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 03, 2023
Q4 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.1% |
$118 - $138
|
1.05K
$144K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.05% |
$118 - $138
|
1.9K
$260K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $138
|
7.8K
$1.07M
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $138
|
2.89K
$395K
|
|
|
Feb 10, 2023
Q4 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.3% |
$118 - $138
|
334
$45.7K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $138
|
3.73K
$511K
|
|
|
Jan 18, 2023
Q4 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-1- 0.02% |
$118 - $138
|
4.85K
$663K
|
|
|
Jan 25, 2023
Q4 2022
|
Independent Wealth Network Inc.
|
SELL
|
- |
-1- 0.03% |
$118 - $138
|
3.54K
$484K
|
|
|
Jan 17, 2023
Q4 2022
|
Capital Market Strategies LLC
|
SELL
|
- |
-2- 0.08% |
$235 - $277
|
2.62K
$358K
|
|
|
Jan 23, 2023
Q4 2022
|
Jmac Enterprises LLC
|
SELL
|
- |
-3- 0.18% |
$353 - $415
|
1.7K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-3- 2.07% |
$353 - $415
|
142
$19.4K
|
|
|
Jan 31, 2023
Q4 2022
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-5- 29.41% |
$588 - $692
|
12
$1.64K
|
|
|
Feb 14, 2023
Q4 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-5- 0.08% |
$588 - $692
|
6.19K
$847K
|
|
|
Feb 14, 2023
Q4 2022
|
Patriot Investment Management Inc.
|
SELL
|
- |
-9- 0.07% |
$1.06K - $1.25K
|
13.7K
$1.88M
|
|
|
Jan 12, 2023
Q4 2022
|
Tiaa, Fsb
St. Louis, MO |
SELL
|
- |
-10- 0.43% |
$1.18K - $1.38K
|
2.3K
$314K
|
|
|
Feb 06, 2023
Q4 2022
|
Glassman Wealth Services
|
SELL
|
- |
-14- 0.39% |
$1.65K - $1.94K
|
3.55K
$485K
|
|
|
Feb 06, 2023
Q4 2022
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 23.08% |
$1.76K - $2.08K
|
50
$6.84K
|
|
|
Feb 14, 2023
Q4 2022
|
Aua Capital Management, LLC
Camp Hill, PA |
SELL
|
- |
-15- 2.55% |
$1.76K - $2.08K
|
574
$78.5K
|
|
|
Jan 31, 2023
Q4 2022
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-15- 0.58% |
$1.76K - $2.08K
|
2.57K
$351K
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-15- 1.9% |
$1.76K - $2.08K
|
773
$106K
|
|
|
Feb 14, 2023
Q4 2022
|
Fin Trust Capital Advisors, LLC
|
SELL
|
- |
-18- 3.62% |
$2.12K - $2.49K
|
479
$65.5K
|
|
|
Feb 03, 2023
Q4 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-19- 13.77% |
$2.23K - $2.63K
|
119
$16.3K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 2.39% |
$2.35K - $2.77K
|
816
$112K
|
|
|
Feb 09, 2023
Q4 2022
|
Coastline Trust CO
|
SELL
|
- |
-20- 0.31% |
$2.35K - $2.77K
|
6.34K
$867K
|
|
|
Jan 19, 2023
Q4 2022
|
Tsfg, LLC
|
SELL
|
- |
-20- 0.19% |
$2.35K - $2.77K
|
10.2K
$1.4M
|
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-20- 0.64% |
$2.35K - $2.77K
|
3.11K
$425K
|
|
|
Feb 13, 2023
Q4 2022
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-25- 0.39% |
$2.94K - $3.46K
|
6.34K
$867K
|
|
|
Feb 08, 2023
Q4 2022
|
Wolff Wiese Magana LLC
|
SELL
|
- |
-25- 3.2% |
$2.94K - $3.46K
|
756
$103K
|
|
|
Feb 01, 2023
Q4 2022
|
Kanawha Capital Management LLC
|
SELL
|
- |
-25- 0.9% |
$2.94K - $3.46K
|
2.76K
$378K
|
|
|
Feb 06, 2023
Q4 2022
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-27- 1.93% |
$3.17K - $3.74K
|
1.38K
$188K
|
|
|
Feb 03, 2023
Q4 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-29- 1.09% |
$3.41K - $4.01K
|
2.62K
$359K
|
|
|
Feb 07, 2023
Q4 2022
|
Wms Partners, LLC
|
SELL
|
- |
-30- 1.66% |
$3.53K - $4.15K
|
1.77K
$243K
|
|
|
Jan 31, 2023
Q4 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-30- 1.68% |
$3.53K - $4.15K
|
1.76K
$240K
|
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-30- 2.14% |
$3.53K - $4.15K
|
1.37K
$187K
|
|
|
Jan 24, 2023
Q4 2022
|
Penbrook Management LLC
|
SELL
|
- |
-30- 0.75% |
$3.53K - $4.15K
|
3.99K
$546K
|
|
|
Feb 09, 2023
Q4 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-33- 0.04% |
$3.88K - $4.57K
|
75.1K
$10.3M
|
|
|
Jan 18, 2023
Q4 2022
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-34- 1.3% |
$4K - $4.71K
|
2.59K
$354K
|
|
|
Feb 10, 2023
Q4 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 1.71% |
$4.12K - $4.85K
|
2.01K
$275K
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
- |
-36- 1.56% |
$4.23K - $4.98K
|
2.27K
$311K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-36- 14.17% |
$4.23K - $4.98K
|
218
$29.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-36- 0.71% |
$4.23K - $4.98K
|
5.02K
$687K
|
|
|
Feb 02, 2023
Q4 2022
|
Bailard, Inc.
|
SELL
|
- |
-38- 0.56% |
$4.47K - $5.26K
|
6.73K
$920K
|
|
|
Feb 03, 2023
Q4 2022
|
Larson Financial Group LLC
|
SELL
|
- |
-41- 3.68% |
$4.82K - $5.68K
|
1.07K
$147K
|
|
|
Jan 11, 2023
Q4 2022
|
Sound Income Strategies, LLC
|
SELL
|
- |
-41- 63.08% |
$4.82K - $5.68K
|
24
$3.28K
|
|
|
Feb 14, 2023
Q4 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-44- 1.33% |
$5.17K - $6.09K
|
3.27K
$447K
|
|
|
Jan 27, 2023
Q4 2022
|
First Personal Financial Services
|
SELL
|
- |
-45- 6.73% |
$5.29K - $6.23K
|
624
$85.4K
|
|
|
Feb 08, 2023
Q4 2022
|
Sound View Wealth Advisors Group, LLC
|
SELL
|
- |
-45- 1.12% |
$5.29K - $6.23K
|
3.96K
$542K
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-45- 0.21% |
$5.29K - $6.23K
|
21.9K
$2.99M
|
|
|
Feb 14, 2023
Q4 2022
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-47- 2.45% |
$5.53K - $6.51K
|
1.87K
$256K
|
|
|
Feb 14, 2023
Q4 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-48- 2.3% |
$5.64K - $6.64K
|
2.04K
$279K
|