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 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-300- 63.69% |
$39.7K - $42.3K
|
171
$23.5K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-300- 10.73% |
$39.7K - $42.3K
|
2.5K
$343K
|
|
|
Apr 23, 2024
Q1 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-300- 3.8% |
$39.7K - $42.3K
|
7.61K
$1.05M
|
|
|
Apr 30, 2024
Q1 2024
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-300- 2.08% |
$39.7K - $42.3K
|
14.1K
$1.94M
|
|
|
May 06, 2024
Q1 2024
|
Sym Financial Corp
|
SELL
|
- |
-300- 70.26% |
$39.7K - $42.3K
|
127
$17.5K
|
|
|
May 14, 2024
Q1 2024
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-301- 2.8% |
$39.8K - $42.4K
|
10.4K
$1.44M
|
|
|
May 15, 2024
Q1 2024
|
Alpha Core Capital LLC
La Jolla, CA |
SELL
|
- |
-302- 33.41% |
$40K - $42.5K
|
602
$82.9K
|
|
|
May 02, 2024
Q1 2024
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-314- 96.02% |
$41.5K - $44.2K
|
13
$1.79K
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-318- 10.13% |
$42.1K - $44.8K
|
2.82K
$388K
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-327- 0.55% |
$43.3K - $46.1K
|
59.4K
$8.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
SELL
|
- |
-339- 41.7% |
$44.8K - $47.8K
|
474
$65.3K
|
|
|
Apr 12, 2024
Q1 2024
|
Baldwin Brothers LLC
|
SELL
|
- |
-355- 14.23% |
$47K - $50K
|
2.14K
$295K
|
|
|
May 07, 2024
Q1 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-358- 2.51% |
$47.4K - $50.4K
|
13.9K
$1.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-359- 3.19% |
$47.5K - $50.6K
|
10.9K
$1.5M
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-361- 3.18% |
$47.8K - $50.9K
|
11K
$1.52M
|
|
|
May 14, 2024
Q1 2024
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-364- 3.54% |
$48.2K - $51.3K
|
9.91K
$1.36M
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-366- 4.78% |
$48.4K - $51.6K
|
7.29K
$1M
|
|
|
May 15, 2024
Q1 2024
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-375- 0.99% |
$49.6K - $52.8K
|
37.6K
$5.18M
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-377- 5.19% |
$49.9K - $53.1K
|
6.89K
$948K
|
|
|
May 08, 2024
Q1 2024
|
Bailard, Inc.
|
SELL
|
- |
-379- 6.14% |
$50.1K - $53.4K
|
5.79K
$797K
|
|
|
May 14, 2024
Q1 2024
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-380- 0.55% |
$50.3K - $53.5K
|
69.1K
$9.51M
|
|
|
May 02, 2024
Q1 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-382- 0.72% |
$50.5K - $53.8K
|
52.4K
$7.21M
|
|
|
Apr 16, 2024
Q1 2024
|
Calton & Associates, Inc.
|
SELL
|
- |
-398- 5.97% |
$52.7K - $56.1K
|
6.27K
$863K
|
|
|
Apr 29, 2024
Q1 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-400- 60.33% |
$52.9K - $56.4K
|
263
$36.2K
|
|
|
Apr 12, 2024
Q1 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-400- 10.96% |
$52.9K - $56.4K
|
3.25K
$447K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-402- 54.4% |
$53.2K - $56.6K
|
337
$46.4K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
SELL
|
- |
-416- 29.38% |
$55K - $58.6K
|
1K
$138K
|
|
|
Apr 30, 2024
Q1 2024
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-416- 13.68% |
$55K - $58.6K
|
2.63K
$361K
|
|
|
May 09, 2024
Q1 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-429- 9.4% |
$56.8K - $60.4K
|
4.13K
$569K
|
|
|
Apr 30, 2024
Q1 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-441- 6.7% |
$58.3K - $62.1K
|
6.15K
$846K
|
|
|
Apr 24, 2024
Q1 2024
|
Sol Capital Management CO
|
SELL
|
- |
-444- 1.5% |
$58.7K - $62.6K
|
29.2K
$4.02M
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-447- 8.0% |
$59.1K - $63K
|
5.14K
$707K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-448- 11.95% |
$59.3K - $63.1K
|
3.3K
$455K
|
|
|
May 15, 2024
Q1 2024
|
Greytown Advisors Inc.
Miami, FL |
SELL
|
- |
-448- 3.45% |
$59.3K - $63.1K
|
12.5K
$1.73M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-451- 8.29% |
$59.7K - $63.5K
|
4.99K
$687K
|
|
|
Apr 23, 2024
Q1 2024
|
Regions Financial Corp
|
SELL
|
- |
-457- 6.59% |
$60.5K - $64.4K
|
6.48K
$891K
|
|
|
May 07, 2024
Q1 2024
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-458- 11.99% |
$60.6K - $64.5K
|
3.36K
$463K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-465- 11.89% |
$61.5K - $65.5K
|
3.45K
$474K
|
|
|
May 15, 2024
Q1 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-470- 25.92% |
$62.2K - $66.2K
|
1.34K
$185K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
SELL
|
- |
-470- 11.46% |
$62.2K - $66.2K
|
3.63K
$500K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-479- 17.64% |
$63.4K - $67.5K
|
2.24K
$308K
|
|
|
May 09, 2024
Q1 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-490- 16.94% |
$64.8K - $69K
|
2.4K
$331K
|
|
|
Apr 19, 2024
Q1 2024
|
Tcp Asset Management, LLC
Columbus, OH |
SELL
|
- |
-492- 24.17% |
$65.1K - $69.3K
|
1.54K
$213K
|
|
|
Aug 16, 2024
Q1 2024
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-494- 14.11% |
$65.4K - $69.6K
|
3.01K
$414K
|
|
|
May 10, 2024
Q1 2024
|
Providence First Trust CO
|
SELL
|
- |
-500- 5.23% |
$66.2K - $70.4K
|
9.05K
$1.25M
|
|
|
Apr 17, 2024
Q1 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-510- 5.67% |
$67.5K - $71.9K
|
8.49K
$1.17M
|
|
|
Apr 24, 2024
Q1 2024
|
Nbt Bank N A
|
SELL
|
- |
-514- 1.67% |
$68K - $72.4K
|
30.3K
$4.17M
|
|
|
Apr 09, 2024
Q1 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-525- 1.1% |
$69.5K - $74K
|
47.1K
$6.49M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-526- 9.02% |
$69.6K - $74.1K
|
5.31K
$731K
|
|
|
Apr 16, 2024
Q1 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-527- 6.72% |
$69.7K - $74.2K
|
7.31K
$1.01M
|