Purchases and Sales Made in Q2 2025 in Ionis Pharmaceuticals Inc (IONS)
This table provides information about the institutional ownership of Ionis Pharmaceuticals Inc (IONS) during Q2 2025. The information is specifically focused on institutions that hold shares of IONIS PHARMACEUTICALS INC.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Mtm Investment Management, LLC
Spartanburg, SC |
BUY
|
- |
258New |
$6.58K - $10.3K
|
258
$10.6K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
231New |
$5.89K - $9.24K
|
231
$9.51K
|
|
Aug 13, 2025
Q2 2025
|
Twin Peaks Wealth Advisors, LLC
Burlingame, CA |
BUY
|
- |
215New |
$5.48K - $8.6K
|
215
$8.85K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
200New |
$5.1K - $8K
|
200
$8.24K
|
|
Jul 31, 2025
Q2 2025
|
Quest Partners LLC
New York, NY |
BUY
|
- |
200+ 31.5% |
$5.1K - $8K
|
835
$34.4K
|
|
Aug 14, 2025
Q2 2025
|
Silvercrest Asset Management Group LLC
New York, NY |
BUY
|
- |
166+ 2.41% |
$4.23K - $6.64K
|
7.07K
$291K
|
|
Aug 13, 2025
Q2 2025
|
Brown Advisory Inc
|
BUY
|
- |
165+ 1.37% |
$4.21K - $6.6K
|
12.2K
$502K
|
|
Aug 14, 2025
Q2 2025
|
Skopos Labs, Inc.
Riverhead, NY |
BUY
|
- |
154+ 135.09% |
$3.93K - $6.16K
|
268
$11K
|
|
Jul 21, 2025
Q2 2025
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
146New |
$3.72K - $5.84K
|
146
$6.01K
|
|
Aug 12, 2025
Q2 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
131+ 12.02% |
$3.34K - $5.24K
|
1.22K
$50.3K
|
|
Jul 15, 2025
Q2 2025
|
Plancorp, LLC
|
BUY
|
- |
80+ 0.72% |
$2.04K - $3.2K
|
11.2K
$462K
|
|
Aug 11, 2025
Q2 2025
|
Wpg Advisers, LLC
Baltimore, MD |
BUY
|
- |
70New |
$1.79K - $2.8K
|
70
$2.88K
|
|
Jul 15, 2025
Q2 2025
|
Public Employees Retirement System Of Ohio
Columbus, OH |
BUY
|
- |
67+ 0.14% |
$1.71K - $2.68K
|
48.2K
$1.99M
|
|
Aug 06, 2025
Q2 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
61+ 16.18% |
$1.56K - $2.44K
|
438
$18K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
60+ 400.0% |
$1.53K - $2.4K
|
75
$3.09K
|
|
Aug 12, 2025
Q2 2025
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
52+ 50.0% |
$1.33K - $2.08K
|
156
$6.42K
|
|
Jul 29, 2025
Q2 2025
|
Private Wealth Management Group, LLC
Princeton, NJ |
BUY
|
- |
49+ 306.25% |
$1.25K - $1.96K
|
65
$2.68K
|
|
Jul 15, 2025
Q2 2025
|
Td Private Client Wealth LLC
New York, NY |
BUY
|
- |
44New |
$1.12K - $1.76K
|
44
$1.81K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
36New |
$918 - $1.44K
|
36
$1.48K
|
|
Aug 01, 2025
Q2 2025
|
Rossby Financial, Lcc
Melbourne, FL |
BUY
|
- |
34New |
$867 - $1.36K
|
34
$1.4K
|
|
Jul 23, 2025
Q2 2025
|
Sachetta, LLC
Lynnfield, MA |
BUY
|
- |
29+ 181.25% |
$740 - $1.16K
|
45
$1.85K
|
|
Aug 14, 2025
Q2 2025
|
Principia Wealth Advisory, LLC
Dallas, TX |
BUY
|
- |
25New |
$638 - $1K
|
25
$1.03K
|
|
Aug 04, 2025
Q2 2025
|
Clear Investment Research, LLC
|
BUY
|
- |
20+ 39.22% |
$510 - $800
|
71
$2.92K
|
|
Jul 21, 2025
Q2 2025
|
Cromwell Holdings LLC
Jackson, WY |
BUY
|
- |
18New |
$459 - $720
|
18
$741
|
|
Jul 14, 2025
Q2 2025
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
17New |
$434 - $680
|
17
$700
|
|
Aug 13, 2025
Q2 2025
|
Met Life Investment Management, LLC
Whippany, NJ |
BUY
|
- |
17+ 0.19% |
$434 - $680
|
9.16K
$377K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
16+ 15.69% |
$408 - $640
|
118
$4.86K
|
|
Aug 13, 2025
Q2 2025
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
15New |
$383 - $600
|
15
$618
|
|
Aug 01, 2025
Q2 2025
|
Quaker Wealth Management, LLC
|
BUY
|
- |
14New |
$357 - $560
|
14
$577
|
|
Aug 11, 2025
Q2 2025
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
12New |
$306 - $480
|
12
$494
|
|
Jul 09, 2025
Q2 2025
|
Bruce G. Allen Investments, LLC
Denver, CO |
BUY
|
- |
10+ 76.92% |
$255 - $400
|
23
$947
|
|
Aug 11, 2025
Q2 2025
|
Rothschild Investment LLC
Chicago, IL |
BUY
|
- |
10New |
$255 - $400
|
10
$412
|
|
Aug 13, 2025
Q2 2025
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
BUY
|
- |
8New |
$204 - $320
|
8
$329
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
7+ 2.35% |
$179 - $280
|
305
$12.6K
|
|
Aug 13, 2025
Q2 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
7New |
$179 - $280
|
7
$288
|
|
Aug 07, 2025
Q2 2025
|
Ima Wealth, Inc.
Wichita, KS |
BUY
|
- |
5New |
$128 - $200
|
5
$206
|
|
Aug 07, 2025
Q2 2025
|
Meeder Asset Management Inc
|
BUY
|
- |
4+ 4.21% |
$102 - $160
|
99
$4.08K
|
|
Aug 11, 2025
Q2 2025
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
Aug 07, 2025
Q2 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
SELL
|
- |
-3- 1.15% |
$76.5 - $120
|
257
$10.6K
|
|
Aug 11, 2025
Q2 2025
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-4- 5.97% |
$102 - $160
|
63
$2.59K
|
|
Aug 06, 2025
Q2 2025
|
True Wealth Design, LLC
Akron, OH |
SELL
|
- |
-6- 46.15% |
$153 - $240
|
7
$288
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-7- 13.46% |
$179 - $280
|
45
$1.85K
|
|
Aug 14, 2025
Q2 2025
|
Lazard Asset Management LLC
New York, NY |
SELL
|
- |
-9- 0.01% |
$230 - $360
|
60.7K
$2.5M
|
|
Aug 08, 2025
Q2 2025
|
Bell Investment Advisors, Inc
Oakland, CA |
SELL
|
- |
-10- 14.08% |
$255 - $400
|
61
$2.51K
|
|
Jul 24, 2025
Q2 2025
|
Hemington Wealth Management
|
SELL
|
- |
-14- 24.14% |
$357 - $560
|
44
$1.81K
|
|
Aug 08, 2025
Q2 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-19- 1.66% |
$485 - $760
|
1.12K
$46.3K
|
|
Jul 14, 2025
Q2 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-31- 3.23% |
$791 - $1.24K
|
930
$38.3K
|
|
Aug 01, 2025
Q2 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-34- 46.58% |
$867 - $1.36K
|
39
$1.61K
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-39- 8.26% |
$995 - $1.56K
|
433
$17.8K
|