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iShares NASDAQ Biotechnology Index shares owned by Gladstone Institutional Advisory

Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Gladstone Institutional Advisory from 13F filings

Historical chart of Gladstone Institutional Advisory investment in iShares NASDAQ Biotechnology Index

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by Gladstone Institutional Advisory

Quarter filed Position value Share count Share price at filing
2026-03-31 $4.9M 29k 168.85
2025-12-31 $12M 71k 168.77
2025-09-30 $580k 4.0k 144.38
2025-06-30 $495k 3.9k 126.53
2025-03-31 $468k 3.7k 127.92
2024-12-31 $512k 3.9k 132.21
2024-09-30 $639k 4.4k 145.62
2024-06-30 $737k 5.4k 137.27
2024-03-31 $745k 5.4k 137.23
2023-12-31 $858k 6.3k 135.84
2023-09-30 $721k 5.9k 122.29
2023-06-30 $742k 5.8k 126.96
2023-03-31 $838k 6.5k 129.16
2022-12-31 $903k 6.9k 131.29
2022-09-30 $955k 8.2k 116.99
2022-06-30 $1.0M 8.5k 117.58
2022-03-31 $1.1M 8.4k 130.26
2021-12-31 $2.0M 13k 152.60
2021-09-30 $1.8M 11k 161.67
2021-06-30 $1.9M 12k 163.68
2021-03-31 $1.7M 11k 150.56
2020-12-31 $865k 5.7k 151.49
2020-09-30 $780k 5.8k 135.42
2020-06-30 $741k 5.4k 136.72
2020-03-31 $512k 4.8k 107.74
2019-12-31 $362k 3.0k 120.55
2019-09-30 $306k 3.1k 99.67
2019-06-30 $518k 4.8k 109.03
2019-03-31 $372k 3.3k 111.95
2018-12-31 $294k 3.1k 96.27

More positions owned by Gladstone Institutional Advisory

NVIDIA Corporation (NVDA)
Apple (AAPL)
Ishares Tr Core S&p500 Etf (IVV)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
First Tr Exchng Traded Fd Vi Ft Vest Laddered (BUFR)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
Spdr Series Trust State Street Spd (SPTI)
Spdr Series Trust State Street Spd (SPYM)
Amazon (AMZN)
Spdr Series Trust State Street Spd (SPYV)
Microsoft Corporation (MSFT)
Ishares Tr S&p 500 Grwt Etf (IVW)
First Tr Exchange Traded Risng Divd Achiv (RDVY)
Spdr Series Trust State Street Spd (SPYG)
Ishares Tr Core S&p Mcp Etf (IJH)

View all positions for Gladstone Institutional Advisory

Top funds holding iShares NASDAQ Biotechnology Index

Bank of America Corporation
Citigroup
Morgan Stanley
Bnp Paribas Arbitrage, Snc
Goldman Sachs Group
Envestnet Asset Management
Susquehanna International
Raymond James Financial
Commerce Bank N A
Wells Fargo & Company
UBS Group
Thrivent Financial for Lutherans
Royal Bank of Canada
LPL Financial
Barclays

View all funds holding iShares NASDAQ Biotechnology Index