A detailed history of Liberty Wealth Management LLC transactions in Ishares Biotechnology ETF stock. As of the latest transaction made, Liberty Wealth Management LLC holds 3,943 shares of IBB stock, worth $528,164. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,943
Previous 3,970 0.68%
Holding current value
$528,164
Previous $545,000 5.32%
% of portfolio
0.1%
Previous 0.1%

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 01, 2024

SELL
$135.09 - $149.47 $3,647 - $4,035
-27 Reduced 0.68%
3,943 $574,000
Q2 2024

Aug 06, 2024

SELL
$124.64 - $139.96 $23,556 - $26,452
-189 Reduced 4.54%
3,970 $545,000
Q1 2024

May 02, 2024

BUY
$132.3 - $140.89 $25,533 - $27,191
193 Added 4.87%
4,159 $571,000
Q4 2023

Feb 08, 2024

BUY
$112.41 - $137.03 $1,124 - $1,370
10 Added 0.25%
3,966 $538,000
Q3 2023

Nov 13, 2023

SELL
$122.27 - $131.47 $11,493 - $12,358
-94 Reduced 2.32%
3,956 $484,000
Q1 2023

May 03, 2023

BUY
$121.97 - $137.23 $487 - $548
4 Added 0.1%
4,050 $523,000
Q2 2022

Aug 15, 2022

BUY
$105.82 - $134.76 $15,343 - $19,540
145 Added 3.72%
4,046 $476,000
Q1 2022

May 09, 2022

BUY
$119.6 - $152.37 $32,531 - $41,444
272 Added 7.5%
3,901 $508,000
Q4 2021

Feb 15, 2022

BUY
$145.27 - $164.78 $2,324 - $2,636
16 Added 0.44%
3,629 $553,000
Q3 2021

Nov 15, 2021

BUY
$158.89 - $176.21 $317 - $352
2 Added 0.06%
3,613 $584,000
Q2 2021

Aug 13, 2021

BUY
$146.13 - $163.65 $85.8 Million - $96.1 Million
587,397 Added 16275.89%
591,006 $3.61 Million
Q2 2021

Aug 13, 2021

SELL
$146.13 - $163.65 $85.8 Million - $96.1 Million
-587,395 Reduced 99.39%
3,611 $591,000
Q4 2020

Feb 09, 2021

SELL
$130.38 - $157.31 $38,853 - $46,878
-298 Reduced 7.63%
3,609 $587,000
Q3 2020

Nov 05, 2020

SELL
$126.88 - $145.8 $26,898 - $30,909
-212 Reduced 5.15%
3,907 $529,000
Q2 2020

Aug 04, 2020

BUY
$103.79 - $138.65 $21,380 - $28,561
206 Added 5.26%
4,119 $563,000
Q1 2020

Apr 27, 2020

SELL
$94.39 - $123.48 $26,901 - $35,191
-285 Reduced 6.79%
3,913 $422,000
Q4 2019

Feb 05, 2020

BUY
$97.24 - $123.5 $31,408 - $39,890
323 Added 8.34%
4,198 $506,000
Q3 2019

Oct 30, 2019

SELL
$99.3 - $105.55 $105,754 - $112,410
-1,065 Reduced 21.56%
3,875 $386,000
Q2 2019

Jul 30, 2019

BUY
N/A
953 Added 23.9%
4,940 $539,000
Q1 2019

Apr 18, 2019

SELL
N/A
-255 Reduced 6.01%
3,987 $445,000
Q4 2018

Mar 26, 2019

BUY
N/A
4,242 New
4,242 $409,000

Others Institutions Holding IBB

About ISHARES BIOTECHNOLOGY ETF


  • Ticker IBB
  • Sector ETFs
  • Industry ETFs
More about IBB
Track This Portfolio

Track Liberty Wealth Management LLC Portfolio

Follow Liberty Wealth Management LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Liberty Wealth Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Liberty Wealth Management LLC with notifications on news.