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
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
35+ 0.38% |
$4.63K - $4.93K
|
9.36K
$1.28M
|
|
|
Apr 16, 2024
Q1 2024
|
Country Trust Bank
|
BUY
|
- |
35New |
$4.63K - $4.93K
|
35
$4.79K
|
|
|
May 02, 2024
Q1 2024
|
Avantax Planning Partners, Inc.
|
BUY
|
- |
29+ 1.78% |
$3.84K - $4.09K
|
1.66K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
28New |
$3.7K - $3.94K
|
28
$3.83K
|
|
|
Apr 30, 2024
Q1 2024
|
Mitchell Sinkler & Starr
|
BUY
|
- |
25+ 4.05% |
$3.31K - $3.52K
|
643
$88K
|
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
25+ 125.0% |
$3.31K - $3.52K
|
45
$6.16K
|
|
|
May 09, 2024
Q1 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
23+ 0.98% |
$3.04K - $3.24K
|
2.37K
$324K
|
|
|
May 03, 2024
Q1 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
23+ 0.87% |
$3.04K - $3.24K
|
2.68K
$367K
|
|
|
May 08, 2024
Q1 2024
|
Fpc Investment Advisory, Inc.
Petaluma, CA |
BUY
|
- |
20New |
$2.65K - $2.82K
|
20
$2.74K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
19+ 0.24% |
$2.51K - $2.68K
|
7.92K
$1.08M
|
|
|
Apr 18, 2024
Q1 2024
|
Wolff Wiese Magana LLC
|
BUY
|
- |
18+ 2.74% |
$2.38K - $2.54K
|
676
$92.5K
|
|
|
May 03, 2024
Q1 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
17+ 0.53% |
$2.25K - $2.4K
|
3.23K
$442K
|
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
16+ 1.07% |
$2.12K - $2.25K
|
1.51K
$206K
|
|
|
Apr 17, 2024
Q1 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
16+ 0.16% |
$2.12K - $2.25K
|
10.2K
$1.39M
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
15+ 0.14% |
$1.98K - $2.11K
|
11K
$1.5M
|
|
|
Apr 25, 2024
Q1 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
15New |
$1.98K - $2.11K
|
15
$2.05K
|
|
|
May 10, 2024
Q1 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
14+ 0.57% |
$1.85K - $1.97K
|
2.45K
$335K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
12New |
$1.59K - $1.69K
|
12
$1.64K
|
|
|
Apr 22, 2024
Q1 2024
|
Progressive Investment Management Corp
|
BUY
|
- |
11New |
$1.46K - $1.55K
|
11
$1.5K
|
|
|
May 02, 2024
Q1 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
10+ 1.18% |
$1.32K - $1.41K
|
859
$118K
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
10+ 0.96% |
$1.32K - $1.41K
|
1.05K
$143K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
8+ 0.06% |
$1.06K - $1.13K
|
12.7K
$1.73M
|
|
|
May 15, 2024
Q1 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
8+ 0.21% |
$1.06K - $1.13K
|
3.88K
$530K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
7New |
$926 - $986
|
7
$958
|
|
|
Apr 22, 2024
Q1 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
6+ 0.09% |
$794 - $845
|
6.38K
$873K
|
|
|
May 14, 2024
Q1 2024
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
6+ 0.09% |
$794 - $845
|
6.85K
$937K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
6+ 0.17% |
$794 - $845
|
3.5K
$479K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
6New |
$794 - $845
|
6
$821
|
|
|
May 15, 2024
Q1 2024
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
5New |
$662 - $704
|
5
$684
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
5New |
$662 - $704
|
5
$684
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
4+ 5.88% |
$529 - $564
|
72
$9.85K
|
|
|
Apr 29, 2024
Q1 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4+ 0.09% |
$529 - $564
|
4.37K
$597K
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
4+ 0.22% |
$529 - $564
|
1.82K
$249K
|
|
|
May 17, 2024
Q1 2024
|
Investmark Advisory Group LLC
|
BUY
|
- |
3+ 0.12% |
$397 - $423
|
2.58K
$353K
|
|
|
May 15, 2024
Q1 2024
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.07% |
$265 - $282
|
3.02K
$413K
|
|
|
May 15, 2024
Q1 2024
|
Kingfisher Capital LLC
|
BUY
|
- |
2+ 0.11% |
$265 - $282
|
1.8K
$246K
|
|
|
May 03, 2024
Q1 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.09% |
$265 - $282
|
2.19K
$300K
|
|
|
Apr 15, 2024
Q1 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
2+ 0.06% |
$265 - $282
|
3.12K
$427K
|
|
|
Apr 23, 2024
Q1 2024
|
Warner Financial, Inc
Bethesda, MD |
BUY
|
- |
2+ 0.08% |
$265 - $282
|
2.49K
$340K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
1+ 0.25% |
$132 - $141
|
399
$54.6K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
1New |
$132 - $141
|
1
$137
|
|
|
May 01, 2024
Q1 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1+ 0.06% |
$132 - $141
|
1.57K
$214K
|
|
|
May 08, 2024
Q1 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
1+ 0.04% |
$132 - $141
|
2.28K
$312K
|
|
|
Apr 16, 2024
Q1 2024
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.05% |
$132 - $141
|
1.96K
$268K
|
|
|
Apr 24, 2024
Q1 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.05% |
$132 - $141
|
1.86K
$254K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.13% |
$132 - $141
|
791
$108K
|
|
|
May 01, 2024
Q1 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
1+ 0.05% |
$132 - $141
|
2.13K
$291K
|
|
|
Apr 02, 2024
Q1 2024
|
M&R Capital Management Inc
|
BUY
|
- |
1+ 0.01% |
$132 - $141
|
15.6K
$2.13M
|
|
|
May 15, 2024
Q1 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.06% |
$132 - $141
|
1.75K
$239K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$132 - $141
|
2.47K
$338K
|