Purchases and Sales Made in Q2 2025 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 31, 2025
Q2 2025
|
Optimum Investment Advisors
|
BUY
|
- |
84+ 2.58% |
$9.41K - $10.8K
|
3.35K
$549K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
83+ 3.33% |
$9.3K - $10.7K
|
2.58K
$423K
|
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
80+ 2.67% |
$8.96K - $10.3K
|
3.07K
$504K
|
|
|
Aug 13, 2025
Q2 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
79+ 0.39% |
$8.85K - $10.2K
|
20.2K
$3.32M
|
|
|
Aug 14, 2025
Q2 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
79+ 1.92% |
$8.85K - $10.2K
|
4.19K
$687K
|
|
|
Aug 08, 2025
Q2 2025
|
King Wealth
Saratoga Springs, NY |
BUY
|
- |
75+ 2.47% |
$8.4K - $9.68K
|
3.12K
$511K
|
|
|
Aug 13, 2025
Q2 2025
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
75New |
$8.4K - $9.68K
|
75
$12.3K
|
|
|
Jul 23, 2025
Q2 2025
|
Proffitt & Goodson Inc
|
BUY
|
- |
73+ 1.04% |
$8.18K - $9.42K
|
7.07K
$1.16M
|
|
|
Jul 10, 2025
Q2 2025
|
Grove Bank & Trust
|
BUY
|
- |
73New |
$8.18K - $9.42K
|
73
$12K
|
|
|
Jul 21, 2025
Q2 2025
|
Creative Capital Management Investments LLC
San Diego, CA |
BUY
|
- |
68New |
$7.62K - $8.77K
|
68
$11.2K
|
|
|
Aug 14, 2025
Q2 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
65+ 5.22% |
$7.28K - $8.39K
|
1.31K
$215K
|
|
|
Aug 08, 2025
Q2 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
61+ 17.04% |
$6.83K - $7.87K
|
419
$68.8K
|
|
|
Aug 15, 2025
Q2 2025
|
Audent Global Asset Management, LLC
West Hollywood, CA |
BUY
|
- |
57+ 0.22% |
$6.39K - $7.35K
|
25.6K
$4.2M
|
|
|
Aug 05, 2025
Q2 2025
|
Dunhill Financial, LLC
London, X0 |
BUY
|
- |
56+ 112.0% |
$6.27K - $7.22K
|
106
$17.4K
|
|
|
Aug 05, 2025
Q2 2025
|
Key F Inancial Inc
|
BUY
|
- |
52+ 23.64% |
$5.83K - $6.71K
|
272
$44.7K
|
|
|
Aug 15, 2025
Q2 2025
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
BUY
|
- |
50+ 0.52% |
$5.6K - $6.45K
|
9.71K
$1.59M
|
|
|
Jul 10, 2025
Q2 2025
|
Triangle Securities Wealth Management
|
BUY
|
- |
50+ 1.61% |
$5.6K - $6.45K
|
3.15K
$517K
|
|
|
Aug 07, 2025
Q2 2025
|
Fidelis Capital Partners, LLC
Tampa, FL |
BUY
|
- |
43+ 0.86% |
$4.82K - $5.55K
|
5.05K
$829K
|
|
|
Jul 16, 2025
Q2 2025
|
American National Bank
|
BUY
|
- |
39New |
$4.37K - $5.03K
|
39
$6.4K
|
|
|
Jul 23, 2025
Q2 2025
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
37+ 1.87% |
$4.14K - $4.77K
|
2.02K
$331K
|
|
|
Aug 14, 2025
Q2 2025
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
36+ 12.12% |
$4.03K - $4.64K
|
333
$54.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
34+ 2.97% |
$3.81K - $4.39K
|
1.18K
$194K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
33+ 31.13% |
$3.7K - $4.26K
|
139
$22.8K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
32+ 0.28% |
$3.58K - $4.13K
|
11.4K
$1.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
30+ 0.85% |
$3.36K - $3.87K
|
3.56K
$584K
|
|
|
Aug 14, 2025
Q2 2025
|
Camden Capital, LLC
|
BUY
|
- |
27+ 1.08% |
$3.02K - $3.48K
|
2.53K
$415K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
25+ 12.2% |
$2.8K - $3.23K
|
230
$37.8K
|
|
|
Aug 12, 2025
Q2 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
24New |
$2.69K - $3.1K
|
24
$3.94K
|
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
20+ 0.68% |
$2.24K - $2.58K
|
2.94K
$483K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
17+ 0.16% |
$1.9K - $2.19K
|
10.6K
$1.75M
|
|
|
Aug 08, 2025
Q2 2025
|
Smithfield Trust CO
Pittsburgh, PA |
BUY
|
- |
16+ 2.0% |
$1.79K - $2.06K
|
816
$134K
|
|
|
Jul 30, 2025
Q2 2025
|
Blume Capital Management, Inc.
Berkeley, CA |
BUY
|
- |
16+ 0.03% |
$1.79K - $2.06K
|
51.2K
$8.4M
|
|
|
Aug 07, 2025
Q2 2025
|
Sfe Investment Counsel
Los Angeles, CA |
BUY
|
- |
13+ 0.57% |
$1.46K - $1.68K
|
2.28K
$375K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
13+ 0.37% |
$1.46K - $1.68K
|
3.52K
$577K
|
|
|
Aug 14, 2025
Q2 2025
|
Murphy & Mullick Capital Management Corp
Smithtown, NY |
BUY
|
- |
12+ 5.13% |
$1.34K - $1.55K
|
246
$40.4K
|
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
11+ 0.4% |
$1.23K - $1.42K
|
2.79K
$457K
|
|
|
Oct 02, 2025
Q2 2025
|
Smallwood Wealth Investment Management, LLC
Red Bank, NJ |
BUY
|
- |
6+ 60.0% |
$672 - $774
|
16
$2.63K
|
|
|
Aug 11, 2025
Q2 2025
|
Covestor LTD
Boston, MA |
BUY
|
- |
4New |
$448 - $516
|
4
$657
|
|
|
Aug 08, 2025
Q2 2025
|
Bailard, Inc.
|
BUY
|
- |
2+ 0.04% |
$224 - $258
|
5.56K
$913K
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.06% |
$224 - $258
|
3.58K
$588K
|
|
|
Aug 12, 2025
Q2 2025
|
Clear Street Markets LLC
|
BUY
|
- |
1New |
$112 - $129
|
1
$164
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 11, 2025
Q2 2025
|
Pin Oak Investment Advisors Inc
Houston, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 04, 2025
Q2 2025
|
Hbk Sorce Advisory LLC
Erie, PA |
SELL
|
- |
-1- 0.06% |
$112 - $129
|
1.64K
$269K
|
|
|
Aug 13, 2025
Q2 2025
|
Hurley Capital, LLC
New York, NY |
SELL
|
- |
-1- 0.29% |
$112 - $129
|
340
$55.8K
|
|
|
Aug 14, 2025
Q2 2025
|
Wfa Of San Diego, LLC
|
SELL
|
- |
-1- 5.56% |
$112 - $129
|
17
$2.79K
|
|
|
Jul 07, 2025
Q2 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-1- 0.09% |
$112 - $129
|
1.13K
$186K
|
|
|
Aug 06, 2025
Q2 2025
|
Mascagni Wealth Management, Inc.
Clinton, MS |
SELL
|
- |
-2- 0.12% |
$224 - $258
|
1.62K
$266K
|
|
|
Aug 12, 2025
Q2 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-2- 0.09% |
$224 - $258
|
2.34K
$385K
|
|
|
Aug 14, 2025
Q2 2025
|
First Manhattan CO
New York, NY |
SELL
|
- |
-4- 0.21% |
$448 - $516
|
1.94K
$319K
|
|