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 13, 2024
Q4 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-1.37K- 6.09% |
$154K - $187K
|
21.1K
$2.83M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-1.37K- 20.14% |
$154K - $188K
|
5.44K
$730K
|
|
|
Jan 23, 2024
Q4 2023
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.37K- 16.82% |
$154K - $188K
|
6.8K
$912K
|
|
|
Feb 02, 2024
Q4 2023
|
Lyell Wealth Management, LP
|
SELL
|
- |
-1.38K- 6.28% |
$155K - $189K
|
20.6K
$2.76M
|
|
|
Feb 14, 2024
Q4 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.39K- 22.23% |
$156K - $190K
|
4.86K
$651K
|
|
|
Feb 06, 2024
Q4 2023
|
Lincoln National Corp
|
SELL
|
- |
-1.4K- 14.52% |
$157K - $192K
|
8.23K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Gyl Financial Synergies, LLC
|
SELL
|
- |
-1.4K- 1.98% |
$158K - $192K
|
69.4K
$9.32M
|
|
|
Jan 22, 2024
Q4 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-1.42K- 39.34% |
$160K - $195K
|
2.19K
$294K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-1.43K- 22.57% |
$161K - $196K
|
4.91K
$659K
|
|
|
Feb 07, 2024
Q4 2023
|
Banque Cantonale Vaudoise
|
SELL
|
- |
-1.45K- 7.34% |
$163K - $199K
|
18.4K
$2.46M
|
|
|
Apr 16, 2024
Q4 2023
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-1.46K- 21.66% |
$164K - $200K
|
5.28K
$708K
|
|
|
Feb 14, 2024
Q4 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.47K- 18.28% |
$165K - $201K
|
6.55K
$879K
|
|
|
Jan 30, 2024
Q4 2023
|
North Crest Asset Manangement, LLC
|
SELL
|
- |
-1.47K- 33.67% |
$165K - $202K
|
2.9K
$389K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-1.49K- 5.02% |
$167K - $204K
|
28.2K
$3.78M
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.49K- 9.57% |
$168K - $205K
|
14.1K
$1.89M
|
|
|
Jul 31, 2024
Q4 2023
|
Rothschild Investment LLC
Chicago, IL |
SELL
|
- |
-1.5K- 50.0% |
$169K - $206K
|
1.5K
$201K
|
|
|
Feb 14, 2024
Q4 2023
|
Holt Capital Advisors, L.L.C. Dba Holt Capital Partners, L.P.
Fort Worth, TX |
SELL
|
- |
-1.55K- 9.31% |
$174K - $212K
|
15.1K
$2.02M
|
|
|
Jan 16, 2024
Q4 2023
|
Churchill Management Corp
|
SELL
|
- |
-1.56K- 15.2% |
$175K - $214K
|
8.7K
$1.17M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.59K- 4.07% |
$178K - $217K
|
37.4K
$5.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Colonial Trust Advisors
Spartanburg, SC |
SELL
|
- |
-1.59K- 3.44% |
$179K - $218K
|
44.6K
$5.98M
|
|
|
Feb 05, 2024
Q4 2023
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-1.59K- 98.27% |
$179K - $218K
|
28
$3.76K
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-1.61K- 8.42% |
$181K - $220K
|
17.5K
$2.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-1.63K- 13.91% |
$183K - $223K
|
10.1K
$1.35M
|
|
|
Jan 29, 2024
Q4 2023
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-1.64K- 7.93% |
$185K - $225K
|
19.1K
$2.56M
|
|
|
Feb 14, 2024
Q4 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-1.69K- 4.26% |
$190K - $232K
|
37.9K
$5.09M
|
|
|
Feb 07, 2024
Q4 2023
|
Bronte Capital Management Pty Ltd.
|
SELL
|
- |
-1.7K- 0.6% |
$191K - $233K
|
282K
$37.8M
|
|
|
Jan 24, 2024
Q4 2023
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.74K- 14.07% |
$196K - $239K
|
10.6K
$1.43M
|
|
|
Feb 14, 2024
Q4 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.8K- 21.98% |
$203K - $247K
|
6.4K
$858K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-1.8K- 92.99% |
$203K - $247K
|
136
$18.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1.87K- 7.36% |
$211K - $257K
|
23.6K
$3.16M
|
|
|
Feb 14, 2024
Q4 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.97K- 18.72% |
$222K - $270K
|
8.57K
$1.15M
|
|
|
Jan 12, 2024
Q4 2023
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-2K- 43.01% |
$225K - $274K
|
2.65K
$355K
|
|
|
Feb 05, 2024
Q4 2023
|
Marco Investment Management LLC
|
SELL
|
- |
-2K- 32.33% |
$225K - $274K
|
4.19K
$562K
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-2.12K- 4.91% |
$238K - $290K
|
41K
$5.5M
|
|
|
Feb 05, 2024
Q4 2023
|
Investment House LLC
Las Vegas, NV |
SELL
|
- |
-2.14K- 3.01% |
$240K - $293K
|
68.9K
$9.25M
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-2.23K- 9.2% |
$250K - $305K
|
22K
$2.95M
|
|
|
Feb 13, 2024
Q4 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.23K- 18.67% |
$251K - $305K
|
9.71K
$1.3M
|
|
|
Feb 08, 2024
Q4 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-2.32K- 3.74% |
$261K - $318K
|
59.8K
$8.02M
|
|
|
Feb 08, 2024
Q4 2023
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-2.33K- 20.07% |
$262K - $319K
|
9.29K
$1.25M
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-2.4K- 25.36% |
$269K - $328K
|
7.05K
$945K
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-2.4K- 4.33% |
$270K - $329K
|
53K
$7.11M
|
|
|
Feb 06, 2024
Q4 2023
|
Ntv Asset Management LLC
|
SELL
|
- |
-2.4K- 4.34% |
$270K - $329K
|
53K
$7.11M
|
|
|
Feb 05, 2024
Q4 2023
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-2.44K- 3.6% |
$275K - $335K
|
65.4K
$8.77M
|
|
|
Jan 25, 2024
Q4 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-2.45K- 19.44% |
$275K - $335K
|
10.1K
$1.36M
|
|
|
Jan 16, 2024
Q4 2023
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-2.6K- 54.01% |
$292K - $356K
|
2.21K
$297K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-2.64K- 9.99% |
$296K - $361K
|
23.8K
$3.19M
|
|
|
Feb 01, 2024
Q4 2023
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-2.71K- 46.39% |
$304K - $371K
|
3.13K
$420K
|
|
|
Feb 09, 2024
Q4 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-2.75K- 42.51% |
$309K - $376K
|
3.71K
$498K
|
|
|
Feb 09, 2024
Q4 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-3K- 61.77% |
$338K - $412K
|
1.86K
$249K
|
|
|
Feb 09, 2024
Q4 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-3.08K- 0.43% |
$346K - $421K
|
720K
$96.6M
|