Purchases and Sales Made in Q2 2025 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2025. 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 11, 2025
Q2 2025
|
Pax Financial Group, LLC
San Antonio, TX |
SELL
|
- |
-208- 6.93% |
$23.3K - $26.8K
|
2.79K
$369K
|
|
Aug 14, 2025
Q2 2025
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-210- 3.1% |
$23.5K - $27.1K
|
6.57K
$867K
|
|
Aug 11, 2025
Q2 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-212- 7.27% |
$23.7K - $27.3K
|
2.7K
$357K
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-216- 3.21% |
$24.2K - $27.9K
|
6.51K
$859K
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-225- 15.12% |
$25.2K - $29K
|
1.26K
$167K
|
|
Aug 13, 2025
Q2 2025
|
Finer Wealth Management, Inc.
Salem, MA |
SELL
|
- |
-226- 2.41% |
$25.3K - $29.2K
|
9.14K
$1.21M
|
|
Jul 22, 2025
Q2 2025
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-226- 7.58% |
$25.3K - $29.2K
|
2.75K
$364K
|
|
Jul 21, 2025
Q2 2025
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-235- 6.94% |
$26.3K - $30.3K
|
3.15K
$416K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-236- 2.7% |
$26.4K - $30.4K
|
8.52K
$1.12M
|
|
Jul 24, 2025
Q2 2025
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-237- 7.07% |
$26.5K - $30.6K
|
3.11K
$411K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-252- 13.61% |
$28.2K - $32.5K
|
1.6K
$211K
|
|
Jul 18, 2025
Q2 2025
|
Forbes J M & CO LLP
|
SELL
|
- |
-256- 0.6% |
$28.7K - $33K
|
42.7K
$5.64M
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-260- 11.83% |
$29.1K - $33.5K
|
1.94K
$256K
|
|
Aug 13, 2025
Q2 2025
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-263- 2.55% |
$29.5K - $33.9K
|
10.1K
$1.33M
|
|
Jul 10, 2025
Q2 2025
|
Clare Market Investments LLC
Dallas, TX |
SELL
|
- |
-270- 13.04% |
$30.2K - $34.8K
|
1.8K
$238K
|
|
Aug 14, 2025
Q2 2025
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-274- 2.99% |
$30.7K - $35.3K
|
8.9K
$1.18M
|
|
Jul 21, 2025
Q2 2025
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-277- 3.49% |
$31K - $35.7K
|
7.67K
$1.01M
|
|
Jul 09, 2025
Q2 2025
|
Triumph Capital Management
|
SELL
|
- |
-283- 5.75% |
$31.7K - $36.5K
|
4.64K
$613K
|
|
Jul 21, 2025
Q2 2025
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-285- 6.59% |
$31.9K - $36.8K
|
4.04K
$533K
|
|
Jul 17, 2025
Q2 2025
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-291- 11.73% |
$32.6K - $37.5K
|
2.19K
$289K
|
|
Aug 12, 2025
Q2 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-296- 84.81% |
$33.2K - $38.2K
|
53
$7K
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-297- 11.52% |
$33.3K - $38.3K
|
2.28K
$301K
|
|
Jul 17, 2025
Q2 2025
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
SELL
|
- |
-300- 15.72% |
$33.6K - $38.7K
|
1.61K
$212K
|
|
Aug 14, 2025
Q2 2025
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-300- 8.3% |
$33.6K - $38.7K
|
3.32K
$438K
|
|
Jul 31, 2025
Q2 2025
|
Northstar Asset Management LLC
|
SELL
|
- |
-300- 13.79% |
$33.6K - $38.7K
|
1.88K
$248K
|
|
Aug 14, 2025
Q2 2025
|
Ieq Capital, LLC
|
SELL
|
- |
-302- 4.98% |
$33.8K - $39K
|
5.77K
$761K
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-304- 10.65% |
$34.1K - $39.2K
|
2.55K
$337K
|
|
Aug 14, 2025
Q2 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-304- 3.71% |
$34.1K - $39.2K
|
7.88K
$1.04M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
SELL
|
- |
-311- 1.6% |
$34.8K - $40.1K
|
19.1K
$2.52M
|
|
Aug 13, 2025
Q2 2025
|
Jones Financial Companies Lllp
|
SELL
|
- |
-314- 1.41% |
$35.2K - $40.5K
|
22K
$2.9M
|
|
Aug 15, 2025
Q2 2025
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-315- 55.07% |
$35.3K - $40.6K
|
257
$33.9K
|
|
Aug 04, 2025
Q2 2025
|
Arcadia Wealth Management, Inc.
Smithtown, NY |
SELL
|
- |
-315- 2.01% |
$35.3K - $40.6K
|
15.4K
$2.03M
|
|
Aug 14, 2025
Q2 2025
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-324- 7.35% |
$36.3K - $41.8K
|
4.08K
$539K
|
|
Jul 25, 2025
Q2 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-344- 9.34% |
$38.5K - $44.4K
|
3.34K
$441K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-370- 14.22% |
$41.4K - $47.7K
|
2.23K
$295K
|
|
Jul 16, 2025
Q2 2025
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-380- 2.52% |
$42.6K - $49K
|
14.7K
$1.94M
|
|
Jul 30, 2025
Q2 2025
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-384- 15.38% |
$43K - $49.5K
|
2.11K
$279K
|
|
Aug 14, 2025
Q2 2025
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-385- 14.63% |
$43.1K - $49.7K
|
2.25K
$297K
|
|
Aug 11, 2025
Q2 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-407- 5.19% |
$45.6K - $52.5K
|
7.44K
$982K
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-407- 4.34% |
$45.6K - $52.5K
|
8.97K
$1.18M
|
|
Aug 07, 2025
Q2 2025
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-409- 14.3% |
$45.8K - $52.8K
|
2.45K
$324K
|
|
Aug 12, 2025
Q2 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-409- 15.13% |
$45.8K - $52.8K
|
2.29K
$303K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-410- 20.39% |
$45.9K - $52.9K
|
1.6K
$211K
|
|
Jul 08, 2025
Q2 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-416- 40.12% |
$46.6K - $53.7K
|
621
$82K
|
|
Jul 15, 2025
Q2 2025
|
James J. Burns & Company, LLC
Melville, NY |
SELL
|
- |
-421- 15.13% |
$47.2K - $54.3K
|
2.36K
$312K
|
|
Aug 14, 2025
Q2 2025
|
Family Management Corp
New York, NY |
SELL
|
- |
-433- 28.25% |
$48.5K - $55.9K
|
1.1K
$145K
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO
|
SELL
|
- |
-444- 7.34% |
$49.7K - $57.3K
|
5.61K
$741K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
SELL
|
- |
-446- 90.28% |
$50K - $57.5K
|
48
$6.34K
|
|
Aug 08, 2025
Q2 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-460- 3.06% |
$51.5K - $59.3K
|
14.6K
$1.92M
|
|
Jul 09, 2025
Q2 2025
|
Bank Of New Hampshire
|
SELL
|
- |
-460- 18.23% |
$51.5K - $59.3K
|
2.06K
$273K
|