Purchases and Sales Made in Q3 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 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 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
39+ 90.7% |
$4.77K - $5.13K
|
82
$11K
|
|
|
Oct 10, 2023
Q3 2023
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
35New |
$4.28K - $4.6K
|
35
$4.69K
|
|
|
Oct 31, 2023
Q3 2023
|
Triumph Capital Management
|
BUY
|
- |
35+ 0.86% |
$4.28K - $4.6K
|
4.08K
$547K
|
|
|
Jan 09, 2024
Q3 2023
|
Financial Perspectives, Inc
Minneapolis, MN |
BUY
|
- |
31+ 9.31% |
$3.79K - $4.08K
|
364
$48.8K
|
|
|
Nov 14, 2023
Q3 2023
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
30+ 0.48% |
$3.67K - $3.94K
|
6.32K
$846K
|
|
|
Nov 13, 2023
Q3 2023
|
Drw Securities, LLC
Chicago, IL |
BUY
|
- |
24+ 0.62% |
$2.93K - $3.16K
|
3.88K
$520K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
24+ 0.19% |
$2.93K - $3.16K
|
12.4K
$1.66M
|
|
|
Oct 19, 2023
Q3 2023
|
Proffitt & Goodson Inc
|
BUY
|
- |
23+ 0.32% |
$2.81K - $3.02K
|
7.13K
$955K
|
|
|
Nov 01, 2023
Q3 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
BUY
|
- |
22+ 1.06% |
$2.69K - $2.89K
|
2.11K
$282K
|
|
|
Nov 14, 2023
Q3 2023
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
20+ 0.09% |
$2.45K - $2.63K
|
22.2K
$2.98M
|
|
|
Oct 16, 2023
Q3 2023
|
City State Bank
Norwalk, IA |
BUY
|
- |
20+ 0.23% |
$2.45K - $2.63K
|
8.55K
$1.15M
|
|
|
Nov 02, 2023
Q3 2023
|
Alpha Family Trust
Los Angeles, CA |
BUY
|
- |
19+ 0.05% |
$2.32K - $2.5K
|
34.6K
$4.63M
|
|
|
Oct 20, 2023
Q3 2023
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
16+ 0.59% |
$1.96K - $2.1K
|
2.72K
$364K
|
|
|
Oct 12, 2023
Q3 2023
|
Advisor Net Financial, Inc
|
BUY
|
- |
15+ 5.88% |
$1.83K - $1.97K
|
270
$36.2K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
15+ 0.18% |
$1.83K - $1.97K
|
8.2K
$1.1M
|
|
|
Nov 01, 2023
Q3 2023
|
Key F Inancial Inc
|
BUY
|
- |
12+ 5.77% |
$1.47K - $1.58K
|
220
$29.5K
|
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
BUY
|
- |
10+ 0.05% |
$1.22K - $1.31K
|
20.5K
$2.75M
|
|
|
Nov 14, 2023
Q3 2023
|
Cahill Financial Advisors Inc
Edina, MN |
BUY
|
- |
8+ 0.23% |
$978 - $1.05K
|
3.45K
$462K
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
6+ 0.63% |
$734 - $789
|
965
$129K
|
|
|
Nov 14, 2023
Q3 2023
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
6+ 0.33% |
$734 - $789
|
1.81K
$243K
|
|
|
Nov 07, 2023
Q3 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
5+ 1.2% |
$611 - $657
|
423
$56.7K
|
|
|
Nov 09, 2023
Q3 2023
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
3+ 0.08% |
$367 - $394
|
3.87K
$518K
|
|
|
Nov 07, 2023
Q3 2023
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2+ 0.02% |
$245 - $263
|
12.6K
$1.69M
|
|
|
Nov 15, 2023
Q3 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1+ 0.02% |
$122 - $131
|
4.54K
$608K
|
|
|
Oct 19, 2023
Q3 2023
|
Ogorek Anthony Joseph
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
SELL
|
- |
-1- 1.41% |
$122 - $131
|
70
$9.38K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-1- 0.2% |
$122 - $131
|
491
$65.8K
|
|
|
Nov 03, 2023
Q3 2023
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
SELL
|
- |
-2- 0.09% |
$245 - $263
|
2.13K
$285K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-2- 0.1% |
$245 - $263
|
1.93K
$258K
|
|
|
Oct 10, 2023
Q3 2023
|
Triangle Securities Wealth Management
|
SELL
|
- |
-3- 0.09% |
$367 - $394
|
3.28K
$439K
|
|
|
Nov 08, 2023
Q3 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-4- 0.09% |
$489 - $526
|
4.22K
$565K
|
|
|
Nov 07, 2023
Q3 2023
|
Aft, Forsyth & Company, Inc.
|
SELL
|
- |
-5- 0.11% |
$611 - $657
|
4.64K
$622K
|
|
|
Nov 15, 2023
Q3 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
SELL
|
- |
-5- 7.69% |
$611 - $657
|
60
$8.04K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-5- 0.15% |
$611 - $657
|
3.34K
$448K
|
|
|
Oct 12, 2023
Q3 2023
|
Oxler Private Wealth LLC
New York, NY |
SELL
|
- |
-6- 0.12% |
$734 - $789
|
4.86K
$651K
|
|
|
Oct 26, 2023
Q3 2023
|
Rowland & CO Investment Counsel
Atlanta, GA |
SELL
|
- |
-6- 0.73% |
$734 - $789
|
820
$110K
|
|
|
Nov 03, 2023
Q3 2023
|
Kapstone Financial Advisors LLC
Dayton, OH |
SELL
|
- |
-9- 0.43% |
$1.1K - $1.18K
|
2.1K
$282K
|
|
|
Nov 02, 2023
Q3 2023
|
Ingalls & Snyder LLC
New York, NY |
SELL
|
- |
-10- 0.39% |
$1.22K - $1.31K
|
2.53K
$339K
|
|
|
Nov 14, 2023
Q3 2023
|
Bank Of Nova Scotia
|
SELL
|
- |
-10- 0.41% |
$1.22K - $1.31K
|
2.45K
$328K
|
|
|
Oct 18, 2023
Q3 2023
|
Rda Financial Network
|
SELL
|
- |
-12- 0.64% |
$1.47K - $1.58K
|
1.86K
$249K
|
|
|
Nov 13, 2023
Q3 2023
|
Balentine LLC
Atlanta, GA |
SELL
|
- |
-14- 53.85% |
$1.71K - $1.84K
|
12
$1.61K
|
|
|
Oct 11, 2023
Q3 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-14- 6.97% |
$1.71K - $1.84K
|
187
$25K
|
|
|
Nov 16, 2023
Q3 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-15- 15.46% |
$1.83K - $1.97K
|
82
$11K
|
|
|
Oct 25, 2023
Q3 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-15- 0.58% |
$1.83K - $1.97K
|
2.58K
$345K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-16- 0.49% |
$1.96K - $2.1K
|
3.23K
$433K
|
|
|
Oct 03, 2023
Q3 2023
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-16- 10.46% |
$1.96K - $2.1K
|
137
$18.4K
|
|
|
Oct 11, 2023
Q3 2023
|
Marotta Asset Management
|
SELL
|
- |
-16- 0.51% |
$1.96K - $2.1K
|
3.15K
$422K
|
|
|
Nov 06, 2023
Q3 2023
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-20- 0.09% |
$2.45K - $2.63K
|
21.2K
$2.83M
|
|
|
Nov 13, 2023
Q3 2023
|
Boston Research & Management Inc
Manchester, MA |
SELL
|
- |
-20- 0.12% |
$2.45K - $2.63K
|
16.3K
$2.18M
|
|
|
Nov 14, 2023
Q3 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-21- 0.5% |
$2.57K - $2.76K
|
4.18K
$559K
|