Purchases and Sales Made in Q3 2021 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2021. 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 |
---|---|---|---|---|---|---|---|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
1.61K+ 3.67% |
$255K - $283K
|
45.4K
$6.24M
|
|
Oct 07, 2021
Q3 2021
|
Global Trust Asset Management, LLC
|
BUY
|
- |
1.6K+ 94.18% |
$254K - $282K
|
3.3K
$454K
|
|
Oct 07, 2021
Q3 2021
|
Ims Capital Management
|
BUY
|
- |
1.58KNew |
$251K - $279K
|
1.58K
$218K
|
|
Oct 20, 2021
Q3 2021
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.57K+ 14.69% |
$249K - $277K
|
12.3K
$1.69M
|
|
Oct 14, 2021
Q3 2021
|
Appleton Partners Inc
|
BUY
|
- |
1.57K+ 2.62% |
$249K - $276K
|
61.3K
$8.44M
|
|
Nov 12, 2021
Q3 2021
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.54KNew |
$245K - $271K
|
1.54K
$212K
|
|
Nov 08, 2021
Q3 2021
|
Sonata Capital Group Inc
|
BUY
|
- |
1.53KNew |
$243K - $270K
|
1.53K
$211K
|
|
Jun 02, 2022
Q3 2021
|
Sheaff Brock Investment Advisors, LLC
|
BUY
|
- |
1.53KNew |
$243K - $270K
|
1.53K
$211K
|
|
Nov 03, 2021
Q3 2021
|
Gfs Advisors, LLC
|
BUY
|
- |
1.53KNew |
$242K - $269K
|
1.53K
$210K
|
|
Nov 16, 2021
Q3 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.51K+ 8.57% |
$241K - $267K
|
19.2K
$2.64M
|
|
Oct 25, 2021
Q3 2021
|
Blue Fin Capital, Inc.
|
BUY
|
- |
1.5K+ 13.91% |
$239K - $265K
|
12.3K
$1.7M
|
|
Nov 15, 2021
Q3 2021
|
Willow Creek Wealth Management Inc.
Sebastopol, CA |
BUY
|
- |
1.28KNew |
$204K - $226K
|
1.28K
$177K
|
|
Nov 12, 2021
Q3 2021
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.22K+ 1.88% |
$194K - $216K
|
66.3K
$9.12M
|
|
Nov 05, 2021
Q3 2021
|
Calton & Associates, Inc.
|
BUY
|
- |
1.22K+ 29.07% |
$194K - $215K
|
5.41K
$745K
|
|
Nov 10, 2021
Q3 2021
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.18K+ 17.84% |
$187K - $207K
|
7.76K
$1.07M
|
|
Dec 06, 2021
Q3 2021
|
Aspen Investment Management Inc
Grand Rapids, MI |
BUY
|
- |
1.16K+ 79.7% |
$184K - $204K
|
2.61K
$359K
|
|
Nov 12, 2021
Q3 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.15K+ 2.32% |
$182K - $202K
|
50.7K
$6.98M
|
|
Nov 15, 2021
Q3 2021
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.12K+ 2.4% |
$178K - $198K
|
48K
$6.6M
|
|
Mar 22, 2023
Q3 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.07K+ 8.71% |
$170K - $189K
|
13.4K
$1.84M
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
970+ 4.97% |
$154K - $171K
|
20.5K
$2.82M
|
|
Oct 28, 2021
Q3 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
951+ 10.75% |
$151K - $168K
|
9.8K
$1.35M
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
942+ 26.55% |
$150K - $166K
|
4.49K
$618K
|
|
Nov 09, 2021
Q3 2021
|
Wny Asset Management, LLC
Williamsville, NY |
BUY
|
- |
930+ 69.82% |
$148K - $164K
|
2.26K
$311K
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
921+ 472.31% |
$146K - $162K
|
1.12K
$154K
|
|
Oct 21, 2021
Q3 2021
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
920+ 15.32% |
$146K - $162K
|
6.93K
$954K
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
916New |
$146K - $161K
|
916
$126K
|
|
Nov 15, 2021
Q3 2021
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
870+ 4.22% |
$138K - $153K
|
21.5K
$2.95M
|
|
Oct 13, 2021
Q3 2021
|
Burns J W & CO Inc
|
BUY
|
- |
850+ 3.01% |
$135K - $150K
|
29.1K
$4.01M
|
|
Nov 05, 2021
Q3 2021
|
Forbes J M & CO LLP
|
BUY
|
- |
841+ 1.46% |
$134K - $148K
|
58.3K
$8.02M
|
|
Nov 09, 2021
Q3 2021
|
Mirador Capital Partners LP
|
BUY
|
- |
828+ 2.68% |
$132K - $146K
|
31.7K
$4.36M
|
|
Nov 16, 2021
Q3 2021
|
Principle Wealth Partners LLC
|
BUY
|
- |
784+ 10.42% |
$125K - $138K
|
8.31K
$1.14M
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
781New |
$124K - $138K
|
781
$108K
|
|
Oct 14, 2021
Q3 2021
|
Davenport & CO LLC
|
BUY
|
- |
778+ 3.38% |
$124K - $137K
|
23.8K
$3.28M
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
777+ 1.68% |
$123K - $137K
|
46.9K
$6.46M
|
|
Nov 10, 2021
Q3 2021
|
Boston Research & Management Inc
Manchester, MA |
BUY
|
- |
755+ 5.84% |
$120K - $133K
|
13.7K
$1.88M
|
|
Nov 09, 2021
Q3 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
750+ 51.48% |
$119K - $132K
|
2.21K
$304K
|
|
Oct 14, 2021
Q3 2021
|
Procyon Advisors, LLC
|
BUY
|
- |
750+ 37.04% |
$119K - $132K
|
2.78K
$382K
|
|
Oct 20, 2021
Q3 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
749+ 3.03% |
$119K - $132K
|
25.5K
$3.51M
|
|
Oct 12, 2021
Q3 2021
|
Tsfg, LLC
|
BUY
|
- |
741+ 7.88% |
$118K - $131K
|
10.1K
$1.4M
|
|
Nov 02, 2021
Q3 2021
|
Allworth Financial LP
|
BUY
|
- |
724+ 151.46% |
$115K - $128K
|
1.2K
$165K
|
|
Oct 06, 2021
Q3 2021
|
Private Trust CO Na
|
BUY
|
- |
700+ 12.4% |
$111K - $123K
|
6.35K
$874K
|
|
Nov 12, 2021
Q3 2021
|
Fiduciary Trust CO
Boston, MA |
BUY
|
- |
696+ 2.06% |
$111K - $123K
|
34.4K
$4.74M
|
|
Nov 12, 2021
Q3 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
672+ 3.95% |
$107K - $118K
|
17.7K
$2.44M
|
|
Oct 29, 2021
Q3 2021
|
Banque Cantonale Vaudoise
|
BUY
|
- |
614+ 11.3% |
$97.6K - $108K
|
6.05K
$833K
|
|
Nov 09, 2021
Q3 2021
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
605+ 163.51% |
$96.1K - $107K
|
975
$134K
|
|
Nov 12, 2021
Q3 2021
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
603+ 0.97% |
$95.8K - $106K
|
62.9K
$8.66M
|
|
Oct 20, 2021
Q3 2021
|
Guidance Point Advisors, LLC
|
BUY
|
- |
582New |
$92.5K - $103K
|
582
$80.1K
|
|
Nov 01, 2021
Q3 2021
|
Asio Capital, LLC
|
BUY
|
- |
559+ 3.12% |
$88.8K - $98.5K
|
18.5K
$2.54M
|
|
Nov 12, 2021
Q3 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
558+ 2.75% |
$88.7K - $98.3K
|
20.8K
$2.87M
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
552+ 8.41% |
$87.7K - $97.3K
|
7.12K
$980K
|