Purchases and Sales Made in Q2 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Dec 13, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.93K+ 47.87% |
$618K - $658K
|
15.2K
$2.08M
|
|
|
Aug 10, 2023
Q2 2023
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.93K+ 47.87% |
$618K - $658K
|
15.2K
$2.08M
|
|
|
Jul 13, 2023
Q2 2023
|
Tcp Asset Management, LLC
Columbus, OH |
BUY
|
- |
4.39K+ 24.39% |
$551K - $587K
|
22.4K
$3.06M
|
|
|
Aug 14, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$497K - $529K
|
3.96K
$541K
|
|
|
Nov 21, 2023
Q2 2023
|
Alpine Global Management, LLC
New York, NY |
BUY
|
- |
3.96KNew |
$497K - $529K
|
3.96K
$541K
|
|
|
Aug 14, 2023
Q2 2023
|
Mbb Public Markets I LLC
Chicago, IL |
BUY
|
- |
3.69K+ 1.54% |
$464K - $493K
|
243K
$33.2M
|
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
3.64K+ 135.17% |
$457K - $486K
|
6.33K
$865K
|
|
|
Aug 17, 2023
Q2 2023
|
Peterson Wealth Management
|
BUY
|
- |
3.64KNew |
$457K - $486K
|
3.64K
$497K
|
|
|
Aug 03, 2023
Q2 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
3.11KNew |
$391K - $416K
|
3.11K
$425K
|
|
|
Jul 26, 2023
Q2 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.97K+ 5.06% |
$373K - $397K
|
61.6K
$8.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Fishman Jay A LTD
Troy, MI |
BUY
|
- |
2.94KNew |
$369K - $393K
|
2.94K
$402K
|
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.9K+ 11.9% |
$364K - $388K
|
27.3K
$3.73M
|
|
|
Jul 26, 2023
Q2 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
2.72K+ 24.46% |
$341K - $363K
|
13.8K
$1.89M
|
|
|
Aug 04, 2023
Q2 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
2.71K+ 16.9% |
$340K - $362K
|
18.7K
$2.56M
|
|
|
Aug 11, 2023
Q2 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
2.69K+ 74.87% |
$338K - $359K
|
6.29K
$859K
|
|
|
Aug 09, 2023
Q2 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
2.66K+ 8.14% |
$334K - $356K
|
35.4K
$4.83M
|
|
|
Jul 06, 2023
Q2 2023
|
Capital Market Strategies LLC
|
BUY
|
- |
2.64KNew |
$331K - $353K
|
2.64K
$361K
|
|
|
Apr 16, 2024
Q2 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.41K+ 67.71% |
$303K - $322K
|
5.98K
$817K
|
|
|
Aug 08, 2023
Q2 2023
|
West Coast Financial LLC
|
BUY
|
- |
2.4KNew |
$301K - $321K
|
2.4K
$328K
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
2.37K+ 5.19% |
$297K - $316K
|
47.9K
$6.55M
|
|
|
Jul 17, 2023
Q2 2023
|
Tranquility Partners, LLC
|
BUY
|
- |
2.33KNew |
$292K - $311K
|
2.33K
$318K
|
|
|
Aug 04, 2023
Q2 2023
|
Atlas Private Wealth Advisors
Matawan, NJ |
BUY
|
- |
2.28KNew |
$286K - $304K
|
2.28K
$311K
|
|
|
Jul 10, 2023
Q2 2023
|
Appleton Partners Inc
|
BUY
|
- |
2.26K+ 3.63% |
$284K - $302K
|
64.6K
$8.83M
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
2.21K+ 48.96% |
$277K - $295K
|
6.72K
$918K
|
|
|
Jul 21, 2023
Q2 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
2.16K+ 24.57% |
$271K - $288K
|
10.9K
$1.49M
|
|
|
Jun 03, 2024
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.15K+ 41.18% |
$270K - $287K
|
7.37K
$1.01M
|
|
|
Jul 24, 2023
Q2 2023
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.15K+ 41.18% |
$270K - $287K
|
7.37K
$1.01M
|
|
|
Jul 11, 2023
Q2 2023
|
Wj Wealth Management, LLC
|
BUY
|
- |
2.15KNew |
$270K - $287K
|
2.15K
$294K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
2.03K+ 13.82% |
$254K - $271K
|
16.7K
$2.28M
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
2K+ 10.51% |
$251K - $267K
|
21K
$2.87M
|
|
|
Aug 14, 2023
Q2 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
1.83K+ 48.45% |
$230K - $245K
|
5.61K
$766K
|
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
1.79K+ 2.13% |
$225K - $239K
|
85.8K
$11.7M
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
1.75K+ 16.5% |
$220K - $234K
|
12.4K
$1.69M
|
|
|
Jul 31, 2023
Q2 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.7K+ 7.54% |
$214K - $227K
|
24.3K
$3.31M
|
|
|
Aug 09, 2023
Q2 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
1.68K+ 3.61% |
$211K - $225K
|
48.4K
$6.61M
|
|
|
Aug 15, 2023
Q2 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
BUY
|
- |
1.67K+ 77.96% |
$210K - $223K
|
3.81K
$521K
|
|
|
Jul 31, 2023
Q2 2023
|
Hudock, Inc.
|
BUY
|
- |
1.63K+ 21.85% |
$204K - $218K
|
9.08K
$1.24M
|
|
|
Jul 24, 2023
Q2 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
1.62K+ 5.27% |
$204K - $217K
|
32.4K
$4.43M
|
|
|
Aug 01, 2023
Q2 2023
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.62KNew |
$203K - $216K
|
1.62K
$221K
|
|
|
Aug 10, 2023
Q2 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.61KNew |
$202K - $215K
|
1.61K
$220K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.47K+ 3.18% |
$184K - $196K
|
47.6K
$6.51M
|
|
|
Aug 14, 2023
Q2 2023
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
1.44K+ 6.67% |
$181K - $192K
|
23K
$3.15M
|
|
|
Aug 14, 2023
Q2 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
1.4K+ 37.8% |
$176K - $188K
|
5.12K
$699K
|
|
|
Jul 11, 2023
Q2 2023
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
1.37K+ 2.47% |
$172K - $183K
|
56.7K
$7.75M
|
|
|
Aug 04, 2023
Q2 2023
|
Motco
|
BUY
|
- |
1.36K+ 2.49% |
$170K - $181K
|
55.9K
$7.64M
|
|
|
Aug 02, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
1.32K+ 250.66% |
$166K - $176K
|
1.85K
$252K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.26KNew |
$158K - $168K
|
1.26K
$172K
|
|
|
Nov 21, 2023
Q2 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
1.25K+ 8.0% |
$157K - $167K
|
16.8K
$2.3M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.24K+ 21.62% |
$156K - $166K
|
6.98K
$954K
|
|
|
Aug 04, 2023
Q2 2023
|
Oxbow Advisors, LLC
Corpus Christi, TX |
BUY
|
- |
1.2K+ 24.62% |
$151K - $160K
|
6.08K
$830K
|