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 |
|---|---|---|---|---|---|---|---|
|
Jan 31, 2022
Q4 2021
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
2.59KNew |
$376K - $426K
|
2.59K
$347K
|
|
|
May 03, 2022
Q4 2021
|
Investmark Advisory Group LLC
|
BUY
|
- |
2.57KNew |
$373K - $423K
|
2.57K
$344K
|
|
|
Feb 14, 2022
Q4 2021
|
Proquility Private Wealth Partners, LLC
Las Vegas, NV |
BUY
|
- |
2.55K+ 13.15% |
$371K - $421K
|
22K
$2.94M
|
|
|
Feb 02, 2022
Q4 2021
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
2.45K+ 11.75% |
$356K - $403K
|
23.3K
$3.12M
|
|
|
Feb 15, 2022
Q4 2021
|
Pack Private Wealth, LLC
Wayzata, MN |
BUY
|
- |
2.43KNew |
$352K - $400K
|
2.43K
$325K
|
|
|
Feb 27, 2023
Q4 2021
|
Financial Partners Capital Management LLC
New York, NY |
BUY
|
- |
2.4K+ 3.25% |
$348K - $395K
|
76.1K
$10.2M
|
|
|
Jan 19, 2022
Q4 2021
|
Kg&L Capital Management,Llc
|
BUY
|
- |
2.34KNew |
$340K - $386K
|
2.34K
$313K
|
|
|
Feb 08, 2022
Q4 2021
|
Rainey & Randall Investment Management Inc.
Celebration, FL |
BUY
|
- |
2.28K+ 143.44% |
$330K - $375K
|
3.86K
$517K
|
|
|
Feb 14, 2022
Q4 2021
|
Quaker Wealth Management, LLC
|
BUY
|
- |
2.25KNew |
$326K - $370K
|
2.25K
$301K
|
|
|
Jan 18, 2022
Q4 2021
|
Aries Wealth Management
|
BUY
|
- |
2.2KNew |
$319K - $362K
|
2.2K
$294K
|
|
|
Feb 14, 2022
Q4 2021
|
D L Carlson Investment Group Inc
Concord, NH |
BUY
|
- |
2.19KNew |
$318K - $361K
|
2.19K
$293K
|
|
|
Feb 04, 2022
Q4 2021
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.13K+ 15.22% |
$310K - $351K
|
16.1K
$2.16M
|
|
|
Feb 14, 2022
Q4 2021
|
Marco Investment Management LLC
|
BUY
|
- |
2.1K+ 6.34% |
$305K - $346K
|
35.2K
$4.72M
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
2.07KNew |
$301K - $341K
|
2.07K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
2.07K+ 39.89% |
$301K - $341K
|
7.26K
$972K
|
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
2.04K+ 8.4% |
$296K - $336K
|
26.3K
$3.52M
|
|
|
Jan 14, 2022
Q4 2021
|
Wedmont Private Capital
|
BUY
|
- |
2.02KNew |
$293K - $333K
|
2.02K
$270K
|
|
|
Feb 15, 2022
Q4 2021
|
Ncm Capital Management, LLC
Ramsey, NJ |
BUY
|
- |
2.02KNew |
$293K - $332K
|
2.02K
$270K
|
|
|
Feb 01, 2022
Q4 2021
|
Xml Financial, LLC
|
BUY
|
- |
2.01KNew |
$292K - $331K
|
2.01K
$269K
|
|
|
Feb 09, 2022
Q4 2021
|
North Crest Asset Manangement, LLC
|
BUY
|
- |
2KNew |
$291K - $330K
|
2K
$268K
|
|
|
Jan 27, 2023
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99K+ 17.62% |
$289K - $328K
|
13.3K
$1.78M
|
|
|
Feb 11, 2022
Q4 2021
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.99K+ 17.62% |
$289K - $328K
|
13.3K
$1.78M
|
|
|
Jan 21, 2022
Q4 2021
|
Grandview Asset Management LLC
|
BUY
|
- |
1.99KNew |
$289K - $327K
|
1.99K
$266K
|
|
|
Feb 10, 2022
Q4 2021
|
Associated Banc Corp
Green Bay, WI |
BUY
|
- |
1.98K+ 9.93% |
$287K - $326K
|
21.9K
$2.93M
|
|
|
Feb 18, 2022
Q4 2021
|
Vance Wealth, Inc.
Santa Clarita, CA |
BUY
|
- |
1.94KNew |
$282K - $320K
|
1.94K
$260K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.92K+ 1.85% |
$279K - $317K
|
106K
$14.2M
|
|
|
Feb 14, 2022
Q4 2021
|
Parkside Financial Bank & Trust
|
BUY
|
- |
1.91K+ 1158.18% |
$278K - $315K
|
2.08K
$278K
|
|
|
Feb 15, 2022
Q4 2021
|
Prestige Wealth Management Group LLC
|
BUY
|
- |
1.9K+ 10.73% |
$276K - $313K
|
19.6K
$2.62M
|
|
|
Feb 24, 2023
Q4 2021
|
Kaydan Wealth Management, Inc.
Fenton, MI |
BUY
|
- |
1.88KNew |
$273K - $309K
|
1.88K
$252K
|
|
|
Feb 14, 2022
Q4 2021
|
Keystone Wealth Services, LLC
|
BUY
|
- |
1.85KNew |
$269K - $306K
|
1.85K
$248K
|
|
|
Feb 14, 2022
Q4 2021
|
Tiemann Investment Advisors, LLC
Menlo Park, CA |
BUY
|
- |
1.84KNew |
$267K - $303K
|
1.84K
$246K
|
|
|
Apr 29, 2022
Q4 2021
|
Sterling Investment Counsel, LLC
|
BUY
|
- |
1.8KNew |
$262K - $297K
|
1.8K
$241K
|
|
|
Apr 27, 2022
Q4 2021
|
High Net Worth Advisory Group LLC
Naples, FL |
BUY
|
- |
1.8KNew |
$261K - $297K
|
1.8K
$241K
|
|
|
Jan 21, 2022
Q4 2021
|
Clear Harbor Asset Management, LLC
|
BUY
|
- |
1.8KNew |
$261K - $296K
|
1.8K
$241K
|
|
|
Feb 14, 2022
Q4 2021
|
Wolverine Trading, LLC
Chicago, IL |
BUY
|
- |
1.79K+ 25.92% |
$260K - $295K
|
8.69K
$1.16M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.75KNew |
$254K - $288K
|
1.75K
$234K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
1.71KNew |
$248K - $281K
|
1.71K
$229K
|
|
|
Feb 14, 2022
Q4 2021
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1.69KNew |
$245K - $278K
|
1.69K
$226K
|
|
|
Nov 13, 2023
Q4 2021
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
1.68KNew |
$243K - $276K
|
1.68K
$225K
|
|
|
Feb 09, 2022
Q4 2021
|
Pine Haven Investment Counsel, Inc
Fairhaven, MA |
BUY
|
- |
1.67KNew |
$242K - $274K
|
1.67K
$223K
|
|
|
Aug 13, 2024
Q4 2021
|
Meridian Financial, LLC
Holliston, MA |
BUY
|
- |
1.65KNew |
$240K - $272K
|
1.65K
$221K
|
|
|
Feb 11, 2022
Q4 2021
|
Mkt Advisors LLC
Escondido, CA |
BUY
|
- |
1.63KNew |
$237K - $269K
|
1.63K
$218K
|
|
|
Mar 10, 2022
Q4 2021
|
Values First Advisors, Inc.
|
BUY
|
- |
1.62KNew |
$236K - $268K
|
1.62K
$218K
|
|
|
Feb 11, 2022
Q4 2021
|
First Heartland Consultants, Inc.
|
BUY
|
- |
1.61KNew |
$234K - $265K
|
1.61K
$216K
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
1.61K+ 1264.57% |
$233K - $265K
|
1.73K
$232K
|
|
|
Feb 02, 2022
Q4 2021
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
1.56KNew |
$227K - $258K
|
1.56K
$209K
|
|
|
Feb 14, 2022
Q4 2021
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
1.56KNew |
$227K - $257K
|
1.56K
$209K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
1.53K+ 17.05% |
$222K - $251K
|
10.5K
$1.4M
|
|
|
Jan 31, 2022
Q4 2021
|
Tranquility Partners, LLC
|
BUY
|
- |
1.52KNew |
$220K - $250K
|
1.52K
$203K
|
|
|
Jan 24, 2022
Q4 2021
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
1.49KNew |
$216K - $245K
|
1.49K
$199K
|