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 17, 2023
Q3 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
SELL
|
- |
-100- 0.82% |
$12.2K - $13.1K
|
12.1K
$1.63M
|
|
Nov 13, 2023
Q3 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-100- 2.09% |
$12.2K - $13.1K
|
4.69K
$628K
|
|
Nov 08, 2023
Q3 2023
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-100- 5.18% |
$12.2K - $13.1K
|
1.83K
$245K
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-100- 3.79% |
$12.2K - $13.1K
|
2.54K
$340K
|
|
Nov 07, 2023
Q3 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-100- 1.59% |
$12.2K - $13.1K
|
6.19K
$829K
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-101- 1.46% |
$12.3K - $13.3K
|
6.81K
$912K
|
|
Oct 24, 2023
Q3 2023
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-106- 22.13% |
$13K - $13.9K
|
373
$50K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
SELL
|
- |
-108- 9.33% |
$13.2K - $14.2K
|
1.05K
$141K
|
|
Nov 13, 2023
Q3 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-110- 4.66% |
$13.4K - $14.5K
|
2.25K
$302K
|
|
Nov 08, 2023
Q3 2023
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-113- 3.7% |
$13.8K - $14.9K
|
2.94K
$393K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-113- 1.78% |
$13.8K - $14.9K
|
6.22K
$833K
|
|
Nov 13, 2023
Q3 2023
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-114- 1.71% |
$13.9K - $15K
|
6.57K
$880K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-119- 2.39% |
$14.6K - $15.6K
|
4.86K
$651K
|
|
Nov 07, 2023
Q3 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-120- 2.05% |
$14.7K - $15.8K
|
5.74K
$769K
|
|
Nov 14, 2023
Q3 2023
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-120- 15.08% |
$14.7K - $15.8K
|
676
$90.6K
|
|
Nov 14, 2023
Q3 2023
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-121- 4.85% |
$14.8K - $15.9K
|
2.38K
$318K
|
|
Nov 02, 2023
Q3 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-123- 0.56% |
$15K - $16.2K
|
21.9K
$2.93M
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-127Closed |
$15.5K - $16.7K
|
0
$0
|
|
Oct 16, 2023
Q3 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-129- 0.29% |
$15.8K - $17K
|
45K
$6.03M
|
|
Oct 19, 2023
Q3 2023
|
Family Firm, Inc.
|
SELL
|
- |
-130- 1.16% |
$15.9K - $17.1K
|
11K
$1.48M
|
|
Oct 11, 2023
Q3 2023
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-132- 1.45% |
$16.1K - $17.4K
|
9K
$1.2M
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-137- 0.11% |
$16.8K - $18K
|
126K
$16.8M
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-137- 6.98% |
$16.8K - $18K
|
1.83K
$245K
|
|
Oct 26, 2023
Q3 2023
|
Clear Harbor Asset Management, LLC
|
SELL
|
- |
-139- 2.88% |
$17K - $18.3K
|
4.69K
$628K
|
|
Nov 01, 2023
Q3 2023
|
Principle Wealth Partners LLC
|
SELL
|
- |
-140- 2.06% |
$17.1K - $18.4K
|
6.66K
$892K
|
|
Nov 02, 2023
Q3 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-141- 30.13% |
$17.2K - $18.5K
|
327
$43.8K
|
|
Oct 19, 2023
Q3 2023
|
Sol Capital Management CO
|
SELL
|
- |
-141- 0.54% |
$17.2K - $18.5K
|
26.1K
$3.49M
|
|
Nov 09, 2023
Q3 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-146- 7.83% |
$17.9K - $19.2K
|
1.72K
$230K
|
|
Nov 01, 2023
Q3 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-146- 8.12% |
$17.9K - $19.2K
|
1.65K
$221K
|
|
Nov 13, 2023
Q3 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-147- 0.97% |
$18K - $19.3K
|
15.1K
$2.02M
|
|
Nov 13, 2023
Q3 2023
|
Apriem Advisors
Irvine, CA |
SELL
|
- |
-150- 3.13% |
$18.3K - $19.7K
|
4.64K
$621K
|
|
Oct 26, 2023
Q3 2023
|
First Merchants Corp
|
SELL
|
- |
-150- 1.43% |
$18.3K - $19.7K
|
10.3K
$1.38M
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-150- 16.67% |
$18.3K - $19.7K
|
750
$100K
|
|
Oct 20, 2023
Q3 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-152- 12.08% |
$18.6K - $20K
|
1.11K
$148K
|
|
Nov 08, 2023
Q3 2023
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-154- 5.82% |
$18.8K - $20.2K
|
2.49K
$334K
|
|
Nov 14, 2023
Q3 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-162- 1.85% |
$19.8K - $21.3K
|
8.61K
$1.15M
|
|
Oct 12, 2023
Q3 2023
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-165- 4.74% |
$20.2K - $21.7K
|
3.32K
$444K
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-171- 3.94% |
$20.9K - $22.5K
|
4.17K
$559K
|
|
Nov 06, 2023
Q3 2023
|
Hudock, Inc.
|
SELL
|
- |
-174- 1.92% |
$21.3K - $22.9K
|
8.91K
$1.19M
|
|
Oct 31, 2023
Q3 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-174- 6.67% |
$21.3K - $22.9K
|
2.44K
$326K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-177- 5.16% |
$21.6K - $23.3K
|
3.25K
$436K
|
|
Nov 13, 2023
Q3 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-180- 1.88% |
$22K - $23.7K
|
9.4K
$1.26M
|
|
Oct 30, 2023
Q3 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-185- 8.62% |
$22.6K - $24.3K
|
1.96K
$263K
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
SELL
|
- |
-188- 2.54% |
$23K - $24.7K
|
7.21K
$966K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-190- 1.64% |
$23.2K - $25K
|
11.4K
$1.53M
|
|
Oct 23, 2023
Q3 2023
|
Busey Wealth Management
|
SELL
|
- |
-191- 1.2% |
$23.4K - $25.1K
|
15.8K
$2.11M
|
|
Oct 18, 2023
Q3 2023
|
Private Trust CO Na
|
SELL
|
- |
-194- 3.67% |
$23.7K - $25.5K
|
5.09K
$682K
|
|
Nov 13, 2023
Q3 2023
|
Miller Investment Management, LP
West Conshohocken, PA |
SELL
|
- |
-199- 5.22% |
$24.3K - $26.2K
|
3.61K
$484K
|
|
Nov 13, 2023
Q3 2023
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 8.23% |
$24.5K - $26.3K
|
2.23K
$299K
|
|
Nov 14, 2023
Q3 2023
|
Marathon Capital Management
Hunt Valley, MD |
SELL
|
- |
-200- 5.24% |
$24.5K - $26.3K
|
3.62K
$484K
|