Purchases and Sales Made in Q4 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2023. 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, 2024
Q4 2023
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-361- 5.72% |
$40.6K - $49.5K
|
5.95K
$814K
|
|
|
Jan 17, 2024
Q4 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-365- 4.83% |
$41K - $50K
|
7.2K
$985K
|
|
|
Jan 08, 2024
Q4 2023
|
Optimum Investment Advisors
|
SELL
|
- |
-370- 10.76% |
$41.6K - $50.7K
|
3.07K
$420K
|
|
|
Feb 12, 2024
Q4 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-375- 23.81% |
$42.2K - $51.4K
|
1.2K
$164K
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-382- 17.62% |
$42.9K - $52.3K
|
1.79K
$244K
|
|
|
Jan 31, 2024
Q4 2023
|
Daiwa Securities Group Inc.
Tokyo, M0 |
SELL
|
- |
-383- 31.09% |
$43.1K - $52.5K
|
849
$116K
|
|
|
Feb 09, 2024
Q4 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-387- 8.34% |
$43.5K - $53K
|
4.26K
$582K
|
|
|
Feb 14, 2024
Q4 2023
|
Aberdeen Wealth Management LLC
Lake Bluff, IL |
SELL
|
- |
-400- 76.92% |
$45K - $54.8K
|
120
$16.4K
|
|
|
Feb 13, 2024
Q4 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-421- 5.21% |
$47.3K - $57.7K
|
7.65K
$1.05M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-432- 3.39% |
$48.6K - $59.2K
|
12.3K
$1.68M
|
|
|
Feb 05, 2024
Q4 2023
|
Essex Financial Services, Inc.
|
SELL
|
- |
-435- 6.3% |
$48.9K - $59.6K
|
6.47K
$884K
|
|
|
Jan 10, 2024
Q4 2023
|
Patten Group, Inc.
|
SELL
|
- |
-449- 10.14% |
$50.5K - $61.5K
|
3.98K
$544K
|
|
|
Jan 29, 2024
Q4 2023
|
Northstar Asset Management LLC
|
SELL
|
- |
-450- 15.38% |
$50.6K - $61.7K
|
2.48K
$339K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-458- 5.13% |
$51.5K - $62.8K
|
8.47K
$1.16M
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-463- 0.41% |
$52K - $63.4K
|
113K
$15.5M
|
|
|
Jan 10, 2024
Q4 2023
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-465- 22.77% |
$52.3K - $63.7K
|
1.58K
$216K
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
SELL
|
- |
-466- 14.35% |
$52.4K - $63.9K
|
2.78K
$381K
|
|
|
Feb 13, 2024
Q4 2023
|
Pgim Custom Harvest LLC
Newark, NJ |
SELL
|
- |
-468- 22.61% |
$52.6K - $64.1K
|
1.6K
$219K
|
|
|
Feb 06, 2024
Q4 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-478- 0.38% |
$53.7K - $65.5K
|
125K
$17.1M
|
|
|
Feb 05, 2024
Q4 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-483- 2.48% |
$54.3K - $66.2K
|
19K
$2.6M
|
|
|
Feb 13, 2024
Q4 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-505- 14.76% |
$56.8K - $69.2K
|
2.92K
$399K
|
|
|
Feb 13, 2024
Q4 2023
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-510- 5.86% |
$57.3K - $69.9K
|
8.19K
$1.12M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-528- 22.62% |
$59.4K - $72.4K
|
1.81K
$247K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
SELL
|
- |
-528- 1.61% |
$59.4K - $72.4K
|
32.2K
$4.4M
|
|
|
Jan 10, 2024
Q4 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-532- 25.54% |
$59.8K - $72.9K
|
1.55K
$212K
|
|
|
Jan 30, 2024
Q4 2023
|
Macroview Investment Management LLC
|
SELL
|
- |
-538- 98.9% |
$60.5K - $73.7K
|
6
$821
|
|
|
Feb 06, 2024
Q4 2023
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-544- 4.82% |
$61.2K - $74.5K
|
10.7K
$1.47M
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-553- 38.14% |
$62.2K - $75.8K
|
897
$123K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer Asset Management Inc.
New York, NY |
SELL
|
- |
-554- 2.19% |
$62.3K - $75.9K
|
24.8K
$3.39M
|
|
|
Feb 01, 2024
Q4 2023
|
Adviser Investments LLC
|
SELL
|
- |
-560- 3.92% |
$62.9K - $76.7K
|
13.7K
$1.88M
|
|
|
Feb 09, 2024
Q4 2023
|
Associated Banc Corp
Green Bay, WI |
SELL
|
- |
-564- 1.37% |
$63.4K - $77.3K
|
40.7K
$5.56M
|
|
|
Jan 16, 2024
Q4 2023
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-570- 1.27% |
$64.1K - $78.1K
|
44.5K
$6.08M
|
|
|
Feb 14, 2024
Q4 2023
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-583- 19.55% |
$65.5K - $79.9K
|
2.4K
$328K
|
|
|
May 17, 2024
Q4 2023
|
Baxter Bros Inc
|
SELL
|
- |
-593- 16.45% |
$66.7K - $81.3K
|
3.01K
$412K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-597- 9.66% |
$67.1K - $81.8K
|
5.59K
$764K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-599- 8.79% |
$67.3K - $82.1K
|
6.21K
$850K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-600- 77.12% |
$67.4K - $82.2K
|
178
$24.3K
|
|
|
Jan 29, 2024
Q4 2023
|
Essex LLC
|
SELL
|
- |
-605- 22.06% |
$68K - $82.9K
|
2.14K
$292K
|
|
|
Feb 08, 2024
Q4 2023
|
Atomi Financial Group, Inc.
Irvine, CA |
SELL
|
- |
-606- 13.69% |
$68.1K - $83K
|
3.82K
$522K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-608- 1.33% |
$68.3K - $83.3K
|
45.1K
$6.17M
|
|
|
Feb 13, 2024
Q4 2023
|
Cahill Financial Advisors Inc
Edina, MN |
SELL
|
- |
-610- 17.68% |
$68.6K - $83.6K
|
2.84K
$388K
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-621- 14.04% |
$69.8K - $85.1K
|
3.8K
$520K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-640- 3.96% |
$71.9K - $87.7K
|
15.5K
$2.12M
|
|
|
Feb 13, 2024
Q4 2023
|
Stephens Inc
|
SELL
|
- |
-641- 8.89% |
$72.1K - $87.8K
|
6.57K
$899K
|
|
|
Jan 11, 2024
Q4 2023
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-646- 5.61% |
$72.6K - $88.5K
|
10.9K
$1.49M
|
|
|
Feb 08, 2024
Q4 2023
|
1 St Source Bank
|
SELL
|
- |
-670- 3.97% |
$75.3K - $91.8K
|
16.2K
$2.22M
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-674- 15.38% |
$75.8K - $92.4K
|
3.71K
$507K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-685- 9.65% |
$77K - $93.9K
|
6.41K
$877K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-707- 23.88% |
$79.5K - $96.9K
|
2.25K
$308K
|
|
|
Feb 09, 2024
Q4 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-737- 15.86% |
$82.8K - $101K
|
3.91K
$535K
|