Purchases and Sales Made in Q3 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2024. 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 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
2.78KNew |
$376K - $416K
|
2.78K
$373K
|
|
|
Oct 18, 2024
Q3 2024
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
2.78K+ 92.63% |
$375K - $415K
|
5.78K
$774K
|
|
|
Nov 13, 2024
Q3 2024
|
Truist Financial Corp
|
BUY
|
- |
2.76K+ 7.8% |
$373K - $412K
|
38.1K
$5.11M
|
|
|
Nov 01, 2024
Q3 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
2.72KNew |
$368K - $407K
|
2.72K
$364K
|
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
2.7KNew |
$364K - $403K
|
2.7K
$361K
|
|
|
Nov 08, 2024
Q3 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
2.69K+ 46.75% |
$364K - $403K
|
8.45K
$1.13M
|
|
|
Nov 06, 2024
Q3 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
2.66K+ 32.67% |
$359K - $398K
|
10.8K
$1.45M
|
|
|
Oct 11, 2024
Q3 2024
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.65KNew |
$358K - $396K
|
2.65K
$355K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.65K+ 10.21% |
$358K - $396K
|
28.6K
$3.84M
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
2.63K+ 438.17% |
$355K - $393K
|
3.23K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
2.62KNew |
$354K - $391K
|
2.62K
$351K
|
|
|
Nov 13, 2024
Q3 2024
|
Crestline Management, LP
Fort Worth, TX |
BUY
|
- |
2.6KNew |
$351K - $389K
|
2.6K
$348K
|
|
|
Oct 30, 2024
Q3 2024
|
Quintet Private Bank (Europe) S.A.
Luxembourg, N4 |
BUY
|
- |
2.53K+ 20.73% |
$342K - $379K
|
14.8K
$1.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.53KNew |
$342K - $378K
|
2.53K
$339K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.53K+ 11.23% |
$341K - $377K
|
25K
$3.35M
|
|
|
Nov 13, 2024
Q3 2024
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
2.53KNew |
$341K - $377K
|
2.53K
$338K
|
|
|
Nov 13, 2024
Q3 2024
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
2.43K+ 5.7% |
$328K - $362K
|
45K
$6.02M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
2.34K+ 17.05% |
$317K - $350K
|
16.1K
$2.15M
|
|
|
Oct 31, 2024
Q3 2024
|
D.B. Root & Company, LLC
|
BUY
|
- |
2.29KNew |
$309K - $342K
|
2.29K
$307K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.26K+ 64.58% |
$306K - $338K
|
5.77K
$773K
|
|
|
Oct 03, 2024
Q3 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.22K+ 16.42% |
$300K - $332K
|
15.8K
$2.11M
|
|
|
Nov 12, 2024
Q3 2024
|
Westwood Wealth Management
|
BUY
|
- |
2.18K+ 17.65% |
$294K - $325K
|
14.5K
$1.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
2.14K+ 19.92% |
$289K - $319K
|
12.9K
$1.72M
|
|
|
Oct 01, 2024
Q3 2024
|
Appleton Partners Inc
|
BUY
|
- |
2.03K+ 2.76% |
$275K - $304K
|
75.7K
$10.1M
|
|
|
Nov 22, 2024
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
2K+ 21.04% |
$271K - $300K
|
11.5K
$1.54M
|
|
|
Nov 08, 2024
Q3 2024
|
Citizens Financial Group Inc
|
BUY
|
- |
1.98KNew |
$268K - $296K
|
1.98K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.97K+ 29.44% |
$265K - $294K
|
8.64K
$1.16M
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
1.92K+ 37.52% |
$260K - $287K
|
7.04K
$943K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.92KNew |
$259K - $286K
|
1.92K
$257K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.89K+ 108.77% |
$255K - $282K
|
3.62K
$485K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1.81KNew |
$244K - $270K
|
1.81K
$242K
|
|
|
Oct 21, 2024
Q3 2024
|
Rmr Wealth Builders
|
BUY
|
- |
1.81KNew |
$244K - $270K
|
1.81K
$242K
|
|
|
Nov 14, 2024
Q3 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
1.79K+ 3.31% |
$242K - $268K
|
55.8K
$7.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Blake Schutter Theil Wealth Advisors, LLC
Dayton, OH |
BUY
|
- |
1.79KNew |
$241K - $267K
|
1.79K
$239K
|
|
|
Oct 30, 2024
Q3 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
1.79K+ 36.12% |
$241K - $267K
|
6.73K
$901K
|
|
|
Nov 14, 2024
Q3 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
1.68KNew |
$227K - $251K
|
1.68K
$225K
|
|
|
Nov 14, 2024
Q3 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.68KNew |
$227K - $251K
|
1.68K
$225K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
1.67KNew |
$226K - $250K
|
1.67K
$224K
|
|
|
Nov 13, 2024
Q3 2024
|
Harbert Fund Advisors, Inc.
Birmingham, AL |
BUY
|
- |
1.65K+ 89.19% |
$223K - $247K
|
3.5K
$469K
|
|
|
Oct 31, 2024
Q3 2024
|
Ntv Asset Management LLC
|
BUY
|
- |
1.64K+ 3.08% |
$222K - $245K
|
54.9K
$7.36M
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.61K+ 42.12% |
$218K - $241K
|
5.44K
$728K
|
|
|
Nov 14, 2024
Q3 2024
|
Ingalls & Snyder LLC
New York, NY |
BUY
|
- |
1.6KNew |
$216K - $239K
|
1.6K
$214K
|
|
|
Nov 14, 2024
Q3 2024
|
Logan Stone Capital, LLC
Chicago, IL |
BUY
|
- |
1.59KNew |
$215K - $238K
|
1.59K
$213K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
1.58KNew |
$214K - $236K
|
1.58K
$212K
|
|
|
Nov 12, 2024
Q3 2024
|
Wespac Advisors, LLC
|
BUY
|
- |
1.57KNew |
$213K - $235K
|
1.57K
$211K
|
|
|
Oct 30, 2024
Q3 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
1.52KNew |
$205K - $227K
|
1.52K
$203K
|
|
|
Nov 13, 2024
Q3 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
1.52K+ 12.36% |
$205K - $227K
|
13.8K
$1.85M
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
1.49KNew |
$202K - $223K
|
1.49K
$200K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.45KNew |
$196K - $217K
|
1.45K
$194K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
1.45KNew |
$196K - $217K
|
1.45K
$194K
|