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 02, 2024
Q2 2024
|
Appleton Partners Inc
|
BUY
|
- |
735+ 1.01% |
$91.6K - $103K
|
73.7K
$10.1M
|
|
|
Aug 09, 2024
Q2 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
708+ 70800.0% |
$88.2K - $99.1K
|
709
$97.6K
|
|
|
Jul 09, 2024
Q2 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
675+ 1.03% |
$84.1K - $94.5K
|
66.4K
$9.13M
|
|
|
Aug 14, 2024
Q2 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
661+ 440.67% |
$82.4K - $92.5K
|
811
$112K
|
|
|
Jul 30, 2024
Q2 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
630+ 21.29% |
$78.5K - $88.2K
|
3.59K
$494K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
620+ 37.39% |
$77.3K - $86.8K
|
2.28K
$314K
|
|
|
Jul 31, 2024
Q2 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
614+ 10.71% |
$76.5K - $85.9K
|
6.35K
$874K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
595+ 15.97% |
$74.2K - $83.3K
|
4.32K
$595K
|
|
|
Aug 09, 2024
Q2 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
591+ 18.58% |
$73.7K - $82.7K
|
3.77K
$519K
|
|
|
Aug 09, 2024
Q2 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
585+ 2.35% |
$72.9K - $81.9K
|
25.5K
$3.51M
|
|
|
Jul 09, 2024
Q2 2024
|
Marion Wealth Management
|
BUY
|
- |
580+ 3.25% |
$72.3K - $81.2K
|
18.4K
$2.54M
|
|
|
Jul 22, 2024
Q2 2024
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
561+ 561.0% |
$69.9K - $78.5K
|
661
$91K
|
|
|
Jul 09, 2024
Q2 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
542New |
$67.6K - $75.9K
|
542
$74.6K
|
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
530+ 125.3% |
$66.1K - $74.2K
|
953
$131K
|
|
|
Aug 09, 2024
Q2 2024
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
492+ 4.78% |
$61.3K - $68.9K
|
10.8K
$1.49M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
480+ 666.67% |
$59.8K - $67.2K
|
552
$76K
|
|
|
Aug 06, 2024
Q2 2024
|
Chris Bulman Inc
Roseville, CA |
BUY
|
- |
469New |
$58.5K - $65.6K
|
469
$64.6K
|
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
450+ 19.76% |
$56.1K - $63K
|
2.73K
$375K
|
|
|
Jul 18, 2024
Q2 2024
|
Raelipskie Partnership
Waterloo, A6 |
BUY
|
- |
425+ 0.63% |
$53K - $59.5K
|
67.8K
$9.33M
|
|
|
Jul 11, 2024
Q2 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
419+ 3.84% |
$52.2K - $58.6K
|
11.3K
$1.56M
|
|
|
Aug 07, 2024
Q2 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
418+ 9.95% |
$52.1K - $58.5K
|
4.62K
$636K
|
|
|
Jul 18, 2024
Q2 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
401+ 4.19% |
$50K - $56.1K
|
9.97K
$1.37M
|
|
|
Jul 16, 2024
Q2 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
398+ 5.13% |
$49.6K - $55.7K
|
8.16K
$1.12M
|
|
|
Jul 19, 2024
Q2 2024
|
Chesley Taft & Associates LLC
|
BUY
|
- |
373+ 1.15% |
$46.5K - $52.2K
|
32.9K
$4.53M
|
|
|
Jul 19, 2024
Q2 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
360+ 23.0% |
$44.9K - $50.4K
|
1.93K
$265K
|
|
|
Aug 12, 2024
Q2 2024
|
Econ Financial Services Corp
|
BUY
|
- |
348+ 12.0% |
$43.4K - $48.7K
|
3.25K
$447K
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
341+ 0.37% |
$42.5K - $47.7K
|
91.4K
$12.6M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
335+ 19.11% |
$41.8K - $46.9K
|
2.09K
$287K
|
|
|
Aug 02, 2024
Q2 2024
|
National Bank Of Canada
|
BUY
|
- |
324+ 9.07% |
$40.4K - $45.3K
|
3.9K
$536K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
316+ 5.25% |
$39.4K - $44.2K
|
6.34K
$873K
|
|
|
Jul 31, 2024
Q2 2024
|
Bray Capital Advisors
|
BUY
|
- |
313+ 1.66% |
$39K - $43.8K
|
19.2K
$2.64M
|
|
|
Aug 15, 2024
Q2 2024
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
313+ 638.78% |
$39K - $43.8K
|
362
$49.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
300New |
$37.4K - $42K
|
300
$41.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
284+ 10.07% |
$35.4K - $39.7K
|
3.11K
$427K
|
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
275+ 11.59% |
$34.3K - $38.5K
|
2.65K
$364K
|
|
|
Aug 07, 2024
Q2 2024
|
Motco
|
BUY
|
- |
275+ 539.22% |
$34.3K - $38.5K
|
326
$44.9K
|
|
|
Aug 06, 2024
Q2 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
245+ 4.44% |
$30.5K - $34.3K
|
5.76K
$793K
|
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
238+ 10.4% |
$29.7K - $33.3K
|
2.53K
$348K
|
|
|
Jul 23, 2024
Q2 2024
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
232+ 0.34% |
$28.9K - $32.5K
|
67.7K
$9.32M
|
|
|
Aug 19, 2024
Q2 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
229+ 1.99% |
$28.5K - $32.1K
|
11.7K
$1.61M
|
|
|
Aug 02, 2024
Q2 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
229+ 4.94% |
$28.5K - $32.1K
|
4.87K
$670K
|
|
|
Aug 13, 2024
Q2 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
225New |
$28K - $31.5K
|
225
$31K
|
|
|
Jul 15, 2024
Q2 2024
|
Bbjs Financial Advisors, LLC
Seattle, WA |
BUY
|
- |
225New |
$28K - $31.5K
|
225
$31K
|
|
|
Aug 14, 2024
Q2 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
224+ 14.91% |
$27.9K - $31.4K
|
1.73K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Baltimore Washington Financial Advisors, Inc.
|
BUY
|
- |
213+ 2.96% |
$26.5K - $29.8K
|
7.41K
$1.02M
|
|
|
Aug 02, 2024
Q2 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
213+ 1.16% |
$26.5K - $29.8K
|
18.5K
$2.55M
|
|
|
Aug 14, 2024
Q2 2024
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
206+ 1.64% |
$25.7K - $28.8K
|
12.7K
$1.75M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
200+ 7.33% |
$24.9K - $28K
|
2.93K
$403K
|
|
|
Aug 13, 2024
Q2 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
198+ 4.17% |
$24.7K - $27.7K
|
4.94K
$681K
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
196+ 10.66% |
$24.4K - $27.4K
|
2.03K
$280K
|