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
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
277+ 1.26% |
$34.8K - $37K
|
22.3K
$3.07M
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
269+ 0.92% |
$33.8K - $35.9K
|
29.4K
$4.04M
|
|
Jul 25, 2023
Q2 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
264+ 16.24% |
$33.1K - $35.3K
|
1.89K
$260K
|
|
Jul 26, 2023
Q2 2023
|
Cx Institutional
|
BUY
|
- |
263+ 4.05% |
$33K - $35.1K
|
6.76K
$930K
|
|
Jul 31, 2023
Q2 2023
|
Blue Fin Capital, Inc.
|
BUY
|
- |
260+ 2.25% |
$32.6K - $34.7K
|
11.8K
$1.63M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
254+ 11.65% |
$31.9K - $33.9K
|
2.43K
$335K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
BUY
|
- |
253+ 3.48% |
$31.8K - $33.8K
|
7.52K
$1.04M
|
|
Jul 22, 2024
Q2 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
252+ 0.71% |
$31.6K - $33.7K
|
35.7K
$4.91M
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
241+ 0.99% |
$30.3K - $32.2K
|
24.7K
$3.4M
|
|
Aug 07, 2023
Q2 2023
|
Core First Bank & Trust
Topeka, KS |
BUY
|
- |
234New |
$29.4K - $31.3K
|
234
$32.2K
|
|
Aug 14, 2023
Q2 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
230+ 1.77% |
$28.9K - $30.7K
|
13.2K
$1.82M
|
|
Aug 16, 2023
Q2 2023
|
Pca Investment Advisory Services Inc.
Cincinnati, OH |
BUY
|
- |
219New |
$27.5K - $29.3K
|
219
$30.1K
|
|
Jul 17, 2023
Q2 2023
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
213+ 13.47% |
$26.7K - $28.5K
|
1.79K
$247K
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
205+ 14.97% |
$25.7K - $27.4K
|
1.57K
$217K
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
204+ 11.19% |
$25.6K - $27.3K
|
2.03K
$279K
|
|
Jul 26, 2023
Q2 2023
|
Westwood Wealth Management
|
BUY
|
- |
200+ 2.39% |
$25.1K - $26.7K
|
8.56K
$1.18M
|
|
Jul 14, 2023
Q2 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
168+ 5.07% |
$21.1K - $22.4K
|
3.48K
$479K
|
|
Aug 11, 2023
Q2 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
166+ 3.0% |
$20.8K - $22.2K
|
5.7K
$784K
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
164+ 1.57% |
$20.6K - $21.9K
|
10.6K
$1.46M
|
|
Nov 13, 2023
Q2 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
162+ 1.72% |
$20.3K - $21.6K
|
9.58K
$1.32M
|
|
Aug 07, 2023
Q2 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
156+ 5.94% |
$19.6K - $20.8K
|
2.78K
$383K
|
|
Aug 04, 2023
Q2 2023
|
Prairie View Partners, LLC
|
BUY
|
- |
147New |
$18.5K - $19.6K
|
147
$20.2K
|
|
Aug 10, 2023
Q2 2023
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
144+ 0.19% |
$18.1K - $19.2K
|
75.3K
$10.4M
|
|
Aug 15, 2023
Q2 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
144+ 6.43% |
$18.1K - $19.2K
|
2.38K
$328K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
144+ 1.76% |
$18.1K - $19.2K
|
8.33K
$1.15M
|
|
Aug 02, 2023
Q2 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
143+ 1.38% |
$18K - $19.1K
|
10.5K
$1.45M
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
137+ 1.63% |
$17.2K - $18.3K
|
8.56K
$1.18M
|
|
Nov 22, 2023
Q2 2023
|
Chelsea Counsel CO
|
BUY
|
- |
130+ 2.33% |
$16.3K - $17.4K
|
5.71K
$786K
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
BUY
|
- |
129+ 1.42% |
$16.2K - $17.2K
|
9.24K
$1.27M
|
|
Aug 10, 2023
Q2 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
127+ 3.21% |
$15.9K - $17K
|
4.09K
$562K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
127New |
$15.9K - $17K
|
127
$17.5K
|
|
Jul 11, 2023
Q2 2023
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
126+ 0.51% |
$15.8K - $16.8K
|
25K
$3.44M
|
|
Sep 14, 2023
Q2 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
122+ 0.55% |
$15.3K - $16.3K
|
22.2K
$3.06M
|
|
Jul 17, 2023
Q2 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
120+ 2.09% |
$15.1K - $16K
|
5.86K
$806K
|
|
Aug 04, 2023
Q2 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
120+ 4.57% |
$15.1K - $16K
|
2.75K
$378K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
118New |
$14.8K - $15.8K
|
118
$16.2K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
114+ 2.89% |
$14.3K - $15.2K
|
4.06K
$559K
|
|
Aug 09, 2023
Q2 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
108+ 10.29% |
$13.6K - $14.4K
|
1.16K
$159K
|
|
Jul 24, 2023
Q2 2023
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
100+ 2.44% |
$12.6K - $13.4K
|
4.19K
$577K
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
96+ 8.9% |
$12.1K - $12.8K
|
1.18K
$162K
|
|
Jul 28, 2023
Q2 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
95+ 1.78% |
$11.9K - $12.7K
|
5.44K
$748K
|
|
Aug 08, 2023
Q2 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
95+ 4.04% |
$11.9K - $12.7K
|
2.45K
$337K
|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
94+ 1.15% |
$11.8K - $12.6K
|
8.28K
$1.14M
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
93+ 4.94% |
$11.7K - $12.4K
|
1.98K
$272K
|
|
Aug 10, 2023
Q2 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
86+ 2.53% |
$10.8K - $11.5K
|
3.49K
$480K
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
84+ 27.63% |
$10.5K - $11.2K
|
388
$53.4K
|
|
Jul 25, 2023
Q2 2023
|
Leo Brokerage, LLC
|
BUY
|
- |
82+ 3.2% |
$10.3K - $11K
|
2.65K
$365K
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
80+ 0.65% |
$10K - $10.7K
|
12.4K
$1.71M
|
|
Jul 28, 2023
Q2 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
75+ 92.59% |
$9.41K - $10K
|
156
$21.5K
|
|
Jul 21, 2023
Q2 2023
|
Beacon Investment Advisory Services, Inc.
|
BUY
|
- |
75+ 2.63% |
$9.41K - $10K
|
2.93K
$403K
|