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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2023
Q3 2023
|
Bellwether Advisors, LLC
|
SELL
|
- |
-200- 1.51% |
$24.5K - $26.3K
|
13.1K
$1.73M
|
|
|
Oct 26, 2023
Q3 2023
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-206- 7.4% |
$25.2K - $27.1K
|
2.58K
$342K
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-207- 0.47% |
$25.3K - $27.2K
|
44.3K
$5.88M
|
|
|
Nov 13, 2023
Q3 2023
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
SELL
|
- |
-209- 8.71% |
$25.6K - $27.5K
|
2.19K
$291K
|
|
|
Nov 13, 2023
Q3 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-213- 5.65% |
$26K - $28K
|
3.56K
$472K
|
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-218- 0.47% |
$26.7K - $28.7K
|
45.7K
$6.07M
|
|
|
Aug 16, 2024
Q3 2023
|
Td Private Client Wealth LLC
New York, NY |
SELL
|
- |
-221- 4.65% |
$27K - $29.1K
|
4.53K
$601K
|
|
|
Oct 19, 2023
Q3 2023
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-222- 2.9% |
$27.1K - $29.2K
|
7.43K
$987K
|
|
|
Nov 13, 2023
Q3 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-223- 4.01% |
$27.3K - $29.3K
|
5.33K
$708K
|
|
|
Nov 03, 2023
Q3 2023
|
Sp Asset Management LLC
Cupertino, CA |
SELL
|
- |
-226- 0.44% |
$27.6K - $29.7K
|
51K
$6.77M
|
|
|
Nov 07, 2023
Q3 2023
|
Adell Harriman & Carpenter Inc
|
SELL
|
- |
-230- 2.05% |
$28.1K - $30.2K
|
11K
$1.46M
|
|
|
Oct 23, 2023
Q3 2023
|
Mission Wealth Management, LP
|
SELL
|
- |
-230- 8.38% |
$28.1K - $30.2K
|
2.52K
$334K
|
|
|
Nov 03, 2023
Q3 2023
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-234- 3.85% |
$28.6K - $30.8K
|
5.84K
$775K
|
|
|
Oct 19, 2023
Q3 2023
|
Kg&L Capital Management,Llc
|
SELL
|
- |
-236- 10.06% |
$28.9K - $31K
|
2.11K
$280K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-243- 11.26% |
$29.7K - $31.9K
|
1.92K
$254K
|
|
|
Oct 05, 2023
Q3 2023
|
Bay Rivers Group
|
SELL
|
- |
-248- 8.25% |
$30.3K - $32.6K
|
2.76K
$366K
|
|
|
Oct 10, 2023
Q3 2023
|
Wj Wealth Management, LLC
|
SELL
|
- |
-250- 11.63% |
$30.6K - $32.9K
|
1.9K
$252K
|
|
|
Nov 13, 2023
Q3 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-255- 3.06% |
$31.2K - $33.5K
|
8.07K
$1.07M
|
|
|
Oct 30, 2023
Q3 2023
|
Kelman Lazarov, Inc.
Memphis, TN |
SELL
|
- |
-259- 5.37% |
$31.7K - $34.1K
|
4.56K
$606K
|
|
|
Oct 25, 2023
Q3 2023
|
Means Investment Co., Inc.
|
SELL
|
- |
-269- 2.09% |
$32.9K - $35.4K
|
12.6K
$1.67M
|
|
|
Oct 12, 2023
Q3 2023
|
Patten Group, Inc.
|
SELL
|
- |
-271- 5.77% |
$33.1K - $35.6K
|
4.43K
$588K
|
|
|
Oct 31, 2023
Q3 2023
|
Beacon Investment Advisory Services, Inc.
|
SELL
|
- |
-277- 9.46% |
$33.9K - $36.4K
|
2.65K
$352K
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-280- 5.95% |
$34.2K - $36.8K
|
4.42K
$587K
|
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
SELL
|
- |
-300- 12.59% |
$36.7K - $39.4K
|
2.08K
$276K
|
|
|
Nov 13, 2023
Q3 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-300- 7.06% |
$36.7K - $39.4K
|
3.95K
$524K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
SELL
|
- |
-300- 98.04% |
$36.7K - $39.4K
|
6
$796
|
|
|
Dec 08, 2023
Q3 2023
|
Etfidea, LLC
Syracuse, NY |
SELL
|
- |
-307- 1.23% |
$37.5K - $40.4K
|
24.7K
$3.28M
|
|
|
Nov 08, 2023
Q3 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-315- 8.56% |
$38.5K - $41.4K
|
3.37K
$447K
|
|
|
Feb 02, 2024
Q3 2023
|
Lji Wealth Management, LLC
Indianapolis, IN |
SELL
|
- |
-315- 8.43% |
$38.5K - $41.4K
|
3.42K
$454K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-316- 16.41% |
$38.6K - $41.5K
|
1.61K
$214K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
SELL
|
- |
-320- 5.35% |
$39.1K - $42.1K
|
5.67K
$752K
|
|
|
Nov 14, 2023
Q3 2023
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-334- 8.77% |
$40.8K - $43.9K
|
3.48K
$461K
|
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-336- 16.58% |
$41.1K - $44.2K
|
1.69K
$224K
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-340- 4.08% |
$41.6K - $44.7K
|
7.99K
$1.06M
|
|
|
Oct 10, 2023
Q3 2023
|
Bank Of New Hampshire
|
SELL
|
- |
-342- 7.03% |
$41.8K - $45K
|
4.52K
$600K
|
|
|
Oct 19, 2023
Q3 2023
|
Northstar Group, Inc.
|
SELL
|
- |
-344- 10.08% |
$42.1K - $45.2K
|
3.07K
$407K
|
|
|
Nov 14, 2023
Q3 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-351- 6.36% |
$42.9K - $46.1K
|
5.17K
$686K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-352- 81.29% |
$43K - $46.3K
|
81
$10.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Neville Rodie & Shaw Inc
|
SELL
|
- |
-357- 0.74% |
$43.7K - $46.9K
|
47.6K
$6.32M
|
|
|
Oct 19, 2023
Q3 2023
|
Trust CO Of Virginia
|
SELL
|
- |
-359- 6.54% |
$43.9K - $47.2K
|
5.13K
$681K
|
|
|
Oct 23, 2023
Q3 2023
|
Pinnacle Associates LTD
|
SELL
|
- |
-365- 2.64% |
$44.6K - $48K
|
13.4K
$1.78M
|
|
|
Oct 11, 2023
Q3 2023
|
Frg Family Wealth Advisors LLC
|
SELL
|
- |
-375- 0.95% |
$45.9K - $49.3K
|
39K
$5.18M
|
|
|
Nov 07, 2023
Q3 2023
|
Madison Wealth Management
Cincinnati, OH |
SELL
|
- |
-380- 18.08% |
$46.5K - $50K
|
1.72K
$229K
|
|
|
Oct 10, 2023
Q3 2023
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-382- 6.82% |
$46.7K - $50.2K
|
5.22K
$693K
|
|
|
Nov 13, 2023
Q3 2023
|
Abbot Financial Management, Inc.
North Andover, MA |
SELL
|
- |
-400- 8.75% |
$48.9K - $52.6K
|
4.17K
$554K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-400- 75.19% |
$48.9K - $52.6K
|
132
$17.5K
|
|
|
Nov 03, 2023
Q3 2023
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-400- 7.93% |
$48.9K - $52.6K
|
4.65K
$617K
|
|
|
Oct 10, 2023
Q3 2023
|
Avondale Wealth Management
|
SELL
|
- |
-416- 13.14% |
$50.9K - $54.7K
|
2.75K
$365K
|
|
|
Nov 13, 2023
Q3 2023
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-428- 2.67% |
$52.3K - $56.3K
|
15.6K
$2.07M
|
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-443- 2.88% |
$54.2K - $58.2K
|
15K
$1.98M
|