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 |
|---|---|---|---|---|---|---|---|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-79- 1.32% |
$8.88K - $10.8K
|
5.89K
$710K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81- 1.8% |
$9.11K - $11.1K
|
4.42K
$532K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81- 1.8% |
$9.11K - $11.1K
|
4.42K
$532K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-85- 0.82% |
$9.55K - $11.6K
|
10.3K
$1.24M
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85- 4.95% |
$9.55K - $11.6K
|
1.63K
$197K
|
|
|
Feb 02, 2024
Q4 2023
|
Carret Asset Management, LLC
|
SELL
|
- |
-85- 2.82% |
$9.55K - $11.6K
|
2.93K
$353K
|
|
|
Feb 07, 2024
Q4 2023
|
Providence First Trust CO
|
SELL
|
- |
-87- 0.9% |
$9.78K - $11.9K
|
9.55K
$1.15M
|
|
|
Jan 22, 2024
Q4 2023
|
Seven Bridge Financial Group, LLC
|
SELL
|
- |
-90- 2.55% |
$10.1K - $12.3K
|
3.44K
$414K
|
|
|
Feb 08, 2024
Q4 2023
|
Missouri Trust & Investment CO
Springfield, MO |
SELL
|
- |
-90- 47.37% |
$10.1K - $12.3K
|
100
$12K
|
|
|
Feb 06, 2024
Q4 2023
|
Bogart Wealth, LLC
|
SELL
|
- |
-96- 16.78% |
$10.8K - $13.2K
|
476
$57.3K
|
|
|
Jan 31, 2024
Q4 2023
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-96- 0.71% |
$10.8K - $13.2K
|
13.4K
$1.61M
|
|
|
Jan 10, 2024
Q4 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-98- 3.19% |
$11K - $13.4K
|
2.97K
$358K
|
|
|
Jan 24, 2024
Q4 2023
|
Joel Isaacson & Co., LLC
|
SELL
|
- |
-98- 3.46% |
$11K - $13.4K
|
2.74K
$329K
|
|
|
Jan 31, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-99- 19.41% |
$11.1K - $13.6K
|
411
$49.5K
|
|
|
May 24, 2024
Q4 2023
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-99- 19.41% |
$11.1K - $13.6K
|
411
$49.5K
|
|
|
Feb 13, 2024
Q4 2023
|
Keybank National Association
|
SELL
|
- |
-100- 0.49% |
$11.2K - $13.7K
|
20.4K
$2.46M
|
|
|
Jan 08, 2024
Q4 2023
|
Baldwin Brothers LLC
|
SELL
|
- |
-100- 3.85% |
$11.2K - $13.7K
|
2.5K
$300K
|
|
|
Jan 16, 2024
Q4 2023
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-100- 82.64% |
$11.2K - $13.7K
|
21
$2.53K
|
|
|
Jan 19, 2024
Q4 2023
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-101- 0.84% |
$11.4K - $13.8K
|
12K
$1.44M
|
|
|
Feb 12, 2024
Q4 2023
|
Evoke Wealth, LLC
|
SELL
|
- |
-104- 2.22% |
$11.7K - $14.3K
|
4.58K
$552K
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-104- 0.93% |
$11.7K - $14.3K
|
11K
$1.33M
|
|
|
Jan 31, 2024
Q4 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-105- 0.5% |
$11.8K - $14.4K
|
21.1K
$2.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Modera Wealth Management, LLC
|
SELL
|
- |
-106- 1.57% |
$11.9K - $14.5K
|
6.65K
$801K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-106- 3.17% |
$11.9K - $14.5K
|
3.24K
$390K
|
|
|
Jan 29, 2024
Q4 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-107- 4.62% |
$12K - $14.7K
|
2.21K
$266K
|
|
|
Jan 18, 2024
Q4 2023
|
Altfest L J & CO Inc
|
SELL
|
- |
-111- 2.85% |
$12.5K - $15.2K
|
3.78K
$455K
|
|
|
Feb 14, 2024
Q4 2023
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-112- 2.3% |
$12.6K - $15.3K
|
4.76K
$573K
|
|
|
Feb 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-115- 2.53% |
$12.9K - $15.8K
|
4.42K
$533K
|
|
|
Aug 14, 2024
Q4 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-115- 11.92% |
$12.9K - $15.8K
|
850
$102K
|
|
|
Feb 14, 2024
Q4 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-117- 28.19% |
$13.2K - $16K
|
298
$35.9K
|
|
|
Feb 07, 2024
Q4 2023
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-119- 3.08% |
$13.4K - $16.3K
|
3.75K
$452K
|
|
|
Jan 19, 2024
Q4 2023
|
West Branch Capital LLC
|
SELL
|
- |
-121- 32.1% |
$13.6K - $16.6K
|
256
$30.8K
|
|
|
Jan 30, 2024
Q4 2023
|
Duncker Streett & CO Inc
|
SELL
|
- |
-121- 36.23% |
$13.6K - $16.6K
|
213
$25.7K
|
|
|
Jan 10, 2024
Q4 2023
|
Grassi Investment Management
|
SELL
|
- |
-125- 1.14% |
$14.1K - $17.1K
|
10.8K
$1.3M
|
|
|
Jan 22, 2024
Q4 2023
|
Secure Asset Management, LLC
|
SELL
|
- |
-132- 4.62% |
$14.8K - $18.1K
|
2.73K
$328K
|
|
|
Jan 10, 2024
Q4 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-135- 4.12% |
$15.2K - $18.5K
|
3.14K
$379K
|
|
|
Feb 13, 2024
Q4 2023
|
Hm Payson & CO
Portland, ME |
SELL
|
- |
-140- 10.37% |
$15.7K - $19.2K
|
1.21K
$146K
|
|
|
Feb 12, 2024
Q4 2023
|
Westwood Wealth Management
|
SELL
|
- |
-140- 1.64% |
$15.7K - $19.2K
|
8.42K
$1.01M
|
|
|
Jan 19, 2024
Q4 2023
|
Pfg Advisors
|
SELL
|
- |
-144- 3.11% |
$16.2K - $19.7K
|
4.48K
$540K
|
|
|
Jan 31, 2024
Q4 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-145- 5.17% |
$16.3K - $19.9K
|
2.66K
$320K
|
|
|
Jan 18, 2024
Q4 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-146- 13.98% |
$16.4K - $20K
|
898
$108K
|
|
|
Jan 02, 2024
Q4 2023
|
M&R Capital Management Inc
|
SELL
|
- |
-149- 0.95% |
$16.7K - $20.4K
|
15.6K
$1.88M
|
|
|
Jan 10, 2024
Q4 2023
|
Focused Wealth Management, Inc
|
SELL
|
- |
-149- 9.02% |
$16.7K - $20.4K
|
1.5K
$181K
|
|
|
Jan 08, 2024
Q4 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-150- 5.91% |
$16.9K - $20.6K
|
2.39K
$288K
|
|
|
Jan 11, 2024
Q4 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-150- 4.66% |
$16.9K - $20.6K
|
3.07K
$370K
|
|
|
Jan 08, 2024
Q4 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-153- 2.63% |
$17.2K - $21K
|
5.66K
$682K
|
|
|
Feb 09, 2024
Q4 2023
|
Nbt Bank N A
|
SELL
|
- |
-155- 0.5% |
$17.4K - $21.2K
|
30.8K
$3.71M
|
|
|
Feb 14, 2024
Q4 2023
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-155- 7.25% |
$17.4K - $21.2K
|
1.98K
$239K
|
|
|
Feb 05, 2024
Q4 2023
|
Sargent Investment Group, LLC
|
SELL
|
- |
-158- 7.32% |
$17.8K - $21.7K
|
2K
$241K
|
|
|
Jan 25, 2024
Q4 2023
|
Busey Wealth Management
|
SELL
|
- |
-160- 1.01% |
$18K - $21.9K
|
15.6K
$1.88M
|