Purchases and Sales Made in Q4 2021 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Sep 21, 2023
Q4 2021
|
Halpern Financial, Inc.
Ashburn, VA |
SELL
|
- |
-40Closed |
$5.81K - $6.59K
|
0
$0
|
|
Jan 31, 2022
Q4 2021
|
Cnb Bank
Clearfield, PA |
SELL
|
- |
-41- 7.47% |
$5.96K - $6.76K
|
508
$67.4K
|
|
Jan 18, 2022
Q4 2021
|
Boenning & Scattergood, Inc.
|
SELL
|
- |
-47- 1.9% |
$6.83K - $7.74K
|
2.43K
$323K
|
|
Jan 20, 2022
Q4 2021
|
Parallel Advisors, LLC
|
SELL
|
- |
-48- 1.11% |
$6.97K - $7.91K
|
4.28K
$568K
|
|
Jan 26, 2022
Q4 2021
|
Kaizen Financial Strategies
|
SELL
|
- |
-48- 2.3% |
$6.97K - $7.91K
|
2.04K
$271K
|
|
Feb 15, 2022
Q4 2021
|
Sovereign Financial Group, Inc.
Stamford, CT |
SELL
|
- |
-48- 0.68% |
$6.97K - $7.91K
|
7.02K
$931K
|
|
Jan 26, 2022
Q4 2021
|
Kercheville Advisors, LLC
|
SELL
|
- |
-50- 1.8% |
$7.26K - $8.24K
|
2.72K
$361K
|
|
Feb 23, 2022
Q4 2021
|
Lake Point Wealth Management
|
SELL
|
- |
-50- 50.0% |
$7.26K - $8.24K
|
50
$6.64K
|
|
Jan 24, 2022
Q4 2021
|
Tci Wealth Advisors, Inc.
|
SELL
|
- |
-52- 50.49% |
$7.55K - $8.57K
|
51
$6.77K
|
|
Oct 13, 2022
Q4 2021
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-52- 2.97% |
$7.55K - $8.57K
|
1.7K
$226K
|
|
Feb 01, 2022
Q4 2021
|
Laurel Wealth Advisors LLC
Charlotte, NC |
SELL
|
- |
-53- 72.6% |
$7.7K - $8.73K
|
20
$2.65K
|
|
Feb 25, 2022
Q4 2021
|
Garde Capital, Inc.
Seattle, WA |
SELL
|
- |
-55- 1.47% |
$7.99K - $9.06K
|
3.68K
$488K
|
|
Jan 21, 2022
Q4 2021
|
Tru Independence LLC
|
SELL
|
- |
-56- 1.33% |
$8.14K - $9.23K
|
4.17K
$553K
|
|
Jan 25, 2022
Q4 2021
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-57- 2.19% |
$8.28K - $9.39K
|
2.55K
$339K
|
|
Feb 03, 2022
Q4 2021
|
Northstar Asset Management LLC
|
SELL
|
- |
-60- 1.7% |
$8.72K - $9.89K
|
3.46K
$459K
|
|
Jan 14, 2022
Q4 2021
|
Baldwin Brothers LLC
|
SELL
|
- |
-61- 33.7% |
$8.86K - $10.1K
|
120
$15.9K
|
|
Feb 08, 2022
Q4 2021
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
SELL
|
- |
-62- 2.81% |
$9.01K - $10.2K
|
2.15K
$285K
|
|
Feb 07, 2022
Q4 2021
|
Lokken Investment Group LLC
|
SELL
|
- |
-65- 0.47% |
$9.44K - $10.7K
|
13.8K
$1.83M
|
|
Jan 10, 2022
Q4 2021
|
Ferguson Wellman Capital Management, Inc
|
SELL
|
- |
-70- 0.54% |
$10.2K - $11.5K
|
13K
$1.72M
|
|
Jan 28, 2022
Q4 2021
|
Proffitt & Goodson Inc
|
SELL
|
- |
-72- 1.08% |
$10.5K - $11.9K
|
6.57K
$872K
|
|
Feb 14, 2022
Q4 2021
|
Keebeck Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-73- 0.35% |
$10.6K - $12K
|
21.1K
$2.8M
|
|
Jan 27, 2022
Q4 2021
|
Peak Financial Management, Inc.
|
SELL
|
- |
-75- 3.92% |
$10.9K - $12.4K
|
1.84K
$244K
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-75- 60.0% |
$10.9K - $12.4K
|
50
$6.64K
|
|
Jan 27, 2022
Q4 2021
|
Krilogy Financial LLC
|
SELL
|
- |
-75- 3.41% |
$10.9K - $12.4K
|
2.13K
$282K
|
|
Jan 13, 2022
Q4 2021
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-80- 7.35% |
$11.6K - $13.2K
|
1.01K
$134K
|
|
Feb 07, 2022
Q4 2021
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-80- 0.73% |
$11.6K - $13.2K
|
10.9K
$1.45M
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
SELL
|
- |
-83- 3.13% |
$12.1K - $13.7K
|
2.57K
$341K
|
|
Feb 11, 2022
Q4 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-84- 77.06% |
$12.2K - $13.8K
|
25
$3.32K
|
|
Feb 02, 2022
Q4 2021
|
Bison Wealth, LLC
|
SELL
|
- |
-89- 12.06% |
$12.9K - $14.7K
|
649
$86.1K
|
|
Jan 10, 2022
Q4 2021
|
Private Trust CO Na
|
SELL
|
- |
-90- 1.42% |
$13.1K - $14.8K
|
6.26K
$830K
|
|
Feb 02, 2022
Q4 2021
|
Everett Harris & CO
|
SELL
|
- |
-90- 4.3% |
$13.1K - $14.8K
|
2.01K
$266K
|
|
Feb 15, 2022
Q4 2021
|
Flputnam Investment Management CO
Portland, ME |
SELL
|
- |
-92- 4.02% |
$13.4K - $15.2K
|
2.2K
$292K
|
|
Feb 04, 2022
Q4 2021
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-94- 1.71% |
$13.7K - $15.5K
|
5.42K
$719K
|
|
Feb 14, 2022
Q4 2021
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
SELL
|
- |
-98- 11.29% |
$14.2K - $16.1K
|
770
$102K
|
|
Jan 24, 2022
Q4 2021
|
Rothschild Investment Corp
|
SELL
|
- |
-100- 6.25% |
$14.5K - $16.5K
|
1.5K
$199K
|
|
Feb 14, 2022
Q4 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
SELL
|
- |
-100- 8.33% |
$14.5K - $16.5K
|
1.1K
$146K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-100- 1.97% |
$14.5K - $16.5K
|
4.98K
$660K
|
|
Feb 04, 2022
Q4 2021
|
Ntv Asset Management LLC
|
SELL
|
- |
-100- 0.18% |
$14.5K - $16.5K
|
55.9K
$7.42M
|
|
Feb 11, 2022
Q4 2021
|
Sonata Capital Group Inc
|
SELL
|
- |
-100- 6.54% |
$14.5K - $16.5K
|
1.43K
$190K
|
|
Feb 14, 2022
Q4 2021
|
Wealthsource Partners, LLC
|
SELL
|
- |
-100- 3.25% |
$14.5K - $16.5K
|
2.98K
$395K
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-100Closed |
$14.5K - $16.5K
|
0
$0
|
|
Feb 10, 2022
Q4 2021
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-100- 1.88% |
$14.5K - $16.5K
|
5.21K
$691K
|
|
Feb 14, 2022
Q4 2021
|
Lpwm LLC
Minneapolis, MN |
SELL
|
- |
-100- 1.8% |
$14.5K - $16.5K
|
5.45K
$723K
|
|
Feb 14, 2022
Q4 2021
|
Lcnb Corp
Lebanon, OH |
SELL
|
- |
-100- 3.01% |
$14.5K - $16.5K
|
3.22K
$427K
|
|
Jan 07, 2022
Q4 2021
|
M&R Capital Management Inc
|
SELL
|
- |
-105- 0.61% |
$15.3K - $17.3K
|
17K
$2.26M
|
|
Feb 14, 2022
Q4 2021
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-112- 15.2% |
$16.3K - $18.5K
|
625
$83K
|
|
Jan 26, 2022
Q4 2021
|
Berger Financial Group, Inc
Plymouth, MN |
SELL
|
- |
-114- 2.91% |
$16.6K - $18.8K
|
3.81K
$506K
|
|
Jan 21, 2022
Q4 2021
|
Founders Capital Management
|
SELL
|
- |
-116- 0.51% |
$16.9K - $19.1K
|
22.8K
$3.03M
|
|
Feb 08, 2022
Q4 2021
|
Lionsbridge Wealth Management LLC
Jacksonville Beach, FL |
SELL
|
- |
-123- 1.26% |
$17.9K - $20.3K
|
9.61K
$1.28M
|
|
Feb 23, 2022
Q4 2021
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-125- 4.25% |
$18.2K - $20.6K
|
2.81K
$373K
|