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 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
430New |
$50.6K - $59.5K
|
430
$59.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
415+ 3.42% |
$48.8K - $57.4K
|
12.6K
$1.73M
|
|
|
Jan 20, 2023
Q4 2022
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
409+ 7.53% |
$48.1K - $56.6K
|
5.84K
$804K
|
|
|
Feb 15, 2023
Q4 2022
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
409+ 23.72% |
$48.1K - $56.6K
|
2.13K
$294K
|
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
378+ 7.7% |
$44.4K - $52.3K
|
5.29K
$728K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
378New |
$44.4K - $52.3K
|
378
$52K
|
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
375+ 191.33% |
$44.1K - $51.9K
|
571
$78.6K
|
|
|
Feb 14, 2023
Q4 2022
|
J Arnold Wealth Management CO
Youngstown, OH |
BUY
|
- |
370New |
$43.5K - $51.2K
|
370
$50.9K
|
|
|
Feb 10, 2023
Q4 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
370+ 7.65% |
$43.5K - $51.2K
|
5.21K
$717K
|
|
|
Feb 07, 2023
Q4 2022
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
369New |
$43.4K - $51.1K
|
369
$50.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Patten Group, Inc.
|
BUY
|
- |
362+ 7.35% |
$42.6K - $50.1K
|
5.29K
$728K
|
|
|
Feb 14, 2023
Q4 2022
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
358+ 39.78% |
$42.1K - $49.6K
|
1.26K
$173K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
356+ 12.8% |
$41.9K - $49.3K
|
3.14K
$432K
|
|
|
Feb 08, 2023
Q4 2022
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
356+ 2.9% |
$41.9K - $49.3K
|
12.6K
$1.74M
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
341+ 1.5% |
$40.1K - $47.2K
|
23.1K
$3.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Osterweis Capital Management Inc
San Francisco, CA |
BUY
|
- |
333New |
$39.2K - $46.1K
|
333
$45.8K
|
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
329+ 213.64% |
$38.7K - $45.5K
|
483
$66.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Counselors Inc
|
BUY
|
- |
311+ 11.59% |
$36.6K - $43.1K
|
3K
$412K
|
|
|
Feb 07, 2023
Q4 2022
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
301+ 1.44% |
$35.4K - $41.7K
|
21.2K
$2.92M
|
|
|
Mar 01, 2023
Q4 2022
|
Lakewood Asset Management LLC
Naperville, IL |
BUY
|
- |
300New |
$35.3K - $41.5K
|
300
$41.3K
|
|
|
Feb 10, 2023
Q4 2022
|
Red Lighthouse Investment Management, LLC
New York, NY |
BUY
|
- |
300New |
$35.3K - $41.5K
|
300
$41.3K
|
|
|
Jan 20, 2023
Q4 2022
|
Values First Advisors, Inc.
|
BUY
|
- |
296New |
$34.8K - $41K
|
296
$40.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
293+ 19.05% |
$34.5K - $40.6K
|
1.83K
$252K
|
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
279+ 0.95% |
$32.8K - $38.6K
|
29.6K
$4.07M
|
|
|
Jan 17, 2023
Q4 2022
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
BUY
|
- |
275New |
$32.3K - $38.1K
|
275
$37.9K
|
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
271New |
$31.9K - $37.5K
|
271
$37.3K
|
|
|
Sep 11, 2023
Q4 2022
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
268New |
$31.5K - $37.1K
|
268
$36.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Family Asset Management, LLC
Charleston, SC |
BUY
|
- |
266New |
$31.3K - $36.8K
|
266
$36.6K
|
|
|
Jan 19, 2023
Q4 2022
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
265+ 3.59% |
$31.2K - $36.7K
|
7.65K
$1.05M
|
|
|
Feb 08, 2023
Q4 2022
|
Orion Portfolio Solutions, LLC
|
BUY
|
- |
264+ 11.03% |
$31K - $36.5K
|
2.66K
$366K
|
|
|
Feb 09, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
264+ 0.91% |
$31K - $36.5K
|
29.1K
$4.01M
|
|
|
Feb 17, 2023
Q4 2022
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
250+ 2.54% |
$29.4K - $34.6K
|
10.1K
$1.39M
|
|
|
Feb 13, 2023
Q4 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
248+ 9.57% |
$29.2K - $34.3K
|
2.84K
$391K
|
|
|
Feb 10, 2023
Q4 2022
|
Motco
|
BUY
|
- |
239+ 0.44% |
$28.1K - $33.1K
|
54.1K
$7.44M
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
235+ 9.53% |
$27.6K - $32.5K
|
2.7K
$372K
|
|
|
Feb 09, 2023
Q4 2022
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
231+ 123.53% |
$27.2K - $32K
|
418
$57.5K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
230New |
$27K - $31.8K
|
230
$31.7K
|
|
|
Jan 31, 2023
Q4 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
214+ 5.9% |
$25.2K - $29.6K
|
3.84K
$529K
|
|
|
Jan 20, 2023
Q4 2022
|
Flagship Private Wealth, LLC
|
BUY
|
- |
204+ 6.41% |
$24K - $28.2K
|
3.39K
$467K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
201New |
$23.6K - $27.8K
|
201
$27.7K
|
|
|
Jan 11, 2023
Q4 2022
|
Macroview Investment Management LLC
|
BUY
|
- |
198New |
$23.3K - $27.4K
|
198
$27.3K
|
|
|
Feb 07, 2023
Q4 2022
|
Family Firm, Inc.
|
BUY
|
- |
197+ 1.91% |
$23.2K - $27.3K
|
10.5K
$1.45M
|
|
|
Jan 19, 2023
Q4 2022
|
Chesley Taft & Associates LLC
|
BUY
|
- |
190+ 0.57% |
$22.3K - $26.3K
|
33.5K
$4.61M
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
178+ 4.08% |
$20.9K - $24.6K
|
4.54K
$625K
|
|
|
Feb 13, 2023
Q4 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
170+ 5.08% |
$20K - $23.5K
|
3.52K
$484K
|
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
162+ 5.32% |
$19K - $22.4K
|
3.21K
$441K
|
|
|
Feb 09, 2023
Q4 2022
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
151+ 132.46% |
$17.8K - $20.9K
|
265
$36.5K
|
|
|
Jan 30, 2023
Q4 2022
|
Proficio Capital Partners LLC
Newton, MA |
BUY
|
- |
150+ 0.94% |
$17.6K - $20.8K
|
16.1K
$2.21M
|
|
|
Feb 07, 2023
Q4 2022
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
150+ 3.31% |
$17.6K - $20.8K
|
4.68K
$644K
|
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
145+ 3.62% |
$17K - $20.1K
|
4.15K
$571K
|