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 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
50+ 5.56% |
$6.23K - $7K
|
950
$131K
|
|
Jul 12, 2024
Q2 2024
|
Country Trust Bank
|
BUY
|
- |
50+ 142.86% |
$6.23K - $7K
|
85
$11.7K
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
49+ 1.26% |
$6.11K - $6.86K
|
3.93K
$540K
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
47New |
$5.86K - $6.58K
|
47
$6.47K
|
|
Jul 23, 2024
Q2 2024
|
Proffitt & Goodson Inc
|
BUY
|
- |
40+ 0.57% |
$4.99K - $5.6K
|
7.09K
$975K
|
|
Aug 14, 2024
Q2 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
38+ 3.42% |
$4.74K - $5.32K
|
1.15K
$158K
|
|
Aug 14, 2024
Q2 2024
|
Battery Global Advisors, LLC
Boston, MA |
BUY
|
- |
32New |
$3.99K - $4.48K
|
32
$4.41K
|
|
Aug 13, 2024
Q2 2024
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
30+ 0.69% |
$3.74K - $4.2K
|
4.39K
$605K
|
|
Jul 30, 2024
Q2 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
30New |
$3.74K - $4.2K
|
30
$4.13K
|
|
Jul 29, 2024
Q2 2024
|
Key F Inancial Inc
|
BUY
|
- |
30+ 13.64% |
$3.74K - $4.2K
|
250
$34.4K
|
|
Aug 09, 2024
Q2 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
28+ 0.26% |
$3.49K - $3.92K
|
10.9K
$1.5M
|
|
Aug 14, 2024
Q2 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
BUY
|
- |
28+ 1.78% |
$3.49K - $3.92K
|
1.6K
$221K
|
|
Aug 13, 2024
Q2 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
27+ 20.45% |
$3.37K - $3.78K
|
159
$21.9K
|
|
Aug 07, 2024
Q2 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
26+ 0.41% |
$3.24K - $3.64K
|
6.41K
$882K
|
|
Aug 14, 2024
Q2 2024
|
New Republic Capital, LLC
Charlotte, NC |
BUY
|
- |
25New |
$3.12K - $3.5K
|
25
$3.44K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
24New |
$2.99K - $3.36K
|
24
$3.3K
|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
BUY
|
- |
21+ 0.74% |
$2.62K - $2.94K
|
2.86K
$393K
|
|
Jul 24, 2024
Q2 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
18+ 4.83% |
$2.24K - $2.52K
|
391
$53.8K
|
|
Aug 02, 2024
Q2 2024
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
17+ 3.27% |
$2.12K - $2.38K
|
537
$73.9K
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
BUY
|
- |
15+ 0.12% |
$1.87K - $2.1K
|
12.8K
$1.76M
|
|
Jul 22, 2024
Q2 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
15+ 0.18% |
$1.87K - $2.1K
|
8.15K
$1.12M
|
|
Aug 09, 2024
Q2 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
15+ 0.59% |
$1.87K - $2.1K
|
2.55K
$350K
|
|
Aug 09, 2024
Q2 2024
|
Redwood Wealth Management Group, LLC
Moorestown, NJ |
BUY
|
- |
15New |
$1.87K - $2.1K
|
15
$2.06K
|
|
Jul 10, 2024
Q2 2024
|
Albion Financial Group
|
BUY
|
- |
14+ 0.01% |
$1.74K - $1.96K
|
130K
$17.8M
|
|
Aug 14, 2024
Q2 2024
|
Aviso Financial Inc.
Toronto, A6 |
BUY
|
- |
12New |
$1.5K - $1.68K
|
12
$1.65K
|
|
Aug 07, 2024
Q2 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
12+ 11.43% |
$1.5K - $1.68K
|
117
$16.1K
|
|
Aug 07, 2024
Q2 2024
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
10+ 0.66% |
$1.25K - $1.4K
|
1.53K
$211K
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
8+ 0.07% |
$997 - $1.12K
|
10.9K
$1.51M
|
|
Aug 14, 2024
Q2 2024
|
Apriem Advisors
Irvine, CA |
BUY
|
- |
8+ 0.49% |
$997 - $1.12K
|
1.64K
$226K
|
|
Aug 08, 2024
Q2 2024
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
6+ 0.32% |
$748 - $840
|
1.9K
$262K
|
|
Aug 02, 2024
Q2 2024
|
Larson Financial Group LLC
|
BUY
|
- |
6+ 0.38% |
$748 - $840
|
1.59K
$219K
|
|
Jul 23, 2024
Q2 2024
|
American National Bank
|
BUY
|
- |
3New |
$374 - $420
|
3
$413
|
|
Aug 13, 2024
Q2 2024
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.17% |
$374 - $420
|
1.75K
$241K
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.02% |
$249 - $280
|
12.7K
$1.74M
|
|
Aug 08, 2024
Q2 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1New |
$125 - $140
|
1
$138
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
1+ 0.06% |
$125 - $140
|
1.68K
$231K
|
|
Aug 12, 2024
Q2 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
1+ 0.03% |
$125 - $140
|
3.46K
$476K
|
|
Aug 12, 2024
Q2 2024
|
Camelot Portfolios, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 09, 2024
Q2 2024
|
Covestor LTD
Boston, MA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 14, 2024
Q2 2024
|
Investmark Advisory Group LLC
|
SELL
|
- |
-1- 0.04% |
$125 - $140
|
2.58K
$356K
|
|
Aug 13, 2024
Q2 2024
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-1- 0.08% |
$125 - $140
|
1.21K
$166K
|
|
Jul 18, 2024
Q2 2024
|
Gradient Investments LLC
|
SELL
|
- |
-1- 10.0% |
$125 - $140
|
9
$1.24K
|
|
Aug 13, 2024
Q2 2024
|
Core Wealth Partners LLC
Santa Rosa, CA |
SELL
|
- |
-1- 0.02% |
$125 - $140
|
4.27K
$588K
|
|
Aug 30, 2024
Q2 2024
|
Centennial Bank/Ar/
Conway, AR |
SELL
|
- |
-2- 2.6% |
$249 - $280
|
75
$10.3K
|
|
Jul 17, 2024
Q2 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-5- 0.12% |
$623 - $700
|
4.19K
$577K
|
|
Aug 05, 2024
Q2 2024
|
Addison Advisors LLC
|
SELL
|
- |
-5- 1.43% |
$623 - $700
|
345
$47.5K
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-6- 0.33% |
$748 - $840
|
1.83K
$252K
|
|
Jul 29, 2024
Q2 2024
|
Global Financial Private Client, LLC
Sarasota, FL |
SELL
|
- |
-6- 0.93% |
$748 - $840
|
640
$88.1K
|
|
Sep 20, 2024
Q2 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-8- 0.76% |
$997 - $1.12K
|
1.04K
$143K
|