Purchases and Sales Made in Q2 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-146- 2.32% |
$18.2K - $20.4K
|
6.15K
$823K
|
|
|
Jul 16, 2024
Q2 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-147- 1.73% |
$18.3K - $20.6K
|
8.34K
$1.12M
|
|
|
Aug 14, 2024
Q2 2024
|
Westwood Wealth Management
|
SELL
|
- |
-150- 1.2% |
$18.7K - $21K
|
12.3K
$1.65M
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-150- 2.36% |
$18.7K - $21K
|
6.21K
$832K
|
|
|
Jul 30, 2024
Q2 2024
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
SELL
|
- |
-153- 2.23% |
$19.1K - $21.4K
|
6.7K
$898K
|
|
|
Aug 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-153- 14.61% |
$19.1K - $21.4K
|
894
$120K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-156- 1.6% |
$19.4K - $21.8K
|
9.57K
$1.28M
|
|
|
Jul 30, 2024
Q2 2024
|
Martin Capital Advisors, LLP
|
SELL
|
- |
-158- 1.2% |
$19.7K - $22.1K
|
13K
$1.75M
|
|
|
Jul 26, 2024
Q2 2024
|
Dearborn Partners LLC
|
SELL
|
- |
-161- 2.5% |
$20.1K - $22.5K
|
6.27K
$840K
|
|
|
Jul 31, 2024
Q2 2024
|
Dover Advisors, LLC
Richmond, VA |
SELL
|
- |
-168- 6.03% |
$20.9K - $23.5K
|
2.62K
$351K
|
|
|
Jul 19, 2024
Q2 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-175- 1.91% |
$21.8K - $24.5K
|
9K
$1.21M
|
|
|
Aug 02, 2024
Q2 2024
|
Navis Wealth Advisors, LLC
Rye Brook, NY |
SELL
|
- |
-181- 4.14% |
$22.6K - $25.3K
|
4.19K
$561K
|
|
|
Aug 09, 2024
Q2 2024
|
Johns Hopkins University
Baltimore, MD |
SELL
|
- |
-183- 0.08% |
$22.8K - $25.6K
|
229K
$30.7M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-186- 1.03% |
$23.2K - $26K
|
17.9K
$2.4M
|
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-189- 4.54% |
$23.6K - $26.5K
|
3.97K
$532K
|
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-191- 42.07% |
$23.8K - $26.7K
|
263
$35.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-192- 11.07% |
$23.9K - $26.9K
|
1.54K
$207K
|
|
|
Aug 13, 2024
Q2 2024
|
Fwl Investment Management, LLC
|
SELL
|
- |
-195- 70.65% |
$24.3K - $27.3K
|
81
$10.8K
|
|
|
Aug 14, 2024
Q2 2024
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-195- 4.06% |
$24.3K - $27.3K
|
4.61K
$617K
|
|
|
Aug 08, 2024
Q2 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-199- 5.02% |
$24.8K - $27.9K
|
3.77K
$505K
|
|
|
Aug 05, 2024
Q2 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-200- 0.38% |
$24.9K - $28K
|
52.2K
$6.99M
|
|
|
Jul 30, 2024
Q2 2024
|
Pinnacle Associates LTD
|
SELL
|
- |
-200- 1.49% |
$24.9K - $28K
|
13.2K
$1.77M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
SELL
|
- |
-206- 4.29% |
$25.7K - $28.8K
|
4.6K
$616K
|
|
|
Aug 07, 2024
Q2 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-207- 5.56% |
$25.8K - $29K
|
3.52K
$471K
|
|
|
Aug 15, 2024
Q2 2024
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-210- 8.83% |
$26.2K - $29.4K
|
2.17K
$290K
|
|
|
Aug 14, 2024
Q2 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-210- 2.63% |
$26.2K - $29.4K
|
7.79K
$1.04M
|
|
|
Jul 31, 2024
Q2 2024
|
Bogart Wealth, LLC
|
SELL
|
- |
-215- 40.49% |
$26.8K - $30.1K
|
316
$42.3K
|
|
|
Aug 14, 2024
Q2 2024
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-225- 12.03% |
$28K - $31.5K
|
1.65K
$220K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-228- 4.56% |
$28.4K - $31.9K
|
4.77K
$639K
|
|
|
Jul 23, 2024
Q2 2024
|
Busey Wealth Management
|
SELL
|
- |
-229- 1.47% |
$28.5K - $32.1K
|
15.3K
$2.05M
|
|
|
Jul 15, 2024
Q2 2024
|
Bangor Savings Bank
Bangor, ME |
SELL
|
- |
-229- 9.13% |
$28.5K - $32.1K
|
2.28K
$305K
|
|
|
Jul 25, 2024
Q2 2024
|
Bailard, Inc.
|
SELL
|
- |
-240- 4.14% |
$29.9K - $33.6K
|
5.55K
$744K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-247- 10.33% |
$30.8K - $34.6K
|
2.14K
$287K
|
|
|
Aug 13, 2024
Q2 2024
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-250- 1.12% |
$31.2K - $35K
|
22.1K
$2.96M
|
|
|
Jul 12, 2024
Q2 2024
|
Mechanics Bank Trust Department
|
SELL
|
- |
-250- 7.69% |
$31.2K - $35K
|
3K
$402K
|
|
|
Jul 22, 2024
Q2 2024
|
Xml Financial, LLC
|
SELL
|
- |
-251- 8.32% |
$31.3K - $35.1K
|
2.77K
$371K
|
|
|
Aug 14, 2024
Q2 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-252- 2.85% |
$31.4K - $35.3K
|
8.6K
$1.15M
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
SELL
|
- |
-259- 8.29% |
$32.3K - $36.2K
|
2.86K
$384K
|
|
|
Jul 01, 2024
Q2 2024
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-261- 0.55% |
$32.5K - $36.5K
|
46.9K
$6.28M
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-264- 8.0% |
$32.9K - $36.9K
|
3.04K
$407K
|
|
|
Aug 09, 2024
Q2 2024
|
Advantage Trust CO
Salina, KS |
SELL
|
- |
-270- 1.94% |
$33.7K - $37.8K
|
13.6K
$1.83M
|
|
|
Jul 29, 2024
Q2 2024
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-272- 14.62% |
$33.9K - $38.1K
|
1.59K
$213K
|
|
|
Jul 15, 2024
Q2 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-277- 21.49% |
$34.5K - $38.8K
|
1.01K
$136K
|
|
|
Jul 16, 2024
Q2 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-286- 0.81% |
$35.6K - $40K
|
35.1K
$4.71M
|
|
|
Jul 23, 2024
Q2 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-292- 30.87% |
$36.4K - $40.9K
|
654
$87.6K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-293- 5.7% |
$36.5K - $41K
|
4.85K
$649K
|
|
|
Jul 31, 2024
Q2 2024
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-296- 10.47% |
$36.9K - $41.4K
|
2.53K
$339K
|
|
|
Aug 14, 2024
Q2 2024
|
United Bank
Vienna, VA |
SELL
|
- |
-300- 13.59% |
$37.4K - $42K
|
1.91K
$256K
|
|
|
Aug 14, 2024
Q2 2024
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-300- 7.7% |
$37.4K - $42K
|
3.6K
$482K
|
|
|
Jul 19, 2024
Q2 2024
|
Dakota Wealth Management
|
SELL
|
- |
-305- 1.73% |
$38K - $42.7K
|
17.4K
$2.33M
|