Purchases and Sales Made in Q1 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q1 2023. 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 18, 2023
Q1 2023
|
Bay Rivers Group
|
SELL
|
- |
-23- 0.76% |
$2.81K - $3.16K
|
3.01K
$403K
|
|
|
May 02, 2023
Q1 2023
|
True Capital Management
San Francisco, CA |
SELL
|
- |
-23- 0.27% |
$2.81K - $3.16K
|
8.43K
$1.13M
|
|
|
May 19, 2023
Q1 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-24Closed |
$2.93K - $3.29K
|
0
$0
|
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-25- 3.06% |
$3.05K - $3.43K
|
791
$106K
|
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-25- 7.69% |
$3.05K - $3.43K
|
300
$40.2K
|
|
|
May 12, 2023
Q1 2023
|
Smith, Moore & Co.
Clayton, MO |
SELL
|
- |
-25- 0.39% |
$3.05K - $3.43K
|
6.31K
$845K
|
|
|
May 02, 2023
Q1 2023
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-28- 0.73% |
$3.42K - $3.84K
|
3.82K
$511K
|
|
|
Apr 12, 2023
Q1 2023
|
Rda Financial Network
|
SELL
|
- |
-29- 1.43% |
$3.54K - $3.98K
|
2K
$268K
|
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-30- 0.21% |
$3.66K - $4.12K
|
14.1K
$1.89M
|
|
|
May 16, 2023
Q1 2023
|
Prestige Wealth Management Group LLC
|
SELL
|
- |
-32- 12.55% |
$3.9K - $4.39K
|
223
$29.9K
|
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-32- 6.61% |
$3.9K - $4.39K
|
452
$60.5K
|
|
|
Apr 11, 2023
Q1 2023
|
Grassi Investment Management
|
SELL
|
- |
-35- 0.29% |
$4.27K - $4.8K
|
12K
$1.6M
|
|
|
May 12, 2023
Q1 2023
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-35- 35.71% |
$4.27K - $4.8K
|
63
$8.44K
|
|
|
May 10, 2023
Q1 2023
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-35- 6.96% |
$4.27K - $4.8K
|
468
$62.7K
|
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-36- 1.88% |
$4.39K - $4.94K
|
1.88K
$252K
|
|
|
Apr 25, 2023
Q1 2023
|
Busey Wealth Management
|
SELL
|
- |
-38- 0.24% |
$4.63K - $5.21K
|
16.1K
$2.15M
|
|
|
Apr 18, 2023
Q1 2023
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-39- 1.15% |
$4.76K - $5.35K
|
3.35K
$449K
|
|
|
Apr 25, 2023
Q1 2023
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-41- 6.91% |
$5K - $5.63K
|
552
$73.9K
|
|
|
Apr 25, 2023
Q1 2023
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
SELL
|
- |
-45- 2.47% |
$5.49K - $6.18K
|
1.78K
$238K
|
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-45- 12.89% |
$5.49K - $6.18K
|
304
$40.7K
|
|
|
Apr 14, 2023
Q1 2023
|
Bridge Advisory, LLC
|
SELL
|
- |
-46- 1.81% |
$5.61K - $6.31K
|
2.49K
$334K
|
|
|
Apr 20, 2023
Q1 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-46- 2.12% |
$5.61K - $6.31K
|
2.13K
$285K
|
|
|
May 10, 2023
Q1 2023
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-46- 0.23% |
$5.61K - $6.31K
|
20K
$2.68M
|
|
|
May 11, 2023
Q1 2023
|
Pecaut & Co.
|
SELL
|
- |
-49- 12.13% |
$5.98K - $6.72K
|
355
$47.6K
|
|
|
Feb 02, 2024
Q1 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-50- 1.27% |
$6.1K - $6.86K
|
3.89K
$521K
|
|
|
May 12, 2023
Q1 2023
|
Wms Partners, LLC
|
SELL
|
- |
-50- 2.82% |
$6.1K - $6.86K
|
1.72K
$231K
|
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-50- 0.48% |
$6.1K - $6.86K
|
10.4K
$1.39M
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-50- 1.43% |
$6.1K - $6.86K
|
3.46K
$463K
|
|
|
May 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-51- 2.03% |
$6.22K - $7K
|
2.47K
$330K
|
|
|
Apr 17, 2023
Q1 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-52- 3.24% |
$6.34K - $7.14K
|
1.55K
$208K
|
|
|
Apr 21, 2023
Q1 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-52- 1.98% |
$6.34K - $7.14K
|
2.57K
$344K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-52- 2.12% |
$6.34K - $7.14K
|
2.4K
$321K
|
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-56- 2.13% |
$6.83K - $7.68K
|
2.58K
$345K
|
|
|
Apr 06, 2023
Q1 2023
|
Bartlett & Co. LLC
|
SELL
|
- |
-57- 0.58% |
$6.95K - $7.82K
|
9.72K
$1.3M
|
|
|
May 10, 2023
Q1 2023
|
Winch Advisory Services, LLC
Appleton, WI |
SELL
|
- |
-57- 4.42% |
$6.95K - $7.82K
|
1.23K
$165K
|
|
|
May 10, 2023
Q1 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-57- 0.35% |
$6.95K - $7.82K
|
16.3K
$2.19M
|
|
|
May 09, 2023
Q1 2023
|
Hilltop Partners LLC
Mishawaka, IN |
SELL
|
- |
-57- 2.99% |
$6.95K - $7.82K
|
1.85K
$248K
|
|
|
Feb 14, 2024
Q1 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-57- 0.58% |
$6.95K - $7.82K
|
9.72K
$1.3M
|
|
|
Apr 26, 2023
Q1 2023
|
Valley National Advisers Inc
|
SELL
|
- |
-57- 1.09% |
$6.95K - $7.82K
|
5.19K
$695K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-60- 2.05% |
$7.32K - $8.23K
|
2.86K
$384K
|
|
|
May 01, 2023
Q1 2023
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-60- 7.76% |
$7.32K - $8.23K
|
713
$95.5K
|
|
|
May 11, 2023
Q1 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-60- 2.32% |
$7.32K - $8.23K
|
2.53K
$338K
|
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-61- 0.43% |
$7.44K - $8.37K
|
14.1K
$1.89M
|
|
|
May 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
SELL
|
- |
-63- 13.18% |
$7.68K - $8.65K
|
415
$55.6K
|
|
|
Apr 19, 2023
Q1 2023
|
Sol Capital Management CO
|
SELL
|
- |
-65- 0.26% |
$7.93K - $8.92K
|
25.3K
$3.39M
|
|
|
May 08, 2023
Q1 2023
|
Sfe Investment Counsel
Los Angeles, CA |
SELL
|
- |
-69- 1.91% |
$8.42K - $9.47K
|
3.54K
$475K
|
|
|
May 02, 2023
Q1 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-70- 0.33% |
$8.54K - $9.61K
|
21.1K
$2.83M
|
|
|
Apr 05, 2023
Q1 2023
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-70- 1.02% |
$8.54K - $9.61K
|
6.79K
$910K
|
|
|
Apr 21, 2023
Q1 2023
|
Time Scale Financial, Inc.
|
SELL
|
- |
-70- 4.07% |
$8.54K - $9.61K
|
1.65K
$221K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-71- 2.04% |
$8.66K - $9.74K
|
3.4K
$456K
|