Purchases and Sales Made in Q2 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 11, 2022
Q2 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
50+ 10.0% |
$5.29K - $6.74K
|
550
$72.8K
|
|
Aug 10, 2022
Q2 2022
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
48+ 0.47% |
$5.08K - $6.47K
|
10.2K
$1.35M
|
|
Aug 11, 2022
Q2 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
47+ 0.55% |
$4.97K - $6.33K
|
8.65K
$1.14M
|
|
Aug 09, 2022
Q2 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
47+ 2.84% |
$4.97K - $6.33K
|
1.7K
$225K
|
|
Aug 15, 2022
Q2 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
40+ 0.42% |
$4.23K - $5.39K
|
9.49K
$1.26M
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
38+ 1.78% |
$4.02K - $5.12K
|
2.18K
$288K
|
|
Jul 15, 2022
Q2 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
37+ 0.06% |
$3.92K - $4.99K
|
66.4K
$8.79M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
35New |
$3.7K - $4.72K
|
35
$4.63K
|
|
Aug 15, 2022
Q2 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
35+ 4.38% |
$3.7K - $4.72K
|
835
$110K
|
|
Aug 11, 2022
Q2 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
35+ 5.38% |
$3.7K - $4.72K
|
685
$90.6K
|
|
Jul 18, 2022
Q2 2022
|
South Shore Capital Advisors
|
BUY
|
- |
35+ 0.83% |
$3.7K - $4.72K
|
4.24K
$561K
|
|
Aug 02, 2022
Q2 2022
|
Financial Counselors Inc
|
BUY
|
- |
32+ 1.07% |
$3.39K - $4.31K
|
3.01K
$398K
|
|
Jul 28, 2022
Q2 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$3.17K - $4.04K
|
30
$3.97K
|
|
Jul 14, 2022
Q2 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
28+ 1.22% |
$2.96K - $3.77K
|
2.32K
$308K
|
|
Jul 22, 2022
Q2 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
27+ 2.23% |
$2.86K - $3.64K
|
1.24K
$164K
|
|
Jul 25, 2022
Q2 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
26+ 0.38% |
$2.75K - $3.5K
|
6.81K
$901K
|
|
Aug 03, 2022
Q2 2022
|
Assetmark, Inc
|
BUY
|
- |
25New |
$2.65K - $3.37K
|
25
$3.31K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25+ 6.23% |
$2.65K - $3.37K
|
426
$56.4K
|
|
Jul 28, 2022
Q2 2022
|
Schnieders Capital Management LLC
|
BUY
|
- |
25+ 1.16% |
$2.65K - $3.37K
|
2.17K
$287K
|
|
Dec 01, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
24+ 0.29% |
$2.54K - $3.23K
|
8.26K
$1.09M
|
|
Aug 02, 2022
Q2 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
24+ 0.29% |
$2.54K - $3.23K
|
8.26K
$1.09M
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
22New |
$2.33K - $2.96K
|
22
$2.91K
|
|
Aug 12, 2022
Q2 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
21+ 0.05% |
$2.22K - $2.83K
|
42.9K
$5.68M
|
|
Aug 04, 2022
Q2 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
20New |
$2.12K - $2.7K
|
20
$2.65K
|
|
Aug 08, 2022
Q2 2022
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
19+ 0.92% |
$2.01K - $2.56K
|
2.08K
$276K
|
|
Aug 11, 2022
Q2 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 7.45% |
$2.01K - $2.56K
|
274
$36.3K
|
|
Aug 15, 2022
Q2 2022
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
17New |
$1.8K - $2.29K
|
17
$2.25K
|
|
May 28, 2024
Q2 2022
|
Rockbridge Investment Management, Lcc
Syracuse, NY |
BUY
|
- |
14New |
$1.48K - $1.89K
|
14
$1.85K
|
|
Aug 15, 2022
Q2 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
12+ 17.91% |
$1.27K - $1.62K
|
79
$10.5K
|
|
Jul 19, 2022
Q2 2022
|
Heritage Financial Services, LLC
|
BUY
|
- |
11New |
$1.16K - $1.48K
|
11
$1.46K
|
|
Jul 15, 2022
Q2 2022
|
Amarillo National Bank
|
BUY
|
- |
9+ 0.05% |
$952 - $1.21K
|
19.9K
$2.63M
|
|
Jul 27, 2022
Q2 2022
|
Kanawha Capital Management LLC
|
BUY
|
- |
5+ 0.18% |
$529 - $674
|
2.74K
$363K
|
|
Jul 11, 2022
Q2 2022
|
Gradient Investments LLC
|
BUY
|
- |
5+ 2.49% |
$529 - $674
|
206
$27.3K
|
|
Aug 04, 2022
Q2 2022
|
Carret Asset Management, LLC
|
BUY
|
- |
5+ 0.13% |
$529 - $674
|
3.83K
$507K
|
|
Jul 25, 2022
Q2 2022
|
Jmac Enterprises LLC
|
BUY
|
- |
3+ 0.18% |
$317 - $404
|
1.71K
$226K
|
|
Jul 20, 2022
Q2 2022
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
3+ 0.02% |
$317 - $404
|
12.3K
$1.63M
|
|
Aug 11, 2022
Q2 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
3+ 0.16% |
$317 - $404
|
1.92K
$254K
|
|
Jul 26, 2022
Q2 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.02% |
$212 - $270
|
8.03K
$1.06M
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
2+ 0.04% |
$212 - $270
|
4.86K
$643K
|
|
Jul 28, 2022
Q2 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
1+ 0.02% |
$106 - $135
|
4.72K
$625K
|
|
Jul 19, 2022
Q2 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
1+ 0.03% |
$106 - $135
|
3.12K
$413K
|
|
Aug 16, 2022
Q2 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.03% |
$106 - $135
|
3.3K
$437K
|
|
Aug 15, 2022
Q2 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.06% |
$106 - $135
|
1.74K
$231K
|
|
Aug 05, 2022
Q2 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$106 - $135
|
3.12K
$413K
|
|
Aug 12, 2022
Q2 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.08% |
$106 - $135
|
1.19K
$157K
|
|
Aug 01, 2022
Q2 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
1+ 0.65% |
$106 - $135
|
155
$20.5K
|
|
Jul 12, 2022
Q2 2022
|
Sugarloaf Wealth Management, LLC
|
BUY
|
- |
1+ 0.73% |
$106 - $135
|
138
$18.3K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1+ 0.06% |
$106 - $135
|
1.66K
$220K
|
|
Jul 15, 2022
Q2 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$106 - $135
|
2.57K
$340K
|
|
Jul 21, 2022
Q2 2022
|
Ogorek Anthony Joseph
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|