K - $24.9K
|
1.96K
$270K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-180- 1.63% |
$23.8K - $25.4K
|
10.8K
$1.49M
|
|
|
May 01, 2024
Q1 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-180- 1.35% |
$23.8K - $25.4K
|
13.2K
$1.82M
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-185- 1.45% |
$24.5K - $26.1K
|
12.6K
$1.73M
|
|
|
May 07, 2024
Q1 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-185- 0.88% |
$24.5K - $26.1K
|
20.9K
$2.88M
|
|
|
Apr 16, 2024
Q1 2024
|
Trust CO Of Virginia
|
SELL
|
- |
-190- 3.7% |
$25.1K - $26.8K
|
4.94K
$680K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-191- 7.49% |
$25.3K - $26.9K
|
2.36K
$325K
|
|
|
May 10, 2024
Q1 2024
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-199- 3.75% |
$26.3K - $28K
|
5.1K
$702K
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-203- 2.55% |
$26.9K - $28.6K
|
7.75K
$1.07M
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-207- 31.6% |
$27.4K - $29.2K
|
448
$61.7K
|
|
|
Apr 26, 2024
Q1 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-213- 1.78% |
$28.2K - $30K
|
11.8K
$1.62M
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-220- 19.64% |
$29.1K - $31K
|
900
$124K
|
|
|
May 14, 2024
Q1 2024
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-221- 9.35% |
$29.2K - $31.1K
|
2.14K
$295K
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-225- 1.93% |
$29.8K - $31.7K
|
11.4K
$1.57M
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-226- 4.0% |
$29.9K - $31.8K
|
5.43K
$747K
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-232- 2.73% |
$30.7K - $32.7K
|
8.26K
$1.14M
|
|
|
May 08, 2024
Q1 2024
|
Belpointe Asset Management LLC
|
SELL
|
- |
-248- 5.84% |
$32.8K - $34.9K
|
4K
$550K
|
|
|
Apr 17, 2024
Q1 2024
|
Wj Wealth Management, LLC
|
SELL
|
- |
-250- 13.16% |
$33.1K - $35.2K
|
1.65K
$227K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
SELL
|
- |
-254- 11.43% |
$33.6K - $35.8K
|
1.97K
$271K
|
|
|
May 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-260- 0.69% |
$34.4K - $36.6K
|
37.7K
$5.19M
|
|
|
May 14, 2024
Q1 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-262- 3.94% |
$34.7K - $36.9K
|
6.39K
$879K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-263- 23.59% |
$34.8K - $37.1K
|
852
$117K
|
|
|
Apr 16, 2024
Q1 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-269- 0.61% |
$35.6K - $37.9K
|
44.2K
$6.08M
|
|
|
May 14, 2024
Q1 2024
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-269- 1.79% |
$35.6K - $37.9K
|
14.8K
$2.04M
|
|
|
May 07, 2024
Q1 2024
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-280- 0.5% |
$37K - $39.4K
|
55.6K
$7.65M
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-280- 0.99% |
$37K - $39.4K
|
27.9K
$3.84M
|
|
|
Apr 16, 2024
Q1 2024
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-296- 2.22% |
$39.2K - $41.7K
|
13K
$1.79M
|