Purchases and Sales Made in Q3 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 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 |
---|---|---|---|---|---|---|---|
Nov 14, 2022
Q3 2022
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-451- 11.98% |
$51.2K - $60.8K
|
3.31K
$440K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-451- 1.68% |
$51.2K - $60.8K
|
26.3K
$3.5M
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-459- 2.53% |
$52.1K - $61.9K
|
17.7K
$2.35M
|
|
Nov 07, 2022
Q3 2022
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-463- 15.16% |
$52.5K - $62.4K
|
2.59K
$344K
|
|
Oct 13, 2022
Q3 2022
|
Activest Wealth Management
|
SELL
|
- |
-474Closed |
$53.8K - $63.9K
|
0
$0
|
|
Nov 07, 2022
Q3 2022
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-484- 1.63% |
$54.9K - $65.3K
|
29.2K
$3.88M
|
|
Nov 04, 2022
Q3 2022
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-492- 4.08% |
$55.8K - $66.3K
|
11.6K
$1.54M
|
|
Nov 14, 2022
Q3 2022
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-500- 12.84% |
$56.7K - $67.4K
|
3.39K
$450K
|
|
Nov 14, 2022
Q3 2022
|
Financial Advocates Investment Management
Olympia, WA |
SELL
|
- |
-524- 11.55% |
$59.4K - $70.6K
|
4.01K
$533K
|
|
Nov 10, 2022
Q3 2022
|
King Wealth
Saratoga Springs, NY |
SELL
|
- |
-539- 0.71% |
$61.1K - $72.7K
|
75.1K
$9.97M
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
SELL
|
- |
-547- 62.16% |
$62K - $73.7K
|
333
$44.2K
|
|
Nov 15, 2022
Q3 2022
|
Family Firm, Inc.
|
SELL
|
- |
-555- 5.1% |
$62.9K - $74.8K
|
10.3K
$1.37M
|
|
Nov 07, 2022
Q3 2022
|
Caprock Group, Inc.
|
SELL
|
- |
-566- 11.99% |
$64.2K - $76.3K
|
4.16K
$551K
|
|
Nov 03, 2022
Q3 2022
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-567- 4.62% |
$64.3K - $76.4K
|
11.7K
$1.56M
|
|
Nov 07, 2022
Q3 2022
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-570- 8.7% |
$64.6K - $76.8K
|
5.98K
$794K
|
|
Nov 14, 2022
Q3 2022
|
First Manhattan CO
New York, NY |
SELL
|
- |
-600- 52.63% |
$68.1K - $80.9K
|
540
$71.7K
|
|
Nov 14, 2022
Q3 2022
|
Principle Wealth Partners LLC
|
SELL
|
- |
-632- 8.42% |
$71.7K - $85.2K
|
6.88K
$913K
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
SELL
|
- |
-635- 5.24% |
$72K - $85.6K
|
11.5K
$1.52M
|
|
Oct 24, 2022
Q3 2022
|
Bank Of New Hampshire
|
SELL
|
- |
-643- 9.42% |
$72.9K - $86.7K
|
6.18K
$820K
|
|
Nov 14, 2022
Q3 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-647- 7.72% |
$73.4K - $87.2K
|
7.74K
$1.03M
|
|
Nov 07, 2022
Q3 2022
|
Spire Wealth Management
|
SELL
|
- |
-657- 13.6% |
$74.5K - $88.6K
|
4.18K
$554K
|
|
Oct 24, 2022
Q3 2022
|
Forte Asset Management LLC
|
SELL
|
- |
-665- 21.49% |
$75.4K - $89.7K
|
2.43K
$322K
|
|
Nov 14, 2022
Q3 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-683- 19.71% |
$77.5K - $92.1K
|
2.78K
$369K
|
|
Oct 24, 2022
Q3 2022
|
Tru Wealth Advisors, LLC
|
SELL
|
- |
-696- 16.95% |
$78.9K - $93.8K
|
3.41K
$452K
|
|
Nov 14, 2022
Q3 2022
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-701- 7.45% |
$79.5K - $94.5K
|
8.71K
$1.16M
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-709- 57.22% |
$80.4K - $95.6K
|
530
$70.3K
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-722- 17.43% |
$81.9K - $97.3K
|
3.42K
$454K
|
|
Nov 14, 2022
Q3 2022
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-735- 3.29% |
$83.4K - $99.1K
|
21.6K
$2.87M
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
SELL
|
- |
-777- 3.2% |
$88.1K - $105K
|
23.5K
$3.12M
|
|
Nov 14, 2022
Q3 2022
|
Fiduciary Trust CO
Boston, MA |
SELL
|
- |
-794- 2.86% |
$90.1K - $107K
|
27K
$3.58M
|
|
Nov 07, 2022
Q3 2022
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-801- 29.82% |
$90.8K - $108K
|
1.89K
$250K
|
|
Nov 09, 2022
Q3 2022
|
Thrive Capital Management, LLC
Fort Washington, PA |
SELL
|
- |
-806- 5.04% |
$91.4K - $109K
|
15.2K
$2.02M
|
|
Nov 14, 2022
Q3 2022
|
Bellwether Advisors, LLC
|
SELL
|
- |
-837- 5.54% |
$94.9K - $113K
|
14.3K
$1.89M
|
|
Nov 14, 2022
Q3 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-853- 3.74% |
$96.7K - $115K
|
21.9K
$2.91M
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
SELL
|
- |
-862- 11.73% |
$97.8K - $116K
|
6.49K
$861K
|
|
Oct 17, 2022
Q3 2022
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-881- 8.6% |
$99.9K - $119K
|
9.37K
$1.24M
|
|
Nov 04, 2022
Q3 2022
|
Estate Counselors, LLC
|
SELL
|
- |
-920- 39.83% |
$104K - $124K
|
1.39K
$184K
|
|
Oct 20, 2022
Q3 2022
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-942- 16.46% |
$107K - $127K
|
4.78K
$634K
|
|
Nov 10, 2022
Q3 2022
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-947- 5.91% |
$107K - $128K
|
15.1K
$2M
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-948- 96.44% |
$108K - $128K
|
35
$4.65K
|
|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-949- 1.88% |
$108K - $128K
|
49.5K
$6.57M
|
|
Oct 14, 2022
Q3 2022
|
Adviser Investments LLC
|
SELL
|
- |
-952- 2.28% |
$108K - $128K
|
40.8K
$5.41M
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-954- 30.21% |
$108K - $129K
|
2.2K
$293K
|
|
Nov 09, 2022
Q3 2022
|
Rollins Financial
|
SELL
|
- |
-965- 26.17% |
$109K - $130K
|
2.72K
$361K
|
|
Feb 27, 2023
Q3 2022
|
Financial Partners Capital Management LLC
New York, NY |
SELL
|
- |
-975- 1.28% |
$111K - $131K
|
75.2K
$9.98M
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.01K- 11.0% |
$114K - $136K
|
8.17K
$1.08M
|
|
Oct 26, 2022
Q3 2022
|
Providence First Trust CO
|
SELL
|
- |
-1.02K- 6.07% |
$115K - $137K
|
15.7K
$2.08M
|
|
Oct 18, 2022
Q3 2022
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-1.17K- 13.25% |
$133K - $158K
|
7.65K
$1.02M
|
|
Nov 07, 2022
Q3 2022
|
Neirg Wealth Management, LLC
|
SELL
|
- |
-1.2K- 24.33% |
$136K - $162K
|
3.73K
$495K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
SELL
|
- |
-1.22K- 14.31% |
$139K - $165K
|
7.32K
$972K
|