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 06, 2024
Q4 2023
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.97KNew |
$222K - $270K
|
1.97K
$270K
|
|
|
Sep 06, 2024
Q4 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
1.89K+ 67.26% |
$212K - $259K
|
4.7K
$642K
|
|
|
Jan 23, 2024
Q4 2023
|
Camelot Portfolios, LLC
|
BUY
|
- |
1.83KNew |
$206K - $251K
|
1.83K
$250K
|
|
|
Jan 31, 2024
Q4 2023
|
Bigelow Investment Advisors, LLC
|
BUY
|
- |
1.72K+ 73.87% |
$194K - $236K
|
4.05K
$554K
|
|
|
Feb 02, 2024
Q4 2023
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.66KNew |
$186K - $227K
|
1.66K
$227K
|
|
|
Feb 05, 2024
Q4 2023
|
Cora Capital Advisors LLC
Marlton, NJ |
BUY
|
- |
1.64KNew |
$185K - $225K
|
1.64K
$225K
|
|
|
Jan 10, 2024
Q4 2023
|
Gilman Hill Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$183K - $223K
|
1.63K
$222K
|
|
|
Jan 22, 2024
Q4 2023
|
Essex Savings Bank
|
BUY
|
- |
1.62KNew |
$182K - $222K
|
1.62K
$221K
|
|
|
Jan 09, 2024
Q4 2023
|
Resource Planning Group
|
BUY
|
- |
1.62KNew |
$182K - $222K
|
1.62K
$221K
|
|
|
Jan 18, 2024
Q4 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
1.6KNew |
$179K - $219K
|
1.6K
$218K
|
|
|
Feb 05, 2024
Q4 2023
|
Mc Adam, LLC
|
BUY
|
- |
1.59KNew |
$179K - $218K
|
1.59K
$217K
|
|
|
Feb 01, 2024
Q4 2023
|
Klingenstein Fields & CO LP
|
BUY
|
- |
1.59KNew |
$178K - $217K
|
1.59K
$217K
|
|
|
Jan 26, 2024
Q4 2023
|
Albion Financial Group
|
BUY
|
- |
1.58K+ 1.23% |
$177K - $216K
|
129K
$17.7M
|
|
|
Feb 12, 2024
Q4 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
1.57KNew |
$176K - $215K
|
1.57K
$214K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
1.56K+ 24.57% |
$175K - $213K
|
7.9K
$1.08M
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
1.55KNew |
$175K - $213K
|
1.55K
$212K
|
|
|
Jan 12, 2024
Q4 2023
|
Premier Path Wealth Partners, LLC
Madison, NJ |
BUY
|
- |
1.55KNew |
$175K - $213K
|
1.55K
$212K
|
|
|
Feb 07, 2024
Q4 2023
|
Van Leeuwen & Company, LLC
Princeton, NJ |
BUY
|
- |
1.55KNew |
$174K - $213K
|
1.55K
$212K
|
|
|
Feb 01, 2024
Q4 2023
|
Prism Advisors, Inc.
|
BUY
|
- |
1.55KNew |
$174K - $212K
|
1.55K
$211K
|
|
|
Jan 10, 2024
Q4 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.55KNew |
$174K - $212K
|
1.55K
$211K
|
|
|
Jan 24, 2024
Q4 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
1.54KNew |
$173K - $211K
|
1.54K
$210K
|
|
|
Feb 05, 2024
Q4 2023
|
Penobscot Investment Management Company, Inc.
Boston, MA |
BUY
|
- |
1.52KNew |
$171K - $208K
|
1.52K
$208K
|
|
|
Feb 12, 2024
Q4 2023
|
Dorsey & Whitney Trust CO LLC
Sioux Falls, SD |
BUY
|
- |
1.52KNew |
$171K - $208K
|
1.52K
$208K
|
|
|
Feb 06, 2024
Q4 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
1.5KNew |
$169K - $206K
|
1.5K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
1.5KNew |
$169K - $206K
|
1.5K
$205K
|
|
|
Jan 11, 2024
Q4 2023
|
Cic Wealth, LLC
Rockville, MD |
BUY
|
- |
1.5KNew |
$168K - $205K
|
1.5K
$205K
|
|
|
Jan 30, 2024
Q4 2023
|
Imprint Wealth LLC
Mount Pleasant, SC |
BUY
|
- |
1.49KNew |
$167K - $204K
|
1.49K
$203K
|
|
|
Feb 12, 2024
Q4 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
1.36K+ 6.11% |
$153K - $186K
|
23.6K
$3.22M
|
|
|
Feb 14, 2024
Q4 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.34K+ 3.61% |
$151K - $184K
|
38.5K
$5.26M
|
|
|
Jan 26, 2024
Q4 2023
|
Dearborn Partners LLC
|
BUY
|
- |
1.33K+ 25.4% |
$149K - $182K
|
6.55K
$894K
|
|
|
Feb 13, 2024
Q4 2023
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
1.27K+ 3.99% |
$143K - $174K
|
33.2K
$4.54M
|
|
|
Jan 23, 2024
Q4 2023
|
Derbend Asset Management
|
BUY
|
- |
1.27K+ 21.48% |
$143K - $174K
|
7.18K
$980K
|
|
|
Feb 14, 2024
Q4 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.24K+ 56.48% |
$139K - $170K
|
3.43K
$468K
|
|
|
Feb 13, 2024
Q4 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
1.21K+ 4.43% |
$136K - $166K
|
28.5K
$3.89M
|
|
|
Jan 29, 2024
Q4 2023
|
Lauer Wealth, LLC
Valparaiso, IN |
BUY
|
- |
1.17K+ 9.66% |
$132K - $161K
|
13.3K
$1.82M
|
|
|
Jan 10, 2024
Q4 2023
|
Marion Wealth Management
|
BUY
|
- |
1.06K+ 6.27% |
$119K - $146K
|
18K
$2.46M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
1.01K+ 10.46% |
$114K - $139K
|
10.7K
$1.46M
|
|
|
Feb 16, 2024
Q4 2023
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
1.01K+ 62.8% |
$114K - $139K
|
2.62K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
978+ 6.9% |
$110K - $134K
|
15.2K
$2.07M
|
|
|
Feb 01, 2024
Q4 2023
|
Slate Stone Wealth, LLC
|
BUY
|
- |
906+ 3.56% |
$102K - $124K
|
26.4K
$3.6M
|
|
|
Apr 09, 2024
Q4 2023
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
891New |
$100K - $122K
|
891
$122K
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
841+ 0.98% |
$94.5K - $115K
|
86.7K
$11.8M
|
|
|
Jan 12, 2024
Q4 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
838+ 1821.74% |
$94.2K - $115K
|
884
$121K
|
|
|
Jan 18, 2024
Q4 2023
|
Global Retirement Partners, LLC
|
BUY
|
- |
831+ 79.83% |
$93.4K - $114K
|
1.87K
$256K
|
|
|
Feb 14, 2024
Q4 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
815+ 47.0% |
$91.6K - $112K
|
2.55K
$348K
|
|
|
Feb 08, 2024
Q4 2023
|
Sound View Wealth Advisors Group, LLC
|
BUY
|
- |
798+ 13.82% |
$89.7K - $109K
|
6.57K
$898K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
793New |
$89.1K - $109K
|
793
$108K
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
783+ 9.1% |
$88K - $107K
|
9.39K
$1.28M
|
|
|
Jan 29, 2024
Q4 2023
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
706+ 11.67% |
$79.4K - $96.7K
|
6.76K
$923K
|
|
|
Feb 08, 2024
Q4 2023
|
Forbes J M & CO LLP
|
BUY
|
- |
697+ 1.71% |
$78.3K - $95.5K
|
41.6K
$5.68M
|