Purchases and Sales Made in Q3 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2023. 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 10, 2023
Q3 2023
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
933+ 1.51% |
$114K - $123K
|
62.6K
$8.38M
|
|
Nov 08, 2023
Q3 2023
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
902New |
$110K - $119K
|
902
$121K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
830+ 38.95% |
$101K - $109K
|
2.96K
$397K
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
824New |
$101K - $108K
|
824
$110K
|
|
Apr 16, 2024
Q3 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
756+ 12.64% |
$92.4K - $99.4K
|
6.74K
$902K
|
|
Oct 23, 2023
Q3 2023
|
Financial Advisory Service, Inc.
|
BUY
|
- |
755+ 3.06% |
$92.3K - $99.3K
|
25.5K
$3.41M
|
|
Nov 09, 2023
Q3 2023
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
735+ 1.82% |
$89.9K - $96.6K
|
41.2K
$5.52M
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
733+ 26.57% |
$89.6K - $96.4K
|
3.49K
$468K
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
723+ 8.56% |
$88.4K - $95.1K
|
9.17K
$1.23M
|
|
Nov 14, 2023
Q3 2023
|
Rogco, LP
Claremore, OK |
BUY
|
- |
700New |
$85.6K - $92K
|
700
$93.8K
|
|
Nov 06, 2023
Q3 2023
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
696+ 5.29% |
$85.1K - $91.5K
|
13.9K
$1.86M
|
|
Oct 25, 2023
Q3 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
663+ 0.99% |
$81.1K - $87.2K
|
67.8K
$9.09M
|
|
Nov 14, 2023
Q3 2023
|
Evergreen Capital Management LLC
Bellevue, WA |
BUY
|
- |
651+ 0.98% |
$79.6K - $85.6K
|
67K
$8.97M
|
|
Nov 07, 2023
Q3 2023
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
646+ 6.14% |
$79K - $84.9K
|
11.2K
$1.5M
|
|
Oct 05, 2023
Q3 2023
|
Mirador Capital Partners LP
|
BUY
|
- |
631+ 1.97% |
$77.2K - $83K
|
32.6K
$4.37M
|
|
Nov 13, 2023
Q3 2023
|
Salomon & Ludwin, LLC
|
BUY
|
- |
626New |
$76.5K - $82.3K
|
626
$83.9K
|
|
Oct 12, 2023
Q3 2023
|
Rvw Wealth, LLC
|
BUY
|
- |
622New |
$76.1K - $81.8K
|
622
$83.3K
|
|
Oct 19, 2023
Q3 2023
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
600New |
$73.4K - $78.9K
|
600
$80.4K
|
|
Jul 09, 2024
Q3 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
589+ 8.12% |
$72K - $77.4K
|
7.84K
$1.05M
|
|
Oct 18, 2023
Q3 2023
|
Marion Wealth Management
|
BUY
|
- |
563+ 3.44% |
$68.8K - $74K
|
17K
$2.27M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
554+ 114.7% |
$67.7K - $72.8K
|
1.04K
$139K
|
|
Oct 12, 2023
Q3 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
538+ 5.08% |
$65.8K - $70.7K
|
11.1K
$1.49M
|
|
Nov 07, 2023
Q3 2023
|
Motco
|
BUY
|
- |
537+ 0.96% |
$65.7K - $70.6K
|
56.5K
$7.57M
|
|
Oct 26, 2023
Q3 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
534+ 5340.0% |
$65.3K - $70.2K
|
544
$72.9K
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
502+ 6.2% |
$61.4K - $66K
|
8.6K
$1.15M
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
474New |
$58K - $62.3K
|
474
$63.5K
|
|
Nov 13, 2023
Q3 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
446+ 7.32% |
$54.5K - $58.6K
|
6.54K
$876K
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
444+ 23.49% |
$54.3K - $58.4K
|
2.33K
$313K
|
|
Oct 31, 2023
Q3 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
441+ 23.33% |
$53.9K - $58K
|
2.33K
$312K
|
|
Oct 10, 2023
Q3 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
425+ 5.14% |
$52K - $55.9K
|
8.7K
$1.17M
|
|
Nov 14, 2023
Q3 2023
|
Quadrant Capital Group LLC
Cincinnati, OH |
BUY
|
- |
420New |
$51.4K - $55.2K
|
420
$56.3K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
401New |
$49K - $52.7K
|
401
$53.7K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
400+ 3.97% |
$48.9K - $52.6K
|
10.5K
$1.4M
|
|
Nov 03, 2023
Q3 2023
|
Lincoln National Corp
|
BUY
|
- |
394+ 4.27% |
$48.2K - $51.8K
|
9.63K
$1.29M
|
|
Nov 07, 2023
Q3 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
360+ 47.68% |
$44K - $47.3K
|
1.12K
$149K
|
|
Oct 24, 2023
Q3 2023
|
Horizon Bancorp Inc /In/
Michigan City, IN |
BUY
|
- |
356New |
$43.5K - $46.8K
|
356
$47.7K
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
351+ 10.98% |
$42.9K - $46.1K
|
3.55K
$475K
|
|
Nov 01, 2023
Q3 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
349+ 3.3% |
$42.7K - $45.9K
|
10.9K
$1.46M
|
|
Nov 14, 2023
Q3 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
319+ 2.55% |
$39K - $41.9K
|
12.8K
$1.72M
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
319+ 7.85% |
$39K - $41.9K
|
4.38K
$587K
|
|
Nov 06, 2023
Q3 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
301+ 14.96% |
$36.8K - $39.6K
|
2.31K
$310K
|
|
Nov 13, 2023
Q3 2023
|
Valley National Advisers Inc
|
BUY
|
- |
300+ 6.12% |
$36.7K - $39.4K
|
5.21K
$697K
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
290+ 0.89% |
$35.5K - $38.1K
|
32.7K
$4.38M
|
|
Nov 08, 2023
Q3 2023
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
289+ 1.96% |
$35.3K - $38K
|
15K
$2.01M
|
|
Nov 02, 2023
Q3 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
255+ 0.63% |
$31.2K - $33.5K
|
40.9K
$5.47M
|
|
Nov 13, 2023
Q3 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
250+ 13.25% |
$30.6K - $32.9K
|
2.14K
$286K
|
|
Oct 16, 2023
Q3 2023
|
Martin Capital Advisors, LLP
|
BUY
|
- |
249+ 1.88% |
$30.4K - $32.7K
|
13.5K
$1.8M
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
234+ 0.59% |
$28.6K - $30.8K
|
39.6K
$5.31M
|
|
Nov 01, 2023
Q3 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
225+ 22.34% |
$27.5K - $29.6K
|
1.23K
$165K
|
|
Nov 13, 2023
Q3 2023
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
222+ 6.42% |
$27.1K - $29.2K
|
3.68K
$493K
|