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 |
|---|---|---|---|---|---|---|---|
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
209+ 1.94% |
$27.4K - $31.1K
|
11K
$1.51M
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
200+ 22.52% |
$26.2K - $29.8K
|
1.09K
$149K
|
|
|
Jan 14, 2025
Q4 2024
|
Mirador Capital Partners LP
|
BUY
|
- |
187+ 0.63% |
$24.5K - $27.8K
|
29.7K
$4.07M
|
|
|
Feb 14, 2025
Q4 2024
|
Triumph Capital Management
|
BUY
|
- |
187+ 3.85% |
$24.5K - $27.8K
|
5.05K
$692K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
BUY
|
- |
180New |
$23.6K - $26.8K
|
180
$24.7K
|
|
|
Feb 13, 2025
Q4 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
177+ 1.64% |
$23.2K - $26.3K
|
11K
$1.5M
|
|
|
Jan 28, 2025
Q4 2024
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
175New |
$23K - $26K
|
175
$24K
|
|
|
Jan 29, 2025
Q4 2024
|
Bogart Wealth, LLC
|
BUY
|
- |
173+ 66.28% |
$22.7K - $25.8K
|
434
$59.5K
|
|
|
Feb 06, 2025
Q4 2024
|
M&T Bank Corp
|
BUY
|
- |
172+ 4.4% |
$22.6K - $25.6K
|
4.08K
$559K
|
|
|
Jan 13, 2025
Q4 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
170+ 2.8% |
$22.3K - $25.3K
|
6.25K
$856K
|
|
|
Jan 21, 2025
Q4 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
168+ 8.51% |
$22K - $25K
|
2.14K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Graypoint LLC
|
BUY
|
- |
166+ 10.29% |
$21.8K - $24.7K
|
1.78K
$244K
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
165+ 5.93% |
$21.6K - $24.6K
|
2.95K
$404K
|
|
|
Jan 14, 2025
Q4 2024
|
Clarus Wealth Advisors
|
BUY
|
- |
161+ 1.43% |
$21.1K - $24K
|
11.4K
$1.56M
|
|
|
Feb 12, 2025
Q4 2024
|
Milestone Investment Advisors LLC
Middleton, WI |
BUY
|
- |
160+ 2.38% |
$21K - $23.8K
|
6.89K
$944K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
150+ 1.94% |
$19.7K - $22.3K
|
7.88K
$1.08M
|
|
|
Jan 24, 2025
Q4 2024
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
150+ 200.0% |
$19.7K - $22.3K
|
225
$30.8K
|
|
|
Feb 07, 2025
Q4 2024
|
Creekside Partners
Petaluma, CA |
BUY
|
- |
141+ 3.81% |
$18.5K - $21K
|
3.84K
$527K
|
|
|
Jan 28, 2025
Q4 2024
|
Counterweight Ventures, LLC
Wilmington, NC |
BUY
|
- |
138+ 1.63% |
$18.1K - $20.5K
|
8.59K
$1.18M
|
|
|
Feb 06, 2025
Q4 2024
|
Promus Capital, LLC
Chicago, IL |
BUY
|
- |
136New |
$17.8K - $20.2K
|
136
$18.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Wingate Wealth Advisors, Inc.
Lexington, MA |
BUY
|
- |
135New |
$17.7K - $20.1K
|
135
$18.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Tritonpoint Wealth, LLC
Chevy Chase, MD |
BUY
|
- |
124+ 6.6% |
$16.3K - $18.5K
|
2K
$275K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
121+ 1.95% |
$15.9K - $18K
|
6.34K
$868K
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
120+ 1.77% |
$15.7K - $17.9K
|
6.89K
$944K
|
|
|
Jan 31, 2025
Q4 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
118+ 3.22% |
$15.5K - $17.6K
|
3.78K
$518K
|
|
|
Feb 10, 2025
Q4 2024
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
110+ 5.27% |
$14.4K - $16.4K
|
2.2K
$301K
|
|
|
Feb 06, 2025
Q4 2024
|
Synergy Investment Management, LLC
Altamonte Springs, FL |
BUY
|
- |
106New |
$13.9K - $15.8K
|
106
$14.5K
|
|
|
Jan 31, 2025
Q4 2024
|
Burke & Herbert Bank & Trust CO
|
BUY
|
- |
105+ 1.21% |
$13.8K - $15.6K
|
8.81K
$1.21M
|
|
|
Jan 28, 2025
Q4 2024
|
Appleton Partners Inc
|
BUY
|
- |
104+ 0.14% |
$13.6K - $15.5K
|
75.8K
$10.4M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
104+ 0.81% |
$13.6K - $15.5K
|
13K
$1.78M
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
104+ 5.32% |
$13.6K - $15.5K
|
2.06K
$282K
|
|
|
Jan 31, 2025
Q4 2024
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
103New |
$13.5K - $15.3K
|
103
$14.1K
|
|
|
Feb 07, 2025
Q4 2024
|
Larson Financial Group LLC
|
BUY
|
- |
102+ 6.18% |
$13.4K - $15.2K
|
1.75K
$240K
|
|
|
Feb 04, 2025
Q4 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
100+ 1.01% |
$13.1K - $14.9K
|
9.96K
$1.36M
|
|
|
Jan 13, 2025
Q4 2024
|
Capital Investment Advisors, LLC
|
BUY
|
- |
99+ 0.96% |
$13K - $14.7K
|
10.4K
$1.43M
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
96+ 0.94% |
$12.6K - $14.3K
|
10.3K
$1.42M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
94+ 2.55% |
$12.3K - $14K
|
3.78K
$518K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
92+ 0.85% |
$12.1K - $13.7K
|
11K
$1.5M
|
|
|
Feb 06, 2025
Q4 2024
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
82+ 1.47% |
$10.8K - $12.2K
|
5.65K
$775K
|
|
|
Feb 11, 2025
Q4 2024
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
81+ 3.04% |
$10.6K - $12.1K
|
2.75K
$376K
|
|
|
Feb 12, 2025
Q4 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
80+ 4.19% |
$10.5K - $11.9K
|
1.99K
$273K
|
|
|
Feb 13, 2025
Q4 2024
|
Ally Invest Advisors Inc.
Charlotte, NC |
BUY
|
- |
76+ 5.28% |
$9.97K - $11.3K
|
1.52K
$208K
|
|
|
Feb 14, 2025
Q4 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
74+ 24.83% |
$9.71K - $11K
|
372
$51K
|
|
|
Feb 13, 2025
Q4 2024
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
71+ 0.11% |
$9.32K - $10.6K
|
65K
$8.9M
|
|
|
Feb 12, 2025
Q4 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
70New |
$9.18K - $10.4K
|
70
$9.59K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
70+ 0.22% |
$9.18K - $10.4K
|
32.5K
$4.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
69+ 6.84% |
$9.05K - $10.3K
|
1.08K
$148K
|
|
|
Feb 05, 2025
Q4 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
68+ 1.01% |
$8.92K - $10.1K
|
6.79K
$931K
|
|
|
Feb 05, 2025
Q4 2024
|
Gw&K Investment Management, LLC
Boston, MA |
BUY
|
- |
65New |
$8.53K - $9.68K
|
65
$8.91K
|
|
|
Feb 03, 2025
Q4 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
64New |
$8.4K - $9.53K
|
64
$8.77K
|