Purchases and Sales Made in Q3 2024 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-486- 11.68% |
$65.7K - $72.6K
|
3.68K
$492K
|
|
|
Oct 16, 2024
Q3 2024
|
Bar Harbor Wealth Management
Concord, NH |
SELL
|
- |
-491- 3.21% |
$66.3K - $73.4K
|
14.8K
$1.99M
|
|
|
Nov 14, 2024
Q3 2024
|
Acropolis Investment Management, LLC
|
SELL
|
- |
-495- 5.94% |
$66.9K - $74K
|
7.84K
$1.05M
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
SELL
|
- |
-499- 10.8% |
$67.4K - $74.6K
|
4.12K
$552K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-504- 0.23% |
$68.1K - $75.3K
|
217K
$29M
|
|
|
Oct 28, 2024
Q3 2024
|
Blume Capital Management, Inc.
Berkeley, CA |
SELL
|
- |
-505- 0.97% |
$68.2K - $75.5K
|
51.7K
$6.93M
|
|
|
Nov 14, 2024
Q3 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-507- 4.68% |
$68.5K - $75.8K
|
10.3K
$1.38M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-507- 6.73% |
$68.5K - $75.8K
|
7.03K
$942K
|
|
|
Nov 13, 2024
Q3 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-507- 7.02% |
$68.5K - $75.8K
|
6.71K
$899K
|
|
|
Nov 12, 2024
Q3 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-529- 19.86% |
$71.5K - $79.1K
|
2.13K
$286K
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-530- 55.61% |
$71.6K - $79.2K
|
423
$56.7K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-542- 26.45% |
$73.2K - $81K
|
1.51K
$202K
|
|
|
Oct 29, 2024
Q3 2024
|
Baxter Bros Inc
|
SELL
|
- |
-552- 18.88% |
$74.6K - $82.5K
|
2.37K
$318K
|
|
|
Nov 14, 2024
Q3 2024
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-562- 15.25% |
$75.9K - $84K
|
3.12K
$418K
|
|
|
Nov 14, 2024
Q3 2024
|
Audent Global Asset Management, LLC
West Hollywood, CA |
SELL
|
- |
-585- 6.34% |
$79K - $87.4K
|
8.64K
$1.16M
|
|
|
Oct 17, 2024
Q3 2024
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-588- 2.56% |
$79.4K - $87.9K
|
22.3K
$2.99M
|
|
|
Nov 12, 2024
Q3 2024
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-601- 13.01% |
$81.2K - $89.8K
|
4.02K
$538K
|
|
|
Nov 12, 2024
Q3 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-608- 5.59% |
$82.1K - $90.9K
|
10.3K
$1.37M
|
|
|
Nov 14, 2024
Q3 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-615- 75.83% |
$83.1K - $91.9K
|
196
$26.3K
|
|
|
Oct 30, 2024
Q3 2024
|
Crestwood Advisors Group LLC
|
SELL
|
- |
-615- 3.44% |
$83.1K - $91.9K
|
17.3K
$2.32M
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-618- 21.22% |
$83.5K - $92.4K
|
2.3K
$307K
|
|
|
Nov 12, 2024
Q3 2024
|
Beverly Hills Private Wealth, LLC
Beverly Hills, CA |
SELL
|
- |
-626- 27.47% |
$84.6K - $93.6K
|
1.65K
$221K
|
|
|
Oct 10, 2024
Q3 2024
|
In Track Investment Management Inc
|
SELL
|
- |
-648- 17.71% |
$87.5K - $96.9K
|
3.01K
$403K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-651- 3.59% |
$87.9K - $97.3K
|
17.5K
$2.34M
|
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
SELL
|
- |
-688- 13.44% |
$92.9K - $103K
|
4.43K
$594K
|
|
|
Oct 15, 2024
Q3 2024
|
Penbrook Management LLC
|
SELL
|
- |
-690- 17.04% |
$93.2K - $103K
|
3.36K
$450K
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-690- 11.82% |
$93.2K - $103K
|
5.15K
$689K
|
|
|
Nov 12, 2024
Q3 2024
|
Cbiz Investment Advisory Services, LLC
|
SELL
|
- |
-691- 85.95% |
$93.3K - $103K
|
113
$15.1K
|
|
|
Oct 18, 2024
Q3 2024
|
Jtc Employer Solutions Trustee LTD
|
SELL
|
- |
-695- 23.89% |
$93.9K - $104K
|
2.21K
$297K
|
|
|
Oct 15, 2024
Q3 2024
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-717- 1.12% |
$96.9K - $107K
|
63.4K
$8.49M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-724- 15.08% |
$97.8K - $108K
|
4.08K
$546K
|
|
|
Nov 21, 2024
Q3 2024
|
Chelsea Counsel CO
|
SELL
|
- |
-730- 13.01% |
$98.6K - $109K
|
4.88K
$654K
|
|
|
Nov 14, 2024
Q3 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-734- 0.91% |
$99.2K - $110K
|
79.9K
$10.7M
|
|
|
Oct 08, 2024
Q3 2024
|
Perkins Coie Trust CO
|
SELL
|
- |
-738- 2.93% |
$99.7K - $110K
|
24.4K
$3.27M
|
|
|
Oct 30, 2024
Q3 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-749- 1.72% |
$101K - $112K
|
42.8K
$5.73M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-777- 2.77% |
$105K - $116K
|
27.3K
$3.65M
|
|
|
Nov 13, 2024
Q3 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-829- 5.42% |
$112K - $124K
|
14.5K
$1.94M
|
|
|
Nov 08, 2024
Q3 2024
|
Adviser Investments LLC
|
SELL
|
- |
-829- 6.44% |
$112K - $124K
|
12K
$1.61M
|
|
|
Nov 08, 2024
Q3 2024
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-832- 0.14% |
$112K - $124K
|
612K
$82M
|
|
|
Oct 02, 2024
Q3 2024
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-855- 45.19% |
$116K - $128K
|
1.04K
$139K
|
|
|
Oct 07, 2024
Q3 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-867- 18.16% |
$117K - $130K
|
3.91K
$523K
|
|
|
Nov 14, 2024
Q3 2024
|
Jefferies Financial Group Inc.
New York, NY |
SELL
|
- |
-900- 20.64% |
$122K - $135K
|
3.46K
$464K
|
|
|
Nov 12, 2024
Q3 2024
|
Richmond Brothers, Inc.
Jackson, MI |
SELL
|
- |
-911- 12.5% |
$123K - $136K
|
6.38K
$854K
|
|
|
Oct 07, 2024
Q3 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-964- 5.46% |
$130K - $144K
|
16.7K
$2.24M
|
|
|
Oct 28, 2024
Q3 2024
|
Icapital Wealth LLC
Walnut Creek, CA |
SELL
|
- |
-976- 5.26% |
$132K - $146K
|
17.6K
$2.35M
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-977- 18.2% |
$132K - $146K
|
4.39K
$588K
|
|
|
Oct 25, 2024
Q3 2024
|
Sandy Spring Bank
|
SELL
|
- |
-984- 5.05% |
$133K - $147K
|
18.5K
$2.48M
|
|
|
Oct 17, 2024
Q3 2024
|
Hanson & Doremus Investment Management
|
SELL
|
- |
-986- 26.17% |
$133K - $147K
|
2.78K
$373K
|
|
|
Nov 14, 2024
Q3 2024
|
Evergreen Capital Management LLC
Bellevue, WA |
SELL
|
- |
-999- 2.88% |
$135K - $149K
|
33.7K
$4.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
SELL
|
- |
-1.01K- 28.76% |
$137K - $151K
|
2.5K
$335K
|