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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-696- 7.19% |
$91.3K - $104K
|
8.98K
$1.25M
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields & Co., LLC
New York, NY |
SELL
|
- |
-700- 43.75% |
$91.8K - $104K
|
900
$125K
|
|
|
Feb 04, 2025
Q4 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-704- 14.21% |
$92.4K - $105K
|
4.25K
$591K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-710- 10.02% |
$93.2K - $106K
|
6.37K
$885K
|
|
|
Feb 06, 2025
Q4 2024
|
Patten Group, Inc.
|
SELL
|
- |
-721- 26.22% |
$94.6K - $107K
|
2.03K
$282K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-723- 12.66% |
$94.9K - $108K
|
4.99K
$693K
|
|
|
Feb 12, 2025
Q4 2024
|
Adviser Investments LLC
|
SELL
|
- |
-745- 6.19% |
$97.8K - $111K
|
11.3K
$1.57M
|
|
|
Feb 13, 2025
Q4 2024
|
Arch Point Investors
Coral Gables, FL |
SELL
|
- |
-750- 4.48% |
$98.4K - $112K
|
16K
$2.22M
|
|
|
Feb 11, 2025
Q4 2024
|
Baxter Bros Inc
|
SELL
|
- |
-756- 31.87% |
$99.2K - $113K
|
1.62K
$224K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-760- 8.43% |
$99.7K - $113K
|
8.26K
$1.15M
|
|
|
Feb 13, 2025
Q4 2024
|
Westwood Wealth Management
|
SELL
|
- |
-760- 5.24% |
$99.7K - $113K
|
13.7K
$1.91M
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-791- 5.02% |
$104K - $118K
|
15K
$2.08M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-800- 33.77% |
$105K - $119K
|
1.57K
$218K
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-824- 4.63% |
$108K - $123K
|
17K
$2.36M
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-833- 4.55% |
$109K - $124K
|
17.5K
$2.43M
|
|
|
Feb 10, 2025
Q4 2024
|
1 St Source Bank
|
SELL
|
- |
-835- 5.29% |
$110K - $124K
|
14.9K
$2.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-861- 33.0% |
$113K - $128K
|
1.75K
$243K
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-923- 4.56% |
$121K - $137K
|
19.3K
$2.68M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-927- 6.32% |
$122K - $138K
|
13.7K
$1.91M
|
|
|
Jan 22, 2025
Q4 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-931- 25.75% |
$122K - $139K
|
2.68K
$373K
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-945- 22.8% |
$124K - $141K
|
3.2K
$445K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-973- 10.8% |
$128K - $145K
|
8.03K
$1.12M
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-980- 11.15% |
$129K - $146K
|
7.81K
$1.08M
|
|
|
Feb 14, 2025
Q4 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1K- 15.87% |
$131K - $149K
|
5.3K
$737K
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1K- 15.98% |
$131K - $149K
|
5.26K
$731K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.03K- 26.19% |
$135K - $153K
|
2.9K
$403K
|
|
|
Feb 12, 2025
Q4 2024
|
Summit Financial, LLC
Parsippany, NJ |
SELL
|
- |
-1.06K- 15.7% |
$139K - $157K
|
5.67K
$788K
|
|
|
Feb 13, 2025
Q4 2024
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.06K- 3.18% |
$139K - $158K
|
32.3K
$4.49M
|
|
|
Feb 14, 2025
Q4 2024
|
Paloma Partners Management CO
Greenwich, CT |
SELL
|
- |
-1.07K- 38.91% |
$140K - $159K
|
1.68K
$233K
|
|
|
Feb 13, 2025
Q4 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-1.09K- 99.45% |
$144K - $163K
|
6
$833
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.11K- 50.0% |
$145K - $165K
|
1.11K
$154K
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-1.11K- 12.85% |
$146K - $165K
|
7.53K
$1.05M
|
|
|
Feb 13, 2025
Q4 2024
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-1.18K- 1.08% |
$154K - $175K
|
108K
$15M
|
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.05% |
$156K - $177K
|
7.91K
$1.1M
|
|
|
Feb 13, 2025
Q4 2024
|
Scotia Capital Inc.
|
SELL
|
- |
-1.2K- 11.33% |
$157K - $178K
|
9.36K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 6.88% |
$157K - $178K
|
16.2K
$2.25M
|
|
|
Feb 14, 2025
Q4 2024
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-1.24K- 31.52% |
$163K - $185K
|
2.7K
$375K
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.27K- 26.75% |
$167K - $189K
|
3.49K
$484K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-1.28K- 31.02% |
$168K - $190K
|
2.84K
$395K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.28K- 0.99% |
$168K - $191K
|
129K
$17.9M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.31K- 9.47% |
$172K - $195K
|
12.5K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.31K- 5.35% |
$172K - $195K
|
23.1K
$3.21M
|
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-1.4K- 11.42% |
$184K - $208K
|
10.8K
$1.51M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.4K- 2.1% |
$184K - $208K
|
65.3K
$9.07M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.44K- 3.03% |
$189K - $214K
|
46K
$6.4M
|
|
|
Jan 24, 2025
Q4 2024
|
My Personal Cfo, LLC
|
SELL
|
- |
-1.5K- 22.59% |
$197K - $223K
|
5.14K
$714K
|
|
|
Jan 21, 2025
Q4 2024
|
Moody Lynn & Lieberson, LLC
|
SELL
|
- |
-1.6K- 22.84% |
$210K - $238K
|
5.41K
$751K
|
|
|
Jan 29, 2025
Q4 2024
|
Mgb Wealth Management, LLC
Addison, TX |
SELL
|
- |
-1.6K- 36.42% |
$210K - $239K
|
2.8K
$389K
|
|
|
Jan 31, 2025
Q4 2024
|
Raelipskie Partnership
Waterloo, A6 |
SELL
|
- |
-1.66K- 2.45% |
$218K - $247K
|
66.1K
$9.19M
|
|
|
Feb 14, 2025
Q4 2024
|
Vivaldi Capital Management LP
Chicago, IL |
SELL
|
- |
-1.73K- 36.03% |
$226K - $257K
|
3.06K
$425K
|