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 13, 2023
Q4 2022
|
Martin Capital Advisors, LLP
|
BUY
|
- |
2.51K+ 21.9% |
$295K - $348K
|
14K
$1.93M
|
|
|
Jan 27, 2023
Q4 2022
|
Baldwin Brothers LLC
|
BUY
|
- |
2.51K+ 2091.67% |
$295K - $347K
|
2.63K
$362K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
2.51KNew |
$295K - $347K
|
2.51K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
BUY
|
- |
2.5KNew |
$293K - $346K
|
2.5K
$344K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.45KNew |
$288K - $339K
|
2.45K
$337K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.44K+ 23.3% |
$286K - $337K
|
12.9K
$1.77M
|
|
|
Feb 14, 2023
Q4 2022
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
2.39KNew |
$281K - $331K
|
2.39K
$330K
|
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
2.38K+ 518.56% |
$279K - $329K
|
2.83K
$390K
|
|
|
Feb 10, 2023
Q4 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.34K+ 20.74% |
$275K - $323K
|
13.6K
$1.87M
|
|
|
Feb 02, 2023
Q4 2022
|
Tranquility Partners, LLC
|
BUY
|
- |
2.33KNew |
$273K - $322K
|
2.33K
$320K
|
|
|
Feb 09, 2023
Q4 2022
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
2.3K+ 23.37% |
$270K - $318K
|
12.1K
$1.67M
|
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
BUY
|
- |
2.23K+ 6.93% |
$263K - $309K
|
34.5K
$4.74M
|
|
|
Feb 09, 2023
Q4 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
2.22K+ 100.09% |
$261K - $308K
|
4.45K
$612K
|
|
|
Feb 15, 2023
Q4 2022
|
Kapstone Financial Advisors LLC
Dayton, OH |
BUY
|
- |
2.17KNew |
$256K - $301K
|
2.17K
$299K
|
|
|
Jan 31, 2023
Q4 2022
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.17K+ 36.89% |
$255K - $300K
|
8.04K
$1.11M
|
|
|
Jan 19, 2023
Q4 2022
|
Marion Wealth Management
|
BUY
|
- |
2.14K+ 16.44% |
$252K - $297K
|
15.2K
$2.09M
|
|
|
Feb 01, 2023
Q4 2022
|
Financial Advisory Service, Inc.
|
BUY
|
- |
2.11K+ 10.35% |
$248K - $292K
|
22.5K
$3.09M
|
|
|
Feb 13, 2023
Q4 2022
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
BUY
|
- |
2.07KNew |
$244K - $287K
|
2.07K
$285K
|
|
|
Feb 13, 2023
Q4 2022
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
2K+ 239.52% |
$235K - $277K
|
2.84K
$390K
|
|
|
Feb 14, 2023
Q4 2022
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
1.99KNew |
$234K - $275K
|
1.99K
$274K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
1.99KNew |
$234K - $275K
|
1.99K
$274K
|
|
|
Mar 28, 2023
Q4 2022
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
1.97KNew |
$231K - $272K
|
1.97K
$271K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
1.96K+ 6.49% |
$230K - $271K
|
32.1K
$4.43M
|
|
|
Feb 13, 2023
Q4 2022
|
Sonora Investment Management Group, LLC
Tucson, AZ |
BUY
|
- |
1.91KNew |
$225K - $265K
|
1.91K
$263K
|
|
|
Feb 14, 2023
Q4 2022
|
Hilltop Partners LLC
Mishawaka, IN |
BUY
|
- |
1.91KNew |
$224K - $264K
|
1.91K
$262K
|
|
|
Jan 30, 2023
Q4 2022
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
1.9KNew |
$223K - $262K
|
1.9K
$261K
|
|
|
Feb 03, 2023
Q4 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.83KNew |
$215K - $253K
|
1.83K
$252K
|
|
|
Feb 15, 2023
Q4 2022
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.83KNew |
$215K - $253K
|
1.83K
$252K
|
|
|
Feb 02, 2023
Q4 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
1.7KNew |
$200K - $235K
|
1.7K
$234K
|
|
|
Feb 10, 2023
Q4 2022
|
Anchor Capital Advisors LLC
|
BUY
|
- |
1.69KNew |
$198K - $233K
|
1.69K
$232K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
1.68KNew |
$197K - $232K
|
1.68K
$231K
|
|
|
Feb 02, 2023
Q4 2022
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.67KNew |
$196K - $231K
|
1.67K
$230K
|
|
|
Jan 17, 2023
Q4 2022
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.67KNew |
$196K - $230K
|
1.67K
$229K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
1.65K+ 25.42% |
$194K - $228K
|
8.14K
$1.12M
|
|
|
Feb 14, 2023
Q4 2022
|
True Private Wealth Advisors
|
BUY
|
- |
1.65K+ 39.22% |
$194K - $228K
|
5.85K
$806K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
1.65KNew |
$194K - $228K
|
1.65K
$227K
|
|
|
Feb 13, 2023
Q4 2022
|
Dana Investment Advisors, Inc.
Brookfield, WI |
BUY
|
- |
1.64KNew |
$193K - $227K
|
1.64K
$226K
|
|
|
Jan 19, 2023
Q4 2022
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.63KNew |
$192K - $226K
|
1.63K
$225K
|
|
|
Jan 19, 2023
Q4 2022
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$191K - $225K
|
1.63K
$224K
|
|
|
Jan 30, 2023
Q4 2022
|
Resource Planning Group
|
BUY
|
- |
1.62KNew |
$190K - $224K
|
1.62K
$222K
|
|
|
Jan 20, 2023
Q4 2022
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.58KNew |
$186K - $219K
|
1.58K
$218K
|
|
|
Feb 01, 2023
Q4 2022
|
Montis Financial, LLC
|
BUY
|
- |
1.58KNew |
$185K - $218K
|
1.58K
$217K
|
|
|
Jan 18, 2023
Q4 2022
|
Ritholtz Wealth Management
|
BUY
|
- |
1.58KNew |
$185K - $218K
|
1.58K
$217K
|
|
|
Feb 13, 2023
Q4 2022
|
Trek Financial, LLC
Scottsdale, AZ |
BUY
|
- |
1.57KNew |
$185K - $217K
|
1.57K
$216K
|
|
|
Jan 24, 2023
Q4 2022
|
Oak Harvest Investment Services
|
BUY
|
- |
1.56KNew |
$184K - $216K
|
1.56K
$215K
|
|
|
Feb 14, 2023
Q4 2022
|
Alerus Financial Na
Grand Forks, ND |
BUY
|
- |
1.56KNew |
$184K - $216K
|
1.56K
$215K
|
|
|
Feb 06, 2024
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.55KNew |
$182K - $215K
|
1.55K
$214K
|
|
|
Feb 14, 2023
Q4 2022
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.55KNew |
$182K - $215K
|
1.55K
$214K
|
|
|
Feb 09, 2023
Q4 2022
|
Efg Asset Management (Americas) Corp.
|
BUY
|
- |
1.53KNew |
$180K - $212K
|
1.53K
$211K
|
|
|
May 15, 2024
Q4 2022
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
1.52K+ 43.15% |
$178K - $210K
|
5.03K
$693K
|