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 14, 2024
Q4 2023
|
West Tower Group, LLC
Richmond, VA |
BUY
|
- |
690New |
$77.6K - $94.6K
|
690
$95K
|
|
|
Jan 22, 2024
Q4 2023
|
Clarus Wealth Advisors
|
BUY
|
- |
651+ 6.68% |
$73.2K - $89.2K
|
10.4K
$1.43M
|
|
|
Mar 07, 2024
Q4 2023
|
Objective Capital Management, LLC
|
BUY
|
- |
650+ 30.12% |
$73.1K - $89.1K
|
2.81K
$387K
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
644+ 1.88% |
$72.4K - $88.2K
|
34.9K
$4.8M
|
|
|
Feb 12, 2024
Q4 2023
|
Mitchell Sinkler & Starr
|
BUY
|
- |
618New |
$69.5K - $84.7K
|
618
$85.1K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
615+ 5.57% |
$69.1K - $84.3K
|
11.7K
$1.6M
|
|
|
Jan 16, 2024
Q4 2023
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
604+ 27.87% |
$67.9K - $82.8K
|
2.77K
$381K
|
|
|
Jul 09, 2024
Q4 2023
|
Rockingstone Advisors LLC
Great Barrington, MA |
BUY
|
- |
555+ 7.08% |
$62.4K - $76.1K
|
8.4K
$1.16M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
551+ 6.3% |
$61.9K - $75.5K
|
9.3K
$1.28M
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
528+ 10.11% |
$59.4K - $72.4K
|
5.75K
$791K
|
|
|
Feb 05, 2024
Q4 2023
|
Mission Wealth Management, LP
|
BUY
|
- |
506+ 20.11% |
$56.9K - $69.3K
|
3.02K
$416K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
497+ 4.74% |
$55.9K - $68.1K
|
11K
$1.51M
|
|
|
Feb 14, 2024
Q4 2023
|
Mmbg Investment Advisors Co.
|
BUY
|
- |
495+ 0.63% |
$55.6K - $67.8K
|
78.6K
$10.8M
|
|
|
May 15, 2024
Q4 2023
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
464New |
$52.2K - $63.6K
|
464
$63.9K
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
461+ 6.15% |
$51.8K - $63.2K
|
7.96K
$1.1M
|
|
|
Jan 25, 2024
Q4 2023
|
Valley National Advisers Inc
|
BUY
|
- |
449+ 8.63% |
$50.5K - $61.5K
|
5.65K
$778K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
447New |
$50.2K - $61.3K
|
447
$61.5K
|
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
422+ 9.19% |
$47.4K - $57.8K
|
5.01K
$690K
|
|
|
Feb 09, 2024
Q4 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
420+ 7.12% |
$47.2K - $57.6K
|
6.32K
$869K
|
|
|
Feb 14, 2024
Q4 2023
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
412+ 1.47% |
$46.3K - $56.5K
|
28.5K
$3.93M
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
BUY
|
- |
405+ 212.04% |
$45.5K - $55.5K
|
596
$82K
|
|
|
Jan 26, 2024
Q4 2023
|
Sandy Spring Bank
|
BUY
|
- |
397+ 1.32% |
$44.6K - $54.4K
|
30.6K
$4.21M
|
|
|
Feb 01, 2024
Q4 2023
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
377New |
$42.4K - $51.7K
|
377
$51.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Kanawha Capital Management LLC
|
BUY
|
- |
375+ 12.92% |
$42.2K - $51.4K
|
3.28K
$451K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
375New |
$42.2K - $51.4K
|
375
$51.6K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
350+ 2.82% |
$39.3K - $48K
|
12.8K
$1.76M
|
|
|
Feb 13, 2024
Q4 2023
|
Jefferies Financial Group Inc.
New York, NY |
BUY
|
- |
347+ 67.64% |
$39K - $47.5K
|
860
$118K
|
|
|
Feb 05, 2024
Q4 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
344+ 14.09% |
$38.7K - $47.1K
|
2.79K
$384K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
343+ 3.94% |
$38.6K - $47K
|
9.04K
$1.24M
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
339+ 71.52% |
$38.1K - $46.5K
|
813
$112K
|
|
|
Jan 29, 2024
Q4 2023
|
Tennessee Valley Asset Management Partners
|
BUY
|
- |
323New |
$36.3K - $44.3K
|
323
$44.5K
|
|
|
Jan 18, 2024
Q4 2023
|
Values First Advisors, Inc.
|
BUY
|
- |
317New |
$35.6K - $43.4K
|
317
$43.6K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
309New |
$34.7K - $42.3K
|
309
$42.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
304+ 50.67% |
$34.2K - $41.7K
|
904
$124K
|
|
|
Feb 14, 2024
Q4 2023
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
301+ 7.54% |
$33.8K - $41.2K
|
4.29K
$591K
|
|
|
Feb 06, 2024
Q4 2023
|
Sym Financial Corp
|
BUY
|
- |
300+ 236.22% |
$33.7K - $41.1K
|
427
$58.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Codex Capital, L.L.C.
New York, NY |
BUY
|
- |
300+ 20.0% |
$33.7K - $41.1K
|
1.8K
$248K
|
|
|
Feb 23, 2024
Q4 2023
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
273+ 10.6% |
$30.7K - $37.4K
|
2.85K
$392K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
269+ 4.15% |
$30.2K - $36.9K
|
6.75K
$930K
|
|
|
Jan 24, 2024
Q4 2023
|
Capital Insight Partners, LLC
|
BUY
|
- |
269+ 2.24% |
$30.2K - $36.9K
|
12.3K
$1.69M
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
265+ 48.53% |
$29.8K - $36.3K
|
811
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Xml Financial, LLC
|
BUY
|
- |
255+ 9.24% |
$28.7K - $34.9K
|
3.02K
$415K
|
|
|
Jan 12, 2024
Q4 2023
|
Independent Wealth Network Inc.
|
BUY
|
- |
245+ 7.58% |
$27.5K - $33.6K
|
3.48K
$479K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
225+ 164.23% |
$25.3K - $30.8K
|
362
$49.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
221+ 7.57% |
$24.8K - $30.3K
|
3.14K
$432K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
217+ 15.02% |
$24.4K - $29.7K
|
1.66K
$229K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
209+ 52.38% |
$23.5K - $28.6K
|
608
$83.7K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
200New |
$22.5K - $27.4K
|
200
$27.5K
|
|
|
Jan 24, 2024
Q4 2023
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
200+ 3.05% |
$22.5K - $27.4K
|
6.77K
$932K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
175+ 6.62% |
$19.7K - $24K
|
2.82K
$388K
|