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 |
---|---|---|---|---|---|---|---|
Aug 14, 2023
Q2 2023
|
Union Savings Bank
Litchfield, CT |
BUY
|
- |
1.2KNew |
$151K - $160K
|
1.2K
$159K
|
|
Aug 07, 2023
Q2 2023
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
1.2KNew |
$151K - $160K
|
1.2K
$159K
|
|
Sep 07, 2023
Q2 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
1.17KNew |
$147K - $156K
|
1.17K
$155K
|
|
Jul 10, 2023
Q2 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
1.05K+ 12.04% |
$131K - $140K
|
9.74K
$1.29M
|
|
Aug 04, 2023
Q2 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.03K+ 11.34% |
$129K - $137K
|
10.1K
$1.34M
|
|
Jul 19, 2023
Q2 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1K+ 74.15% |
$126K - $134K
|
2.35K
$312K
|
|
Jul 25, 2023
Q2 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
997+ 198.21% |
$125K - $133K
|
1.5K
$199K
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
988+ 7.16% |
$124K - $132K
|
14.8K
$1.96M
|
|
Jul 27, 2023
Q2 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
928+ 1.4% |
$116K - $124K
|
67.2K
$8.91M
|
|
Aug 14, 2023
Q2 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
901+ 1.38% |
$113K - $120K
|
66.3K
$8.8M
|
|
Jul 26, 2023
Q2 2023
|
Sol Capital Management CO
|
BUY
|
- |
899+ 3.55% |
$113K - $120K
|
26.2K
$3.48M
|
|
Aug 07, 2023
Q2 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
885+ 3.46% |
$111K - $118K
|
26.5K
$3.51M
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
858+ 12.3% |
$108K - $115K
|
7.83K
$1.04M
|
|
Aug 03, 2023
Q2 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
786+ 6.86% |
$98.7K - $105K
|
12.2K
$1.62M
|
|
Aug 14, 2023
Q2 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
759+ 28.29% |
$95.3K - $101K
|
3.44K
$457K
|
|
Aug 14, 2023
Q2 2023
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
751+ 2.72% |
$94.3K - $100K
|
28.4K
$3.76M
|
|
Aug 01, 2023
Q2 2023
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
730New |
$91.6K - $97.5K
|
730
$96.8K
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
700New |
$87.9K - $93.5K
|
700
$92.9K
|
|
Jul 24, 2023
Q2 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
700+ 1.75% |
$87.9K - $93.5K
|
40.8K
$5.41M
|
|
Jul 10, 2023
Q2 2023
|
Sg Americas Securities, LLC
|
BUY
|
- |
685+ 2.22% |
$86K - $91.5K
|
31.5K
$4.18M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
680+ 1.5% |
$85.4K - $90.8K
|
46K
$6.1M
|
|
Aug 15, 2023
Q2 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
606+ 8.09% |
$76.1K - $80.9K
|
8.1K
$1.07M
|
|
Aug 14, 2023
Q2 2023
|
Castleview Partners, LLC
Dallas, TX |
BUY
|
- |
605+ 57.67% |
$75.9K - $80.8K
|
1.65K
$219K
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
581+ 5.49% |
$72.9K - $77.6K
|
11.2K
$1.48M
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
576+ 29.05% |
$72.3K - $76.9K
|
2.56K
$339K
|
|
Aug 03, 2023
Q2 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
574+ 11.42% |
$72.1K - $76.7K
|
5.6K
$743K
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
556+ 21.27% |
$69.8K - $74.3K
|
3.17K
$421K
|
|
Jul 31, 2023
Q2 2023
|
Means Investment Co., Inc.
|
BUY
|
- |
518+ 4.2% |
$65K - $69.2K
|
12.9K
$1.71M
|
|
Aug 04, 2023
Q2 2023
|
Lyell Wealth Management, LP
|
BUY
|
- |
515+ 1.98% |
$64.6K - $68.8K
|
26.6K
$3.52M
|
|
Aug 11, 2023
Q2 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
500+ 16.91% |
$62.8K - $66.8K
|
3.46K
$458K
|
|
Jul 28, 2023
Q2 2023
|
Traynor Capital Management, Inc.
|
BUY
|
- |
492+ 2.64% |
$61.8K - $65.7K
|
19.1K
$2.54M
|
|
Aug 21, 2023
Q2 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
470+ 35.15% |
$59K - $62.8K
|
1.81K
$240K
|
|
Aug 10, 2023
Q2 2023
|
Iag Wealth Partners, LLC
|
BUY
|
- |
469New |
$58.9K - $62.6K
|
469
$62.2K
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
437+ 3.53% |
$54.9K - $58.4K
|
12.8K
$1.7M
|
|
Aug 14, 2023
Q2 2023
|
Marco Investment Management LLC
|
BUY
|
- |
422+ 7.2% |
$53K - $56.4K
|
6.29K
$834K
|
|
Aug 10, 2023
Q2 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
410+ 12.07% |
$51.5K - $54.8K
|
3.81K
$505K
|
|
Aug 03, 2023
Q2 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
401+ 10.32% |
$50.3K - $53.6K
|
4.29K
$569K
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
390+ 1.34% |
$49K - $52.1K
|
29.4K
$3.9M
|
|
Aug 14, 2023
Q2 2023
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
380New |
$47.7K - $50.8K
|
380
$50.4K
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
376New |
$47.2K - $50.2K
|
376
$49.9K
|
|
Jul 24, 2023
Q2 2023
|
Marion Wealth Management
|
BUY
|
- |
366+ 2.28% |
$45.9K - $48.9K
|
16.4K
$2.17M
|
|
Aug 10, 2023
Q2 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
366+ 2.35% |
$45.9K - $48.9K
|
15.9K
$2.11M
|
|
Aug 14, 2023
Q2 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
343+ 1.15% |
$43.1K - $45.8K
|
30.1K
$4M
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
331+ 19.57% |
$41.6K - $44.2K
|
2.02K
$268K
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
329+ 3.21% |
$41.3K - $43.9K
|
10.6K
$1.4M
|
|
Aug 11, 2023
Q2 2023
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
329+ 5.21% |
$41.3K - $43.9K
|
6.64K
$881K
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
BUY
|
- |
329+ 3.91% |
$41.3K - $43.9K
|
8.74K
$1.16M
|
|
Jul 14, 2023
Q2 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
316+ 19.45% |
$39.7K - $42.2K
|
1.94K
$257K
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
311+ 11.95% |
$39K - $41.5K
|
2.91K
$386K
|
|
Jul 31, 2023
Q2 2023
|
Tiaa, Fsb
St. Louis, MO |
BUY
|
- |
305+ 13.28% |
$38.3K - $40.7K
|
2.6K
$345K
|