Purchases and Sales Made in Q4 2023 in Ishares Biotechnology ETF (IBB)
This table provides information about the institutional ownership of Ishares Biotechnology ETF (IBB) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-13- 2.23% |
$1.46K - $1.78K
|
570
$75.7K
|
|
|
Jan 22, 2024
Q4 2023
|
My Personal Cfo, LLC
|
SELL
|
- |
-13- 0.19% |
$1.46K - $1.78K
|
6.66K
$883K
|
|
|
Feb 02, 2024
Q4 2023
|
Addison Advisors LLC
|
SELL
|
- |
-13- 3.37% |
$1.46K - $1.78K
|
373
$49.5K
|
|
|
Jan 30, 2024
Q4 2023
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-15- 0.71% |
$1.69K - $2.06K
|
2.09K
$278K
|
|
|
Jan 12, 2024
Q4 2023
|
Rda Financial Network
|
SELL
|
- |
-17- 0.91% |
$1.91K - $2.33K
|
1.85K
$245K
|
|
|
Feb 02, 2024
Q4 2023
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-19- 4.05% |
$2.14K - $2.6K
|
450
$59.7K
|
|
|
Feb 09, 2024
Q4 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
SELL
|
- |
-21- 0.33% |
$2.36K - $2.88K
|
6.3K
$836K
|
|
|
Feb 05, 2024
Q4 2023
|
Financial Advisors, LLC
Andover, MA |
SELL
|
- |
-22- 1.25% |
$2.47K - $3.01K
|
1.74K
$231K
|
|
|
Jan 12, 2024
Q4 2023
|
Sterling Investment Counsel, LLC
|
SELL
|
- |
-23- 1.28% |
$2.59K - $3.15K
|
1.77K
$235K
|
|
|
Feb 02, 2024
Q4 2023
|
Fulton Breakefield Broenniman LLC
|
SELL
|
- |
-28- 1.03% |
$3.15K - $3.84K
|
2.69K
$357K
|
|
|
Feb 15, 2024
Q4 2023
|
Brick & Kyle, Associates
Newtown, PA |
SELL
|
- |
-29- 1.21% |
$3.26K - $3.97K
|
2.38K
$315K
|
|
|
Jan 17, 2024
Q4 2023
|
Fort Washington Investment Advisors Inc
|
SELL
|
- |
-30- 0.52% |
$3.37K - $4.11K
|
5.71K
$758K
|
|
|
Jan 18, 2024
Q4 2023
|
Gradient Investments LLC
|
SELL
|
- |
-30- 37.04% |
$3.37K - $4.11K
|
51
$6.77K
|
|
|
Jan 30, 2024
Q4 2023
|
Dakota Wealth Management
|
SELL
|
- |
-34- 0.28% |
$3.82K - $4.66K
|
12.3K
$1.63M
|
|
|
Feb 01, 2024
Q4 2023
|
Schnieders Capital Management LLC
|
SELL
|
- |
-35- 1.78% |
$3.93K - $4.8K
|
1.94K
$257K
|
|
|
Feb 08, 2024
Q4 2023
|
Garrison Point Advisors, LLC
Walnut Creek, CA |
SELL
|
- |
-35- 0.35% |
$3.93K - $4.8K
|
10.1K
$1.34M
|
|
|
Jan 12, 2024
Q4 2023
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-35- 6.92% |
$3.93K - $4.8K
|
471
$62.5K
|
|
|
Jan 31, 2024
Q4 2023
|
Institute For Wealth Management, Llc.
|
SELL
|
- |
-35- 0.99% |
$3.93K - $4.8K
|
3.49K
$464K
|
|
|
Jan 29, 2024
Q4 2023
|
Byrne Asset Management LLC
|
SELL
|
- |
-37- 2.38% |
$4.16K - $5.07K
|
1.52K
$202K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-39- 47.56% |
$4.38K - $5.34K
|
43
$5.71K
|
|
|
Jan 25, 2024
Q4 2023
|
First Merchants Corp
|
SELL
|
- |
-39- 0.38% |
$4.38K - $5.34K
|
10.3K
$1.36M
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-39- 47.56% |
$4.38K - $5.34K
|
43
$5.71K
|
|
|
Feb 12, 2024
Q4 2023
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-40- 0.27% |
$4.5K - $5.48K
|
14.9K
$1.97M
|
|
|
Feb 13, 2024
Q4 2023
|
Broadleaf Partners, LLC
Hudson, OH |
SELL
|
- |
-45- 1.87% |
$5.06K - $6.17K
|
2.36K
$314K
|
|
|
Feb 08, 2024
Q4 2023
|
Haverford Trust CO
Radnor, PA |
SELL
|
- |
-45- 1.0% |
$5.06K - $6.17K
|
4.47K
$594K
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-45- 0.32% |
$5.06K - $6.17K
|
13.9K
$1.85M
|
|
|
Jan 30, 2024
Q4 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-46- 25.56% |
$5.17K - $6.3K
|
134
$17.8K
|
|
|
Feb 08, 2024
Q4 2023
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-47- 0.59% |
$5.28K - $6.44K
|
7.9K
$1.05M
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-47Closed |
$5.28K - $6.44K
|
0
$0
|
|
|
Feb 12, 2024
Q4 2023
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-49- 2.43% |
$5.51K - $6.71K
|
1.96K
$261K
|
|
|
Jan 23, 2024
Q4 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-50- 23.81% |
$5.62K - $6.85K
|
160
$21.2K
|
|
|
Feb 14, 2024
Q4 2023
|
Mcintyre Freedman & Flynn Investment Advisers Inc
Orleans, MA |
SELL
|
- |
-50- 0.35% |
$5.62K - $6.85K
|
14.4K
$1.91M
|
|
|
Jan 10, 2024
Q4 2023
|
Mechanics Bank Trust Department
|
SELL
|
- |
-50- 1.35% |
$5.62K - $6.85K
|
3.65K
$484K
|
|
|
Feb 06, 2024
Q4 2023
|
Welch & Forbes LLC
|
SELL
|
- |
-50- 2.24% |
$5.62K - $6.85K
|
2.18K
$290K
|
|
|
Feb 14, 2024
Q4 2023
|
Resources Management Corp
West Hartford, CT |
SELL
|
- |
-54- 39.71% |
$6.07K - $7.4K
|
82
$10.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Coastwise Capital Group, LLC
La Jolla, CA |
SELL
|
- |
-55- 1.39% |
$6.18K - $7.54K
|
3.89K
$517K
|
|
|
Feb 12, 2024
Q4 2023
|
Laidlaw Wealth Management LLC
New York City, NY |
SELL
|
- |
-58- 2.0% |
$6.52K - $7.95K
|
2.84K
$377K
|
|
|
Jan 22, 2024
Q4 2023
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-58- 10.0% |
$6.52K - $7.95K
|
522
$69.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-60- 2.33% |
$6.74K - $8.22K
|
2.52K
$334K
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-60- 25.0% |
$6.74K - $8.22K
|
180
$23.9K
|
|
|
Feb 06, 2024
Q4 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-71- 2.0% |
$7.98K - $9.73K
|
3.49K
$463K
|
|
|
Feb 15, 2024
Q4 2023
|
Security National Bank Of Sioux City Iowa
Sioux City, IA |
SELL
|
- |
-75- 0.8% |
$8.43K - $10.3K
|
9.33K
$1.24M
|
|
|
Jan 26, 2024
Q4 2023
|
Eagle Strategies LLC
New York, NY |
SELL
|
- |
-75- 0.67% |
$8.43K - $10.3K
|
11.1K
$1.47M
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
SELL
|
- |
-77- 81.05% |
$8.66K - $10.6K
|
18
$2.39K
|
|
|
Mar 28, 2024
Q4 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-77- 19.85% |
$8.66K - $10.6K
|
311
$41.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Close Asset Management LTD
|
SELL
|
- |
-78- 25.32% |
$8.77K - $10.7K
|
230
$30.5K
|
|
|
Jan 19, 2024
Q4 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-79- 1.32% |
$8.88K - $10.8K
|
5.89K
$782K
|
|
|
Jun 03, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81- 1.8% |
$9.11K - $11.1K
|
4.42K
$586K
|
|
|
Jan 29, 2024
Q4 2023
|
Vontobel Holding Ltd.
|
SELL
|
- |
-81- 1.8% |
$9.11K - $11.1K
|
4.42K
$586K
|
|
|
Feb 09, 2024
Q4 2023
|
Avantax Planning Partners, Inc.
|
SELL
|
- |
-85- 4.95% |
$9.55K - $11.6K
|
1.63K
$217K
|