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 08, 2024
Q3 2024
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.45KNew |
$196K - $216K
|
1.45K
$194K
|
|
|
Nov 13, 2024
Q3 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
1.44KNew |
$194K - $215K
|
1.44K
$193K
|
|
|
Oct 16, 2024
Q3 2024
|
Gradient Capital Advisors, LLC
|
BUY
|
- |
1.43KNew |
$194K - $214K
|
1.43K
$192K
|
|
|
Oct 29, 2024
Q3 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
1.43K+ 20.6% |
$193K - $214K
|
8.38K
$1.12M
|
|
|
Oct 28, 2024
Q3 2024
|
Values Added Financial LLC
Washington, DC |
BUY
|
- |
1.42KNew |
$192K - $212K
|
1.42K
$190K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.42KNew |
$191K - $212K
|
1.42K
$190K
|
|
|
Oct 30, 2024
Q3 2024
|
Clarity Capital Partners LLC
Newport Beach, CA |
BUY
|
- |
1.41KNew |
$191K - $211K
|
1.41K
$189K
|
|
|
Oct 15, 2024
Q3 2024
|
Prism Advisors, Inc.
|
BUY
|
- |
1.41KNew |
$191K - $211K
|
1.41K
$189K
|
|
|
Oct 24, 2024
Q3 2024
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
1.41K+ 1314.02% |
$190K - $210K
|
1.51K
$203K
|
|
|
Nov 14, 2024
Q3 2024
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.41KNew |
$190K - $210K
|
1.41K
$188K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
1.4KNew |
$190K - $210K
|
1.4K
$188K
|
|
|
Nov 12, 2024
Q3 2024
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
1.39KNew |
$188K - $208K
|
1.39K
$186K
|
|
|
Nov 14, 2024
Q3 2024
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
1.27K+ 41.68% |
$171K - $189K
|
4.3K
$576K
|
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.22KNew |
$165K - $182K
|
1.22K
$163K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
1.16K+ 45.81% |
$157K - $173K
|
3.69K
$494K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.15K+ 37.99% |
$156K - $172K
|
4.19K
$562K
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.11K+ 71.53% |
$150K - $166K
|
2.67K
$358K
|
|
|
Nov 07, 2024
Q3 2024
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
1.09K+ 1.35% |
$147K - $163K
|
81.8K
$11M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
994+ 11.09% |
$134K - $149K
|
9.96K
$1.33M
|
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
993+ 59.35% |
$134K - $148K
|
2.67K
$357K
|
|
|
Nov 14, 2024
Q3 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
941+ 591.82% |
$127K - $141K
|
1.1K
$147K
|
|
|
Oct 25, 2024
Q3 2024
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
941+ 11.53% |
$127K - $141K
|
9.1K
$1.22M
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
938New |
$127K - $140K
|
938
$126K
|
|
|
Nov 12, 2024
Q3 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
920+ 7.0% |
$124K - $138K
|
14.1K
$1.88M
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
900+ 230.18% |
$122K - $135K
|
1.29K
$173K
|
|
|
Nov 12, 2024
Q3 2024
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
820+ 14.53% |
$111K - $123K
|
6.46K
$866K
|
|
|
Oct 07, 2024
Q3 2024
|
Marion Wealth Management
|
BUY
|
- |
792+ 4.3% |
$107K - $118K
|
19.2K
$2.57M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
743+ 11.72% |
$100K - $111K
|
7.08K
$949K
|
|
|
Oct 09, 2024
Q3 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
739+ 5.4% |
$99.8K - $110K
|
14.4K
$1.93M
|
|
|
Oct 23, 2024
Q3 2024
|
Lyell Wealth Management, LP
|
BUY
|
- |
735+ 3.41% |
$99.3K - $110K
|
22.3K
$2.98M
|
|
|
Nov 12, 2024
Q3 2024
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
720+ 320.0% |
$97.3K - $108K
|
945
$127K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
713+ 7.95% |
$96.3K - $107K
|
9.68K
$1.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
710+ 3.25% |
$95.9K - $106K
|
22.5K
$3.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
669+ 8.13% |
$90.4K - $100K
|
8.9K
$1.19M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
620+ 3.61% |
$83.8K - $92.7K
|
17.8K
$2.38M
|
|
|
Nov 12, 2024
Q3 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
615+ 39.42% |
$83.1K - $91.9K
|
2.18K
$291K
|
|
|
Nov 13, 2024
Q3 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
602+ 4.47% |
$81.3K - $90K
|
14.1K
$1.88M
|
|
|
Oct 29, 2024
Q3 2024
|
Blue Square Asset Management, LLC
New York, NY |
BUY
|
- |
580+ 3.0% |
$78.4K - $86.7K
|
19.9K
$2.67M
|
|
|
Nov 12, 2024
Q3 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
580+ 3.28% |
$78.4K - $86.7K
|
18.3K
$2.45M
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
552+ 12.19% |
$74.6K - $82.5K
|
5.08K
$681K
|
|
|
Nov 13, 2024
Q3 2024
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
539+ 2.44% |
$72.8K - $80.6K
|
22.7K
$3.04M
|
|
|
Nov 04, 2024
Q3 2024
|
Bronte Capital Management Pty Ltd.
|
BUY
|
- |
512+ 0.19% |
$69.2K - $76.5K
|
273K
$36.6M
|
|
|
Nov 12, 2024
Q3 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
510+ 22.39% |
$68.9K - $76.2K
|
2.79K
$373K
|
|
|
Nov 12, 2024
Q3 2024
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
493New |
$66.6K - $73.7K
|
493
$66K
|
|
|
Nov 12, 2024
Q3 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
486+ 4.09% |
$65.7K - $72.6K
|
12.4K
$1.66M
|
|
|
Nov 07, 2024
Q3 2024
|
Gyl Financial Synergies, LLC
|
BUY
|
- |
485+ 0.69% |
$65.5K - $72.5K
|
70.4K
$9.43M
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
472New |
$63.8K - $70.5K
|
472
$63.2K
|
|
|
Oct 18, 2024
Q3 2024
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
471+ 6.84% |
$63.6K - $70.4K
|
7.36K
$986K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
453+ 23.64% |
$61.2K - $67.7K
|
2.37K
$317K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
448New |
$60.5K - $67K
|
448
$60K
|