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 |
|---|---|---|---|---|---|---|---|
|
Nov 16, 2021
Q3 2021
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
62+ 1.08% |
$9.85K - $10.9K
|
5.82K
$802K
|
|
|
Oct 25, 2021
Q3 2021
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
61+ 4.73% |
$9.69K - $10.7K
|
1.35K
$186K
|
|
|
Oct 26, 2021
Q3 2021
|
Exane Derivatives
|
BUY
|
- |
60+ 7.72% |
$9.53K - $10.6K
|
837
$115K
|
|
|
Nov 08, 2021
Q3 2021
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
60+ 1.28% |
$9.53K - $10.6K
|
4.76K
$655K
|
|
|
Oct 21, 2021
Q3 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
55+ 2.27% |
$8.74K - $9.69K
|
2.47K
$341K
|
|
|
Nov 15, 2021
Q3 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
55+ 0.63% |
$8.74K - $9.69K
|
8.76K
$1.21M
|
|
|
Oct 28, 2021
Q3 2021
|
M&T Bank Corp
|
BUY
|
- |
55+ 0.46% |
$8.74K - $9.69K
|
12K
$1.65M
|
|
|
Oct 26, 2021
Q3 2021
|
Lfa Lugano Financial Advisors Sa
|
BUY
|
- |
54New |
$8.58K - $9.52K
|
54
$7.43K
|
|
|
Nov 15, 2021
Q3 2021
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
54+ 1.19% |
$8.58K - $9.52K
|
4.59K
$631K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
52+ 101.96% |
$8.26K - $9.16K
|
103
$14.2K
|
|
|
Oct 29, 2021
Q3 2021
|
Busey Wealth Management
|
BUY
|
- |
49+ 0.2% |
$7.79K - $8.63K
|
24.8K
$3.42M
|
|
|
Oct 14, 2021
Q3 2021
|
Red Door Wealth Management, LLC
|
BUY
|
- |
47+ 3.25% |
$7.47K - $8.28K
|
1.49K
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
44+ 2.21% |
$6.99K - $7.75K
|
2.03K
$280K
|
|
|
Oct 27, 2021
Q3 2021
|
Solstein Capital, LLC
Menlo Park, CA |
BUY
|
- |
43+ 7.41% |
$6.83K - $7.58K
|
623
$85.8K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
41+ 2.43% |
$6.51K - $7.22K
|
1.73K
$237K
|
|
|
Oct 13, 2021
Q3 2021
|
Powell Investment Advisors, LLC
|
BUY
|
- |
40New |
$6.36K - $7.05K
|
40
$5.51K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
39+ 19.4% |
$6.2K - $6.87K
|
240
$33K
|
|
|
Nov 02, 2021
Q3 2021
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
38+ 0.28% |
$6.04K - $6.7K
|
13.8K
$1.9M
|
|
|
Nov 12, 2021
Q3 2021
|
Pacific Sun Financial Corp
|
BUY
|
- |
30+ 0.33% |
$4.77K - $5.29K
|
9.06K
$1.25M
|
|
|
Oct 21, 2021
Q3 2021
|
Lake Point Wealth Management
|
BUY
|
- |
25+ 33.33% |
$3.97K - $4.41K
|
100
$13.8K
|
|
|
Nov 10, 2021
Q3 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
24+ 8.66% |
$3.81K - $4.23K
|
301
$41.4K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
23New |
$3.65K - $4.05K
|
23
$3.17K
|
|
|
Nov 15, 2021
Q3 2021
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
23+ 0.29% |
$3.65K - $4.05K
|
7.86K
$1.08M
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
22New |
$3.5K - $3.88K
|
22
$3.03K
|
|
|
Nov 05, 2021
Q3 2021
|
Sigma Investment Counselors Inc
|
BUY
|
- |
20+ 1.46% |
$3.18K - $3.52K
|
1.39K
$191K
|
|
|
Nov 10, 2021
Q3 2021
|
Zions Bancorporation, N.A.
|
BUY
|
- |
20New |
$3.18K - $3.52K
|
20
$2.75K
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
20+ 0.44% |
$3.18K - $3.52K
|
4.58K
$630K
|
|
|
Nov 12, 2021
Q3 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
19New |
$3.02K - $3.35K
|
19
$2.62K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
19+ 0.11% |
$3.02K - $3.35K
|
16.6K
$2.28M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
12New |
$1.91K - $2.11K
|
12
$1.65K
|
|
|
Nov 03, 2021
Q3 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
12+ 0.37% |
$1.91K - $2.11K
|
3.25K
$448K
|
|
|
Oct 28, 2021
Q3 2021
|
Bray Capital Advisors
|
BUY
|
- |
12+ 0.06% |
$1.91K - $2.11K
|
19.2K
$2.64M
|
|
|
Oct 28, 2021
Q3 2021
|
Berger Financial Group, Inc
Plymouth, MN |
BUY
|
- |
11+ 0.28% |
$1.75K - $1.94K
|
3.92K
$540K
|
|
|
Oct 29, 2021
Q3 2021
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
10+ 0.6% |
$1.59K - $1.76K
|
1.68K
$232K
|
|
|
Oct 05, 2021
Q3 2021
|
Chesley Taft & Associates LLC
|
BUY
|
- |
10+ 0.03% |
$1.59K - $1.76K
|
31K
$4.26M
|
|
|
Nov 12, 2021
Q3 2021
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
9+ 0.35% |
$1.43K - $1.59K
|
2.58K
$356K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
7+ 1.06% |
$1.11K - $1.23K
|
667
$91.8K
|
|
|
Nov 02, 2021
Q3 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
5+ 0.06% |
$794 - $881
|
8.02K
$1.1M
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
BUY
|
- |
3+ 0.09% |
$477 - $529
|
3.2K
$441K
|
|
|
Nov 09, 2021
Q3 2021
|
Hudock, Inc.
|
BUY
|
- |
3+ 0.06% |
$477 - $529
|
5.16K
$710K
|
|
|
Nov 16, 2021
Q3 2021
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$318 - $352
|
5.34K
$735K
|
|
|
Nov 15, 2021
Q3 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$318 - $352
|
3.61K
$497K
|
|
|
Oct 22, 2021
Q3 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1+ 0.07% |
$159 - $176
|
1.52K
$210K
|
|
|
Nov 09, 2021
Q3 2021
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.07% |
$159 - $176
|
1.38K
$189K
|
|
|
Nov 09, 2021
Q3 2021
|
West Branch Capital LLC
|
BUY
|
- |
1+ 0.14% |
$159 - $176
|
696
$95.8K
|
|
|
Nov 10, 2021
Q3 2021
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1+ 0.0% |
$159 - $176
|
28.4K
$3.91M
|
|
|
Nov 15, 2021
Q3 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
1+ 0.09% |
$159 - $176
|
1.13K
$155K
|
|
|
Nov 08, 2021
Q3 2021
|
Trustcore Financial Services, LLC
|
BUY
|
- |
1+ 100.0% |
$159 - $176
|
2
$275
|
|
|
Nov 15, 2021
Q3 2021
|
Walled Lake Planning & Wealth Management, LLC
Winnetka, IL |
BUY
|
- |
1+ 0.79% |
$159 - $176
|
128
$17.6K
|
|
|
Nov 04, 2021
Q3 2021
|
Accel Wealth Management
|
BUY
|
- |
1+ 0.27% |
$159 - $176
|
366
$50.4K
|