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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Aug 15, 2023
Q2 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-338- 1.93% |
$42.4K - $45.2K
|
17.2K
$2.28M
|
|
Jul 21, 2023
Q2 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-341- 6.6% |
$42.8K - $45.6K
|
4.83K
$639K
|
|
Jul 19, 2023
Q2 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-354- 14.26% |
$44.4K - $47.3K
|
2.13K
$282K
|
|
Aug 16, 2023
Q2 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-356- 0.78% |
$44.7K - $47.6K
|
45.2K
$5.97M
|
|
Aug 03, 2023
Q2 2023
|
Triumph Capital Management
|
SELL
|
- |
-360- 8.17% |
$45.2K - $48.1K
|
4.05K
$536K
|
|
Aug 08, 2023
Q2 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-363- 7.44% |
$45.6K - $48.5K
|
4.52K
$598K
|
|
Jul 05, 2023
Q2 2023
|
Hbw Advisory Services LLC
|
SELL
|
- |
-365- 17.87% |
$45.8K - $48.8K
|
1.68K
$222K
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-366- 1.25% |
$45.9K - $48.9K
|
29K
$3.83M
|
|
Aug 09, 2023
Q2 2023
|
Regions Financial Corp
|
SELL
|
- |
-378- 4.68% |
$47.5K - $50.5K
|
7.71K
$1.02M
|
|
Aug 14, 2023
Q2 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-385- 7.65% |
$48.3K - $51.4K
|
4.65K
$615K
|
|
Aug 11, 2023
Q2 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-386- 12.37% |
$48.5K - $51.6K
|
2.74K
$362K
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-411- 10.77% |
$51.6K - $54.9K
|
3.41K
$451K
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
SELL
|
- |
-412- 2.31% |
$51.7K - $55K
|
17.4K
$2.31M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
SELL
|
- |
-418- 49.12% |
$52.5K - $55.8K
|
433
$57.3K
|
|
Aug 09, 2023
Q2 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-422- 20.36% |
$53K - $56.4K
|
1.65K
$218K
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-441- 10.7% |
$55.4K - $58.9K
|
3.68K
$487K
|
|
Aug 11, 2023
Q2 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-441- 15.53% |
$55.4K - $58.9K
|
2.4K
$317K
|
|
Jul 10, 2023
Q2 2023
|
City State Bank
Norwalk, IA |
SELL
|
- |
-443- 4.94% |
$55.6K - $59.2K
|
8.53K
$1.13M
|
|
Jul 05, 2023
Q2 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-453- 2.79% |
$56.9K - $60.5K
|
15.8K
$2.09M
|
|
Jul 26, 2023
Q2 2023
|
Patten Group, Inc.
|
SELL
|
- |
-456- 8.85% |
$57.2K - $60.9K
|
4.7K
$622K
|
|
Jul 13, 2023
Q2 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-480- 5.77% |
$60.3K - $64.1K
|
7.84K
$1.04M
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-485- 16.93% |
$60.9K - $64.8K
|
2.38K
$315K
|
|
Aug 08, 2023
Q2 2023
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-500- 4.71% |
$62.8K - $66.8K
|
10.1K
$1.34M
|
|
Aug 10, 2023
Q2 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-502- 8.29% |
$63K - $67.1K
|
5.56K
$735K
|
|
Aug 14, 2023
Q2 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-517- 11.95% |
$64.9K - $69.1K
|
3.81K
$504K
|
|
Aug 11, 2023
Q2 2023
|
Harbour Investment Management LLC
Edmonds, WA |
SELL
|
- |
-525- 1.32% |
$65.9K - $70.1K
|
39.2K
$5.18M
|
|
Jul 11, 2023
Q2 2023
|
Bard Financial Services, Inc.
|
SELL
|
- |
-550- 2.05% |
$69K - $73.5K
|
26.2K
$3.47M
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-561- 9.1% |
$70.4K - $74.9K
|
5.61K
$742K
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-575- 22.95% |
$72.2K - $76.8K
|
1.93K
$255K
|
|
Jul 12, 2023
Q2 2023
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-575- 0.98% |
$72.2K - $76.8K
|
58K
$7.67M
|
|
Aug 09, 2023
Q2 2023
|
1 St Source Bank
|
SELL
|
- |
-576- 3.18% |
$72.3K - $76.9K
|
17.6K
$2.32M
|
|
Aug 11, 2023
Q2 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-580- 9.51% |
$72.8K - $77.5K
|
5.52K
$730K
|
|
Jul 26, 2023
Q2 2023
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-593- 3.89% |
$74.4K - $79.2K
|
14.7K
$1.94M
|
|
Aug 09, 2023
Q2 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-598- 4.29% |
$75.1K - $79.9K
|
13.3K
$1.76M
|
|
Aug 04, 2023
Q2 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-603- 5.11% |
$75.7K - $80.5K
|
11.2K
$1.48M
|
|
Aug 09, 2023
Q2 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-605- 2.06% |
$75.9K - $80.8K
|
28.7K
$3.8M
|
|
Aug 10, 2023
Q2 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-609- 2.69% |
$76.4K - $81.4K
|
22K
$2.91M
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-610- 2.59% |
$76.6K - $81.5K
|
23K
$3.04M
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-611- 6.83% |
$76.7K - $81.6K
|
8.33K
$1.1M
|
|
Aug 14, 2023
Q2 2023
|
Ascent Group, LLC
|
SELL
|
- |
-614- 8.2% |
$77.1K - $82K
|
6.87K
$909K
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-639- 9.85% |
$80.2K - $85.4K
|
5.85K
$774K
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-649- 13.68% |
$81.5K - $86.7K
|
4.09K
$542K
|
|
Aug 07, 2023
Q2 2023
|
Robbins Farley LLC
Manchester, NH |
SELL
|
- |
-689- 3.37% |
$86.5K - $92K
|
19.7K
$2.61M
|
|
Aug 09, 2023
Q2 2023
|
Beck Bode, LLC
|
SELL
|
- |
-703- 4.79% |
$88.2K - $93.9K
|
14K
$1.85M
|
|
Jul 31, 2023
Q2 2023
|
Essex LLC
|
SELL
|
- |
-703- 16.45% |
$88.2K - $93.9K
|
3.57K
$473K
|
|
Aug 14, 2023
Q2 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-709- 0.58% |
$89K - $94.7K
|
121K
$16M
|
|
Aug 09, 2023
Q2 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-720- 4.66% |
$90.4K - $96.2K
|
14.7K
$1.95M
|
|
Aug 07, 2023
Q2 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-724- 1.76% |
$90.9K - $96.7K
|
40.5K
$5.36M
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-768- 1.21% |
$96.4K - $103K
|
62.8K
$8.31M
|
|
Jul 31, 2023
Q2 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-788- 11.49% |
$98.9K - $105K
|
6.07K
$804K
|