Purchases and Sales Made in Q2 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2024. 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 15, 2024
Q2 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-732- 6.21% |
$91.2K - $102K
|
11K
$1.52M
|
|
|
Aug 09, 2024
Q2 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-747- 13.46% |
$93.1K - $105K
|
4.8K
$661K
|
|
|
Aug 21, 2024
Q2 2024
|
Ims Capital Management
|
SELL
|
- |
-800- 31.85% |
$99.7K - $112K
|
1.71K
$236K
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-807- 5.74% |
$101K - $113K
|
13.3K
$1.82M
|
|
|
Jul 17, 2024
Q2 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-808- 5.01% |
$101K - $113K
|
15.3K
$2.11M
|
|
|
Aug 01, 2024
Q2 2024
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-830- 7.18% |
$103K - $116K
|
10.7K
$1.48M
|
|
|
Jul 22, 2024
Q2 2024
|
Churchill Management Corp
|
SELL
|
- |
-832- 10.28% |
$104K - $116K
|
7.26K
$999K
|
|
|
Jul 30, 2024
Q2 2024
|
Nbt Bank N A
|
SELL
|
- |
-849- 2.8% |
$106K - $119K
|
29.5K
$4.06M
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-864- 6.29% |
$108K - $121K
|
12.9K
$1.77M
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-867- 1.76% |
$108K - $121K
|
48.3K
$6.64M
|
|
|
Aug 14, 2024
Q2 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-868- 2.44% |
$108K - $121K
|
34.7K
$4.78M
|
|
|
Aug 19, 2024
Q2 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-957- 9.65% |
$119K - $134K
|
8.96K
$1.23M
|
|
|
Aug 12, 2024
Q2 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-959- 11.63% |
$120K - $134K
|
7.29K
$1M
|
|
|
Aug 14, 2024
Q2 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-971- 12.63% |
$121K - $136K
|
6.72K
$925K
|
|
|
Aug 14, 2024
Q2 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-1K- 5.36% |
$125K - $140K
|
17.7K
$2.44M
|
|
|
Aug 06, 2024
Q2 2024
|
Us Bancorp \De\
|
SELL
|
- |
-1.06K- 7.18% |
$132K - $148K
|
13.7K
$1.88M
|
|
|
Jul 25, 2024
Q2 2024
|
Patten Group, Inc.
|
SELL
|
- |
-1.07K- 27.72% |
$134K - $150K
|
2.8K
$385K
|
|
|
Jul 30, 2024
Q2 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.1K- 10.18% |
$137K - $154K
|
9.71K
$1.34M
|
|
|
Sep 20, 2024
Q2 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-1.12K- 23.36% |
$140K - $157K
|
3.68K
$506K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-1.16K- 23.24% |
$144K - $162K
|
3.83K
$527K
|
|
|
Aug 14, 2024
Q2 2024
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.17K- 2.66% |
$146K - $163K
|
42.7K
$5.88M
|
|
|
Jul 23, 2024
Q2 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-1.21K- 6.68% |
$150K - $169K
|
16.8K
$2.32M
|
|
|
Aug 14, 2024
Q2 2024
|
Wealthfront Advisers LLC
|
SELL
|
- |
-1.24K- 11.54% |
$154K - $173K
|
9.47K
$1.3M
|
|
|
Aug 05, 2024
Q2 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-1.24K- 2.1% |
$155K - $174K
|
58K
$7.98M
|
|
|
Jul 25, 2024
Q2 2024
|
Simplex Trading, LLC
|
SELL
|
- |
-1.27K- 24.57% |
$158K - $178K
|
3.9K
$537K
|
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-1.3K- 23.93% |
$162K - $182K
|
4.13K
$568K
|
|
|
Aug 06, 2024
Q2 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.34K- 49.83% |
$167K - $188K
|
1.35K
$186K
|
|
|
Jul 18, 2024
Q2 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-1.39K- 24.29% |
$173K - $195K
|
4.34K
$597K
|
|
|
Aug 06, 2024
Q2 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-1.46K- 16.68% |
$182K - $204K
|
7.28K
$1M
|
|
|
Oct 31, 2024
Q2 2024
|
Westshore Wealth, LLC
|
SELL
|
- |
-1.46KClosed |
$182K - $205K
|
0
$0
|
|
|
Aug 08, 2024
Q2 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-1.46K- 7.23% |
$182K - $205K
|
18.8K
$2.58M
|
|
|
Jul 31, 2024
Q2 2024
|
M&T Bank Corp
|
SELL
|
- |
-1.51K- 26.46% |
$188K - $211K
|
4.19K
$577K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
SELL
|
- |
-1.57K- 14.52% |
$195K - $219K
|
9.21K
$1.27M
|
|
|
Aug 01, 2024
Q2 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.59K- 19.21% |
$198K - $222K
|
6.68K
$919K
|
|
|
Aug 13, 2024
Q2 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.63K- 1.1% |
$203K - $227K
|
146K
$20.1M
|
|
|
Aug 14, 2024
Q2 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-1.64K- 18.96% |
$205K - $230K
|
7.01K
$965K
|
|
|
Aug 01, 2024
Q2 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-1.72K- 17.33% |
$214K - $240K
|
8.2K
$1.13M
|
|
|
Aug 06, 2024
Q2 2024
|
Stephens Inc
|
SELL
|
- |
-1.75K- 26.03% |
$217K - $244K
|
4.96K
$683K
|
|
|
Aug 01, 2024
Q2 2024
|
Vise Technologies, Inc.
New York, NY |
SELL
|
- |
-1.76K- 41.21% |
$220K - $247K
|
2.52K
$346K
|
|
|
Aug 14, 2024
Q2 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-1.87K- 16.81% |
$232K - $261K
|
9.23K
$1.27M
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.92K- 6.88% |
$239K - $269K
|
26K
$3.58M
|
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.92K- 16.19% |
$239K - $269K
|
9.94K
$1.37M
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-2K- 11.96% |
$250K - $280K
|
14.8K
$2.03M
|
|
|
Aug 09, 2024
Q2 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-2K- 17.38% |
$250K - $280K
|
9.53K
$1.31M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-2.4KClosed |
$299K - $336K
|
0
$0
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
SELL
|
- |
-2.43K- 15.61% |
$303K - $340K
|
13.1K
$1.81M
|
|
|
Aug 14, 2024
Q2 2024
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-2.47K- 9.01% |
$307K - $345K
|
24.9K
$3.43M
|
|
|
Aug 06, 2024
Q2 2024
|
Sandy Spring Bank
|
SELL
|
- |
-2.48K- 11.28% |
$309K - $347K
|
19.5K
$2.68M
|
|
|
Aug 12, 2024
Q2 2024
|
Beck Bode, LLC
|
SELL
|
- |
-2.51K- 21.88% |
$312K - $351K
|
8.95K
$1.23M
|
|
|
Jul 10, 2024
Q2 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.62K- 3.16% |
$326K - $366K
|
80.2K
$11M
|