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 27, 2025
Q4 2024
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-143- 4.01% |
$18.8K - $21.3K
|
3.43K
$476K
|
|
Jan 15, 2025
Q4 2024
|
Triangle Securities Wealth Management
|
SELL
|
- |
-148- 4.43% |
$19.4K - $22K
|
3.2K
$444K
|
|
Jan 17, 2025
Q4 2024
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-150- 2.71% |
$19.7K - $22.3K
|
5.38K
$747K
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-150- 5.92% |
$19.7K - $22.3K
|
2.39K
$331K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-150- 57.47% |
$19.7K - $22.3K
|
111
$15.4K
|
|
Jan 17, 2025
Q4 2024
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
SELL
|
- |
-151- 0.67% |
$19.8K - $22.5K
|
22.4K
$3.11M
|
|
Jan 29, 2025
Q4 2024
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-153- 3.51% |
$20.1K - $22.8K
|
4.21K
$585K
|
|
Jan 07, 2025
Q4 2024
|
Bank Of New Hampshire
|
SELL
|
- |
-172- 5.96% |
$22.6K - $25.6K
|
2.71K
$377K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-173- 5.28% |
$22.7K - $25.8K
|
3.1K
$431K
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-175- 6.87% |
$23K - $26K
|
2.37K
$330K
|
|
Jan 29, 2025
Q4 2024
|
Investment Partners Asset Management, Inc.
Metuchen, NJ |
SELL
|
- |
-185- 10.11% |
$24.3K - $27.5K
|
1.65K
$228K
|
|
Jan 30, 2025
Q4 2024
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-192- 2.39% |
$25.2K - $28.6K
|
7.85K
$1.09M
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-194- 33.51% |
$25.5K - $28.9K
|
385
$53.5K
|
|
Jan 17, 2025
Q4 2024
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-200- 8.51% |
$26.2K - $29.8K
|
2.15K
$299K
|
|
Jan 24, 2025
Q4 2024
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-200- 1.38% |
$26.2K - $29.8K
|
14.3K
$1.98M
|
|
Jan 28, 2025
Q4 2024
|
Byrne Asset Management LLC
|
SELL
|
- |
-217- 24.55% |
$28.5K - $32.3K
|
667
$92.6K
|
|
Jan 07, 2025
Q4 2024
|
Cva Family Office, LLC
|
SELL
|
- |
-225- 60.0% |
$29.5K - $33.5K
|
150
$20.8K
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-235- 27.58% |
$30.8K - $35K
|
617
$85.7K
|
|
Jan 29, 2025
Q4 2024
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-239- 9.19% |
$31.4K - $35.6K
|
2.36K
$328K
|
|
Jan 17, 2025
Q4 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-300- 3.13% |
$39.4K - $44.7K
|
9.3K
$1.29M
|
|
Jan 16, 2025
Q4 2024
|
Harbor Investment Advisory, LLC
|
SELL
|
- |
-311- 15.43% |
$40.8K - $46.3K
|
1.7K
$237K
|
|
Jan 14, 2025
Q4 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-315- 4.02% |
$41.3K - $46.9K
|
7.53K
$1.05M
|
|
Jan 29, 2025
Q4 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-322- 5.34% |
$42.2K - $47.9K
|
5.71K
$792K
|
|
Jan 28, 2025
Q4 2024
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-330- 3.6% |
$43.3K - $49.1K
|
8.84K
$1.23M
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-333- 2.43% |
$43.7K - $49.6K
|
13.4K
$1.86M
|
|
Jan 17, 2025
Q4 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
SELL
|
- |
-375- 19.56% |
$49.2K - $55.8K
|
1.54K
$214K
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
SELL
|
- |
-480- 3.15% |
$63K - $71.4K
|
14.8K
$2.05M
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-520- 11.84% |
$68.2K - $77.4K
|
3.87K
$538K
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-521- 4.71% |
$68.4K - $77.6K
|
10.5K
$1.46M
|
|
Jan 30, 2025
Q4 2024
|
Salomon & Ludwin, LLC
|
SELL
|
- |
-539- 88.36% |
$70.7K - $80.2K
|
71
$9.86K
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-588- 4.74% |
$77.2K - $87.5K
|
11.8K
$1.64M
|
|
Jan 16, 2025
Q4 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-600- 20.0% |
$78.7K - $89.3K
|
2.4K
$333K
|
|
Jan 31, 2025
Q4 2024
|
Ntv Asset Management LLC
|
SELL
|
- |
-620- 1.13% |
$81.4K - $92.3K
|
54.3K
$7.54M
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
SELL
|
- |
-623- 34.44% |
$81.7K - $92.7K
|
1.19K
$165K
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-650- 9.2% |
$85.3K - $96.8K
|
6.41K
$891K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
SELL
|
- |
-658- 58.23% |
$86.3K - $97.9K
|
472
$65.5K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-682- 18.09% |
$89.5K - $102K
|
3.09K
$429K
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-696- 41.65% |
$91.3K - $104K
|
975
$135K
|
|
Jan 14, 2025
Q4 2024
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-723- 12.66% |
$94.9K - $108K
|
4.99K
$693K
|
|
Jan 17, 2025
Q4 2024
|
Sg Americas Securities, LLC
|
SELL
|
- |
-791- 5.02% |
$104K - $118K
|
15K
$2.08M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
SELL
|
- |
-824- 4.63% |
$108K - $123K
|
17K
$2.35M
|
|
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
$444K
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
SELL
|
- |
-973- 10.8% |
$128K - $145K
|
8.03K
$1.12M
|
|
Jan 13, 2025
Q4 2024
|
Grassi Investment Management
|
SELL
|
- |
-1K- 15.98% |
$131K - $149K
|
5.26K
$730K
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-1.03K- 26.19% |
$135K - $153K
|
2.9K
$403K
|
|
Jan 13, 2025
Q4 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-1.11K- 50.0% |
$145K - $165K
|
1.11K
$154K
|
|
Jan 22, 2025
Q4 2024
|
Steel Peak Wealth Management LLC
|
SELL
|
- |
-1.19K- 13.05% |
$156K - $177K
|
7.91K
$1.1M
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-1.2K- 6.88% |
$157K - $178K
|
16.2K
$2.25M
|