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 |
---|---|---|---|---|---|---|---|
Jan 12, 2023
Q4 2022
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-379- 1.6% |
$44.6K - $52.5K
|
23.2K
$3.2M
|
|
Feb 13, 2023
Q4 2022
|
1 St Source Bank
|
SELL
|
- |
-386- 2.06% |
$45.4K - $53.4K
|
18.4K
$2.53M
|
|
Feb 14, 2023
Q4 2022
|
Pecaut & Co.
|
SELL
|
- |
-387- 48.93% |
$45.5K - $53.6K
|
404
$55.6K
|
|
Jan 20, 2023
Q4 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-390- 13.1% |
$45.9K - $54K
|
2.59K
$356K
|
|
Feb 13, 2023
Q4 2022
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-395- 2.26% |
$46.4K - $54.7K
|
17.1K
$2.35M
|
|
Jan 27, 2023
Q4 2022
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-399- 12.35% |
$46.9K - $55.2K
|
2.83K
$390K
|
|
Jan 25, 2023
Q4 2022
|
Northstar Group, Inc.
|
SELL
|
- |
-401- 10.1% |
$47.1K - $55.5K
|
3.57K
$491K
|
|
Feb 09, 2023
Q4 2022
|
Mirador Capital Partners LP
|
SELL
|
- |
-414- 1.15% |
$48.7K - $57.3K
|
35.6K
$4.89M
|
|
Feb 14, 2023
Q4 2022
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-419- 5.86% |
$49.3K - $58K
|
6.73K
$926K
|
|
Feb 10, 2023
Q4 2022
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-420- 3.49% |
$49.4K - $58.1K
|
11.6K
$1.6M
|
|
Feb 09, 2023
Q4 2022
|
Towercrest Capital Management
Newtown, PA |
SELL
|
- |
-427- 2.33% |
$50.2K - $59.1K
|
17.9K
$2.46M
|
|
Feb 02, 2023
Q4 2022
|
Emfo, LLC
|
SELL
|
- |
-430- 7.73% |
$50.6K - $59.5K
|
5.14K
$707K
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-432- 1.63% |
$50.8K - $59.8K
|
26.1K
$3.6M
|
|
Feb 14, 2023
Q4 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-433- 1.97% |
$50.9K - $59.9K
|
21.5K
$2.96M
|
|
Feb 03, 2023
Q4 2022
|
Pinnacle Financial Partners Inc
|
SELL
|
- |
-450- 14.63% |
$52.9K - $62.3K
|
2.63K
$361K
|
|
Jan 03, 2023
Q4 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-452- 17.88% |
$53.1K - $62.6K
|
2.08K
$286K
|
|
Jan 09, 2023
Q4 2022
|
Cambridge Trust CO
Boston, MA |
SELL
|
- |
-457- 36.16% |
$53.7K - $63.3K
|
807
$111K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-459- 13.42% |
$54K - $63.5K
|
2.96K
$408K
|
|
Feb 09, 2023
Q4 2022
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-484- 11.82% |
$56.9K - $67K
|
3.61K
$497K
|
|
Feb 14, 2023
Q4 2022
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-496- 1.98% |
$58.3K - $68.7K
|
24.6K
$3.38M
|
|
Feb 14, 2023
Q4 2022
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-496- 21.93% |
$58.3K - $68.7K
|
1.77K
$243K
|
|
Feb 09, 2023
Q4 2022
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-498- 9.58% |
$58.6K - $68.9K
|
4.7K
$647K
|
|
Jan 05, 2023
Q4 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-516- 13.31% |
$60.7K - $71.4K
|
3.36K
$463K
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-525- 16.25% |
$61.7K - $72.7K
|
2.71K
$372K
|
|
Feb 10, 2023
Q4 2022
|
Midwest Professional Planners, Ltd.
Wausau, WI |
SELL
|
- |
-531- 3.15% |
$62.4K - $73.5K
|
16.3K
$2.24M
|
|
Mar 15, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-532- 3.53% |
$62.6K - $73.6K
|
14.5K
$2M
|
|
Feb 13, 2023
Q4 2022
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-533- 5.51% |
$62.7K - $73.8K
|
9.15K
$1.26M
|
|
Jan 23, 2023
Q4 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-540- 13.0% |
$63.5K - $74.8K
|
3.62K
$498K
|
|
Jan 10, 2023
Q4 2022
|
Coldstream Capital Management Inc
|
SELL
|
- |
-575- 8.64% |
$67.6K - $79.6K
|
6.08K
$837K
|
|
Feb 09, 2023
Q4 2022
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-589- 2.42% |
$69.3K - $81.5K
|
23.7K
$3.27M
|
|
Feb 02, 2023
Q4 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-596- 2.76% |
$70.1K - $82.5K
|
21K
$2.89M
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
SELL
|
- |
-600- 6.69% |
$70.5K - $83.1K
|
8.37K
$1.15M
|
|
Jan 10, 2023
Q4 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-600- 9.71% |
$70.5K - $83.1K
|
5.58K
$768K
|
|
Feb 13, 2023
Q4 2022
|
Cullen/Frost Bankers, Inc.
|
SELL
|
- |
-606- 66.89% |
$71.3K - $83.9K
|
300
$41.3K
|
|
Feb 09, 2023
Q4 2022
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-615- 49.16% |
$72.3K - $85.1K
|
636
$87.6K
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-633- 4.96% |
$74.4K - $87.6K
|
12.1K
$1.67M
|
|
Feb 03, 2023
Q4 2022
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-635- 4.6% |
$74.7K - $87.9K
|
13.2K
$1.81M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-644- 5.82% |
$75.7K - $89.1K
|
10.4K
$1.43M
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-665- 5.51% |
$78.2K - $92.1K
|
11.4K
$1.57M
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-671- 7.11% |
$78.9K - $92.9K
|
8.77K
$1.21M
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
SELL
|
- |
-678- 5.45% |
$79.7K - $93.9K
|
11.8K
$1.62M
|
|
Jan 20, 2023
Q4 2022
|
Lehman & Derafelo Financial Resources LLC
|
SELL
|
- |
-702- 8.75% |
$82.5K - $97.2K
|
7.32K
$1.01M
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-718- 65.57% |
$84.4K - $99.4K
|
377
$51.9K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-729- 5.62% |
$85.7K - $101K
|
12.2K
$1.69M
|
|
Feb 13, 2023
Q4 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-749- 5.25% |
$88.1K - $104K
|
13.5K
$1.86M
|
|
Jan 13, 2023
Q4 2022
|
Burns J W & CO Inc
|
SELL
|
- |
-754- 3.05% |
$88.7K - $104K
|
24K
$3.3M
|
|
Feb 14, 2023
Q4 2022
|
Williams Jones Wealth Management, Llc.
New York, NY |
SELL
|
- |
-767- 0.72% |
$90.2K - $106K
|
106K
$14.7M
|
|
Jan 25, 2023
Q4 2022
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-773- 3.0% |
$90.9K - $107K
|
25K
$3.45M
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-789- 18.9% |
$92.8K - $109K
|
3.39K
$466K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-841- 2.04% |
$98.9K - $116K
|
40.4K
$5.56M
|