Purchases and Sales Made in Q3 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 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 28, 2025
Q3 2024
|
Byrne Asset Management LLC
|
BUY
|
- |
185+ 27.74% |
$25K - $27.7K
|
852
$114K
|
|
Feb 26, 2025
Q3 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
174+ 2.94% |
$23.5K - $26K
|
6.09K
$813K
|
|
Oct 16, 2024
Q3 2024
|
Bourgeon Capital Management LLC
|
BUY
|
- |
168+ 4.49% |
$22.7K - $25.1K
|
3.91K
$523K
|
|
Oct 17, 2024
Q3 2024
|
Addison Capital CO
|
BUY
|
- |
164+ 11.19% |
$22.2K - $24.5K
|
1.63K
$218K
|
|
Oct 16, 2024
Q3 2024
|
Optimum Investment Advisors
|
BUY
|
- |
162+ 5.36% |
$21.9K - $24.2K
|
3.19K
$426K
|
|
Nov 06, 2024
Q3 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
160+ 17.9% |
$21.6K - $23.9K
|
1.05K
$141K
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
154+ 10.07% |
$20.8K - $23K
|
1.68K
$225K
|
|
Oct 31, 2024
Q3 2024
|
Claris Advisors, LLC
|
BUY
|
- |
152New |
$20.5K - $22.7K
|
152
$20.3K
|
|
Nov 07, 2024
Q3 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
152+ 5.57% |
$20.5K - $22.7K
|
2.88K
$385K
|
|
Nov 01, 2024
Q3 2024
|
Objective Capital Management, LLC
|
BUY
|
- |
151+ 5.19% |
$20.4K - $22.6K
|
3.06K
$409K
|
|
Nov 14, 2024
Q3 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
150+ 9.6% |
$20.3K - $22.4K
|
1.71K
$229K
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
BUY
|
- |
150+ 10.22% |
$20.3K - $22.4K
|
1.62K
$216K
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
150+ 1.87% |
$20.3K - $22.4K
|
8.15K
$1.09M
|
|
Oct 11, 2024
Q3 2024
|
Martin Capital Advisors, LLP
|
BUY
|
- |
133+ 1.02% |
$18K - $19.9K
|
13.2K
$1.76M
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
131+ 5.15% |
$17.7K - $19.6K
|
2.68K
$357K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
128New |
$17.3K - $19.1K
|
128
$17.1K
|
|
Nov 12, 2024
Q3 2024
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
128+ 0.34% |
$17.3K - $19.1K
|
37.8K
$5.04M
|
|
Oct 21, 2024
Q3 2024
|
Northwest Investment Counselors, LLC
|
BUY
|
- |
127New |
$17.2K - $19K
|
127
$17K
|
|
Oct 31, 2024
Q3 2024
|
Graypoint LLC
|
BUY
|
- |
125+ 8.4% |
$16.9K - $18.7K
|
1.61K
$215K
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
123+ 3.43% |
$16.6K - $18.4K
|
3.71K
$496K
|
|
Oct 16, 2024
Q3 2024
|
Harbour Capital Advisors, LLC
|
BUY
|
- |
120+ 2.12% |
$16.2K - $17.9K
|
5.78K
$772K
|
|
Oct 16, 2024
Q3 2024
|
Robbins Farley LLC
Manchester, NH |
BUY
|
- |
116+ 0.43% |
$15.7K - $17.3K
|
27.3K
$3.65M
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
114+ 36.54% |
$15.4K - $17K
|
426
$56.9K
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
111+ 1.14% |
$15K - $16.6K
|
9.87K
$1.32M
|
|
Nov 12, 2024
Q3 2024
|
Daiwa Securities Group Inc.
Tokyo, M0 |
BUY
|
- |
110+ 11.98% |
$14.9K - $16.4K
|
1.03K
$137K
|
|
Nov 13, 2024
Q3 2024
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
108+ 6.43% |
$14.6K - $16.1K
|
1.79K
$239K
|
|
Nov 13, 2024
Q3 2024
|
Pgim Custom Harvest LLC
Newark, NJ |
BUY
|
- |
108+ 6.34% |
$14.6K - $16.1K
|
1.81K
$242K
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
101+ 18.3% |
$13.6K - $15.1K
|
653
$87.2K
|
|
Nov 07, 2024
Q3 2024
|
Prairie Wealth Advisors, Inc.
Omaha, NE |
BUY
|
- |
100+ 5.67% |
$13.5K - $14.9K
|
1.87K
$249K
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
99+ 0.45% |
$13.4K - $14.8K
|
22.2K
$2.96M
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
91+ 1.48% |
$12.3K - $13.6K
|
6.24K
$833K
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
BUY
|
- |
77+ 0.51% |
$10.4K - $11.5K
|
15.2K
$2.04M
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
76+ 2.67% |
$10.3K - $11.4K
|
2.92K
$390K
|
|
Oct 16, 2024
Q3 2024
|
Spc Financial, Inc.
|
BUY
|
- |
75+ 2.35% |
$10.1K - $11.2K
|
3.27K
$436K
|
|
Nov 08, 2024
Q3 2024
|
Sp Asset Management LLC
Cupertino, CA |
BUY
|
- |
71+ 0.13% |
$9.59K - $10.6K
|
53K
$7.08M
|
|
Nov 12, 2024
Q3 2024
|
Clearwater Capital Advisors, LLC
|
BUY
|
- |
70+ 2.99% |
$9.46K - $10.5K
|
2.41K
$322K
|
|
Oct 23, 2024
Q3 2024
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
BUY
|
- |
68+ 0.65% |
$9.19K - $10.2K
|
10.5K
$1.4M
|
|
Nov 08, 2024
Q3 2024
|
Etfidea, LLC
Syracuse, NY |
BUY
|
- |
67+ 0.27% |
$9.05K - $10K
|
24.8K
$3.31M
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
66+ 0.38% |
$8.92K - $9.87K
|
17.4K
$2.33M
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
66+ 2.21% |
$8.92K - $9.87K
|
3.05K
$408K
|
|
Nov 04, 2024
Q3 2024
|
Advantage Trust CO
Salina, KS |
BUY
|
- |
63+ 0.46% |
$8.51K - $9.42K
|
13.7K
$1.83M
|
|
Oct 09, 2024
Q3 2024
|
Castle Rock Wealth Management, LLC
|
BUY
|
- |
62+ 2.45% |
$8.38K - $9.27K
|
2.59K
$346K
|
|
Nov 05, 2024
Q3 2024
|
Rakuten Securities, Inc.
Tokyo, M0 |
BUY
|
- |
61+ 406.67% |
$8.24K - $9.12K
|
76
$10.2K
|
|
Nov 12, 2024
Q3 2024
|
Larson Financial Group LLC
|
BUY
|
- |
60+ 3.77% |
$8.11K - $8.97K
|
1.65K
$221K
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
59+ 6.21% |
$7.97K - $8.82K
|
1.01K
$135K
|
|
Oct 23, 2024
Q3 2024
|
Joel Isaacson & Co., LLC
|
BUY
|
- |
59+ 2.16% |
$7.97K - $8.82K
|
2.79K
$373K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
55+ 3.36% |
$7.43K - $8.22K
|
1.69K
$226K
|
|
Oct 31, 2024
Q3 2024
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
55+ 2.96% |
$7.43K - $8.22K
|
1.91K
$256K
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
54New |
$7.29K - $8.07K
|
54
$7.21K
|
|
Oct 17, 2024
Q3 2024
|
Richard W. Paul & Associates, LLC
Novi, MI |
BUY
|
- |
53+ 0.79% |
$7.16K - $7.92K
|
6.72K
$898K
|