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 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-35- 1.49% |
$4.59K - $5.21K
|
2.31K
$321K
|
|
Feb 11, 2025
Q4 2024
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-39- 0.8% |
$5.12K - $5.81K
|
4.83K
$671K
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-40- 3.28% |
$5.25K - $5.95K
|
1.18K
$164K
|
|
Jan 06, 2025
Q4 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-40- 0.09% |
$5.25K - $5.95K
|
46.8K
$6.5M
|
|
Feb 12, 2025
Q4 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-44- 2.43% |
$5.77K - $6.55K
|
1.77K
$245K
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
SELL
|
- |
-45- 1.05% |
$5.9K - $6.7K
|
4.23K
$588K
|
|
Jan 31, 2025
Q4 2024
|
Ieq Capital, LLC
|
SELL
|
- |
-48- 0.9% |
$6.3K - $7.14K
|
5.26K
$731K
|
|
Jan 23, 2025
Q4 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-50- 1.39% |
$6.56K - $7.44K
|
3.55K
$493K
|
|
Feb 12, 2025
Q4 2024
|
Orleans Capital Management Corp
Mandeville, LA |
SELL
|
- |
-50- 1.54% |
$6.56K - $7.44K
|
3.2K
$445K
|
|
Jan 13, 2025
Q4 2024
|
Harbour Capital Advisors, LLC
|
SELL
|
- |
-50- 0.87% |
$6.56K - $7.44K
|
5.73K
$796K
|
|
Jan 17, 2025
Q4 2024
|
Westside Investment Management, Inc.
|
SELL
|
- |
-50- 0.29% |
$6.56K - $7.44K
|
17K
$2.35M
|
|
Jan 24, 2025
Q4 2024
|
Baltimore Washington Financial Advisors, Inc.
|
SELL
|
- |
-53- 0.73% |
$6.95K - $7.89K
|
7.25K
$1.01M
|
|
Jan 13, 2025
Q4 2024
|
Horizon Bancorp Inc /In/
Michigan City, IN |
SELL
|
- |
-55- 15.94% |
$7.22K - $8.19K
|
290
$40.3K
|
|
Feb 14, 2025
Q4 2024
|
Family Management Corp
New York, NY |
SELL
|
- |
-55- 2.82% |
$7.22K - $8.19K
|
1.9K
$263K
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 0.54% |
$7.22K - $8.19K
|
10.1K
$1.4M
|
|
Feb 11, 2025
Q4 2024
|
Financial Counselors Inc
|
SELL
|
- |
-60- 1.59% |
$7.87K - $8.93K
|
3.71K
$515K
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-60- 2.15% |
$7.87K - $8.93K
|
2.73K
$379K
|
|
Feb 12, 2025
Q4 2024
|
Ted Buchan & CO
San Diego, CA |
SELL
|
- |
-60- 2.22% |
$7.87K - $8.93K
|
2.65K
$367K
|
|
Jan 17, 2025
Q4 2024
|
West Branch Capital LLC
|
SELL
|
- |
-60- 37.27% |
$7.87K - $8.93K
|
101
$14K
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-62- 1.32% |
$8.14K - $9.23K
|
4.64K
$645K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-64- 1.54% |
$8.4K - $9.53K
|
4.09K
$568K
|
|
Feb 14, 2025
Q4 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-68- 4.3% |
$8.92K - $10.1K
|
1.51K
$210K
|
|
Jan 23, 2025
Q4 2024
|
Valicenti Advisory Services Inc
|
SELL
|
- |
-70- 0.45% |
$9.18K - $10.4K
|
15.6K
$2.17M
|
|
Feb 14, 2025
Q4 2024
|
Knightsbridge Asset Management, LLC
Newport Beach, CA |
SELL
|
- |
-72- 0.89% |
$9.45K - $10.7K
|
8.03K
$1.11M
|
|
Feb 10, 2025
Q4 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
SELL
|
- |
-74- 97.37% |
$9.71K - $11K
|
2
$278
|
|
Jan 17, 2025
Q4 2024
|
Daymark Wealth Partners, LLC
Cincinnati, OH |
SELL
|
- |
-75- 4.68% |
$9.84K - $11.2K
|
1.53K
$212K
|
|
Jan 30, 2025
Q4 2024
|
First Merchants Corp
|
SELL
|
- |
-75- 1.34% |
$9.84K - $11.2K
|
5.53K
$769K
|
|
Jan 22, 2025
Q4 2024
|
Signature Wealth Management Partners, LLC
|
SELL
|
- |
-75- 0.93% |
$9.84K - $11.2K
|
7.95K
$1.1M
|
|
Feb 04, 2025
Q4 2024
|
Wealth Shield Partners, LLC
Cary, NC |
SELL
|
- |
-75- 28.52% |
$9.84K - $11.2K
|
188
$26.1K
|
|
Jan 16, 2025
Q4 2024
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-80- 0.18% |
$10.5K - $11.9K
|
43.5K
$6.04M
|
|
Feb 13, 2025
Q4 2024
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-80- 1.94% |
$10.5K - $11.9K
|
4.05K
$563K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-82- 40.2% |
$10.8K - $12.2K
|
122
$16.9K
|
|
Jan 22, 2025
Q4 2024
|
Bay Rivers Group
|
SELL
|
- |
-84- 3.43% |
$11K - $12.5K
|
2.37K
$329K
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-85- 1.73% |
$11.2K - $12.7K
|
4.84K
$672K
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-87- 0.3% |
$11.4K - $12.9K
|
28.5K
$3.96M
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-87- 1.09% |
$11.4K - $12.9K
|
7.9K
$1.1M
|
|
Feb 05, 2025
Q4 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-89- 1.45% |
$11.7K - $13.2K
|
6.07K
$843K
|
|
Feb 13, 2025
Q4 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-92- 0.88% |
$12.1K - $13.7K
|
10.4K
$1.45M
|
|
Jan 13, 2025
Q4 2024
|
City State Bank
Norwalk, IA |
SELL
|
- |
-95- 1.12% |
$12.5K - $14.1K
|
8.43K
$1.17M
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-95- 5.01% |
$12.5K - $14.1K
|
1.8K
$250K
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-98- 4.36% |
$12.9K - $14.6K
|
2.15K
$298K
|
|
Feb 14, 2025
Q4 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-100- 1.73% |
$13.1K - $14.9K
|
5.68K
$788K
|
|
Jan 28, 2025
Q4 2024
|
Northstar Group, Inc.
|
SELL
|
- |
-100- 4.51% |
$13.1K - $14.9K
|
2.12K
$294K
|
|
Feb 18, 2025
Q4 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-100- 2.28% |
$13.1K - $14.9K
|
4.28K
$595K
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-102- 0.56% |
$13.4K - $15.2K
|
18.2K
$2.53M
|
|
Feb 11, 2025
Q4 2024
|
Penobscot Investment Management Company, Inc.
Boston, MA |
SELL
|
- |
-105- 6.29% |
$13.8K - $15.6K
|
1.57K
$217K
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-106- 12.46% |
$13.9K - $15.8K
|
745
$103K
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-109- 2.72% |
$14.3K - $16.2K
|
3.89K
$541K
|
|
Feb 13, 2025
Q4 2024
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-110- 1.35% |
$14.4K - $16.4K
|
8.04K
$1.12M
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
SELL
|
- |
-110- 3.02% |
$14.4K - $16.4K
|
3.53K
$491K
|