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iShares NASDAQ Biotechnology Index shares owned by Crestwood Advisors

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Crestwood Advisors from 13F filings

Historical chart of Crestwood Advisors investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

All positions including iShares NASDAQ Biotechnology Index held by Crestwood Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Crestwood Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $2.5M 17k 145.59
2024-06-30 $2.5M 18k 137.26
2024-03-31 $2.5M 18k 137.22
2023-12-31 $2.6M 19k 135.85
2023-09-30 $2.5M 21k 122.29
2023-06-30 $2.8M 22k 126.96
2023-03-31 $3.0M 24k 129.16
2022-12-31 $3.2M 25k 131.29
2022-09-30 $2.9M 25k 116.95
2022-06-30 $4.6M 39k 117.63
2022-03-31 $16M 122k 130.30
2021-12-31 $19M 126k 152.62
2021-09-30 $22M 133k 161.68
2021-06-30 $22M 133k 163.65
2021-03-31 $21M 138k 150.55
2020-12-31 $34M 226k 151.49
2020-09-30 $31M 227k 135.41
2020-06-30 $30M 221k 136.69
2020-03-31 $24M 220k 107.74
2019-12-31 $27M 227k 120.51
2019-09-30 $25M 250k 99.50
2019-06-30 $27M 249k 109.10
2019-03-31 $24M 217k 111.80
2018-12-31 $20M 207k 96.43
2018-09-30 $27M 221k 121.94
2018-06-30 $26M 221k 116.56
2018-03-31 $23M 218k 106.74
2017-12-31 $23M 214k 106.77
2017-09-30 $23M 70k 333.60
2017-06-30 $22M 69k 321.81
2017-03-31 $20M 68k 293.27
2016-12-31 $17M 63k 265.39
2016-09-30 $13M 46k 289.47
2016-06-30 $10M 40k 257.35
2015-06-30 $207k 560 369.64

More positions owned by Crestwood Advisors

Apple Stock (AAPL)
Microsoft Corp Stock (MSFT)
Amazon Stock (AMZN)
Alphabet Inc Cap Stk Cl A Stock (GOOGL)
Fiserv Stock (FI)
Berkshire Hathaway Inc Del Cl B Stock (BRK.B)
Ishares Core U.s. Aggregate Bond Etf Etf (AGG)
Spdr Portfolio S&p 600 Small Cap Etf Etf (SPSM)
Visa Inc Com Cl A Stock (V)
Danaher Corporation Stock (DHR)
Home Depot Stock (HD)
Booking Holdings Stock (BKNG)
Salesforce Stock (CRM)
Blackstone Stock (BX)
Ishares U.s. Treasury Bond Etf Etf (GOVT)

View all positions for Crestwood Advisors

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Farallon Capital Management
Goldman Sachs Group
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Susquehanna International
Citigroup
Jane Street
Royal Bank of Canada
Citadel Advisors
Wells Fargo & Company
Commerce Bank N A
Healthcare Of Ontario Pension Plan Trust Fund
LPL Financial
Main Management ETF Advisors

View all funds holding iShares NASDAQ Biotechnology Index