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 08, 2023
Q4 2022
|
Ntv Asset Management LLC
|
BUY
|
- |
1.51K+ 2.68% |
$177K - $208K
|
57.8K
$7.89M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.48K+ 86.97% |
$174K - $205K
|
3.19K
$435K
|
|
Feb 14, 2023
Q4 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.47K+ 16.53% |
$172K - $203K
|
10.3K
$1.41M
|
|
Feb 02, 2023
Q4 2022
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.45K+ 21.96% |
$170K - $200K
|
8.03K
$1.1M
|
|
Jan 27, 2023
Q4 2022
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.4K+ 8.1% |
$164K - $193K
|
18.6K
$2.54M
|
|
Feb 10, 2023
Q4 2022
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
1.35KNew |
$159K - $187K
|
1.35K
$184K
|
|
Feb 10, 2023
Q4 2022
|
Harbour Investment Management LLC
Edmonds, WA |
BUY
|
- |
1.35K+ 3.63% |
$159K - $187K
|
38.6K
$5.27M
|
|
Feb 14, 2023
Q4 2022
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
1.32K+ 50.3% |
$155K - $183K
|
3.95K
$540K
|
|
Feb 14, 2023
Q4 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.25K+ 43.81% |
$146K - $172K
|
4.09K
$558K
|
|
Feb 10, 2023
Q4 2022
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.22K+ 2.96% |
$144K - $169K
|
42.6K
$5.82M
|
|
Feb 07, 2023
Q4 2022
|
Harbor Advisory Corp
|
BUY
|
- |
1.21K+ 10.57% |
$143K - $168K
|
12.7K
$1.73M
|
|
Feb 10, 2023
Q4 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18K+ 65.87% |
$139K - $163K
|
2.97K
$406K
|
|
Feb 14, 2023
Q4 2022
|
Westwood Wealth Management
|
BUY
|
- |
1.12K+ 13.22% |
$132K - $155K
|
9.59K
$1.31M
|
|
Jan 27, 2023
Q4 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
1.1K+ 11.74% |
$129K - $152K
|
10.4K
$1.43M
|
|
Feb 14, 2023
Q4 2022
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.07K+ 3.43% |
$126K - $149K
|
32.4K
$4.43M
|
|
Feb 14, 2023
Q4 2022
|
Fortis Capital Advisors, LLC
Reno, NV |
BUY
|
- |
1.04KNew |
$123K - $145K
|
1.04K
$143K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
1.04K+ 1.41% |
$122K - $143K
|
74.2K
$10.1M
|
|
Feb 13, 2023
Q4 2022
|
Icapital Wealth LLC
Walnut Creek, CA |
BUY
|
- |
1K+ 2.39% |
$118K - $138K
|
42.8K
$5.85M
|
|
Feb 14, 2023
Q4 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
951+ 28.77% |
$112K - $132K
|
4.26K
$581K
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
949+ 24.97% |
$112K - $131K
|
4.75K
$649K
|
|
Jan 20, 2023
Q4 2022
|
Bray Capital Advisors
|
BUY
|
- |
946+ 5.08% |
$111K - $131K
|
19.6K
$2.67M
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
941+ 62.48% |
$111K - $130K
|
2.45K
$334K
|
|
Feb 13, 2023
Q4 2022
|
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet LTD
|
BUY
|
- |
940New |
$111K - $130K
|
940
$128K
|
|
Jan 27, 2023
Q4 2022
|
Pfg Advisors
|
BUY
|
- |
938+ 16.0% |
$110K - $130K
|
6.8K
$929K
|
|
Jan 20, 2023
Q4 2022
|
Le Jeune Puetz Investment Counsel LLC
|
BUY
|
- |
830New |
$97.6K - $115K
|
830
$113K
|
|
Jan 04, 2023
Q4 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
826New |
$97.1K - $114K
|
826
$113K
|
|
Jan 30, 2023
Q4 2022
|
Byrne Asset Management LLC
|
BUY
|
- |
805+ 100.75% |
$94.7K - $111K
|
1.6K
$219K
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
801New |
$94.2K - $111K
|
801
$109K
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
778New |
$91.5K - $108K
|
778
$106K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
BUY
|
- |
768+ 9.93% |
$90.3K - $106K
|
8.51K
$1.16M
|
|
Jan 24, 2023
Q4 2022
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
730New |
$85.8K - $101K
|
730
$99.7K
|
|
Feb 14, 2023
Q4 2022
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
702+ 4.2% |
$82.5K - $97.2K
|
17.4K
$2.38M
|
|
Jan 09, 2023
Q4 2022
|
Summit Financial Group, Inc.
|
BUY
|
- |
700+ 8.16% |
$82.3K - $96.9K
|
9.28K
$1.27M
|
|
Feb 13, 2023
Q4 2022
|
Cornerstone Advisory, LLC
|
BUY
|
- |
695+ 21.84% |
$81.7K - $96.2K
|
3.88K
$530K
|
|
Feb 03, 2023
Q4 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
684+ 1.58% |
$80.4K - $94.7K
|
43.9K
$6M
|
|
Jan 31, 2023
Q4 2022
|
Ifg Advisory, LLC
|
BUY
|
- |
661+ 6.79% |
$77.7K - $91.5K
|
10.4K
$1.42M
|
|
Jan 26, 2023
Q4 2022
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
648+ 22.56% |
$76.2K - $89.7K
|
3.52K
$481K
|
|
Jun 01, 2023
Q4 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
640+ 3.75% |
$75.3K - $88.6K
|
17.7K
$2.42M
|
|
Jan 19, 2023
Q4 2022
|
Appleton Partners Inc
|
BUY
|
- |
627+ 1.1% |
$73.7K - $86.8K
|
57.6K
$7.86M
|
|
Jan 18, 2023
Q4 2022
|
Wesbanco Bank Inc
|
BUY
|
- |
610+ 7.41% |
$71.7K - $84.4K
|
8.84K
$1.21M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
BUY
|
- |
601+ 8.21% |
$70.7K - $83.2K
|
7.92K
$1.08M
|
|
Jan 10, 2023
Q4 2022
|
Madden Securities Corp
|
BUY
|
- |
526New |
$61.8K - $72.8K
|
526
$71.9K
|
|
Feb 03, 2023
Q4 2022
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
515+ 5.34% |
$60.6K - $71.3K
|
10.2K
$1.39M
|
|
Feb 14, 2023
Q4 2022
|
Coastwise Capital Group, LLC
La Jolla, CA |
BUY
|
- |
505+ 11.12% |
$59.4K - $69.9K
|
5.05K
$690K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
500New |
$58.8K - $69.2K
|
500
$68.3K
|
|
Feb 14, 2023
Q4 2022
|
Bradley Foster & Sargent Inc
Hartford, CT |
BUY
|
- |
495+ 4.98% |
$58.2K - $68.5K
|
10.4K
$1.43M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
BUY
|
- |
491+ 3.94% |
$57.7K - $68K
|
13K
$1.77M
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust Advisors
Spartanburg, SC |
BUY
|
- |
486+ 1.02% |
$57.1K - $67.3K
|
48.1K
$6.57M
|
|
Jan 27, 2023
Q4 2022
|
Means Investment Co., Inc.
|
BUY
|
- |
484+ 4.28% |
$56.9K - $67K
|
11.8K
$1.61M
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
463+ 18.94% |
$54.4K - $64.1K
|
2.91K
$397K
|