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 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
61New |
$8K - $9.08K
|
61
$8.47K
|
|
|
Feb 03, 2025
Q4 2024
|
Pinnacle Financial Partners Inc
|
BUY
|
- |
60+ 2.29% |
$7.87K - $8.93K
|
2.69K
$373K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
60New |
$7.87K - $8.93K
|
60
$8.33K
|
|
|
Feb 07, 2025
Q4 2024
|
Rialto Wealth Management, LLC
Syracuse, NY |
BUY
|
- |
60New |
$7.87K - $8.93K
|
60
$8.33K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
58New |
$7.61K - $8.63K
|
58
$8.06K
|
|
|
Feb 07, 2025
Q4 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
56+ 0.41% |
$7.35K - $8.34K
|
13.8K
$1.91M
|
|
|
Feb 11, 2025
Q4 2024
|
Optimum Investment Advisors
|
BUY
|
- |
56+ 1.76% |
$7.35K - $8.34K
|
3.24K
$450K
|
|
|
Jan 31, 2025
Q4 2024
|
Kestra Investment Management, LLC
Austin, TX |
BUY
|
- |
53New |
$6.95K - $7.89K
|
53
$7.36K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
52New |
$6.82K - $7.74K
|
52
$7.22K
|
|
|
Feb 11, 2025
Q4 2024
|
Douglass Winthrop Advisors, LLC
New York, NY |
BUY
|
- |
50+ 2.58% |
$6.56K - $7.44K
|
1.99K
$276K
|
|
|
Feb 11, 2025
Q4 2024
|
Lee Danner & Bass Inc
|
BUY
|
- |
50New |
$6.56K - $7.44K
|
50
$6.95K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
49+ 7.41% |
$6.43K - $7.29K
|
710
$98.6K
|
|
|
Jan 28, 2025
Q4 2024
|
Shepherd Financial Partners LLC
Winchester, MA |
BUY
|
- |
48+ 0.74% |
$6.3K - $7.14K
|
6.5K
$902K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
47+ 87.04% |
$6.17K - $7K
|
101
$14K
|
|
|
Jan 29, 2025
Q4 2024
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
46New |
$6.04K - $6.85K
|
46
$6.39K
|
|
|
Jan 17, 2025
Q4 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
45+ 0.49% |
$5.9K - $6.7K
|
9.32K
$1.29M
|
|
|
Feb 14, 2025
Q4 2024
|
Reyes Financial Architecture, Inc.
San Diego, CA |
BUY
|
- |
45New |
$5.9K - $6.7K
|
45
$6.25K
|
|
|
Feb 13, 2025
Q4 2024
|
Argent Trust CO
Nashville, TN |
BUY
|
- |
40+ 2.6% |
$5.25K - $5.95K
|
1.58K
$219K
|
|
|
Jan 16, 2025
Q4 2024
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
40+ 1.29% |
$5.25K - $5.95K
|
3.15K
$437K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
36+ 0.9% |
$4.72K - $5.36K
|
4.05K
$563K
|
|
|
Feb 14, 2025
Q4 2024
|
Security National Bank Of So Dak
Sioux City, IA |
BUY
|
- |
34+ 0.33% |
$4.46K - $5.06K
|
10.5K
$1.45M
|
|
|
Feb 10, 2025
Q4 2024
|
Img Wealth Management, Inc.
Jacksonville, FL |
BUY
|
- |
32New |
$4.2K - $4.76K
|
32
$4.45K
|
|
|
Feb 14, 2025
Q4 2024
|
Mc Ilrath & Eck, LLC
|
BUY
|
- |
30New |
$3.94K - $4.47K
|
30
$4.17K
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
30+ 2.01% |
$3.94K - $4.47K
|
1.52K
$212K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
28+ 1.65% |
$3.67K - $4.17K
|
1.73K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Quest 10 Wealth Builders, Inc.
Fuquay Varina, VA |
BUY
|
- |
26New |
$3.41K - $3.87K
|
26
$3.61K
|
|
|
Feb 06, 2025
Q4 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
24+ 0.79% |
$3.15K - $3.57K
|
3.05K
$423K
|
|
|
Feb 11, 2025
Q4 2024
|
Colony Family Offices, LLC
|
BUY
|
- |
23New |
$3.02K - $3.42K
|
23
$3.19K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
22+ 0.82% |
$2.89K - $3.27K
|
2.7K
$375K
|
|
|
Feb 13, 2025
Q4 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
21+ 0.28% |
$2.76K - $3.13K
|
7.57K
$1.05M
|
|
|
Feb 06, 2025
Q4 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
21+ 0.04% |
$2.76K - $3.13K
|
53K
$7.37M
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
20+ 1.19% |
$2.62K - $2.98K
|
1.7K
$236K
|
|
|
Feb 04, 2025
Q4 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
20New |
$2.62K - $2.98K
|
20
$2.78K
|
|
|
Jan 24, 2025
Q4 2024
|
Ogorek Anthony Joseph
|
BUY
|
- |
20New |
$2.62K - $2.98K
|
20
$2.78K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
19+ 158.33% |
$2.49K - $2.83K
|
31
$4.31K
|
|
|
Jan 28, 2025
Q4 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
16+ 2.72% |
$2.1K - $2.38K
|
604
$83.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Millstone Evans Group, LLC
Boulder, CO |
BUY
|
- |
15New |
$1.97K - $2.23K
|
15
$2.08K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
13+ 0.3% |
$1.71K - $1.94K
|
4.35K
$605K
|
|
|
Feb 07, 2025
Q4 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
13+ 1.26% |
$1.71K - $1.94K
|
1.04K
$145K
|
|
|
Jan 29, 2025
Q4 2024
|
Beckerman Institutional, LLC
Ocean Grove, NJ |
BUY
|
- |
9+ 0.33% |
$1.18K - $1.34K
|
2.73K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Flputnam Investment Management CO
Portland, ME |
BUY
|
- |
9+ 0.52% |
$1.18K - $1.34K
|
1.73K
$240K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
9+ 81.82% |
$1.18K - $1.34K
|
20
$2.78K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
5+ 0.15% |
$656 - $744
|
3.24K
$450K
|
|
|
Feb 14, 2025
Q4 2024
|
Luminist Capital LLC
Grand Rapids, MI |
BUY
|
- |
4New |
$525 - $595
|
4
$556
|
|
|
Feb 13, 2025
Q4 2024
|
Tradition Wealth Management, LLC
|
BUY
|
- |
3+ 0.01% |
$394 - $447
|
55.9K
$7.76M
|
|
|
Jan 21, 2025
Q4 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
BUY
|
- |
2+ 0.05% |
$262 - $298
|
4.2K
$583K
|
|
|
Feb 14, 2025
Q4 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
2+ 50.0% |
$262 - $298
|
6
$833
|
|
|
Feb 11, 2025
Q4 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
2+ 0.03% |
$262 - $298
|
5.75K
$799K
|
|
|
Jan 21, 2025
Q4 2024
|
Flagship Private Wealth, LLC
|
BUY
|
- |
2+ 0.06% |
$262 - $298
|
3.38K
$470K
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
1+ 0.06% |
$131 - $149
|
1.82K
$252K
|