iShares NASDAQ Biotechnology Index shares owned by Burns Wealth Management
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Burns Wealth Management
from 13F filings
Historical chart of Burns Wealth Management investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Burns Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-12-31 | $355k | 2.7k | 132.19 |
2024-09-30 | $391k | 2.7k | 145.62 |
2024-06-30 | $410k | 3.0k | 137.24 |
2024-03-31 | $452k | 3.3k | 137.22 |
2023-09-30 | $424k | 3.5k | 122.29 |
2023-06-30 | $443k | 3.5k | 126.97 |
2023-03-31 | $439k | 3.4k | 129.16 |
2022-12-31 | $456k | 3.5k | 131.28 |
2022-09-30 | $392k | 3.4k | 116.98 |
2022-06-30 | $639k | 5.4k | 117.57 |
2022-03-31 | $1.0M | 8.0k | 130.28 |
2021-12-31 | $2.1M | 14k | 152.62 |
2021-06-30 | $262k | 1.6k | 163.55 |
2021-03-31 | $250k | 1.7k | 150.60 |
2020-12-31 | $251k | 1.7k | 151.20 |
2020-09-30 | $432k | 3.2k | 135.42 |
2020-06-30 | $436k | 3.2k | 136.68 |
2019-12-31 | $332k | 2.8k | 120.51 |
2019-09-30 | $319k | 3.2k | 99.53 |
2019-06-30 | $359k | 3.3k | 109.02 |
2019-03-31 | $402k | 3.6k | 111.88 |
2018-12-31 | $384k | 4.0k | 96.53 |
2018-09-30 | $398k | 3.3k | 121.82 |
2018-06-30 | $320k | 2.9k | 109.74 |
2018-03-31 | $302k | 2.8k | 106.86 |
2017-12-31 | $318k | 3.0k | 106.75 |
2017-09-30 | $412k | 1.2k | 333.87 |
2017-06-30 | $380k | 1.2k | 310.46 |
2017-03-31 | $323k | 1.1k | 288.65 |
2016-12-31 | $247k | 932 | 265.02 |
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