Purchases and Sales Made in Q4 2022 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 2022. 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 20, 2023
Q4 2022
|
Proffitt & Goodson Inc
|
BUY
|
- |
54+ 0.77% |
$6.35K - $7.48K
|
7.09K
$950K
|
|
|
Jan 13, 2023
Q4 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
49+ 2.58% |
$5.76K - $6.78K
|
1.95K
$261K
|
|
|
Feb 10, 2023
Q4 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
BUY
|
- |
49+ 2.79% |
$5.76K - $6.78K
|
1.8K
$242K
|
|
|
Jan 18, 2023
Q4 2022
|
Retirement Financial Solutions, LLC
Knoxville, TN |
BUY
|
- |
48New |
$5.64K - $6.64K
|
48
$6.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
46New |
$5.41K - $6.37K
|
46
$6.16K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
46+ 0.23% |
$5.41K - $6.37K
|
20.1K
$2.69M
|
|
|
Feb 13, 2023
Q4 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
46+ 0.82% |
$5.41K - $6.37K
|
5.63K
$754K
|
|
|
Feb 13, 2023
Q4 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
45+ 0.77% |
$5.29K - $6.23K
|
5.86K
$785K
|
|
|
Jan 18, 2023
Q4 2022
|
New Potomac Partners, LLC
|
BUY
|
- |
40+ 1.09% |
$4.7K - $5.54K
|
3.72K
$498K
|
|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
39+ 0.25% |
$4.59K - $5.4K
|
15.5K
$2.07M
|
|
|
Feb 03, 2023
Q4 2022
|
Albion Financial Group
|
BUY
|
- |
38+ 0.03% |
$4.47K - $5.26K
|
129K
$17.3M
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
35New |
$4.12K - $4.85K
|
35
$4.69K
|
|
|
Jan 11, 2023
Q4 2022
|
Aurora Investment Managers, Llc.
|
BUY
|
- |
34+ 1.95% |
$4K - $4.71K
|
1.78K
$238K
|
|
|
Feb 02, 2023
Q4 2022
|
Mission Wealth Management, LP
|
BUY
|
- |
34+ 1.19% |
$4K - $4.71K
|
2.9K
$389K
|
|
|
Feb 13, 2023
Q4 2022
|
Parkside Financial Bank & Trust
|
BUY
|
- |
32+ 1.74% |
$3.76K - $4.43K
|
1.87K
$251K
|
|
|
Feb 13, 2023
Q4 2022
|
Consultiva Wealth Management, Corp.
San Juan, PR |
BUY
|
- |
32+ 114.29% |
$3.76K - $4.43K
|
60
$8.04K
|
|
|
Jan 30, 2023
Q4 2022
|
Essex LLC
|
BUY
|
- |
31+ 0.73% |
$3.64K - $4.29K
|
4.27K
$573K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
30New |
$3.53K - $4.15K
|
30
$4.02K
|
|
|
Jan 27, 2023
Q4 2022
|
Riggs Asset Managment Co. Inc.
|
BUY
|
- |
30+ 150.0% |
$3.53K - $4.15K
|
50
$6.7K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
29+ 1.04% |
$3.41K - $4.01K
|
2.82K
$378K
|
|
|
Jan 27, 2023
Q4 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
27+ 7.11% |
$3.17K - $3.74K
|
407
$54.5K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
24New |
$2.82K - $3.32K
|
24
$3.21K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
24New |
$2.82K - $3.32K
|
24
$3.21K
|
|
|
Feb 01, 2023
Q4 2022
|
Private Ocean, LLC
|
BUY
|
- |
23+ 25.56% |
$2.7K - $3.18K
|
113
$15.1K
|
|
|
Aug 11, 2023
Q4 2022
|
Rs Crum Inc.
|
BUY
|
- |
21+ 0.21% |
$2.47K - $2.91K
|
10.1K
$1.35M
|
|
|
Feb 02, 2023
Q4 2022
|
Pettyjohn, Wood & White, Inc
Lynchburg, VA |
BUY
|
- |
20+ 1.11% |
$2.35K - $2.77K
|
1.82K
$244K
|
|
|
Feb 06, 2023
Q4 2022
|
New Square Capital LLC
|
BUY
|
- |
20New |
$2.35K - $2.77K
|
20
$2.68K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
19New |
$2.23K - $2.63K
|
19
$2.55K
|
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
14+ 1.38% |
$1.65K - $1.94K
|
1.03K
$138K
|
|
|
Feb 14, 2023
Q4 2022
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
13New |
$1.53K - $1.8K
|
13
$1.74K
|
|
|
Jan 30, 2023
Q4 2022
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
9+ 0.22% |
$1.06K - $1.25K
|
4.06K
$544K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$823 - $969
|
7
$938
|
|
|
Jan 17, 2023
Q4 2022
|
Chemistry Wealth Management LLC
New York, NY |
BUY
|
- |
5+ 0.17% |
$588 - $692
|
2.9K
$388K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
5+ 0.18% |
$588 - $692
|
2.73K
$365K
|
|
|
Jan 17, 2023
Q4 2022
|
Bay Rivers Group
|
BUY
|
- |
4+ 0.13% |
$470 - $554
|
3.03K
$406K
|
|
|
Jan 23, 2023
Q4 2022
|
Shulman De Meo Asset Management LLC
|
BUY
|
- |
3+ 0.04% |
$353 - $415
|
7.66K
$1.03M
|
|
|
Feb 14, 2023
Q4 2022
|
Asset Management Group, Inc.
Stamford, CT |
BUY
|
- |
3+ 0.17% |
$353 - $415
|
1.75K
$234K
|
|
|
Feb 03, 2023
Q4 2022
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
3New |
$353 - $415
|
3
$402
|
|
|
Feb 08, 2023
Q4 2022
|
Regent Peak Wealth Advisors LLC
Atlanta, GA |
BUY
|
- |
2+ 0.08% |
$235 - $277
|
2.48K
$332K
|
|
|
Jan 24, 2023
Q4 2022
|
Investmark Advisory Group LLC
|
BUY
|
- |
2+ 0.08% |
$235 - $277
|
2.58K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Alpha Core Capital LLC
La Jolla, CA |
BUY
|
- |
2+ 0.33% |
$235 - $277
|
600
$80.4K
|
|
|
Feb 13, 2023
Q4 2022
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
2+ 0.03% |
$235 - $277
|
6.76K
$906K
|
|
|
Feb 14, 2023
Q4 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2+ 0.04% |
$235 - $277
|
5.01K
$671K
|
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
1+ 0.05% |
$118 - $138
|
1.9K
$254K
|
|
|
Feb 02, 2023
Q4 2022
|
Neirg Wealth Management, LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $138
|
3.73K
$500K
|
|
|
Oct 13, 2023
Q4 2022
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1+ 0.2% |
$118 - $138
|
509
$68.2K
|
|
|
Feb 07, 2023
Q4 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
1+ 0.02% |
$118 - $138
|
5.21K
$698K
|
|
|
Feb 14, 2023
Q4 2022
|
Vivaldi Capital Management LP
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$118 - $138
|
5.18K
$693K
|
|
|
Jan 31, 2023
Q4 2022
|
Fulton Breakefield Broenniman LLC
|
BUY
|
- |
1+ 0.03% |
$118 - $138
|
2.89K
$387K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
1+ 0.01% |
$118 - $138
|
7.8K
$1.04M
|