iShares NASDAQ Biotechnology Index shares owned by HCR Wealth Advisors
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by HCR Wealth Advisors
from 13F filings
Historical chart of HCR Wealth Advisors investment in iShares NASDAQ Biotechnology Index
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Quarterly reported holdings in iShares NASDAQ Biotechnology Index by HCR Wealth Advisors
| Quarter filed | Position value | Share count | Share price at filing |
|---|---|---|---|
| 2024-09-30 | $1.6M | 11k | 145.61 |
| 2024-06-30 | $1.8M | 14k | 137.26 |
| 2024-03-31 | $1.8M | 13k | 137.22 |
| 2023-12-31 | $1.9M | 14k | 135.85 |
| 2023-09-30 | $1.8M | 15k | 122.29 |
| 2023-06-30 | $2.6M | 20k | 126.96 |
| 2023-03-31 | $730k | 5.7k | 129.15 |
| 2022-12-31 | $768k | 5.9k | 131.28 |
| 2022-09-30 | $700k | 6.0k | 117.00 |
| 2022-06-30 | $771k | 6.6k | 117.66 |
| 2022-03-31 | $1.2M | 9.1k | 130.28 |
| 2021-12-31 | $5.9M | 39k | 152.62 |
| 2021-09-30 | $6.2M | 38k | 161.68 |
| 2021-06-30 | $6.2M | 38k | 163.66 |
| 2021-03-31 | $5.6M | 37k | 150.57 |
| 2020-12-31 | $5.7M | 38k | 151.49 |
| 2020-09-30 | $4.8M | 36k | 135.45 |
| 2020-06-30 | $392k | 2.9k | 137.35 |
| 2020-03-31 | $122k | 1.1k | 107.96 |
| 2019-12-31 | $130k | 1.1k | 120.37 |
| 2018-12-31 | $627k | 6.5k | 96.42 |
| 2018-09-30 | $729k | 6.6k | 111.26 |
| 2018-06-30 | $785k | 7.1k | 110.99 |
| 2018-03-31 | $840k | 7.9k | 106.69 |
| 2017-12-31 | $862k | 8.1k | 106.78 |
| 2017-09-30 | $891k | 2.7k | 333.58 |
| 2017-06-30 | $748k | 2.4k | 310.24 |
| 2017-03-31 | $528k | 1.8k | 293.17 |
| 2016-12-31 | $494k | 1.9k | 265.45 |
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