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 |
|---|---|---|---|---|---|---|---|
|
Jul 20, 2023
Q2 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
75New |
$9.41K - $10K
|
75
$10.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
72+ 1.28% |
$9.04K - $9.62K
|
5.7K
$779K
|
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
60+ 0.48% |
$7.53K - $8.01K
|
12.5K
$1.7M
|
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
58+ 2.15% |
$7.28K - $7.75K
|
2.76K
$377K
|
|
|
Aug 01, 2023
Q2 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
51+ 50.0% |
$6.4K - $6.81K
|
153
$20.9K
|
|
|
Aug 02, 2023
Q2 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
50+ 3.17% |
$6.28K - $6.68K
|
1.63K
$222K
|
|
|
Aug 14, 2023
Q2 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
50+ 64.94% |
$6.28K - $6.68K
|
127
$17.3K
|
|
|
Aug 02, 2023
Q2 2023
|
Northstar Group, Inc.
|
BUY
|
- |
44+ 1.31% |
$5.52K - $5.88K
|
3.41K
$466K
|
|
|
Aug 02, 2023
Q2 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
43+ 0.7% |
$5.4K - $5.74K
|
6.14K
$839K
|
|
|
Jul 17, 2023
Q2 2023
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
42+ 0.2% |
$5.27K - $5.61K
|
21.2K
$2.89M
|
|
|
Jul 28, 2023
Q2 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
40+ 1.38% |
$5.02K - $5.34K
|
2.94K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Wedbush Securities Inc
|
BUY
|
- |
34+ 0.42% |
$4.27K - $4.54K
|
8.08K
$1.1M
|
|
|
May 15, 2024
Q2 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
33+ 0.69% |
$4.14K - $4.41K
|
4.81K
$657K
|
|
|
Jul 05, 2023
Q2 2023
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
30+ 0.44% |
$3.77K - $4.01K
|
6.82K
$932K
|
|
|
Aug 10, 2023
Q2 2023
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$3.77K - $4.01K
|
30
$4.1K
|
|
|
Jul 17, 2023
Q2 2023
|
Goal Vest Advisory LLC
|
BUY
|
- |
27New |
$3.39K - $3.61K
|
27
$3.69K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
24New |
$3.01K - $3.21K
|
24
$3.28K
|
|
|
Aug 17, 2023
Q2 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$3.01K - $3.21K
|
24
$3.28K
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
24+ 1.07% |
$3.01K - $3.21K
|
2.28K
$311K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
BUY
|
- |
23+ 0.63% |
$2.89K - $3.07K
|
3.65K
$498K
|
|
|
Jul 12, 2023
Q2 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
23+ 3.39% |
$2.89K - $3.07K
|
702
$95.9K
|
|
|
Jul 20, 2023
Q2 2023
|
Acorn Financial Advisory Services Inc
|
BUY
|
- |
23+ 0.89% |
$2.89K - $3.07K
|
2.61K
$356K
|
|
|
Jul 14, 2023
Q2 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
20+ 1.19% |
$2.51K - $2.67K
|
1.71K
$233K
|
|
|
Aug 14, 2023
Q2 2023
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
20+ 0.99% |
$2.51K - $2.67K
|
2.04K
$278K
|
|
|
Aug 02, 2023
Q2 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
20+ 1.09% |
$2.51K - $2.67K
|
1.85K
$252K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
20New |
$2.51K - $2.67K
|
20
$2.73K
|
|
|
Aug 14, 2023
Q2 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
19+ 1.0% |
$2.39K - $2.54K
|
1.93K
$263K
|
|
|
Aug 11, 2023
Q2 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
19+ 4.24% |
$2.39K - $2.54K
|
467
$63.8K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
17+ 0.66% |
$2.13K - $2.27K
|
2.59K
$354K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
17+ 0.89% |
$2.13K - $2.27K
|
1.92K
$262K
|
|
|
Aug 02, 2023
Q2 2023
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
16+ 0.87% |
$2.01K - $2.14K
|
1.86K
$255K
|
|
|
Aug 03, 2023
Q2 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
15+ 0.78% |
$1.88K - $2K
|
1.93K
$264K
|
|
|
Jul 12, 2023
Q2 2023
|
My Personal Cfo, LLC
|
BUY
|
- |
15+ 0.23% |
$1.88K - $2K
|
6.67K
$911K
|
|
|
Jan 09, 2024
Q2 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
15+ 4.72% |
$1.88K - $2K
|
333
$45.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
14+ 0.2% |
$1.76K - $1.87K
|
7.11K
$971K
|
|
|
Aug 14, 2023
Q2 2023
|
Balentine LLC
Atlanta, GA |
BUY
|
- |
14+ 116.67% |
$1.76K - $1.87K
|
26
$3.55K
|
|
|
Aug 14, 2023
Q2 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$1.63K - $1.74K
|
13
$1.78K
|
|
|
Jul 19, 2023
Q2 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
12+ 0.45% |
$1.51K - $1.6K
|
2.7K
$369K
|
|
|
Aug 15, 2023
Q2 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
12+ 0.56% |
$1.51K - $1.6K
|
2.16K
$295K
|
|
|
Aug 02, 2023
Q2 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
8+ 0.14% |
$1K - $1.07K
|
5.91K
$808K
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
BUY
|
- |
7+ 0.15% |
$879 - $935
|
4.83K
$659K
|
|
|
Aug 01, 2023
Q2 2023
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
6+ 54.55% |
$753 - $801
|
17
$2.32K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
5+ 0.24% |
$628 - $668
|
2.08K
$284K
|
|
|
Aug 23, 2023
Q2 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
5+ 8.33% |
$628 - $668
|
65
$8.88K
|
|
|
Jul 05, 2023
Q2 2023
|
Modus Advisors, LLC
|
BUY
|
- |
4+ 0.15% |
$502 - $534
|
2.69K
$367K
|
|
|
Jul 21, 2023
Q2 2023
|
Byrne Asset Management LLC
|
BUY
|
- |
4+ 0.26% |
$502 - $534
|
1.56K
$213K
|
|
|
Jul 24, 2023
Q2 2023
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
4+ 0.11% |
$502 - $534
|
3.55K
$485K
|
|
|
Jul 26, 2023
Q2 2023
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
4+ 2.48% |
$502 - $534
|
165
$22.5K
|
|
|
Aug 10, 2023
Q2 2023
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
3+ 0.08% |
$377 - $401
|
3.73K
$509K
|
|
|
Aug 07, 2023
Q2 2023
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2+ 0.08% |
$251 - $267
|
2.66K
$363K
|