iShares NASDAQ Biotechnology Index shares owned by Liberty Wealth Management
Quarter-by-quarter ownership of iShares NASDAQ Biotechnology Index (IBB) shares owned by Liberty Wealth Management
from 13F filings
Historical chart of Liberty 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 Liberty 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 Liberty Wealth Management
Quarter filed | Position value | Share count | Share price at filing |
---|---|---|---|
2024-09-30 | $574k | 3.9k | 145.57 |
2024-06-30 | $545k | 4.0k | 137.28 |
2024-03-31 | $571k | 4.2k | 137.29 |
2023-12-31 | $539k | 4.0k | 135.91 |
2023-09-30 | $484k | 4.0k | 122.35 |
2023-06-30 | $514k | 4.1k | 126.94 |
2023-03-31 | $523k | 4.1k | 129.17 |
2022-09-30 | $473k | 4.0k | 116.91 |
2022-06-30 | $476k | 4.0k | 117.65 |
2022-03-31 | $508k | 3.9k | 130.22 |
2021-12-31 | $553k | 3.6k | 152.38 |
2021-09-30 | $584k | 3.6k | 161.64 |
2021-06-30 | $591k | 3.6k | 163.67 |
2021-03-31 | $587k | 3.6k | 162.65 |
2020-12-31 | $587k | 3.6k | 162.65 |
2020-09-30 | $529k | 3.9k | 135.40 |
2020-06-30 | $563k | 4.1k | 136.68 |
2020-03-31 | $422k | 3.9k | 107.85 |
2019-12-31 | $506k | 4.2k | 120.53 |
2019-09-30 | $386k | 3.9k | 99.61 |
2019-06-30 | $539k | 4.9k | 109.11 |
2019-03-31 | $445k | 4.0k | 111.61 |
2018-12-31 | $409k | 4.2k | 96.42 |
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