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 03, 2023
Q2 2023
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
2+ 0.0% |
$251 - $267
|
51.3K
$7.06M
|
|
|
Aug 10, 2023
Q2 2023
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$126 - $134
|
4.87K
$670K
|
|
|
Aug 14, 2023
Q2 2023
|
Investmark Advisory Group LLC
|
BUY
|
- |
1+ 0.04% |
$126 - $134
|
2.58K
$355K
|
|
|
Aug 07, 2023
Q2 2023
|
Xml Financial, LLC
|
BUY
|
- |
1+ 0.04% |
$126 - $134
|
2.76K
$380K
|
|
|
Jul 14, 2023
Q2 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1+ 0.06% |
$126 - $134
|
1.69K
$233K
|
|
|
Aug 03, 2023
Q2 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-1- 0.05% |
$126 - $134
|
1.89K
$260K
|
|
|
Aug 11, 2023
Q2 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-1- 0.01% |
$126 - $134
|
12.6K
$1.74M
|
|
|
Jul 11, 2023
Q2 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-2- 0.02% |
$251 - $267
|
12K
$1.65M
|
|
|
Jul 26, 2023
Q2 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-2- 0.03% |
$251 - $267
|
7.66K
$1.05M
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-2- 0.35% |
$251 - $267
|
570
$78.5K
|
|
|
Aug 11, 2023
Q2 2023
|
Covestor LTD
Boston, MA |
SELL
|
- |
-2- 15.38% |
$251 - $267
|
11
$1.51K
|
|
|
Aug 11, 2023
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 1.79% |
$502 - $534
|
219
$30.1K
|
|
|
Apr 26, 2024
Q2 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-4- 1.79% |
$502 - $534
|
219
$30.1K
|
|
|
Jul 31, 2023
Q2 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
SELL
|
- |
-5- 2.39% |
$628 - $668
|
204
$28.1K
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-5- 0.47% |
$628 - $668
|
1.05K
$145K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-5- 0.26% |
$628 - $668
|
1.93K
$266K
|
|
|
Aug 07, 2023
Q2 2023
|
Concord Wealth Partners
|
SELL
|
- |
-6- 5.5% |
$753 - $801
|
103
$14.2K
|
|
|
Jul 25, 2023
Q2 2023
|
First Merchants Corp
|
SELL
|
- |
-7- 0.07% |
$879 - $935
|
10.5K
$1.44M
|
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-9- 0.18% |
$1.13K - $1.2K
|
4.98K
$685K
|
|
|
Jul 25, 2023
Q2 2023
|
Mathes Company, Inc.
|
SELL
|
- |
-10- 0.17% |
$1.26K - $1.34K
|
5.77K
$794K
|
|
|
Aug 11, 2023
Q2 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-14- 0.1% |
$1.76K - $1.87K
|
13.8K
$1.9M
|
|
|
Aug 10, 2023
Q2 2023
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
SELL
|
- |
-15- 10.95% |
$1.88K - $2K
|
122
$16.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-16- 0.75% |
$2.01K - $2.14K
|
2.11K
$291K
|
|
|
Aug 09, 2023
Q2 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-18- 2.52% |
$2.26K - $2.4K
|
695
$95.7K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-19- 0.87% |
$2.39K - $2.54K
|
2.17K
$298K
|
|
|
Aug 16, 2023
Q2 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-19- 16.38% |
$2.39K - $2.54K
|
97
$13.4K
|
|
|
Aug 03, 2023
Q2 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-20- 0.81% |
$2.51K - $2.67K
|
2.46K
$338K
|
|
|
Jul 28, 2023
Q2 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-25- 1.11% |
$3.14K - $3.34K
|
2.23K
$307K
|
|
|
Jul 17, 2023
Q2 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-25- 5.09% |
$3.14K - $3.34K
|
466
$64.1K
|
|
|
Jul 18, 2023
Q2 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-25- 0.52% |
$3.14K - $3.34K
|
4.81K
$662K
|
|
|
Aug 08, 2023
Q2 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-25- 0.36% |
$3.14K - $3.34K
|
6.9K
$950K
|
|
|
Aug 07, 2023
Q2 2023
|
Ieq Capital, LLC
|
SELL
|
- |
-28- 0.97% |
$3.51K - $3.74K
|
2.85K
$392K
|
|
|
Jul 27, 2023
Q2 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-29- 1.13% |
$3.64K - $3.87K
|
2.54K
$350K
|
|
|
Aug 11, 2023
Q2 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-31- 1.21% |
$3.89K - $4.14K
|
2.54K
$350K
|
|
|
Aug 04, 2023
Q2 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-33- 0.25% |
$4.14K - $4.41K
|
13.3K
$1.83M
|
|
|
Aug 04, 2023
Q2 2023
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-35- 1.27% |
$4.39K - $4.68K
|
2.71K
$373K
|
|
|
Jul 11, 2023
Q2 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-35- 0.28% |
$4.39K - $4.68K
|
12.4K
$1.71M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-36- 1.5% |
$4.52K - $4.81K
|
2.36K
$325K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-38- 0.55% |
$4.77K - $5.08K
|
6.91K
$951K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
SELL
|
- |
-39- 0.13% |
$4.9K - $5.21K
|
30.1K
$4.15M
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-45- 0.18% |
$5.65K - $6.01K
|
24.9K
$3.42M
|
|
|
Aug 15, 2023
Q2 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-46- 1.0% |
$5.77K - $6.14K
|
4.54K
$625K
|
|
|
Aug 03, 2023
Q2 2023
|
Harbor Advisory Corp
|
SELL
|
- |
-50- 0.39% |
$6.28K - $6.68K
|
12.6K
$1.74M
|
|
|
Jul 17, 2023
Q2 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-50- 1.06% |
$6.28K - $6.68K
|
4.65K
$640K
|
|
|
Jul 25, 2023
Q2 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 0.49% |
$6.28K - $6.68K
|
10.2K
$1.4M
|
|
|
Aug 01, 2023
Q2 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-53- 0.32% |
$6.65K - $7.08K
|
16.3K
$2.24M
|
|
|
Jul 14, 2023
Q2 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-53- 5.12% |
$6.65K - $7.08K
|
983
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Pecaut & Co.
|
SELL
|
- |
-53- 14.93% |
$6.65K - $7.08K
|
302
$41.6K
|
|
|
Jul 31, 2023
Q2 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-53- 5.0% |
$6.65K - $7.08K
|
1.01K
$139K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
SELL
|
- |
-56- 2.77% |
$7.03K - $7.48K
|
1.96K
$270K
|