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 |
|---|---|---|---|---|---|---|---|
|
May 01, 2023
Q4 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
6.5KNew |
$764K - $899K
|
6.5K
$888K
|
|
|
Jan 24, 2023
Q4 2022
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
6.37K+ 2.31% |
$749K - $882K
|
282K
$38.6M
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
6.26K+ 34.51% |
$736K - $867K
|
24.4K
$3.33M
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
6.12K+ 26.7% |
$720K - $847K
|
29.1K
$3.97M
|
|
|
Feb 10, 2023
Q4 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
6.04K+ 74.33% |
$710K - $835K
|
14.2K
$1.93M
|
|
|
Feb 23, 2023
Q4 2022
|
Chelsea Counsel CO
|
BUY
|
- |
6.03KNew |
$709K - $835K
|
6.03K
$824K
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
5.91K+ 54.38% |
$694K - $818K
|
16.8K
$2.29M
|
|
|
Jan 10, 2023
Q4 2022
|
Mc Guire Investment Group, LLC
|
BUY
|
- |
5.84K+ 9.57% |
$686K - $808K
|
66.8K
$9.13M
|
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
5.75K+ 36.22% |
$676K - $796K
|
21.6K
$2.95M
|
|
|
Feb 13, 2023
Q4 2022
|
Krilogy Financial LLC
|
BUY
|
- |
5.55KNew |
$653K - $769K
|
5.55K
$759K
|
|
|
Feb 06, 2023
Q4 2022
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
5.55K+ 38.49% |
$652K - $768K
|
20K
$2.73M
|
|
|
Jan 12, 2023
Q4 2022
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
5.43KNew |
$638K - $751K
|
5.43K
$741K
|
|
|
Feb 07, 2023
Q4 2022
|
Capital Insight Partners, LLC
|
BUY
|
- |
5.32KNew |
$626K - $737K
|
5.32K
$727K
|
|
|
Feb 08, 2023
Q4 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
4.83K+ 19.46% |
$568K - $669K
|
29.7K
$4.05M
|
|
|
Jan 25, 2023
Q4 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.78K+ 218.86% |
$562K - $662K
|
6.97K
$952K
|
|
|
Feb 13, 2023
Q4 2022
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
4.7KNew |
$553K - $651K
|
4.7K
$642K
|
|
|
Feb 07, 2023
Q4 2022
|
Investment House LLC
Las Vegas, NV |
BUY
|
- |
4.53K+ 5.15% |
$532K - $626K
|
92.4K
$12.6M
|
|
|
Feb 03, 2023
Q4 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.4K+ 171.17% |
$517K - $609K
|
6.97K
$952K
|
|
|
Feb 14, 2023
Q4 2022
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
4.38K+ 2.76% |
$514K - $606K
|
163K
$22.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
4.35KNew |
$512K - $602K
|
4.35K
$595K
|
|
|
Feb 08, 2023
Q4 2022
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
4.34K+ 5.54% |
$511K - $601K
|
82.8K
$11.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
BUY
|
- |
4.27K+ 6.48% |
$501K - $590K
|
70.1K
$9.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Brainard Capital Management LLC
Austin, TX |
BUY
|
- |
4.08KNew |
$480K - $565K
|
4.08K
$558K
|
|
|
Jan 02, 2024
Q4 2022
|
Lji Wealth Management, LLC
Indianapolis, IN |
BUY
|
- |
3.94KNew |
$463K - $545K
|
3.94K
$538K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.83K+ 4.29% |
$450K - $530K
|
93.1K
$12.7M
|
|
|
Jan 12, 2023
Q4 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
3.77K+ 5.14% |
$443K - $521K
|
77K
$10.5M
|
|
|
Feb 14, 2023
Q4 2022
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
3.74KNew |
$440K - $517K
|
3.74K
$511K
|
|
|
Jan 18, 2023
Q4 2022
|
Calton & Associates, Inc.
|
BUY
|
- |
3.69K+ 98.51% |
$434K - $511K
|
7.44K
$1.02M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
3.59K+ 60.47% |
$422K - $497K
|
9.53K
$1.3M
|
|
|
Feb 14, 2023
Q4 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
3.53K+ 82.29% |
$415K - $488K
|
7.81K
$1.07M
|
|
|
Jan 11, 2023
Q4 2022
|
Parkside Investments, LLC
|
BUY
|
- |
3.5KNew |
$412K - $485K
|
3.5K
$478K
|
|
|
Jan 13, 2023
Q4 2022
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
3.2K+ 34.17% |
$376K - $443K
|
12.6K
$1.72M
|
|
|
Jan 13, 2023
Q4 2022
|
Gofen & Glossberg LLC
|
BUY
|
- |
3.16KNew |
$372K - $437K
|
3.16K
$432K
|
|
|
Feb 13, 2023
Q4 2022
|
Hoey Investments, Inc
Coatesville, PA |
BUY
|
- |
3.08K+ 20.41% |
$362K - $426K
|
18.1K
$2.48M
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
3.03K+ 25.21% |
$357K - $420K
|
15.1K
$2.06M
|
|
|
Jan 25, 2023
Q4 2022
|
Edge Wealth Management LLC
|
BUY
|
- |
2.97KNew |
$350K - $412K
|
2.97K
$406K
|
|
|
Feb 13, 2023
Q4 2022
|
Core Wealth Partners LLC
Santa Rosa, CA |
BUY
|
- |
2.91KNew |
$342K - $402K
|
2.91K
$397K
|
|
|
Feb 14, 2023
Q4 2022
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
2.87KNew |
$337K - $397K
|
2.87K
$392K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
2.83K+ 70.62% |
$333K - $392K
|
6.85K
$935K
|
|
|
Feb 06, 2023
Q4 2022
|
Financial Sense Advisors, Inc.
|
BUY
|
- |
2.82KNew |
$332K - $390K
|
2.82K
$385K
|
|
|
Feb 09, 2023
Q4 2022
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
2.81KNew |
$330K - $389K
|
2.81K
$384K
|
|
|
Feb 08, 2023
Q4 2022
|
John G Ullman & Associates Inc
|
BUY
|
- |
2.8KNew |
$329K - $388K
|
2.8K
$383K
|
|
|
Feb 07, 2023
Q4 2022
|
Lincoln National Corp
|
BUY
|
- |
2.78K+ 44.08% |
$327K - $385K
|
9.09K
$1.24M
|
|
|
Feb 09, 2023
Q4 2022
|
Mai Capital Management
|
BUY
|
- |
2.78K+ 4.33% |
$326K - $384K
|
66.8K
$9.13M
|
|
|
Feb 02, 2023
Q4 2022
|
Kades & Cheifetz LLC
Berwyn, PA |
BUY
|
- |
2.66KNew |
$313K - $368K
|
2.66K
$363K
|
|
|
Feb 14, 2023
Q4 2022
|
Per Stirling Capital Management, Llc.
Austin, TX |
BUY
|
- |
2.62KNew |
$308K - $362K
|
2.62K
$358K
|
|
|
Feb 16, 2023
Q4 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
2.6K+ 164.54% |
$306K - $360K
|
4.19K
$572K
|
|
|
Feb 06, 2023
Q4 2022
|
Milestone Asset Management, LLC
Pittsburgh, PA |
BUY
|
- |
2.58KNew |
$303K - $357K
|
2.58K
$353K
|
|
|
Feb 09, 2023
Q4 2022
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
2.58KNew |
$303K - $357K
|
2.58K
$352K
|
|
|
Feb 14, 2023
Q4 2022
|
Dover Advisors, LLC
Richmond, VA |
BUY
|
- |
2.53KNew |
$298K - $350K
|
2.53K
$346K
|