Purchases and Sales Made in Q4 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 16, 2023
Q4 2022
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-50- 0.53% |
$5.88K - $6.92K
|
9.42K
$1.3M
|
|
|
Feb 01, 2023
Q4 2022
|
Trust CO Of Virginia
|
SELL
|
- |
-51- 0.97% |
$6K - $7.06K
|
5.23K
$720K
|
|
|
Feb 03, 2023
Q4 2022
|
Regions Financial Corp
|
SELL
|
- |
-52- 0.58% |
$6.11K - $7.2K
|
8.93K
$1.23M
|
|
|
Jan 04, 2023
Q4 2022
|
Bartlett & Co. LLC
|
SELL
|
- |
-53- 0.54% |
$6.23K - $7.34K
|
9.77K
$1.35M
|
|
|
Feb 14, 2024
Q4 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-53- 0.54% |
$6.23K - $7.34K
|
9.77K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Q3 Asset Management
|
SELL
|
- |
-54- 0.47% |
$6.35K - $7.48K
|
11.4K
$1.56M
|
|
|
Jan 17, 2023
Q4 2022
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-56- 0.95% |
$6.58K - $7.75K
|
5.81K
$800K
|
|
|
Jan 19, 2023
Q4 2022
|
Evermay Wealth Management LLC
Arlington, VA |
SELL
|
- |
-58- 53.7% |
$6.82K - $8.03K
|
50
$6.88K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
SELL
|
- |
-58- 2.78% |
$6.82K - $8.03K
|
2.03K
$280K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-61- 0.57% |
$7.17K - $8.44K
|
10.6K
$1.46M
|
|
|
Feb 06, 2023
Q4 2022
|
Arete Wealth Advisors, LLC
Chicago, IL |
SELL
|
- |
-63- 3.1% |
$7.41K - $8.72K
|
1.97K
$271K
|
|
|
Jan 19, 2023
Q4 2022
|
Alhambra Investment Partners LLC
|
SELL
|
- |
-65- 1.22% |
$7.64K - $9K
|
5.25K
$722K
|
|
|
Jan 24, 2023
Q4 2022
|
Courier Capital LLC
|
SELL
|
- |
-66- 0.78% |
$7.76K - $9.14K
|
8.34K
$1.15M
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-66- 1.72% |
$7.76K - $9.14K
|
3.77K
$519K
|
|
|
Feb 10, 2023
Q4 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-70- 13.04% |
$8.23K - $9.69K
|
467
$64.3K
|
|
|
Feb 24, 2023
Q4 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-72- 51.43% |
$8.47K - $9.97K
|
68
$9.36K
|
|
|
Feb 02, 2023
Q4 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-75- 1.09% |
$8.82K - $10.4K
|
6.8K
$936K
|
|
|
Feb 13, 2023
Q4 2022
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-75- 2.89% |
$8.82K - $10.4K
|
2.52K
$347K
|
|
|
Feb 07, 2023
Q4 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-75- 1.64% |
$8.82K - $10.4K
|
4.51K
$621K
|
|
|
Feb 14, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-75- 25.68% |
$8.82K - $10.4K
|
217
$29.9K
|
|
|
May 15, 2023
Q4 2022
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-81- 3.89% |
$9.52K - $11.2K
|
2K
$276K
|
|
|
Feb 07, 2023
Q4 2022
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-87- 25.44% |
$10.2K - $12K
|
255
$35.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-89- 0.85% |
$10.5K - $12.3K
|
10.4K
$1.43M
|
|
|
Jan 17, 2023
Q4 2022
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-92- 3.02% |
$10.8K - $12.7K
|
2.95K
$407K
|
|
|
Jan 17, 2023
Q4 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-92- 3.5% |
$10.8K - $12.7K
|
2.54K
$349K
|
|
|
Jan 10, 2023
Q4 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-95- 2.74% |
$11.2K - $13.2K
|
3.38K
$465K
|
|
|
Jan 27, 2023
Q4 2022
|
Vance Wealth, Inc.
Santa Clarita, CA |
SELL
|
- |
-100- 5.25% |
$11.8K - $13.8K
|
1.8K
$248K
|
|
|
Jan 27, 2023
Q4 2022
|
Pack Private Wealth, LLC
Wayzata, MN |
SELL
|
- |
-100- 4.12% |
$11.8K - $13.8K
|
2.33K
$320K
|
|
|
Jan 03, 2023
Q4 2022
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-100- 0.21% |
$11.8K - $13.8K
|
48K
$6.61M
|
|
|
Feb 13, 2023
Q4 2022
|
Schnieders Capital Management LLC
|
SELL
|
- |
-100- 4.83% |
$11.8K - $13.8K
|
1.97K
$271K
|
|
|
Jan 31, 2023
Q4 2022
|
Sargent Investment Group, LLC
|
SELL
|
- |
-100- 4.43% |
$11.8K - $13.8K
|
2.16K
$297K
|
|
|
Jan 19, 2023
Q4 2022
|
Procyon Advisors, LLC
|
SELL
|
- |
-100- 3.84% |
$11.8K - $13.8K
|
2.5K
$345K
|
|
|
Feb 13, 2023
Q4 2022
|
Diversified, LLC
|
SELL
|
- |
-103- 3.76% |
$12.1K - $14.3K
|
2.63K
$362K
|
|
|
Feb 14, 2023
Q4 2022
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-105- 10.6% |
$12.3K - $14.5K
|
886
$122K
|
|
|
Jan 13, 2023
Q4 2022
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-105- 1.82% |
$12.3K - $14.5K
|
5.66K
$779K
|
|
|
Feb 14, 2023
Q4 2022
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-113- 5.35% |
$13.3K - $15.6K
|
2K
$275K
|
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-113- 0.48% |
$13.3K - $15.6K
|
23.4K
$3.23M
|
|
|
Jan 30, 2023
Q4 2022
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-116- 0.17% |
$13.6K - $16.1K
|
66.8K
$9.2M
|
|
|
Jan 10, 2023
Q4 2022
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-117- 1.68% |
$13.8K - $16.2K
|
6.86K
$944K
|
|
|
Aug 16, 2024
Q4 2022
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-119- 2.31% |
$14K - $16.5K
|
5.02K
$691K
|
|
|
Feb 08, 2023
Q4 2022
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-120- 4.94% |
$14.1K - $16.6K
|
2.31K
$318K
|
|
|
Jan 12, 2023
Q4 2022
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-120- 2.53% |
$14.1K - $16.6K
|
4.62K
$635K
|
|
|
Jan 26, 2023
Q4 2022
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-122- 8.64% |
$14.3K - $16.9K
|
1.29K
$178K
|
|
|
Feb 14, 2023
Q4 2022
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-123- 0.5% |
$14.5K - $17K
|
24.4K
$3.35M
|
|
|
Feb 10, 2023
Q4 2022
|
Pittenger & Anderson Inc
|
SELL
|
- |
-127- 10.79% |
$14.9K - $17.6K
|
1.05K
$145K
|
|
|
Feb 13, 2023
Q4 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-133- 2.22% |
$15.6K - $18.4K
|
5.85K
$805K
|
|
|
Feb 08, 2023
Q4 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-138- 6.03% |
$16.2K - $19.1K
|
2.15K
$296K
|
|
|
Feb 02, 2023
Q4 2022
|
Raymond James Trust N.A.
|
SELL
|
- |
-144- 6.17% |
$16.9K - $19.9K
|
2.19K
$301K
|
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-144- 1.99% |
$16.9K - $19.9K
|
7.09K
$976K
|
|
|
Jan 11, 2023
Q4 2022
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-145- 1.51% |
$17K - $20.1K
|
9.47K
$1.3M
|