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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
196+ 10.66% |
$24.4K - $27.4K
|
2.03K
$278K
|
|
|
Jul 15, 2024
Q2 2024
|
Ewg Elevate Inc.
|
BUY
|
- |
180+ 7.02% |
$22.4K - $25.2K
|
2.75K
$375K
|
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
177+ 1.61% |
$22.1K - $24.8K
|
11.1K
$1.52M
|
|
|
Mar 04, 2025
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
164+ 10.81% |
$20.4K - $23K
|
1.68K
$230K
|
|
|
Aug 14, 2024
Q2 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
163+ 6.91% |
$20.3K - $22.8K
|
2.52K
$345K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
163+ 4.88% |
$20.3K - $22.8K
|
3.51K
$480K
|
|
|
Aug 13, 2024
Q2 2024
|
Advisory Services Network, LLC
|
BUY
|
- |
161+ 3.32% |
$20.1K - $22.5K
|
5.02K
$686K
|
|
|
Aug 14, 2024
Q2 2024
|
Smith, Moore & Co.
Clayton, MO |
BUY
|
- |
159+ 3.12% |
$19.8K - $22.3K
|
5.26K
$720K
|
|
|
Aug 07, 2024
Q2 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
158+ 1.54% |
$19.7K - $22.1K
|
10.4K
$1.43M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
156New |
$19.4K - $21.8K
|
156
$21.3K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
150New |
$18.7K - $21K
|
150
$20.5K
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
150New |
$18.7K - $21K
|
150
$20.5K
|
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
150+ 176.47% |
$18.7K - $21K
|
235
$32.1K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
149+ 17.49% |
$18.6K - $20.9K
|
1K
$137K
|
|
|
Aug 08, 2024
Q2 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
145+ 0.68% |
$18.1K - $20.3K
|
21.5K
$2.95M
|
|
|
Aug 01, 2024
Q2 2024
|
Financial Counselors Inc
|
BUY
|
- |
141+ 3.88% |
$17.6K - $19.7K
|
3.77K
$516K
|
|
|
Jul 16, 2024
Q2 2024
|
Seed Wealth Management, Inc.
Evanston, IL |
BUY
|
- |
140+ 5.93% |
$17.4K - $19.6K
|
2.5K
$342K
|
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
140+ 0.93% |
$17.4K - $19.6K
|
15.2K
$2.07M
|
|
|
Jul 31, 2024
Q2 2024
|
Regions Financial Corp
|
BUY
|
- |
136+ 2.1% |
$17K - $19K
|
6.61K
$904K
|
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
130+ 2.08% |
$16.2K - $18.2K
|
6.38K
$873K
|
|
|
Aug 13, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
120+ 3.37% |
$15K - $16.8K
|
3.69K
$504K
|
|
|
Nov 14, 2024
Q2 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
120+ 3.37% |
$15K - $16.8K
|
3.69K
$504K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
120+ 22.39% |
$15K - $16.8K
|
656
$89.7K
|
|
|
Aug 09, 2024
Q2 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
115+ 2.05% |
$14.3K - $16.1K
|
5.72K
$782K
|
|
|
Oct 09, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
115+ 3.94% |
$14.3K - $16.1K
|
3.04K
$415K
|
|
|
Aug 14, 2024
Q2 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
115+ 3.94% |
$14.3K - $16.1K
|
3.04K
$415K
|
|
|
Aug 05, 2024
Q2 2024
|
Parkside Financial Bank & Trust
|
BUY
|
- |
109+ 242.22% |
$13.6K - $15.3K
|
154
$21.1K
|
|
|
Oct 28, 2024
Q2 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
106+ 51.71% |
$13.2K - $14.8K
|
311
$42.5K
|
|
|
Jul 25, 2024
Q2 2024
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
103+ 2.95% |
$12.8K - $14.4K
|
3.6K
$492K
|
|
|
Aug 14, 2024
Q2 2024
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
100+ 2.14% |
$12.5K - $14K
|
4.78K
$654K
|
|
|
Aug 14, 2024
Q2 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 6.01% |
$12.5K - $14K
|
1.77K
$241K
|
|
|
Jul 19, 2024
Q2 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
99+ 4.93% |
$12.3K - $13.9K
|
2.11K
$288K
|
|
|
Jul 09, 2024
Q2 2024
|
Cwm, LLC
|
BUY
|
- |
99+ 1.28% |
$12.3K - $13.9K
|
7.84K
$1.07M
|
|
|
Jul 17, 2024
Q2 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
93+ 5.89% |
$11.6K - $13K
|
1.67K
$229K
|
|
|
Aug 05, 2024
Q2 2024
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
88+ 3.28% |
$11K - $12.3K
|
2.77K
$379K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
85+ 2.89% |
$10.6K - $11.9K
|
3.02K
$414K
|
|
|
Aug 06, 2024
Q2 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
83+ 0.62% |
$10.3K - $11.6K
|
13.5K
$1.84M
|
|
|
Jul 12, 2024
Q2 2024
|
Perkins Coie Trust CO
|
BUY
|
- |
83+ 0.33% |
$10.3K - $11.6K
|
25.2K
$3.44M
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
82New |
$10.2K - $11.5K
|
82
$11.2K
|
|
|
Aug 07, 2024
Q2 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
82+ 1.04% |
$10.2K - $11.5K
|
8K
$1.09M
|
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
78+ 3.03% |
$9.72K - $10.9K
|
2.65K
$362K
|
|
|
Aug 15, 2024
Q2 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
75+ 0.72% |
$9.35K - $10.5K
|
10.5K
$1.43M
|
|
|
Aug 12, 2024
Q2 2024
|
Hollencrest Capital Management
|
BUY
|
- |
75+ 100.0% |
$9.35K - $10.5K
|
150
$20.5K
|
|
|
Jul 30, 2024
Q2 2024
|
Blue Fin Capital, Inc.
|
BUY
|
- |
74+ 0.71% |
$9.22K - $10.4K
|
10.5K
$1.44M
|
|
|
Jul 11, 2024
Q2 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
69+ 1.88% |
$8.6K - $9.66K
|
3.75K
$512K
|
|
|
Aug 12, 2024
Q2 2024
|
Elequin Capital LP
New York, NY |
BUY
|
- |
64New |
$7.98K - $8.96K
|
64
$8.75K
|
|
|
Jul 30, 2024
Q2 2024
|
Lewis Asset Management, LLC
Lafayette, CA |
BUY
|
- |
64+ 4.38% |
$7.98K - $8.96K
|
1.52K
$208K
|
|
|
Jul 22, 2024
Q2 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
63+ 0.08% |
$7.85K - $8.82K
|
80.7K
$11M
|
|
|
Aug 23, 2024
Q2 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
62+ 2.1% |
$7.73K - $8.68K
|
3.02K
$413K
|
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
59+ 137.21% |
$7.35K - $8.26K
|
102
$14K
|