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 |
---|---|---|---|---|---|---|---|
May 13, 2024
Q1 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
2.92KNew |
$386K - $411K
|
2.92K
$402K
|
|
May 15, 2024
Q1 2024
|
Econ Financial Services Corp
|
BUY
|
- |
2.9KNew |
$384K - $409K
|
2.9K
$399K
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.9K+ 92.58% |
$383K - $408K
|
6.02K
$829K
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
2.87K+ 3.31% |
$380K - $404K
|
89.6K
$12.3M
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.86K+ 592.13% |
$378K - $403K
|
3.34K
$460K
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.83K+ 58.37% |
$375K - $399K
|
7.69K
$1.06M
|
|
Apr 29, 2024
Q1 2024
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.79KNew |
$369K - $393K
|
2.79K
$384K
|
|
May 03, 2024
Q1 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.72KNew |
$360K - $383K
|
2.72K
$374K
|
|
Apr 09, 2024
Q1 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
2.57KNew |
$339K - $361K
|
2.57K
$353K
|
|
May 06, 2024
Q1 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.53K+ 7.62% |
$335K - $357K
|
35.7K
$4.92M
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2.52K+ 6.74% |
$334K - $355K
|
40K
$5.5M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.51K+ 37.11% |
$332K - $353K
|
9.26K
$1.28M
|
|
May 14, 2024
Q1 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.43K+ 3.54% |
$321K - $342K
|
71K
$9.78M
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
2.39KNew |
$316K - $337K
|
2.39K
$329K
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
2.38K+ 105.77% |
$315K - $336K
|
4.64K
$638K
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
2.38K+ 9916.67% |
$315K - $335K
|
2.4K
$331K
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.29K+ 11.94% |
$303K - $323K
|
21.5K
$2.96M
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Solutions, LLC
Portland, OR |
BUY
|
- |
2.26KNew |
$299K - $318K
|
2.26K
$311K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
2.24K+ 498.89% |
$296K - $316K
|
2.69K
$370K
|
|
Apr 26, 2024
Q1 2024
|
Finer Wealth Management, Inc.
Salem, MA |
BUY
|
- |
2.15KNew |
$284K - $303K
|
2.15K
$296K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
2.14KNew |
$283K - $302K
|
2.14K
$295K
|
|
May 15, 2024
Q1 2024
|
Gateway Advisory, LLC
Westfield, NJ |
BUY
|
- |
2.14K+ 2.96% |
$283K - $301K
|
74.5K
$10.3M
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
2.07KNew |
$274K - $292K
|
2.07K
$285K
|
|
May 15, 2024
Q1 2024
|
Shay Capital LLC
New York, NY |
BUY
|
- |
2KNew |
$265K - $282K
|
2K
$275K
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.96K+ 45.66% |
$259K - $276K
|
6.25K
$861K
|
|
Apr 15, 2024
Q1 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
BUY
|
- |
1.94KNew |
$257K - $274K
|
1.94K
$268K
|
|
May 13, 2024
Q1 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
1.94KNew |
$257K - $273K
|
1.94K
$267K
|
|
Apr 19, 2024
Q1 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.93K+ 22.03% |
$256K - $272K
|
10.7K
$1.47M
|
|
May 15, 2024
Q1 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
1.9K+ 4.87% |
$251K - $268K
|
40.9K
$5.63M
|
|
May 13, 2024
Q1 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
1.89K+ 0.67% |
$250K - $267K
|
283K
$39M
|
|
May 10, 2024
Q1 2024
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.82KNew |
$241K - $257K
|
1.82K
$251K
|
|
Apr 19, 2024
Q1 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.78K+ 50.87% |
$236K - $251K
|
5.29K
$728K
|
|
May 08, 2024
Q1 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.77K+ 43.75% |
$235K - $250K
|
5.83K
$802K
|
|
May 23, 2024
Q1 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
1.73K+ 2.63% |
$229K - $244K
|
67.4K
$9.27M
|
|
Apr 26, 2024
Q1 2024
|
Blb&B Advisors, LLC
|
BUY
|
- |
1.71KNew |
$226K - $241K
|
1.71K
$236K
|
|
Apr 18, 2024
Q1 2024
|
Silverlake Wealth Management LLC
Williston, VT |
BUY
|
- |
1.7KNew |
$225K - $240K
|
1.7K
$234K
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.68KNew |
$222K - $237K
|
1.68K
$231K
|
|
Apr 25, 2024
Q1 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
1.67KNew |
$221K - $236K
|
1.67K
$230K
|
|
May 15, 2024
Q1 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
1.67KNew |
$220K - $235K
|
1.67K
$229K
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
1.66K+ 46.53% |
$219K - $234K
|
5.22K
$719K
|
|
May 07, 2024
Q1 2024
|
Highland Capital Management, LLC
|
BUY
|
- |
1.65KNew |
$218K - $232K
|
1.65K
$227K
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.6KNew |
$212K - $225K
|
1.6K
$220K
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
1.6KNew |
$212K - $225K
|
1.6K
$220K
|
|
Apr 12, 2024
Q1 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
1.59K+ 6.77% |
$211K - $224K
|
25.1K
$3.46M
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
1.59K+ 0.22% |
$210K - $224K
|
722K
$99.4M
|
|
May 10, 2024
Q1 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
1.59KNew |
$210K - $224K
|
1.59K
$218K
|
|
Apr 10, 2024
Q1 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
1.58KNew |
$209K - $222K
|
1.58K
$217K
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
1.57KNew |
$208K - $221K
|
1.57K
$216K
|
|
Apr 17, 2024
Q1 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
1.57KNew |
$207K - $220K
|
1.57K
$215K
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
1.54KNew |
$203K - $217K
|
1.54K
$212K
|