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 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-150- 5.92% |
$19.7K - $22.3K
|
2.39K
$316K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 57.47% |
$19.7K - $22.3K
|
111
$14.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-151- 0.67% |
$19.8K - $22.5K
|
22.4K
$2.97M
|
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-172- 5.96% |
$22.6K - $25.6K
|
2.71K
$360K
|
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-200- 8.51% |
$26.2K - $29.8K
|
2.15K
$285K
|
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-225- 60.0% |
$29.5K - $33.5K
|
150
$19.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 3.13% |
$39.4K - $44.7K
|
9.3K
$1.23M
|
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-311- 15.43% |
$40.8K - $46.3K
|
1.7K
$226K
|
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-315- 4.02% |
$41.3K - $46.9K
|
7.53K
$999K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-521- 4.71% |
$68.4K - $77.6K
|
10.5K
$1.4M
|
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 20.0% |
$78.7K - $89.3K
|
2.4K
$318K
|
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-658- 58.23% |
$86.3K - $97.9K
|
472
$62.6K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-696- 41.65% |
$91.3K - $104K
|
975
$129K
|
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-723- 12.66% |
$94.9K - $108K
|
4.99K
$662K
|
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-791- 5.02% |
$104K - $118K
|
15K
$1.99M
|
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-824- 4.63% |
$108K - $123K
|
17K
$2.25M
|
|
|
Jan 15, 2025
Q4 2024
|
Empirical Asset Management, LLC
|
SELL
|
- |
-927- 6.32% |
$122K - $138K
|
13.7K
$1.82M
|
|
|
Jan 13, 2025
Q4 2024
|
Kwb Wealth
Redlands, CA |
SELL
|
- |
-945- 22.8% |
$124K - $141K
|
3.2K
$424K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-973- 10.8% |
$128K - $145K
|
8.03K
$1.07M
|
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1K- 15.98% |
$131K - $149K
|
5.26K
$698K
|
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.11K- 50.0% |
$145K - $165K
|
1.11K
$147K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 6.88% |
$157K - $178K
|
16.2K
$2.15M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-1.28K- 0.99% |
$168K - $191K
|
129K
$17.1M
|
|
|
Jan 15, 2025
Q4 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-1.31K- 5.35% |
$172K - $195K
|
23.1K
$3.07M
|
|
|
Jan 15, 2025
Q4 2024
|
Folger Nolan Fleming Douglas Capital Management, Inc
|
SELL
|
- |
-1.4K- 2.1% |
$184K - $208K
|
65.3K
$8.66M
|
|
|
Jan 14, 2025
Q4 2024
|
Sicart Associates LLC
|
SELL
|
- |
-1.44K- 3.03% |
$189K - $214K
|
46K
$6.11M
|
|
|
Jan 17, 2025
Q4 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-2.05K- 8.18% |
$268K - $304K
|
23K
$3.05M
|
|
|
Jan 14, 2025
Q4 2024
|
Rockingstone Advisors LLC
Great Barrington, MA |
SELL
|
- |
-2.22K- 26.78% |
$291K - $330K
|
6.06K
$804K
|
|
|
Jan 08, 2025
Q4 2024
|
Cumberland Advisors Inc
|
SELL
|
- |
-2.88K- 3.74% |
$378K - $429K
|
74.1K
$9.83M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-4.07K- 5.95% |
$534K - $605K
|
64.3K
$8.52M
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
SELL
|
- |
-5.7K- 68.37% |
$748K - $848K
|
2.64K
$350K
|
|
|
Jan 16, 2025
Q4 2024
|
Chesley Taft & Associates LLC
|
SELL
|
- |
-5.86K- 18.0% |
$769K - $872K
|
26.7K
$3.54M
|
|
|
Jan 14, 2025
Q4 2024
|
Sea Crest Wealth Management, LLC
Purchase, NY |
SELL
|
- |
-6.98K- 68.34% |
$916K - $1.04M
|
3.23K
$429K
|
|
|
Jan 14, 2025
Q4 2024
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-7.65K- 71.41% |
$1M - $1.14M
|
3.06K
$406K
|