Purchases and Sales Made in Q3 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2022
Q3 2022
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-197- 2.83% |
$22.3K - $26.6K
|
6.76K
$903K
|
|
|
Nov 14, 2022
Q3 2022
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-200- 6.21% |
$22.7K - $27K
|
3.02K
$403K
|
|
|
Oct 18, 2022
Q3 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-200- 9.42% |
$22.7K - $27K
|
1.92K
$257K
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-200- 14.22% |
$22.7K - $27K
|
1.21K
$161K
|
|
|
Nov 14, 2022
Q3 2022
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-209- 5.88% |
$23.7K - $28.2K
|
3.35K
$447K
|
|
|
Oct 17, 2022
Q3 2022
|
Bridge Advisory, LLC
|
SELL
|
- |
-224- 7.85% |
$25.4K - $30.2K
|
2.63K
$351K
|
|
|
Nov 02, 2022
Q3 2022
|
Middleton & CO Inc
|
SELL
|
- |
-225- 5.88% |
$25.5K - $30.3K
|
3.6K
$481K
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-225- 40.91% |
$25.5K - $30.3K
|
325
$43.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-226- 1.28% |
$25.6K - $30.5K
|
17.4K
$2.33M
|
|
|
Oct 27, 2022
Q3 2022
|
Prospera Financial Services Inc
|
SELL
|
- |
-229- 9.1% |
$26K - $30.9K
|
2.29K
$305K
|
|
|
Nov 03, 2022
Q3 2022
|
Tru Independence LLC
|
SELL
|
- |
-230- 6.2% |
$26.1K - $31K
|
3.48K
$465K
|
|
|
Nov 14, 2022
Q3 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-233- 12.03% |
$26.4K - $31.4K
|
1.7K
$228K
|
|
|
Nov 09, 2022
Q3 2022
|
Shepherd Financial Partners LLC
Winchester, MA |
SELL
|
- |
-234- 10.08% |
$26.5K - $31.5K
|
2.09K
$279K
|
|
|
Nov 14, 2022
Q3 2022
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-240- 0.98% |
$27.2K - $32.4K
|
24.1K
$3.22M
|
|
|
Oct 21, 2022
Q3 2022
|
Howard Capital Management Group, LLC
|
SELL
|
- |
-244- 0.53% |
$27.7K - $32.9K
|
45.8K
$6.12M
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-251- 6.08% |
$28.5K - $33.8K
|
3.88K
$518K
|
|
|
Nov 03, 2022
Q3 2022
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-252- 11.86% |
$28.6K - $34K
|
1.87K
$250K
|
|
|
Oct 12, 2022
Q3 2022
|
Acorn Financial Advisory Services Inc
|
SELL
|
- |
-255- 7.89% |
$28.9K - $34.4K
|
2.98K
$398K
|
|
|
Oct 13, 2022
Q3 2022
|
Good Life Advisors, LLC
|
SELL
|
- |
-255- 12.02% |
$28.9K - $34.4K
|
1.87K
$249K
|
|
|
Nov 15, 2022
Q3 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-256- 23.44% |
$29K - $34.5K
|
836
$112K
|
|
|
Nov 04, 2022
Q3 2022
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-266- 8.73% |
$30.2K - $35.9K
|
2.78K
$371K
|
|
|
Nov 14, 2022
Q3 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
SELL
|
- |
-272- 6.29% |
$30.9K - $36.7K
|
4.05K
$542K
|
|
|
Nov 14, 2022
Q3 2022
|
Kovack Advisors, Inc.
|
SELL
|
- |
-273- 8.01% |
$31K - $36.8K
|
3.14K
$419K
|
|
|
Oct 12, 2022
Q3 2022
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-285- 0.59% |
$32.3K - $38.4K
|
48.2K
$6.44M
|
|
|
Nov 01, 2022
Q3 2022
|
Modera Wealth Management, LLC
|
SELL
|
- |
-296- 6.06% |
$33.6K - $39.9K
|
4.59K
$613K
|
|
|
Nov 07, 2022
Q3 2022
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-298- 14.31% |
$33.8K - $40.2K
|
1.79K
$238K
|
|
|
Nov 14, 2022
Q3 2022
|
Segall Bryant & Hamill, LLC
Chicago, IL |
SELL
|
- |
-300- 5.6% |
$34K - $40.4K
|
5.06K
$676K
|
|
|
Nov 14, 2022
Q3 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-301- 0.16% |
$34.1K - $40.6K
|
183K
$24.5M
|
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-302- 7.68% |
$34.3K - $40.7K
|
3.63K
$485K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
SELL
|
- |
-318- 14.63% |
$36.1K - $42.9K
|
1.86K
$248K
|
|
|
Nov 01, 2022
Q3 2022
|
Financial Counselors Inc
|
SELL
|
- |
-327- 10.86% |
$37.1K - $44.1K
|
2.68K
$359K
|
|
|
Nov 14, 2022
Q3 2022
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-330- 5.05% |
$37.4K - $44.5K
|
6.2K
$828K
|
|
|
Oct 27, 2022
Q3 2022
|
Money Concepts Capital Corp
|
SELL
|
- |
-333- 42.1% |
$37.8K - $44.9K
|
458
$61.2K
|
|
|
Nov 07, 2022
Q3 2022
|
Parsec Financial Management, Inc.
|
SELL
|
- |
-336- 12.94% |
$38.1K - $45.3K
|
2.26K
$302K
|
|
|
Nov 14, 2022
Q3 2022
|
Pacific Sun Financial Corp
|
SELL
|
- |
-345- 4.04% |
$39.1K - $46.5K
|
8.19K
$1.09M
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-359- 4.21% |
$40.7K - $48.4K
|
8.16K
$1.09M
|
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-359- 4.21% |
$40.7K - $48.4K
|
8.16K
$1.09M
|
|
|
Oct 11, 2022
Q3 2022
|
Carret Asset Management, LLC
|
SELL
|
- |
-360- 9.39% |
$40.8K - $48.5K
|
3.47K
$464K
|
|
|
Oct 12, 2022
Q3 2022
|
Grassi Investment Management
|
SELL
|
- |
-375- 2.55% |
$42.5K - $50.6K
|
14.3K
$1.91M
|
|
|
Nov 03, 2022
Q3 2022
|
Regions Financial Corp
|
SELL
|
- |
-375- 4.01% |
$42.5K - $50.6K
|
8.98K
$1.2M
|
|
|
Oct 20, 2022
Q3 2022
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-380- 7.27% |
$43.1K - $51.2K
|
4.85K
$648K
|
|
|
Nov 14, 2022
Q3 2022
|
Fine Mark National Bank & Trust
Fort Myers, FL |
SELL
|
- |
-383- 10.96% |
$43.4K - $51.6K
|
3.11K
$415K
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-389- 1.04% |
$44.1K - $52.4K
|
37.1K
$4.96M
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
SELL
|
- |
-399- 26.81% |
$45.3K - $53.8K
|
1.09K
$145K
|
|
|
Oct 20, 2022
Q3 2022
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-400- 11.57% |
$45.4K - $53.9K
|
3.06K
$408K
|
|
|
Oct 24, 2022
Q3 2022
|
Webster Bank, N. A.
|
SELL
|
- |
-400- 4.36% |
$45.4K - $53.9K
|
8.77K
$1.17M
|
|
|
Oct 27, 2022
Q3 2022
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-405- 3.15% |
$45.9K - $54.6K
|
12.5K
$1.66M
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-411- 4.67% |
$46.6K - $55.4K
|
8.38K
$1.12M
|
|
|
Nov 14, 2022
Q3 2022
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-416- 4.22% |
$47.2K - $56.1K
|
9.44K
$1.26M
|
|
|
Oct 05, 2022
Q3 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-420- 3.19% |
$47.6K - $56.6K
|
12.8K
$1.7M
|