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 14, 2022
Q4 2021
|
Spire Wealth Management
|
BUY
|
- |
772+ 11.96% |
$112K - $127K
|
7.23K
$987K
|
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
745New |
$108K - $123K
|
745
$102K
|
|
|
Feb 16, 2022
Q4 2021
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
745New |
$108K - $123K
|
745
$102K
|
|
|
Jan 26, 2022
Q4 2021
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
738New |
$107K - $122K
|
738
$101K
|
|
|
Feb 10, 2022
Q4 2021
|
Davenport & CO LLC
|
BUY
|
- |
722+ 3.03% |
$105K - $119K
|
24.5K
$3.35M
|
|
|
Feb 17, 2022
Q4 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
711+ 1.8% |
$103K - $117K
|
40.2K
$5.49M
|
|
|
Feb 11, 2022
Q4 2021
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
705+ 50.65% |
$102K - $116K
|
2.1K
$286K
|
|
|
Feb 10, 2022
Q4 2021
|
Oxford Financial Group LTD
Indianapolis, IN |
BUY
|
- |
691+ 147.97% |
$100K - $114K
|
1.16K
$158K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
689+ 7.47% |
$100K - $114K
|
9.91K
$1.35M
|
|
|
Feb 07, 2022
Q4 2021
|
North Rock Partners, LLC
|
BUY
|
- |
681+ 20.53% |
$98.9K - $112K
|
4K
$546K
|
|
|
Jan 10, 2022
Q4 2021
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
680+ 37.95% |
$98.8K - $112K
|
2.47K
$338K
|
|
|
Feb 09, 2022
Q4 2021
|
Congress Park Capital LLC
|
BUY
|
- |
677+ 8.72% |
$98.3K - $112K
|
8.44K
$1.15M
|
|
|
Apr 08, 2022
Q4 2021
|
Park Avenue Securities LLC
|
BUY
|
- |
653+ 10.68% |
$94.9K - $108K
|
6.77K
$925K
|
|
|
Feb 10, 2022
Q4 2021
|
Confluence Wealth Services, Inc.
Mcmurray, PA |
BUY
|
- |
611New |
$88.8K - $101K
|
611
$83.5K
|
|
|
Feb 10, 2022
Q4 2021
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
609+ 1.99% |
$88.5K - $100K
|
31.2K
$4.26M
|
|
|
Feb 15, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
575+ 51.07% |
$83.5K - $94.7K
|
1.7K
$232K
|
|
|
Feb 04, 2022
Q4 2021
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
569+ 8.41% |
$82.7K - $93.8K
|
7.34K
$1M
|
|
|
Feb 07, 2022
Q4 2021
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
565+ 26.12% |
$82.1K - $93.1K
|
2.73K
$373K
|
|
|
Jan 21, 2022
Q4 2021
|
Alhambra Investment Partners LLC
|
BUY
|
- |
557+ 15.35% |
$80.9K - $91.8K
|
4.19K
$572K
|
|
|
Feb 15, 2022
Q4 2021
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
551+ 0.8% |
$80K - $90.8K
|
69.6K
$9.51M
|
|
|
Feb 02, 2022
Q4 2021
|
Missouri Trust & Investment CO
Springfield, MO |
BUY
|
- |
550New |
$79.9K - $90.6K
|
550
$75.1K
|
|
|
Jan 28, 2022
Q4 2021
|
Amplius Wealth Advisors, LLC
|
BUY
|
- |
542New |
$78.7K - $89.3K
|
542
$74K
|
|
|
Feb 01, 2022
Q4 2021
|
Greystone Financial Group, LLC
|
BUY
|
- |
533+ 4.59% |
$77.4K - $87.8K
|
12.1K
$1.66M
|
|
|
Feb 14, 2022
Q4 2021
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
BUY
|
- |
520New |
$75.5K - $85.7K
|
520
$71K
|
|
|
May 04, 2022
Q4 2021
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
513New |
$74.5K - $84.5K
|
513
$70.1K
|
|
|
Feb 14, 2022
Q4 2021
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
511+ 3.93% |
$74.2K - $84.2K
|
13.5K
$1.85M
|
|
|
Feb 23, 2022
Q4 2021
|
Mystic Asset Management, Inc.
Warwick, RI |
BUY
|
- |
509New |
$73.9K - $83.9K
|
509
$69.5K
|
|
|
Oct 13, 2023
Q4 2021
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
508New |
$73.8K - $83.7K
|
508
$69.4K
|
|
|
Jan 27, 2022
Q4 2021
|
First Merchants Corp
|
BUY
|
- |
500+ 4.93% |
$72.6K - $82.4K
|
10.7K
$1.45M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
500New |
$72.6K - $82.4K
|
500
$68.3K
|
|
|
Feb 02, 2022
Q4 2021
|
Florin Court Capital LLP
|
BUY
|
- |
500+ 25.0% |
$72.6K - $82.4K
|
2.5K
$342K
|
|
|
Feb 14, 2022
Q4 2021
|
Asio Capital, LLC
|
BUY
|
- |
497+ 2.69% |
$72.2K - $81.9K
|
19K
$2.59M
|
|
|
Jan 28, 2022
Q4 2021
|
Wbh Advisory Inc
|
BUY
|
- |
496+ 20.05% |
$72.1K - $81.7K
|
2.97K
$406K
|
|
|
Feb 14, 2022
Q4 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
492+ 2.97% |
$71.5K - $81.1K
|
17.1K
$2.33M
|
|
|
Feb 16, 2022
Q4 2021
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
486+ 5.77% |
$70.6K - $80.1K
|
8.9K
$1.22M
|
|
|
Jan 13, 2022
Q4 2021
|
Grassi Investment Management
|
BUY
|
- |
475+ 3.16% |
$69K - $78.3K
|
15.5K
$2.12M
|
|
|
Jan 21, 2022
Q4 2021
|
Valicenti Advisory Services Inc
|
BUY
|
- |
470+ 0.75% |
$68.3K - $77.4K
|
63.3K
$8.65M
|
|
|
Feb 14, 2022
Q4 2021
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
465+ 0.44% |
$67.6K - $76.6K
|
107K
$14.7M
|
|
|
Jan 02, 2024
Q4 2021
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
460+ 12.45% |
$66.8K - $75.8K
|
4.15K
$567K
|
|
|
Feb 07, 2022
Q4 2021
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
452+ 15.66% |
$65.7K - $74.5K
|
3.34K
$456K
|
|
|
Feb 15, 2022
Q4 2021
|
Westside Investment Management, Inc.
|
BUY
|
- |
451+ 4.09% |
$65.5K - $74.3K
|
11.5K
$1.57M
|
|
|
Feb 10, 2022
Q4 2021
|
Masso Torrence Wealth Management Inc.
|
BUY
|
- |
449New |
$65.2K - $74K
|
449
$61.3K
|
|
|
Feb 15, 2022
Q4 2021
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
426+ 20.97% |
$61.9K - $70.2K
|
2.46K
$336K
|
|
|
Feb 11, 2022
Q4 2021
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
417+ 12.77% |
$60.6K - $68.7K
|
3.68K
$503K
|
|
|
Feb 17, 2022
Q4 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
396+ 8.82% |
$57.5K - $65.3K
|
4.89K
$667K
|
|
|
Feb 17, 2022
Q4 2021
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
395New |
$57.4K - $65.1K
|
395
$54K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
384+ 9.54% |
$55.8K - $63.3K
|
4.41K
$602K
|
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
374+ 0.08% |
$54.3K - $61.6K
|
486K
$66.4M
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
371New |
$53.9K - $61.1K
|
371
$50.7K
|
|
|
Feb 10, 2022
Q4 2021
|
Texas Yale Capital Corp.
St. Petersburg, FL |
BUY
|
- |
365+ 12.92% |
$53K - $60.1K
|
3.19K
$436K
|