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 19, 2024
Q1 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
1+ 0.02% |
$132 - $141
|
4.28K
$557K
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
1+ 0.05% |
$132 - $141
|
2.09K
$272K
|
|
|
May 14, 2024
Q1 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
1+ 0.03% |
$132 - $141
|
3.9K
$507K
|
|
|
May 15, 2024
Q1 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 15, 2024
Q1 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-1- 0.02% |
$132 - $141
|
5.84K
$761K
|
|
|
Apr 23, 2024
Q1 2024
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-1- 1.32% |
$132 - $141
|
75
$9.77K
|
|
|
May 13, 2024
Q1 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-2- 0.05% |
$265 - $282
|
3.87K
$504K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-4- 2.41% |
$529 - $564
|
162
$21.1K
|
|
|
May 10, 2024
Q1 2024
|
Covestor LTD
Boston, MA |
SELL
|
- |
-4Closed |
$529 - $564
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
SELL
|
- |
-5- 0.04% |
$662 - $704
|
13.7K
$1.79M
|
|
|
May 09, 2024
Q1 2024
|
Plante Moran Financial Advisors, LLC
|
SELL
|
- |
-5- 0.94% |
$662 - $704
|
528
$68.8K
|
|
|
May 09, 2024
Q1 2024
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-5- 0.03% |
$662 - $704
|
14.6K
$1.9M
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
SELL
|
- |
-6- 0.04% |
$794 - $845
|
15K
$1.96M
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-6- 3.75% |
$794 - $845
|
154
$20.1K
|
|
|
May 13, 2024
Q1 2024
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-6- 0.35% |
$794 - $845
|
1.71K
$223K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-6- 0.34% |
$794 - $845
|
1.74K
$226K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-7- 1.15% |
$926 - $986
|
601
$78.3K
|
|
|
Jun 12, 2024
Q1 2024
|
Ims Capital Management
|
SELL
|
- |
-8- 0.32% |
$1.06K - $1.13K
|
2.51K
$327K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-10- 0.16% |
$1.32K - $1.41K
|
6.29K
$820K
|
|
|
Apr 19, 2024
Q1 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-11- 3.09% |
$1.46K - $1.55K
|
345
$45K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
SELL
|
- |
-12- 0.65% |
$1.59K - $1.69K
|
1.83K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-13- 0.22% |
$1.72K - $1.83K
|
5.89K
$767K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
SELL
|
- |
-13- 0.8% |
$1.72K - $1.83K
|
1.6K
$209K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
SELL
|
- |
-13- 0.82% |
$1.72K - $1.83K
|
1.58K
$205K
|
|
|
Feb 28, 2025
Q1 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
SELL
|
- |
-14Closed |
$1.85K - $1.97K
|
0
$0
|
|
|
Apr 24, 2024
Q1 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-15- 0.23% |
$1.98K - $2.11K
|
6.64K
$865K
|
|
|
May 02, 2024
Q1 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-15- 0.94% |
$1.98K - $2.11K
|
1.58K
$206K
|
|
|
Apr 29, 2024
Q1 2024
|
Klingenstein Fields & CO LP
|
SELL
|
- |
-16- 1.01% |
$2.12K - $2.25K
|
1.57K
$205K
|
|
|
May 09, 2024
Q1 2024
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-17- 0.53% |
$2.25K - $2.4K
|
3.21K
$418K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
SELL
|
- |
-19- 1.74% |
$2.51K - $2.68K
|
1.07K
$140K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-19- 0.55% |
$2.51K - $2.68K
|
3.46K
$450K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
SELL
|
- |
-23- 6.17% |
$3.04K - $3.24K
|
350
$45.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-23- 0.81% |
$3.04K - $3.24K
|
2.83K
$368K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-24- 0.25% |
$3.18K - $3.38K
|
9.69K
$1.26M
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-26- 0.64% |
$3.44K - $3.66K
|
4.03K
$525K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
SELL
|
- |
-26- 74.29% |
$3.44K - $3.66K
|
9
$1.17K
|
|
|
May 14, 2024
Q1 2024
|
Keybank National Association
|
SELL
|
- |
-30- 0.15% |
$3.97K - $4.23K
|
20.4K
$2.66M
|
|
|
Apr 25, 2024
Q1 2024
|
First Merchants Corp
|
SELL
|
- |
-30- 0.29% |
$3.97K - $4.23K
|
10.3K
$1.34M
|
|
|
Apr 05, 2024
Q1 2024
|
Prism Advisors, Inc.
|
SELL
|
- |
-30- 1.94% |
$3.97K - $4.23K
|
1.52K
$198K
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
SELL
|
- |
-33- 0.3% |
$4.37K - $4.65K
|
11K
$1.43M
|
|
|
May 13, 2024
Q1 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-33- 10.68% |
$4.37K - $4.65K
|
276
$36K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-34- 5.96% |
$4.5K - $4.79K
|
536
$69.8K
|
|
|
Apr 23, 2024
Q1 2024
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-35- 0.88% |
$4.63K - $4.93K
|
3.92K
$511K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-37- 0.38% |
$4.9K - $5.21K
|
9.59K
$1.25M
|
|
|
Apr 15, 2024
Q1 2024
|
First National Corp
|
SELL
|
- |
-37- 0.24% |
$4.9K - $5.21K
|
15.1K
$1.97M
|
|
|
May 03, 2024
Q1 2024
|
Valmark Advisers, Inc.
|
SELL
|
- |
-37- 2.23% |
$4.9K - $5.21K
|
1.62K
$211K
|
|
|
Apr 22, 2024
Q1 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-40- 2.63% |
$5.29K - $5.64K
|
1.48K
$193K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
SELL
|
- |
-40- 0.26% |
$5.29K - $5.64K
|
15.6K
$2.03M
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-40- 6.71% |
$5.29K - $5.64K
|
556
$72.4K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
SELL
|
- |
-41- 80.39% |
$5.42K - $5.78K
|
10
$1.3K
|