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 |
|---|---|---|---|---|---|---|---|
|
Nov 06, 2023
Q3 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
214+ 1.25% |
$26.2K - $28.1K
|
17.3K
$2.31M
|
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
211+ 1.32% |
$25.8K - $27.7K
|
16.2K
$2.16M
|
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
210+ 2.13% |
$25.7K - $27.6K
|
10.1K
$1.35M
|
|
|
Nov 03, 2023
Q3 2023
|
Larson Financial Group LLC
|
BUY
|
- |
200+ 17.02% |
$24.5K - $26.3K
|
1.38K
$184K
|
|
|
Nov 14, 2023
Q3 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
185+ 3.4% |
$22.6K - $24.3K
|
5.62K
$753K
|
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
185+ 0.63% |
$22.6K - $24.3K
|
29.6K
$3.97M
|
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
183+ 2.09% |
$22.4K - $24.1K
|
8.93K
$1.2M
|
|
|
Nov 03, 2023
Q3 2023
|
Neumann Capital Management, LLC
|
BUY
|
- |
180+ 8.75% |
$22K - $23.7K
|
2.24K
$300K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
176+ 3.44% |
$21.5K - $23.1K
|
5.29K
$709K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
175New |
$21.4K - $23K
|
175
$23.4K
|
|
|
Oct 26, 2023
Q3 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
174+ 1.19% |
$21.3K - $22.9K
|
14.8K
$1.99M
|
|
|
Nov 13, 2023
Q3 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
BUY
|
- |
166+ 6.07% |
$20.3K - $21.8K
|
2.9K
$389K
|
|
|
Oct 23, 2023
Q3 2023
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
165+ 14.1% |
$20.2K - $21.7K
|
1.34K
$179K
|
|
|
Nov 09, 2023
Q3 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
BUY
|
- |
137+ 3.19% |
$16.8K - $18K
|
4.43K
$593K
|
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
130+ 1.03% |
$15.9K - $17.1K
|
12.8K
$1.71M
|
|
|
Nov 15, 2023
Q3 2023
|
Westside Investment Management, Inc.
|
BUY
|
- |
127+ 1.18% |
$15.5K - $16.7K
|
10.8K
$1.45M
|
|
|
Oct 24, 2023
Q3 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
122+ 2.14% |
$14.9K - $16K
|
5.82K
$780K
|
|
|
Nov 07, 2023
Q3 2023
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
122+ 150.62% |
$14.9K - $16K
|
203
$27.2K
|
|
|
Oct 20, 2023
Q3 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
120New |
$14.7K - $15.8K
|
120
$16.1K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
118+ 2.02% |
$14.4K - $15.5K
|
5.97K
$800K
|
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
108+ 2.41% |
$13.2K - $14.2K
|
4.59K
$615K
|
|
|
Nov 14, 2023
Q3 2023
|
Peterson Wealth Management
|
BUY
|
- |
106+ 2.91% |
$13K - $13.9K
|
3.74K
$501K
|
|
|
Nov 14, 2023
Q3 2023
|
Colony Group LLC
Boston, MA |
BUY
|
- |
103+ 2.98% |
$12.6K - $13.5K
|
3.56K
$477K
|
|
|
Oct 10, 2023
Q3 2023
|
Rye Brook Capital LLC
|
BUY
|
- |
100+ 0.25% |
$12.2K - $13.1K
|
40.9K
$5.48M
|
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
100+ 7.41% |
$12.2K - $13.1K
|
1.45K
$194K
|
|
|
Nov 03, 2023
Q3 2023
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
100+ 133.33% |
$12.2K - $13.1K
|
175
$23.4K
|
|
|
May 24, 2024
Q3 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
99+ 24.09% |
$12.1K - $13K
|
510
$68.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
95New |
$11.6K - $12.5K
|
95
$12.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
95+ 3.17% |
$11.6K - $12.5K
|
3.09K
$414K
|
|
|
Nov 06, 2023
Q3 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
93+ 4.84% |
$11.4K - $12.2K
|
2.01K
$270K
|
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
92+ 16.67% |
$11.2K - $12.1K
|
644
$86.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
91+ 3.72% |
$11.1K - $12K
|
2.54K
$340K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
86New |
$10.5K - $11.3K
|
86
$11.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
82+ 4.12% |
$10K - $10.8K
|
2.07K
$277K
|
|
|
Oct 13, 2023
Q3 2023
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
80+ 2.32% |
$9.78K - $10.5K
|
3.53K
$473K
|
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
75+ 2.37% |
$9.17K - $9.86K
|
3.25K
$435K
|
|
|
Oct 12, 2023
Q3 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
71+ 295.83% |
$8.68K - $9.33K
|
95
$12.7K
|
|
|
Oct 13, 2023
Q3 2023
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
67+ 2.29% |
$8.19K - $8.81K
|
3K
$401K
|
|
|
Nov 02, 2023
Q3 2023
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
65+ 0.82% |
$7.95K - $8.55K
|
7.95K
$1.06M
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
63+ 0.57% |
$7.7K - $8.28K
|
11.1K
$1.48M
|
|
|
Oct 19, 2023
Q3 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
60+ 1.32% |
$7.34K - $7.89K
|
4.59K
$615K
|
|
|
Oct 10, 2023
Q3 2023
|
Procyon Advisors, LLC
|
BUY
|
- |
52+ 2.28% |
$6.36K - $6.84K
|
2.33K
$312K
|
|
|
Oct 12, 2023
Q3 2023
|
Carret Asset Management, LLC
|
BUY
|
- |
50+ 1.68% |
$6.11K - $6.57K
|
3.02K
$404K
|
|
|
Nov 13, 2023
Q3 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
49+ 0.84% |
$5.99K - $6.44K
|
5.9K
$790K
|
|
|
Nov 13, 2023
Q3 2023
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
46+ 34.33% |
$5.62K - $6.05K
|
180
$24.1K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
BUY
|
- |
46+ 0.15% |
$5.62K - $6.05K
|
30.2K
$4.04M
|
|
|
Oct 31, 2023
Q3 2023
|
Fifth Third Bancorp
|
BUY
|
- |
45+ 0.32% |
$5.5K - $5.92K
|
14K
$1.87M
|
|
|
Oct 13, 2023
Q3 2023
|
Optimum Investment Advisors
|
BUY
|
- |
44+ 1.3% |
$5.38K - $5.78K
|
3.44K
$461K
|
|
|
Oct 27, 2023
Q3 2023
|
Carmel Capital Partners, LLC
|
BUY
|
- |
42New |
$5.14K - $5.52K
|
42
$5.63K
|
|
|
Oct 25, 2023
Q3 2023
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 8.58% |
$4.89K - $5.26K
|
506
$67.8K
|