iShares NASDAQ Biotechnology Index shares owned by Focused Wealth Management
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Focused Wealth Management
from 13F filings
Historical chart of Focused Wealth Management investment in iShares NASDAQ Biotechnology Index
Tip: Access up to 7 years of quarterly data
All positions including iShares NASDAQ Biotechnology Index held by Focused Wealth Management consolidated in one spreadsheet with up to 7 years of data
Download as csv Download as ExcelQuarterly reported holdings in iShares NASDAQ Biotechnology Index by Focused Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2023-12-31 | $204k | 1.5k | 135.87 |
2023-09-30 | $202k | 1.7k | 122.27 |
2023-06-30 | $228k | 1.8k | 126.95 |
2023-03-31 | $241k | 1.9k | 129.15 |
2022-12-31 | $256k | 2.0k | 131.26 |
2022-09-30 | $222k | 1.9k | 116.72 |
2022-06-30 | $234k | 2.0k | 117.59 |
2022-03-31 | $10k | 75 | 133.33 |
2021-12-31 | $11k | 75 | 146.67 |
2021-09-30 | $12k | 75 | 160.00 |
2021-06-30 | $12k | 75 | 160.00 |
2021-03-31 | $11k | 75 | 146.67 |
2020-12-31 | $11k | 75 | 146.67 |
2020-09-30 | $10k | 75 | 133.33 |
2020-06-30 | $10k | 75 | 133.33 |
2020-03-31 | $8.0k | 75 | 106.67 |
2019-12-31 | $9.0k | 75 | 120.00 |
2019-09-30 | $7.0k | 75 | 93.33 |
2019-06-30 | $8.0k | 75 | 106.67 |
2019-03-31 | $8.0k | 75 | 106.67 |
2018-12-31 | $7.0k | 75 | 93.33 |
2018-09-30 | $9.0k | 75 | 120.00 |
2018-06-30 | $41k | 375 | 109.33 |
2018-03-31 | $40k | 375 | 106.67 |
2017-12-31 | $40k | 375 | 106.67 |
2017-09-30 | $101k | 303 | 333.33 |
2017-06-30 | $57k | 183 | 311.48 |
2017-03-31 | $54k | 183 | 295.08 |
2016-12-31 | $46k | 173 | 265.90 |
2016-09-30 | $43k | 150 | 286.67 |
2016-06-30 | $41k | 160 | 256.25 |
2016-03-31 | $42k | 160 | 262.50 |
2015-12-31 | $49k | 145 | 337.93 |
2015-09-30 | $41k | 135 | 303.70 |
2015-06-30 | $50k | 135 | 370.37 |
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