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
$19.4M
|
|
|
Jan 29, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
31.5KNew |
$4.13M - $4.69M
|
31.5K
$4.37M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
28.5K+ 805.56% |
$3.74M - $4.25M
|
32.1K
$4.46M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
28.5K+ 786.54% |
$3.73M - $4.24M
|
32.1K
$4.45M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
26.2KNew |
$3.44M - $3.9M
|
26.2K
$3.64M
|
|
|
Jan 28, 2025
Q4 2024
|
Arlington Financial Advisors, LLC
|
BUY
|
- |
15.5KNew |
$2.04M - $2.31M
|
15.5K
$2.16M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
10.4KNew |
$1.36M - $1.55M
|
10.4K
$1.44M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
7.92K+ 373.36% |
$1.04M - $1.18M
|
10K
$1.39M
|
|
|
Jan 22, 2025
Q4 2024
|
Parsons Capital Management Inc
|
BUY
|
- |
6.38KNew |
$836K - $949K
|
6.38K
$885K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
6.09KNew |
$799K - $907K
|
6.09K
$846K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
5.9KNew |
$774K - $878K
|
5.9K
$819K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
5.49KNew |
$720K - $816K
|
5.49K
$762K
|
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
4.78K+ 28.65% |
$627K - $712K
|
21.5K
$2.98M
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
4.16K+ 128.74% |
$545K - $619K
|
7.39K
$1.03M
|
|
|
Jan 29, 2025
Q4 2024
|
Camden Capital, LLC
|
BUY
|
- |
3.44KNew |
$451K - $511K
|
3.44K
$477K
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
3.34KNew |
$439K - $498K
|
3.34K
$464K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
3.26KNew |
$428K - $485K
|
3.26K
$453K
|
|
|
Jan 23, 2025
Q4 2024
|
Calton & Associates, Inc.
|
BUY
|
- |
3.03K+ 117.51% |
$398K - $452K
|
5.62K
$780K
|
|
|
Jan 06, 2025
Q4 2024
|
Cwa Asset Management Group, LLC
|
BUY
|
- |
2.89KNew |
$379K - $430K
|
2.89K
$401K
|
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.51K+ 9.43% |
$329K - $373K
|
29.1K
$4.04M
|
|
|
Jan 27, 2025
Q4 2024
|
Ping Capital Management, Inc.
New York, NY |
BUY
|
- |
2.5K+ 55.56% |
$328K - $372K
|
7K
$972K
|
|
|
Jan 23, 2025
Q4 2024
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
2.46K+ 3.91% |
$323K - $367K
|
65.5K
$9.1M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.39KNew |
$314K - $356K
|
2.39K
$332K
|
|
|
Jan 27, 2025
Q4 2024
|
Massachusetts Wealth Management
North Andover, MA |
BUY
|
- |
2.05KNew |
$268K - $304K
|
2.05K
$284K
|
|
|
Jan 30, 2025
Q4 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.8K+ 26.12% |
$236K - $268K
|
8.69K
$1.21M
|
|
|
Jan 29, 2025
Q4 2024
|
Hudock, Inc.
|
BUY
|
- |
1.73KNew |
$228K - $258K
|
1.73K
$241K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
BUY
|
- |
1.7K+ 65.92% |
$223K - $253K
|
4.27K
$594K
|
|
|
Jan 21, 2025
Q4 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
1.6K+ 40.95% |
$210K - $238K
|
5.51K
$765K
|
|
|
Jan 30, 2025
Q4 2024
|
Valmark Advisers, Inc.
|
BUY
|
- |
1.54KNew |
$202K - $230K
|
1.54K
$214K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.52KNew |
$199K - $226K
|
1.52K
$211K
|
|
|
Jan 24, 2025
Q4 2024
|
Capital Insight Partners, LLC
|
BUY
|
- |
1.44K+ 9.95% |
$188K - $214K
|
15.9K
$2.2M
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.28K+ 25.27% |
$168K - $191K
|
6.37K
$884K
|
|
|
Jan 28, 2025
Q4 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
1.27K+ 9.64% |
$167K - $189K
|
14.4K
$2.01M
|
|
|
Jan 28, 2025
Q4 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
1.2K+ 16.01% |
$157K - $178K
|
8.66K
$1.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.16K+ 5.13% |
$152K - $172K
|
23.7K
$3.29M
|
|
|
Jan 30, 2025
Q4 2024
|
Pinnacle Wealth Management Advisory Group, LLC
|
BUY
|
- |
1.1K+ 57.12% |
$145K - $164K
|
3.03K
$421K
|
|
|
Jan 30, 2025
Q4 2024
|
Pictet & Cie (Europe) Sa
|
BUY
|
- |
1K+ 6.14% |
$131K - $149K
|
17.3K
$2.4M
|
|
|
Jan 24, 2025
Q4 2024
|
Means Investment Co., Inc.
|
BUY
|
- |
914+ 9.72% |
$120K - $136K
|
10.3K
$1.43M
|
|
|
Jan 24, 2025
Q4 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
907+ 3.32% |
$119K - $135K
|
28.3K
$3.92M
|
|
|
Jan 13, 2025
Q4 2024
|
Bar Harbor Wealth Management
Concord, NH |
BUY
|
- |
838+ 5.65% |
$110K - $125K
|
15.7K
$2.18M
|
|
|
Jan 27, 2025
Q4 2024
|
Nvwm, LLC
|
BUY
|
- |
733+ 96.45% |
$96.2K - $109K
|
1.49K
$207K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
675New |
$88.6K - $100K
|
675
$93.7K
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
661+ 7.63% |
$86.7K - $98.4K
|
9.32K
$1.29M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
629+ 33.6% |
$82.5K - $93.6K
|
2.5K
$347K
|
|
|
Jan 23, 2025
Q4 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
585+ 34.95% |
$76.8K - $87.1K
|
2.26K
$314K
|
|
|
Jan 30, 2025
Q4 2024
|
Allworth Financial LP
|
BUY
|
- |
564+ 36.89% |
$74K - $84K
|
2.09K
$291K
|
|
|
Jan 30, 2025
Q4 2024
|
Kanawha Capital Management LLC
|
BUY
|
- |
555+ 6.62% |
$72.8K - $82.6K
|
8.94K
$1.24M
|
|
|
Jan 13, 2025
Q4 2024
|
Marion Wealth Management
|
BUY
|
- |
545+ 2.84% |
$71.5K - $81.1K
|
19.8K
$2.74M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
500+ 2083.33% |
$65.6K - $74.4K
|
524
$72.8K
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
497+ 20.19% |
$65.2K - $74K
|
2.96K
$411K
|