Purchases and Sales Made in Q1 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 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 |
|---|---|---|---|---|---|---|---|
|
Apr 21, 2022
Q1 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
52+ 3.09% |
$6.22K - $7.92K
|
1.74K
$233K
|
|
|
May 16, 2022
Q1 2022
|
Wescott Financial Advisory Group, LLC
|
BUY
|
- |
51+ 1.72% |
$6.1K - $7.77K
|
3.01K
$403K
|
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
48+ 14.46% |
$5.74K - $7.31K
|
380
$50.9K
|
|
|
Apr 12, 2022
Q1 2022
|
Caprock Group, Inc.
|
BUY
|
- |
48+ 0.98% |
$5.74K - $7.31K
|
4.93K
$660K
|
|
|
May 13, 2022
Q1 2022
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
46+ 1.87% |
$5.5K - $7.01K
|
2.5K
$335K
|
|
|
Apr 14, 2022
Q1 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
45+ 90.0% |
$5.38K - $6.86K
|
95
$12.7K
|
|
|
May 16, 2022
Q1 2022
|
Titus Wealth Management
Larskpur, CA |
BUY
|
- |
45+ 0.96% |
$5.38K - $6.86K
|
4.72K
$632K
|
|
|
Apr 26, 2022
Q1 2022
|
First Merchants Corp
|
BUY
|
- |
40+ 0.38% |
$4.78K - $6.09K
|
10.7K
$1.43M
|
|
|
May 04, 2022
Q1 2022
|
Adviser Investments LLC
|
BUY
|
- |
37+ 0.15% |
$4.43K - $5.64K
|
25.1K
$3.36M
|
|
|
Nov 13, 2023
Q1 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
36+ 2.15% |
$4.31K - $5.49K
|
1.71K
$229K
|
|
|
May 13, 2022
Q1 2022
|
Baron Financial Group, LLC
Fair Lawn, NJ |
BUY
|
- |
34+ 21.79% |
$4.07K - $5.18K
|
190
$25.5K
|
|
|
May 10, 2022
Q1 2022
|
Advanced Research Investment Solutions, LLC
|
BUY
|
- |
25New |
$2.99K - $3.81K
|
25
$3.35K
|
|
|
Apr 08, 2022
Q1 2022
|
Optimum Investment Advisors
|
BUY
|
- |
17+ 0.43% |
$2.03K - $2.59K
|
4K
$536K
|
|
|
Apr 26, 2022
Q1 2022
|
Rowland & CO Investment Counsel
Atlanta, GA |
BUY
|
- |
15+ 1.86% |
$1.79K - $2.29K
|
820
$110K
|
|
|
May 12, 2022
Q1 2022
|
Raymond James Trust N.A.
|
BUY
|
- |
11+ 0.48% |
$1.32K - $1.68K
|
2.3K
$308K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
BUY
|
- |
11+ 0.4% |
$1.32K - $1.68K
|
2.78K
$373K
|
|
|
Apr 21, 2022
Q1 2022
|
Strateg Iq Financial Group, LLC
|
BUY
|
- |
10+ 0.62% |
$1.2K - $1.52K
|
1.62K
$217K
|
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
9+ 1.75% |
$1.08K - $1.37K
|
522
$69.9K
|
|
|
Apr 29, 2022
Q1 2022
|
Private Wealth Strategies, L.L.C.
|
BUY
|
- |
7+ 0.09% |
$837 - $1.07K
|
8.03K
$1.08M
|
|
|
May 06, 2022
Q1 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
5+ 0.16% |
$598 - $762
|
3.12K
$418K
|
|
|
May 16, 2022
Q1 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
4+ 0.08% |
$478 - $609
|
4.86K
$650K
|
|
|
Apr 27, 2022
Q1 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.03% |
$359 - $457
|
10.1K
$1.36M
|
|
|
Apr 20, 2022
Q1 2022
|
Resource Planning Group
|
BUY
|
- |
2+ 0.12% |
$239 - $305
|
1.61K
$216K
|
|
|
May 10, 2022
Q1 2022
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2+ 0.09% |
$239 - $305
|
2.25K
$301K
|
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
2+ 0.1% |
$239 - $305
|
1.91K
$256K
|
|
|
May 03, 2022
Q1 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.08% |
$239 - $305
|
2.57K
$344K
|
|
|
May 17, 2022
Q1 2022
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
2+ 0.06% |
$239 - $305
|
3.3K
$442K
|
|
|
May 10, 2022
Q1 2022
|
Horan Securities, Inc.
|
BUY
|
- |
2+ 0.72% |
$239 - $305
|
280
$37.5K
|
|
|
Apr 12, 2022
Q1 2022
|
Hya Advisors, Inc
|
BUY
|
- |
2+ 0.07% |
$239 - $305
|
2.72K
$364K
|
|
|
May 02, 2022
Q1 2022
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.02% |
$239 - $305
|
12.4K
$1.66M
|
|
|
Apr 20, 2022
Q1 2022
|
Objective Capital Management, LLC
|
BUY
|
- |
1+ 0.03% |
$120 - $152
|
3.18K
$426K
|
|
|
Apr 28, 2022
Q1 2022
|
Townsend Asset Management Corp
|
BUY
|
- |
1+ 0.95% |
$120 - $152
|
106
$14.2K
|
|
|
May 16, 2022
Q1 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
1+ 0.06% |
$120 - $152
|
1.74K
$233K
|
|
|
May 10, 2022
Q1 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
1+ 0.08% |
$120 - $152
|
1.18K
$159K
|
|
|
Apr 11, 2022
Q1 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
1+ 0.04% |
$120 - $152
|
2.48K
$333K
|
|
|
May 13, 2022
Q1 2022
|
Mine & Arao Wealth Creation & Management, Llc.
Campbell, CA |
BUY
|
- |
1+ 0.1% |
$120 - $152
|
1.05K
$141K
|
|
|
May 10, 2022
Q1 2022
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.01% |
$120 - $152
|
7.8K
$1.04M
|
|
|
May 11, 2022
Q1 2022
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
1+ 0.05% |
$120 - $152
|
2.07K
$277K
|
|
|
May 12, 2022
Q1 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
1+ 0.11% |
$120 - $152
|
880
$118K
|
|
|
May 02, 2022
Q1 2022
|
Total Investment Management Inc
Scottsdale, AZ |
BUY
|
- |
1+ 0.04% |
$120 - $152
|
2.71K
$363K
|
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.1% |
$120 - $152
|
1.01K
$135K
|
|
|
Apr 26, 2022
Q1 2022
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Sugarloaf Wealth Management, LLC
|
SELL
|
- |
-1- 0.72% |
$120 - $152
|
137
$18.4K
|
|
|
May 11, 2022
Q1 2022
|
Semmax Financial Advisors Inc.
Winston Salem, NC |
SELL
|
- |
-1Closed |
$120 - $152
|
0
$0
|
|
|
Apr 19, 2022
Q1 2022
|
South Shore Capital Advisors
|
SELL
|
- |
-2- 0.05% |
$239 - $305
|
4.21K
$563K
|
|
|
May 06, 2022
Q1 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-4- 0.2% |
$478 - $609
|
2K
$267K
|
|
|
Apr 28, 2022
Q1 2022
|
Krilogy Financial LLC
|
SELL
|
- |
-4- 0.19% |
$478 - $609
|
2.12K
$284K
|
|
|
Apr 13, 2022
Q1 2022
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-5- 0.98% |
$598 - $762
|
503
$67.4K
|
|
|
May 11, 2022
Q1 2022
|
Leelyn Smith, LLC
Geneva, IL |
SELL
|
- |
-8Closed |
$957 - $1.22K
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
West Hill Financial Advisors, Inc.
|
SELL
|
- |
-10- 15.63% |
$1.2K - $1.52K
|
54
$7.23K
|