Purchases and Sales Made in Q3 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2022. 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 15, 2022
Q3 2022
|
Colony Group LLC
Boston, MA |
BUY
|
- |
3.51KNew |
$398K - $473K
|
3.51K
$483K
|
|
Oct 23, 2023
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.37KNew |
$382K - $454K
|
3.37K
$464K
|
|
Nov 14, 2022
Q3 2022
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
3.37KNew |
$382K - $454K
|
3.37K
$464K
|
|
Nov 09, 2022
Q3 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
3.25K+ 49.49% |
$369K - $438K
|
9.82K
$1.35M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
3.18K+ 702.65% |
$360K - $428K
|
3.63K
$499K
|
|
Oct 07, 2022
Q3 2022
|
Avondale Wealth Management
|
BUY
|
- |
3.16K+ 172.61% |
$359K - $427K
|
5K
$688K
|
|
Oct 31, 2022
Q3 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
3.04KNew |
$345K - $410K
|
3.04K
$419K
|
|
Nov 10, 2022
Q3 2022
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
BUY
|
- |
3K+ 150.0% |
$340K - $404K
|
5K
$688K
|
|
Nov 14, 2022
Q3 2022
|
Apexium Financial, LP
|
BUY
|
- |
2.91KNew |
$331K - $393K
|
2.91K
$401K
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
2.89K+ 18.97% |
$328K - $390K
|
18.1K
$2.5M
|
|
Oct 17, 2022
Q3 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
2.87KNew |
$326K - $387K
|
2.87K
$395K
|
|
May 15, 2024
Q3 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
2.83K+ 410.3% |
$321K - $381K
|
3.52K
$484K
|
|
Nov 02, 2022
Q3 2022
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
2.82K+ 782.27% |
$320K - $381K
|
3.19K
$438K
|
|
Nov 15, 2022
Q3 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.79K+ 34.55% |
$316K - $376K
|
10.9K
$1.5M
|
|
Nov 14, 2022
Q3 2022
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
2.77K+ 2.18% |
$314K - $374K
|
130K
$17.9M
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
2.66K+ 15.01% |
$302K - $359K
|
20.4K
$2.81M
|
|
Nov 14, 2022
Q3 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
2.63KNew |
$298K - $354K
|
2.63K
$362K
|
|
Oct 17, 2022
Q3 2022
|
Banque Cantonale Vaudoise
|
BUY
|
- |
2.61K+ 27.68% |
$296K - $352K
|
12K
$1.66M
|
|
Oct 17, 2022
Q3 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.6KNew |
$295K - $351K
|
2.6K
$358K
|
|
Nov 07, 2022
Q3 2022
|
Keebeck Alpha, LP
Stamford, CT |
BUY
|
- |
2.51KNew |
$285K - $339K
|
2.51K
$346K
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.44K+ 27.68% |
$277K - $329K
|
11.3K
$1.55M
|
|
Nov 03, 2022
Q3 2022
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
2.25KNew |
$255K - $304K
|
2.25K
$310K
|
|
Nov 14, 2022
Q3 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
2.24K+ 5.66% |
$254K - $302K
|
41.8K
$5.75M
|
|
Oct 13, 2022
Q3 2022
|
Hellman Jordan Management CO Inc
Quincy, MA |
BUY
|
- |
2.21K+ 15.41% |
$251K - $298K
|
16.6K
$2.28M
|
|
Nov 08, 2022
Q3 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.1K+ 46.94% |
$238K - $283K
|
6.58K
$906K
|
|
Oct 26, 2022
Q3 2022
|
Wipfli Financial Advisors Llc,
|
BUY
|
- |
2.08KNew |
$236K - $281K
|
2.08K
$287K
|
|
Nov 01, 2022
Q3 2022
|
Kingfisher Capital LLC
|
BUY
|
- |
2.07KNew |
$235K - $279K
|
2.07K
$285K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.04K+ 68.89% |
$232K - $276K
|
5.01K
$690K
|
|
Nov 03, 2022
Q3 2022
|
Motco
|
BUY
|
- |
1.92K+ 3.7% |
$218K - $259K
|
53.8K
$7.41M
|
|
Oct 31, 2022
Q3 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.9KNew |
$216K - $257K
|
1.9K
$262K
|
|
Nov 10, 2022
Q3 2022
|
Connectus Wealth, LLC
Cincinnati, OH |
BUY
|
- |
1.86K+ 6.73% |
$211K - $250K
|
29.4K
$4.05M
|
|
Nov 10, 2022
Q3 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.81K+ 20.9% |
$205K - $244K
|
10.5K
$1.44M
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.8K+ 20.25% |
$204K - $242K
|
10.7K
$1.47M
|
|
Oct 20, 2022
Q3 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
1.77K+ 9.52% |
$201K - $238K
|
20.4K
$2.8M
|
|
Nov 03, 2022
Q3 2022
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.76K+ 8.06% |
$200K - $238K
|
23.6K
$3.25M
|
|
Nov 14, 2022
Q3 2022
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.74K+ 88.71% |
$197K - $234K
|
3.7K
$509K
|
|
Oct 25, 2022
Q3 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
1.6K+ 2.76% |
$181K - $216K
|
59.5K
$8.19M
|
|
Oct 25, 2022
Q3 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
1.45K+ 3.39% |
$165K - $196K
|
44.4K
$6.11M
|
|
Oct 17, 2022
Q3 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
1.44K+ 14.65% |
$164K - $195K
|
11.3K
$1.56M
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.44K+ 0.82% |
$163K - $194K
|
177K
$24.4M
|
|
Nov 01, 2022
Q3 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.35K+ 6.87% |
$153K - $181K
|
20.9K
$2.88M
|
|
Nov 14, 2022
Q3 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.33K+ 4.43% |
$151K - $179K
|
31.3K
$4.31M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
1.3KNew |
$148K - $176K
|
1.3K
$179K
|
|
Nov 14, 2022
Q3 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.29K+ 15.42% |
$146K - $174K
|
9.65K
$1.33M
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
1.25K+ 29.63% |
$142K - $168K
|
5.47K
$752K
|
|
Nov 14, 2022
Q3 2022
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.19K+ 53.34% |
$135K - $160K
|
3.42K
$471K
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.18KNew |
$134K - $159K
|
1.18K
$163K
|
|
Oct 17, 2022
Q3 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.12K+ 26.07% |
$127K - $152K
|
5.44K
$748K
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
1.09K+ 24.91% |
$124K - $147K
|
5.49K
$755K
|
|
Nov 14, 2022
Q3 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
1.08KNew |
$122K - $145K
|
1.08K
$148K
|