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 09, 2023
Q4 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
BUY
|
- |
144+ 4.63% |
$16.9K - $19.9K
|
3.25K
$432K
|
|
|
Feb 14, 2023
Q4 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
143+ 1.15% |
$16.8K - $19.8K
|
12.6K
$1.67M
|
|
|
Feb 13, 2023
Q4 2022
|
Aft, Forsyth & Company, Inc.
|
BUY
|
- |
141+ 2.92% |
$16.6K - $19.5K
|
4.98K
$660K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
139+ 4.83% |
$16.3K - $19.2K
|
3.02K
$400K
|
|
|
Jan 10, 2023
Q4 2022
|
Jdm Financial Group LLC
Encino, CA |
BUY
|
- |
139New |
$16.3K - $19.2K
|
139
$18.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
137New |
$16.1K - $19K
|
137
$18.2K
|
|
|
Jan 30, 2023
Q4 2022
|
First Interstate Bank
Billings, MT |
BUY
|
- |
129+ 0.29% |
$15.2K - $17.9K
|
44.5K
$5.9M
|
|
|
Jan 10, 2023
Q4 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
127+ 12.59% |
$14.9K - $17.6K
|
1.14K
$151K
|
|
|
Feb 13, 2023
Q4 2022
|
Greytown Advisors Inc.
Miami, FL |
BUY
|
- |
127+ 0.39% |
$14.9K - $17.6K
|
32.6K
$4.32M
|
|
|
Jan 25, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
125+ 1.18% |
$14.7K - $17.3K
|
10.7K
$1.42M
|
|
|
Jan 19, 2023
Q4 2022
|
Quent Capital, LLC
|
BUY
|
- |
123New |
$14.5K - $17K
|
123
$16.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
121+ 3.61% |
$14.2K - $16.8K
|
3.47K
$461K
|
|
|
Feb 14, 2023
Q4 2022
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
117+ 32.41% |
$13.8K - $16.2K
|
478
$63.4K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
112New |
$13.2K - $15.5K
|
112
$14.9K
|
|
|
Jan 11, 2023
Q4 2022
|
City State Bank
Norwalk, IA |
BUY
|
- |
110+ 1.23% |
$12.9K - $15.2K
|
9.07K
$1.2M
|
|
|
Jan 19, 2023
Q4 2022
|
Sym Financial Corp
|
BUY
|
- |
110+ 86.61% |
$12.9K - $15.2K
|
237
$31.4K
|
|
|
Feb 14, 2023
Q4 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
105+ 16.15% |
$12.3K - $14.5K
|
755
$100K
|
|
|
Feb 09, 2023
Q4 2022
|
Trust CO Of Vermont
|
BUY
|
- |
102+ 19.43% |
$12K - $14.1K
|
627
$83.2K
|
|
|
Feb 13, 2023
Q4 2022
|
Sovereign Financial Group, Inc.
Stamford, CT |
BUY
|
- |
100+ 1.48% |
$11.8K - $13.8K
|
6.86K
$910K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
100New |
$11.8K - $13.8K
|
100
$13.3K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
100+ 476.19% |
$11.8K - $13.8K
|
121
$16.1K
|
|
|
Feb 14, 2023
Q4 2022
|
Marathon Capital Management
Hunt Valley, MD |
BUY
|
- |
100+ 2.49% |
$11.8K - $13.8K
|
4.12K
$546K
|
|
|
Sep 01, 2023
Q4 2022
|
Jag Capital Management, LLC
|
BUY
|
- |
100New |
$11.8K - $13.8K
|
100
$13.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
98New |
$11.5K - $13.6K
|
98
$13K
|
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
95+ 0.74% |
$11.2K - $13.2K
|
13K
$1.72M
|
|
|
Jan 31, 2023
Q4 2022
|
Pinnacle Associates LTD
|
BUY
|
- |
85+ 0.79% |
$9.99K - $11.8K
|
10.8K
$1.43M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
81New |
$9.52K - $11.2K
|
81
$10.7K
|
|
|
Jan 18, 2023
Q4 2022
|
Private Trust CO Na
|
BUY
|
- |
80+ 1.46% |
$9.41K - $11.1K
|
5.57K
$738K
|
|
|
Aug 14, 2024
Q4 2022
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
78+ 8.63% |
$9.17K - $10.8K
|
982
$130K
|
|
|
Aug 26, 2024
Q4 2022
|
Centennial Bank/Ar/
Conway, AR |
BUY
|
- |
77New |
$9.05K - $10.7K
|
77
$10.2K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
75New |
$8.82K - $10.4K
|
75
$9.95K
|
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
75+ 73.53% |
$8.82K - $10.4K
|
177
$23.5K
|
|
|
Feb 10, 2023
Q4 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75+ 6.34% |
$8.82K - $10.4K
|
1.26K
$167K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
75New |
$8.82K - $10.4K
|
75
$9.95K
|
|
|
Mar 02, 2023
Q4 2022
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
75+ 34.56% |
$8.82K - $10.4K
|
292
$38.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Xml Financial, LLC
|
BUY
|
- |
73+ 2.72% |
$8.58K - $10.1K
|
2.76K
$366K
|
|
|
Feb 10, 2023
Q4 2022
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
72New |
$8.47K - $9.97K
|
72
$9.55K
|
|
|
Feb 14, 2023
Q4 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
71+ 4.27% |
$8.35K - $9.83K
|
1.73K
$230K
|
|
|
Feb 14, 2023
Q4 2022
|
Silicon Valley Capital Partners
|
BUY
|
- |
71New |
$8.35K - $9.83K
|
71
$9.42K
|
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
70+ 1.93% |
$8.23K - $9.69K
|
3.7K
$491K
|
|
|
Feb 13, 2023
Q4 2022
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 2.89% |
$7.76K - $9.14K
|
2.35K
$312K
|
|
|
Feb 06, 2023
Q4 2022
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
65+ 3.69% |
$7.64K - $9K
|
1.83K
$242K
|
|
|
Jan 12, 2023
Q4 2022
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
63+ 1.32% |
$7.41K - $8.72K
|
4.84K
$642K
|
|
|
Feb 02, 2023
Q4 2022
|
Dearborn Partners LLC
|
BUY
|
- |
63+ 1.1% |
$7.41K - $8.72K
|
5.79K
$768K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
63+ 11.89% |
$7.41K - $8.72K
|
593
$78.7K
|
|
|
Feb 13, 2023
Q4 2022
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
61+ 1.73% |
$7.17K - $8.44K
|
3.58K
$475K
|
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
61+ 0.75% |
$7.17K - $8.44K
|
8.23K
$1.09M
|
|
|
Feb 14, 2023
Q4 2022
|
Zullo Investment Group, Inc.
Scranton, PA |
BUY
|
- |
58+ 8.23% |
$6.82K - $8.03K
|
763
$101K
|
|
|
Feb 14, 2023
Q4 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
57+ 0.33% |
$6.7K - $7.89K
|
17.5K
$2.32M
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
54+ 2.19% |
$6.35K - $7.48K
|
2.52K
$334K
|