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
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
BUY
|
- |
173New |
$19.4K - $23.7K
|
173
$23.6K
|
|
|
Jan 19, 2024
Q4 2023
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
155+ 2.76% |
$17.4K - $21.2K
|
5.78K
$789K
|
|
|
Jan 17, 2024
Q4 2023
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
153+ 1.06% |
$17.2K - $21K
|
14.6K
$2M
|
|
|
Feb 06, 2024
Q4 2023
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
148+ 8.3% |
$16.6K - $20.3K
|
1.93K
$264K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
146New |
$16.4K - $20K
|
146
$19.9K
|
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
145+ 27.51% |
$16.3K - $19.9K
|
672
$91.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
145+ 0.72% |
$16.3K - $19.9K
|
20.2K
$2.75M
|
|
|
Jan 31, 2024
Q4 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
139+ 14.17% |
$15.6K - $19K
|
1.12K
$153K
|
|
|
May 15, 2024
Q4 2023
|
Global Financial Private Client, LLC
Sarasota, FL |
BUY
|
- |
138+ 6.42% |
$15.5K - $18.9K
|
2.29K
$312K
|
|
|
Feb 07, 2024
Q4 2023
|
Partnership Wealth Management, LLC
Towson, MD |
BUY
|
- |
130New |
$14.6K - $17.8K
|
130
$17.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Main Street Group, LTD
Glen Allen, VA |
BUY
|
- |
130New |
$14.6K - $17.8K
|
130
$17.8K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
129+ 1.28% |
$14.5K - $17.7K
|
10.2K
$1.39M
|
|
|
Mar 04, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
128+ 6400.0% |
$14.4K - $17.5K
|
130
$17.8K
|
|
|
Feb 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
125New |
$14.1K - $17.1K
|
125
$17.1K
|
|
|
Feb 06, 2024
Q4 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
115+ 5.53% |
$12.9K - $15.8K
|
2.19K
$300K
|
|
|
Jan 18, 2024
Q4 2023
|
Mc Glone Suttner Wealth Management, Inc.
Appleton, WI |
BUY
|
- |
115New |
$12.9K - $15.8K
|
115
$15.7K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
110+ 26.0% |
$12.4K - $15.1K
|
533
$72.8K
|
|
|
Jan 05, 2024
Q4 2023
|
Capital Investment Advisors, LLC
|
BUY
|
- |
108+ 0.97% |
$12.1K - $14.8K
|
11.3K
$1.54M
|
|
|
Apr 19, 2024
Q4 2023
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
108+ 3.18% |
$12.1K - $14.8K
|
3.51K
$479K
|
|
|
Jan 19, 2024
Q4 2023
|
Pinnacle Associates LTD
|
BUY
|
- |
108+ 0.8% |
$12.1K - $14.8K
|
13.6K
$1.85M
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
BUY
|
- |
105+ 5.88% |
$11.8K - $14.4K
|
1.89K
$258K
|
|
|
Feb 16, 2024
Q4 2023
|
Hobbs Group Advisors, LLC
Columbia, SC |
BUY
|
- |
100New |
$11.2K - $13.7K
|
100
$13.7K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
100+ 129.87% |
$11.2K - $13.7K
|
177
$24.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Bfsg, LLC
|
BUY
|
- |
90New |
$10.1K - $12.3K
|
90
$12.3K
|
|
|
Apr 01, 2024
Q4 2023
|
Ims Capital Management
|
BUY
|
- |
84+ 3.45% |
$9.44K - $11.5K
|
2.52K
$344K
|
|
|
Feb 14, 2024
Q4 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
84+ 350.0% |
$9.44K - $11.5K
|
108
$14.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
BUY
|
- |
82+ 3.83% |
$9.22K - $11.2K
|
2.22K
$304K
|
|
|
Feb 13, 2024
Q4 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
79+ 0.99% |
$8.88K - $10.8K
|
8.07K
$1.1M
|
|
|
Feb 09, 2024
Q4 2023
|
Crewe Advisors LLC
|
BUY
|
- |
78+ 42.86% |
$8.77K - $10.7K
|
260
$35.5K
|
|
|
Jan 29, 2024
Q4 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
74New |
$8.32K - $10.1K
|
74
$10.1K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
73+ 0.67% |
$8.21K - $10K
|
11K
$1.5M
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
70+ 6.75% |
$7.87K - $9.59K
|
1.11K
$151K
|
|
|
Jan 31, 2024
Q4 2023
|
Key F Inancial Inc
|
BUY
|
- |
70+ 31.82% |
$7.87K - $9.59K
|
290
$39.6K
|
|
|
Feb 14, 2024
Q4 2023
|
Jacobi Capital Management LLC
|
BUY
|
- |
66+ 2.6% |
$7.42K - $9.04K
|
2.61K
$356K
|
|
|
Feb 09, 2024
Q4 2023
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
65New |
$7.31K - $8.91K
|
65
$8.88K
|
|
|
Mar 14, 2024
Q4 2023
|
Ables, Iannone, Moore & Associates, Inc.
Savannah, GA |
BUY
|
- |
60New |
$6.74K - $8.22K
|
60
$8.2K
|
|
|
Feb 01, 2024
Q4 2023
|
Larson Financial Group LLC
|
BUY
|
- |
57+ 4.15% |
$6.41K - $7.81K
|
1.43K
$196K
|
|
|
Feb 01, 2024
Q4 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
57+ 15.66% |
$6.41K - $7.81K
|
421
$57.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
55+ 2.26% |
$6.18K - $7.54K
|
2.49K
$340K
|
|
|
Jan 25, 2024
Q4 2023
|
Phillips Financial Management, LLC
|
BUY
|
- |
54+ 27.55% |
$6.07K - $7.4K
|
250
$34.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
BUY
|
- |
54+ 65.85% |
$6.07K - $7.4K
|
136
$18.6K
|
|
|
Apr 12, 2024
Q4 2023
|
Game Plan Financial Advisors, LLC
|
BUY
|
- |
54New |
$6.07K - $7.4K
|
54
$7.38K
|
|
|
Jan 31, 2024
Q4 2023
|
Wetzel Investment Advisors, Inc.
Indianapolis, IN |
BUY
|
- |
51New |
$5.73K - $6.99K
|
51
$6.97K
|
|
|
Feb 13, 2024
Q4 2023
|
Dynamic Wealth Strategies, LLC
Granite Bay, CA |
BUY
|
- |
49New |
$5.51K - $6.71K
|
49
$6.69K
|
|
|
Feb 15, 2024
Q4 2023
|
Dagco, Inc.
|
BUY
|
- |
49New |
$5.51K - $6.71K
|
49
$6.69K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
48+ 1.48% |
$5.4K - $6.58K
|
3.3K
$451K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
46+ 11.41% |
$5.17K - $6.3K
|
449
$61.3K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
44+ 0.25% |
$4.95K - $6.03K
|
17.3K
$2.37M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
42New |
$4.72K - $5.76K
|
42
$5.74K
|
|
|
Jan 22, 2024
Q4 2023
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
41+ 1.37% |
$4.61K - $5.62K
|
3.04K
$415K
|