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 25, 2023
Q3 2023
|
Concord Wealth Partners
|
SELL
|
- |
-21- 20.39% |
$2.57K - $2.76K
|
82
$11K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-22- 0.63% |
$2.69K - $2.89K
|
3.47K
$464K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-23- 3.28% |
$2.81K - $3.02K
|
679
$91K
|
|
|
Nov 06, 2023
Q3 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-25- 1.82% |
$3.06K - $3.29K
|
1.35K
$181K
|
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-25- 4.38% |
$3.06K - $3.29K
|
546
$73.1K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-25- 0.24% |
$3.06K - $3.29K
|
10.5K
$1.41M
|
|
|
Oct 24, 2023
Q3 2023
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-25- 0.99% |
$3.06K - $3.29K
|
2.51K
$336K
|
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-26- 4.56% |
$3.18K - $3.42K
|
544
$72.9K
|
|
|
Oct 10, 2023
Q3 2023
|
Penbrook Management LLC
|
SELL
|
- |
-30- 0.75% |
$3.67K - $3.94K
|
3.96K
$530K
|
|
|
Nov 13, 2023
Q3 2023
|
Centaurus Financial, Inc.
|
SELL
|
- |
-30- 2.32% |
$3.67K - $3.94K
|
1.26K
$169K
|
|
|
Oct 26, 2023
Q3 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-33- 2.0% |
$4.03K - $4.34K
|
1.62K
$217K
|
|
|
Nov 14, 2023
Q3 2023
|
Baldwin Investment Management, LLC
|
SELL
|
- |
-35- 1.28% |
$4.28K - $4.6K
|
2.71K
$362K
|
|
|
Oct 10, 2023
Q3 2023
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-35- 0.11% |
$4.28K - $4.6K
|
32.4K
$4.34M
|
|
|
Nov 01, 2023
Q3 2023
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-35- 0.51% |
$4.28K - $4.6K
|
6.77K
$907K
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-35- 14.29% |
$4.28K - $4.6K
|
210
$28.1K
|
|
|
Oct 10, 2023
Q3 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-35- 1.33% |
$4.28K - $4.6K
|
2.6K
$348K
|
|
|
Oct 26, 2023
Q3 2023
|
Kanawha Capital Management LLC
|
SELL
|
- |
-40- 1.36% |
$4.89K - $5.26K
|
2.9K
$389K
|
|
|
Oct 24, 2023
Q3 2023
|
Bailard, Inc.
|
SELL
|
- |
-43- 0.69% |
$5.26K - $5.65K
|
6.17K
$827K
|
|
|
Nov 06, 2023
Q3 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-45- 4.13% |
$5.5K - $5.92K
|
1.04K
$140K
|
|
|
Oct 30, 2023
Q3 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-47- 0.31% |
$5.75K - $6.18K
|
15.3K
$2.05M
|
|
|
Oct 10, 2023
Q3 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-49- 0.31% |
$5.99K - $6.44K
|
15.7K
$2.11M
|
|
|
Oct 23, 2023
Q3 2023
|
Private Ocean, LLC
|
SELL
|
- |
-50- 35.71% |
$6.11K - $6.57K
|
90
$12.1K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-50- 0.4% |
$6.11K - $6.57K
|
12.4K
$1.66M
|
|
|
Nov 01, 2023
Q3 2023
|
Dearborn Partners LLC
|
SELL
|
- |
-50- 0.95% |
$6.11K - $6.57K
|
5.22K
$699K
|
|
|
Nov 01, 2023
Q3 2023
|
John G Ullman & Associates Inc
|
SELL
|
- |
-50- 1.79% |
$6.11K - $6.57K
|
2.75K
$368K
|
|
|
Nov 13, 2023
Q3 2023
|
Sittner & Nelson, LLC
Eugene, OR |
SELL
|
- |
-50- 39.37% |
$6.11K - $6.57K
|
77
$10.3K
|
|
|
Nov 07, 2023
Q3 2023
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-56- 0.96% |
$6.85K - $7.36K
|
5.77K
$773K
|
|
|
Nov 15, 2023
Q3 2023
|
Journey Advisory Group, LLC
|
SELL
|
- |
-60- 3.45% |
$7.34K - $7.89K
|
1.68K
$225K
|
|
|
Oct 04, 2023
Q3 2023
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-60- 0.7% |
$7.34K - $7.89K
|
8.5K
$1.14M
|
|
|
Nov 13, 2023
Q3 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-60- 1.35% |
$7.34K - $7.89K
|
4.37K
$586K
|
|
|
Oct 17, 2023
Q3 2023
|
New Potomac Partners, LLC
|
SELL
|
- |
-60- 1.7% |
$7.34K - $7.89K
|
3.46K
$463K
|
|
|
Oct 25, 2023
Q3 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
SELL
|
- |
-65- 3.52% |
$7.95K - $8.55K
|
1.78K
$239K
|
|
|
Oct 25, 2023
Q3 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-70- 2.34% |
$8.56K - $9.2K
|
2.93K
$392K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-74- 15.38% |
$9.05K - $9.73K
|
407
$54.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-75- 0.52% |
$9.17K - $9.86K
|
14.5K
$1.94M
|
|
|
Oct 26, 2023
Q3 2023
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-75- 10.27% |
$9.17K - $9.86K
|
655
$87.7K
|
|
|
Nov 13, 2023
Q3 2023
|
Burns J W & CO Inc
|
SELL
|
- |
-75- 0.33% |
$9.17K - $9.86K
|
23K
$3.08M
|
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-79- 0.38% |
$9.66K - $10.4K
|
20.9K
$2.8M
|
|
|
Oct 10, 2023
Q3 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-79- 3.72% |
$9.66K - $10.4K
|
2.04K
$274K
|
|
|
Oct 18, 2023
Q3 2023
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-80- 51.28% |
$9.78K - $10.5K
|
76
$10.2K
|
|
|
Oct 17, 2023
Q3 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-82- 0.81% |
$10K - $10.8K
|
10.1K
$1.35M
|
|
|
Nov 08, 2023
Q3 2023
|
Tru Independence LLC
|
SELL
|
- |
-83- 2.93% |
$10.1K - $10.9K
|
2.75K
$368K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-85- 12.72% |
$10.4K - $11.2K
|
583
$78.1K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-87- 4.02% |
$10.6K - $11.4K
|
2.08K
$278K
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-89- 0.84% |
$10.9K - $11.7K
|
10.5K
$1.41M
|
|
|
Nov 14, 2023
Q3 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-90- 1.36% |
$11K - $11.8K
|
6.55K
$878K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-94- 5.11% |
$11.5K - $12.4K
|
1.74K
$234K
|
|
|
Nov 13, 2023
Q3 2023
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-94- 2.32% |
$11.5K - $12.4K
|
3.96K
$530K
|
|
|
Oct 30, 2023
Q3 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-94- 1.53% |
$11.5K - $12.4K
|
6.05K
$810K
|
|
|
Oct 23, 2023
Q3 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-95- 0.78% |
$11.6K - $12.5K
|
12.1K
$1.62M
|