Purchases and Sales Made in Q4 2021 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 20, 2022
Q4 2021
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
19+ 0.77% |
$2.76K - $3.13K
|
2.49K
$343K
|
|
|
Feb 15, 2022
Q4 2021
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
16+ 0.44% |
$2.32K - $2.64K
|
3.63K
$500K
|
|
|
Feb 16, 2022
Q4 2021
|
First Community Trust Na
|
BUY
|
- |
10New |
$1.45K - $1.65K
|
10
$1.38K
|
|
|
Feb 09, 2022
Q4 2021
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
10+ 2.6% |
$1.45K - $1.65K
|
395
$54.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
8+ 0.45% |
$1.16K - $1.32K
|
1.77K
$244K
|
|
|
Feb 14, 2022
Q4 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
8+ 0.57% |
$1.16K - $1.32K
|
1.4K
$193K
|
|
|
Feb 14, 2022
Q4 2021
|
Leelyn Smith, LLC
Geneva, IL |
BUY
|
- |
8New |
$1.16K - $1.32K
|
8
$1.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Hall Private Wealth Advisors
|
BUY
|
- |
7+ 0.37% |
$1.02K - $1.15K
|
1.9K
$262K
|
|
|
Feb 09, 2022
Q4 2021
|
Allegheny Financial Group LTD
Pittsburgh, PA |
BUY
|
- |
7New |
$1.02K - $1.15K
|
7
$964
|
|
|
Feb 17, 2022
Q4 2021
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5+ 0.04% |
$726 - $824
|
12.3K
$1.7M
|
|
|
Mar 14, 2022
Q4 2021
|
Aspire Wealth Management Corp
Waltham, MA |
BUY
|
- |
4New |
$581 - $659
|
4
$551
|
|
|
Jan 28, 2022
Q4 2021
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$436 - $494
|
10.1K
$1.39M
|
|
|
Jan 19, 2022
Q4 2021
|
Time Scale Financial, Inc.
|
BUY
|
- |
3+ 0.16% |
$436 - $494
|
1.91K
$263K
|
|
|
Jan 28, 2022
Q4 2021
|
Financial Management Professionals, Inc.
|
BUY
|
- |
3New |
$436 - $494
|
3
$413
|
|
|
Feb 14, 2022
Q4 2021
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
2+ 0.12% |
$291 - $330
|
1.74K
$240K
|
|
|
Jan 12, 2022
Q4 2021
|
Resource Planning Group
|
BUY
|
- |
2+ 0.12% |
$291 - $330
|
1.61K
$222K
|
|
|
Jan 24, 2022
Q4 2021
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
2+ 0.02% |
$291 - $330
|
8.02K
$1.1M
|
|
|
Feb 14, 2022
Q4 2021
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
2+ 0.06% |
$291 - $330
|
3.55K
$489K
|
|
|
Jan 18, 2022
Q4 2021
|
Howard Wealth Management, LLC
Madison, CT |
BUY
|
- |
2+ 0.11% |
$291 - $330
|
1.84K
$253K
|
|
|
Jan 24, 2022
Q4 2021
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1+ 0.07% |
$145 - $165
|
1.53K
$210K
|
|
|
Feb 14, 2022
Q4 2021
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.08% |
$145 - $165
|
1.18K
$163K
|
|
|
Jan 27, 2022
Q4 2021
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1+ 0.02% |
$145 - $165
|
4.85K
$668K
|
|
|
Jan 19, 2022
Q4 2021
|
Cornell Pochily Investment Advisors, Inc.
|
BUY
|
- |
1+ 0.07% |
$145 - $165
|
1.41K
$194K
|
|
|
Feb 14, 2022
Q4 2021
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
1+ 0.17% |
$145 - $165
|
589
$81.1K
|
|
|
Jan 18, 2022
Q4 2021
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Jan 24, 2022
Q4 2021
|
Sage Private Wealth Group, LLC
|
SELL
|
- |
-1- 0.65% |
$145 - $165
|
154
$21.2K
|
|
|
Feb 09, 2022
Q4 2021
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-1- 0.97% |
$145 - $165
|
102
$14K
|
|
|
Feb 01, 2022
Q4 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-2- 0.02% |
$291 - $330
|
8.76K
$1.21M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of So Dak
Sioux City, IA |
SELL
|
- |
-5- 0.06% |
$726 - $824
|
8.57K
$1.18M
|
|
|
Jan 10, 2022
Q4 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-6- 0.07% |
$872 - $989
|
8.48K
$1.17M
|
|
|
Jan 10, 2022
Q4 2021
|
Carret Asset Management, LLC
|
SELL
|
- |
-9- 0.23% |
$1.31K - $1.48K
|
3.98K
$548K
|
|
|
Jan 18, 2022
Q4 2021
|
Cx Institutional
|
SELL
|
- |
-10Closed |
$1.45K - $1.65K
|
0
$0
|
|
|
Jan 28, 2022
Q4 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-11Closed |
$1.6K - $1.81K
|
0
$0
|
|
|
Feb 01, 2022
Q4 2021
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-12- 0.05% |
$1.74K - $1.98K
|
23.4K
$3.22M
|
|
|
Feb 08, 2022
Q4 2021
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-16- 0.05% |
$2.32K - $2.64K
|
30K
$4.13M
|
|
|
Feb 02, 2022
Q4 2021
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-17Closed |
$2.47K - $2.8K
|
0
$0
|
|
|
Jan 31, 2022
Q4 2021
|
Raymond James Trust N.A.
|
SELL
|
- |
-18- 0.78% |
$2.61K - $2.97K
|
2.29K
$315K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-19- 22.09% |
$2.76K - $3.13K
|
67
$9.22K
|
|
|
Jan 21, 2022
Q4 2021
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-20- 0.73% |
$2.91K - $3.3K
|
2.72K
$375K
|
|
|
Jan 28, 2022
Q4 2021
|
Exane Derivatives
|
SELL
|
- |
-20- 2.39% |
$2.91K - $3.3K
|
817
$112K
|
|
|
Feb 11, 2022
Q4 2021
|
Zions Bancorporation, N.A.
|
SELL
|
- |
-20Closed |
$2.91K - $3.3K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-24- 7.97% |
$3.49K - $3.95K
|
277
$38.1K
|
|
|
Feb 11, 2022
Q4 2021
|
Sargent Investment Group, LLC
|
SELL
|
- |
-25- 1.15% |
$3.63K - $4.12K
|
2.15K
$296K
|
|
|
Jan 31, 2022
Q4 2021
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-29- 0.33% |
$4.21K - $4.78K
|
8.85K
$1.22M
|
|
|
Jan 18, 2022
Q4 2021
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-29- 4.02% |
$4.21K - $4.78K
|
692
$95.3K
|
|
|
Feb 08, 2022
Q4 2021
|
Venture Visionary Partners LLC
|
SELL
|
- |
-30- 1.55% |
$4.36K - $4.94K
|
1.91K
$263K
|
|
|
Feb 08, 2022
Q4 2021
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-32- 2.3% |
$4.65K - $5.27K
|
1.36K
$187K
|
|
|
Feb 09, 2022
Q4 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-35- 1.09% |
$5.08K - $5.77K
|
3.17K
$436K
|
|
|
Feb 11, 2022
Q4 2021
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-38- 1.32% |
$5.52K - $6.26K
|
2.83K
$390K
|
|
|
Feb 14, 2022
Q4 2021
|
Wealthgate Family Office, LLC
|
SELL
|
- |
-39- 0.75% |
$5.67K - $6.43K
|
5.19K
$714K
|