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 |
|---|---|---|---|---|---|---|---|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
447+ 21.41% |
$60.4K - $66.8K
|
2.54K
$340K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
438+ 14.11% |
$59.2K - $65.5K
|
3.54K
$475K
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
415+ 26.6% |
$56.1K - $62K
|
1.98K
$265K
|
|
|
Nov 13, 2024
Q3 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
411New |
$55.5K - $61.4K
|
411
$55.1K
|
|
|
Oct 25, 2024
Q3 2024
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
409+ 8.44% |
$55.3K - $61.1K
|
5.25K
$704K
|
|
|
Oct 25, 2024
Q3 2024
|
Voisard Asset Management Group, Inc.
Grand Rapids, MI |
BUY
|
- |
405New |
$54.7K - $60.5K
|
405
$54.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
382+ 6.02% |
$51.6K - $57.1K
|
6.73K
$901K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
378+ 2.77% |
$51.1K - $56.5K
|
14K
$1.88M
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
365+ 6.39% |
$49.3K - $54.6K
|
6.08K
$814K
|
|
|
Oct 23, 2024
Q3 2024
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
360+ 12.29% |
$48.6K - $53.8K
|
3.29K
$441K
|
|
|
Oct 25, 2024
Q3 2024
|
Pinnacle Associates LTD
|
BUY
|
- |
359+ 2.72% |
$48.5K - $53.7K
|
13.6K
$1.82M
|
|
|
Oct 09, 2024
Q3 2024
|
Albion Financial Group
|
BUY
|
- |
356+ 0.27% |
$48.1K - $53.2K
|
130K
$17.4M
|
|
|
Oct 30, 2024
Q3 2024
|
James J. Burns & Company, LLC
Melville, NY |
BUY
|
- |
347+ 20.36% |
$46.9K - $51.9K
|
2.05K
$275K
|
|
|
Oct 07, 2024
Q3 2024
|
Chapin Davis, Inc.
Baltimore, MD |
BUY
|
- |
340+ 17.66% |
$45.9K - $50.8K
|
2.27K
$303K
|
|
|
Oct 07, 2024
Q3 2024
|
Kwb Wealth
Redlands, CA |
BUY
|
- |
329+ 8.62% |
$44.4K - $49.2K
|
4.15K
$555K
|
|
|
Oct 15, 2024
Q3 2024
|
Spire Wealth Management
|
BUY
|
- |
316+ 13.98% |
$42.7K - $47.2K
|
2.58K
$345K
|
|
|
Oct 25, 2024
Q3 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
BUY
|
- |
308+ 0.46% |
$41.6K - $46K
|
66.7K
$8.93M
|
|
|
Oct 30, 2024
Q3 2024
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
300+ 13.65% |
$40.5K - $44.8K
|
2.5K
$335K
|
|
|
Oct 11, 2024
Q3 2024
|
Empirical Asset Management, LLC
|
BUY
|
- |
290+ 2.02% |
$39.2K - $43.3K
|
14.7K
$1.96M
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
283+ 7.44% |
$38.2K - $42.3K
|
4.09K
$547K
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
281+ 2.82% |
$38K - $42K
|
10.3K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
263+ 2.26% |
$35.5K - $39.3K
|
11.9K
$1.59M
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
260+ 2.74% |
$35.1K - $38.9K
|
9.73K
$1.3M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
255+ 16.22% |
$34.4K - $38.1K
|
1.83K
$245K
|
|
|
Nov 13, 2024
Q3 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
250New |
$33.8K - $37.4K
|
250
$33.5K
|
|
|
Nov 13, 2024
Q3 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
247+ 5.24% |
$33.4K - $36.9K
|
4.96K
$664K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
246New |
$33.2K - $36.8K
|
246
$33K
|
|
|
Nov 14, 2024
Q3 2024
|
Ieq Capital, LLC
|
BUY
|
- |
242+ 4.78% |
$32.7K - $36.2K
|
5.31K
$711K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
237+ 0.67% |
$32K - $35.4K
|
35.7K
$4.78M
|
|
|
Nov 14, 2024
Q3 2024
|
Orleans Capital Management Corp
Mandeville, LA |
BUY
|
- |
235+ 7.79% |
$31.7K - $35.1K
|
3.25K
$436K
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
234+ 3.53% |
$31.6K - $35K
|
6.86K
$919K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
231New |
$31.2K - $34.5K
|
231
$30.9K
|
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
229+ 5.88% |
$30.9K - $34.2K
|
4.12K
$552K
|
|
|
Nov 04, 2024
Q3 2024
|
Peregrine Asset Advisers, Inc.
Portland, OR |
BUY
|
- |
222+ 6.84% |
$30K - $33.2K
|
3.47K
$464K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
221New |
$29.9K - $33K
|
221
$29.6K
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
212+ 10.42% |
$28.6K - $31.7K
|
2.25K
$301K
|
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
209+ 10.93% |
$28.2K - $31.2K
|
2.12K
$284K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
205New |
$27.7K - $30.6K
|
205
$27.5K
|
|
|
Nov 20, 2024
Q3 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
204+ 1.21% |
$27.6K - $30.5K
|
17K
$2.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Triangle Securities Wealth Management
|
BUY
|
- |
200+ 6.36% |
$27K - $29.9K
|
3.34K
$448K
|
|
|
Nov 08, 2024
Q3 2024
|
Darwin Advisors, LLC
|
BUY
|
- |
200New |
$27K - $29.9K
|
200
$26.8K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
199+ 8.26% |
$26.9K - $29.7K
|
2.61K
$349K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
198+ 11.83% |
$26.7K - $29.6K
|
1.87K
$251K
|
|
|
Oct 22, 2024
Q3 2024
|
Sol Capital Management CO
|
BUY
|
- |
190+ 0.54% |
$25.7K - $28.4K
|
35.2K
$4.71M
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
189+ 1.74% |
$25.5K - $28.2K
|
11.1K
$1.48M
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
188+ 4.79% |
$25.4K - $28.1K
|
4.11K
$551K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
185+ 2.15% |
$25K - $27.7K
|
8.79K
$1.18M
|
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
168+ 4.49% |
$22.7K - $25.1K
|
3.91K
$524K
|
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
164+ 11.19% |
$22.2K - $24.5K
|
1.63K
$218K
|
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162+ 5.36% |
$21.9K - $24.2K
|
3.19K
$427K
|