Purchases and Sales Made in Q4 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2024. 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 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
140KNew |
$18.3M - $20.8M
|
140K
$18.5M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
28.5K+ 786.54% |
$3.73M - $4.24M
|
32.1K
$4.25M
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.9KNew |
$774K - $878K
|
5.9K
$783K
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.78K+ 28.65% |
$627K - $712K
|
21.5K
$2.85M
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.16K+ 128.74% |
$545K - $619K
|
7.39K
$980K
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.26KNew |
$428K - $485K
|
3.26K
$432K
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.89KNew |
$379K - $430K
|
2.89K
$383K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51K+ 9.43% |
$329K - $373K
|
29.1K
$3.86M
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.39KNew |
$314K - $356K
|
2.39K
$317K
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 5.13% |
$152K - $172K
|
23.7K
$3.14M
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
838+ 5.65% |
$110K - $125K
|
15.7K
$2.08M
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
675New |
$88.6K - $100K
|
675
$89.5K
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
545+ 2.84% |
$71.5K - $81.1K
|
19.8K
$2.62M
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
446+ 99.55% |
$58.5K - $66.4K
|
894
$119K
|
|
Jan 03, 2025
Q4 2024
|
Modus Advisors, LLC
|
BUY
|
- |
313New |
$41.1K - $46.6K
|
313
$41.5K
|
|
Jan 17, 2025
Q4 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
305+ 7.79% |
$40K - $45.4K
|
4.22K
$560K
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
187+ 0.63% |
$24.5K - $27.8K
|
29.7K
$3.94M
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
170+ 2.8% |
$22.3K - $25.3K
|
6.25K
$829K
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
166+ 10.29% |
$21.8K - $24.7K
|
1.78K
$236K
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
165+ 5.93% |
$21.6K - $24.6K
|
2.95K
$391K
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
161+ 1.43% |
$21.1K - $24K
|
11.4K
$1.51M
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
104+ 0.81% |
$13.6K - $15.5K
|
13K
$1.72M
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99+ 0.96% |
$13K - $14.7K
|
10.4K
$1.39M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 0.22% |
$9.18K - $10.4K
|
32.5K
$4.31M
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.49% |
$5.9K - $6.7K
|
9.32K
$1.24M
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 1.29% |
$5.25K - $5.95K
|
3.15K
$417K
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
30+ 2.01% |
$3.94K - $4.47K
|
1.52K
$202K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19+ 158.33% |
$2.49K - $2.83K
|
31
$4.11K
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
1+ 0.03% |
$131 - $149
|
3.05K
$404K
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-2- 0.12% |
$262 - $298
|
1.69K
$224K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-3- 0.11% |
$394 - $447
|
2.72K
$361K
|
|
Jan 10, 2025
Q4 2024
|
Rmr Wealth Builders
|
SELL
|
- |
-5- 0.28% |
$656 - $744
|
1.8K
$239K
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-13- 0.14% |
$1.71K - $1.94K
|
9.43K
$1.25M
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
SELL
|
- |
-15- 1.27% |
$1.97K - $2.23K
|
1.17K
$155K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-26- 1.0% |
$3.41K - $3.87K
|
2.59K
$343K
|
|
Jan 14, 2025
Q4 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-28- 0.38% |
$3.67K - $4.17K
|
7.41K
$982K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-40- 0.09% |
$5.25K - $5.95K
|
46.8K
$6.2M
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.87% |
$6.56K - $7.44K
|
5.73K
$760K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.29% |
$6.56K - $7.44K
|
17K
$2.25M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-55- 15.94% |
$7.22K - $8.19K
|
290
$38.5K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-60- 37.27% |
$7.87K - $8.93K
|
101
$13.4K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64- 1.54% |
$8.4K - $9.53K
|
4.09K
$543K
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 4.68% |
$9.84K - $11.2K
|
1.53K
$203K
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-80- 0.18% |
$10.5K - $11.9K
|
43.5K
$5.77M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-95- 1.12% |
$12.5K - $14.1K
|
8.43K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-110- 3.02% |
$14.4K - $16.4K
|
3.53K
$469K
|
|
Jan 07, 2025
Q4 2024
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-122- 5.74% |
$16K - $18.2K
|
2.01K
$266K
|
|
Jan 13, 2025
Q4 2024
|
Burns J W & CO Inc
|
SELL
|
- |
-129- 0.66% |
$16.9K - $19.2K
|
19.5K
$2.59M
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-148- 4.43% |
$19.4K - $22K
|
3.2K
$424K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 2.71% |
$19.7K - $22.3K
|
5.38K
$714K
|