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 24, 2023
Q3 2023
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-446- 9.28% |
$54.5K - $58.6K
|
4.36K
$584K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-453- 1.5% |
$55.4K - $59.6K
|
29.7K
$3.97M
|
|
|
Nov 07, 2023
Q3 2023
|
Community Financial Services Group, LLC
Newport, VT |
SELL
|
- |
-483- 10.87% |
$59.1K - $63.5K
|
3.96K
$530K
|
|
|
Nov 28, 2023
Q3 2023
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-492- 3.29% |
$60.2K - $64.7K
|
14.5K
$1.94M
|
|
|
Nov 08, 2023
Q3 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-507- 2.21% |
$62K - $66.7K
|
22.5K
$3.01M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-513- 1.99% |
$62.7K - $67.4K
|
25.3K
$3.39M
|
|
|
Nov 07, 2023
Q3 2023
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-519- 1.6% |
$63.5K - $68.2K
|
31.9K
$4.28M
|
|
|
Nov 13, 2023
Q3 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-526- 20.72% |
$64.3K - $69.2K
|
2.01K
$270K
|
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-533- 33.86% |
$65.2K - $70.1K
|
1.04K
$139K
|
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-537- 4.46% |
$65.7K - $70.6K
|
11.5K
$1.54M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-549- 1.17% |
$67.1K - $72.2K
|
46.2K
$6.19M
|
|
|
Nov 02, 2023
Q3 2023
|
Beck Bode, LLC
|
SELL
|
- |
-552- 3.95% |
$67.5K - $72.6K
|
13.4K
$1.8M
|
|
|
Oct 19, 2023
Q3 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-554- 4.68% |
$67.7K - $72.8K
|
11.3K
$1.51M
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-562- 8.33% |
$68.7K - $73.9K
|
6.18K
$828K
|
|
|
Nov 01, 2023
Q3 2023
|
Regions Financial Corp
|
SELL
|
- |
-564- 7.32% |
$69K - $74.1K
|
7.14K
$957K
|
|
|
Nov 13, 2023
Q3 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-575- 26.74% |
$70.3K - $75.6K
|
1.58K
$211K
|
|
|
Nov 14, 2023
Q3 2023
|
Ascent Group, LLC
|
SELL
|
- |
-580- 8.44% |
$70.9K - $76.3K
|
6.29K
$843K
|
|
|
Nov 14, 2023
Q3 2023
|
Wedbush Securities Inc
|
SELL
|
- |
-588- 7.27% |
$71.9K - $77.3K
|
7.5K
$1M
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-595- 4.46% |
$72.8K - $78.2K
|
12.7K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-599- 20.56% |
$73.2K - $78.8K
|
2.31K
$310K
|
|
|
Dec 11, 2023
Q3 2023
|
Wesbanco Bank Inc
|
SELL
|
- |
-600- 7.4% |
$73.4K - $78.9K
|
7.51K
$1.01M
|
|
|
Oct 30, 2023
Q3 2023
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-600- 49.75% |
$73.4K - $78.9K
|
606
$81.2K
|
|
|
Oct 13, 2023
Q3 2023
|
Pfg Advisors
|
SELL
|
- |
-601- 11.5% |
$73.5K - $79K
|
4.63K
$620K
|
|
|
Nov 07, 2023
Q3 2023
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-606- 2.11% |
$74.1K - $79.7K
|
28.1K
$3.76M
|
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
SELL
|
- |
-632- 22.79% |
$77.3K - $83.1K
|
2.14K
$287K
|
|
|
Oct 27, 2023
Q3 2023
|
Bray Capital Advisors
|
SELL
|
- |
-660- 3.38% |
$80.7K - $86.8K
|
18.9K
$2.52M
|
|
|
Nov 13, 2023
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-675- 11.11% |
$82.5K - $88.7K
|
5.4K
$723K
|
|
|
May 20, 2024
Q3 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-675- 11.11% |
$82.5K - $88.7K
|
5.4K
$723K
|
|
|
Nov 14, 2023
Q3 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-675- 6.02% |
$82.5K - $88.7K
|
10.5K
$1.41M
|
|
|
Nov 15, 2023
Q3 2023
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-677- 56.99% |
$82.8K - $89K
|
511
$68.4K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-680- 17.21% |
$83.1K - $89.4K
|
3.27K
$438K
|
|
|
Nov 09, 2023
Q3 2023
|
1 St Source Bank
|
SELL
|
- |
-681- 3.88% |
$83.3K - $89.5K
|
16.9K
$2.26M
|
|
|
Nov 14, 2023
Q3 2023
|
Creative Financial Designs Inc
|
SELL
|
- |
-687- 63.03% |
$84K - $90.3K
|
403
$54K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-707- 12.61% |
$86.4K - $92.9K
|
4.9K
$656K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-718- 5.67% |
$87.8K - $94.4K
|
11.9K
$1.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-733- 5.89% |
$89.6K - $96.4K
|
11.7K
$1.57M
|
|
|
Oct 26, 2023
Q3 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-743- 16.03% |
$90.8K - $97.7K
|
3.89K
$521K
|
|
|
Oct 24, 2023
Q3 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-744- 20.98% |
$91K - $97.8K
|
2.8K
$375K
|
|
|
Jan 11, 2024
Q3 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-750- 9.56% |
$91.7K - $98.6K
|
7.1K
$951K
|
|
|
Oct 16, 2023
Q3 2023
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-827- 6.9% |
$101K - $109K
|
11.2K
$1.49M
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-828- 23.19% |
$101K - $109K
|
2.74K
$367K
|
|
|
Nov 08, 2023
Q3 2023
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-837- 8.39% |
$102K - $110K
|
9.14K
$1.22M
|
|
|
Oct 10, 2023
Q3 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-850- 18.68% |
$104K - $112K
|
3.7K
$496K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-861- 4.23% |
$105K - $113K
|
19.5K
$2.61M
|
|
|
Nov 03, 2023
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-867- 1.59% |
$106K - $114K
|
53.6K
$7.17M
|
|
|
May 01, 2024
Q3 2023
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-867- 1.59% |
$106K - $114K
|
53.6K
$7.17M
|
|
|
Nov 06, 2023
Q3 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-873- 1.22% |
$107K - $115K
|
70.9K
$9.49M
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-920- 5.43% |
$112K - $121K
|
16K
$2.15M
|
|
|
Oct 12, 2023
Q3 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-930- 7.47% |
$114K - $122K
|
11.5K
$1.54M
|
|
|
Oct 11, 2023
Q3 2023
|
Grassi Investment Management
|
SELL
|
- |
-950- 8.0% |
$116K - $125K
|
10.9K
$1.46M
|