Apriem Advisors

Position in IBB — iShares Biotechnology ETF

CIK 1425165 IRVINE, CA

Position in IBB

as of Jun 30, 2026 · filed Aug 14, 2026 Compact

Position Value

$293,843

+$32,970 QoQ

Shares Held

1,545

0.0% QoQ

Ownership

—

of shares outstanding

% of Portfolio

0.05%

of 13F equity value

Holder Rank

#202

of 294 holders

Holding Since

Mar 2020

25 quarters on record

Voting authority Sole 84% Shared 0% None 16%

25 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$293,843	1,545	0.0%	Shares	Sole	2026-08-14
2026-03-31	$260,873	1,545	0.0%	Shares	Sole	2026-05-15
2025-12-31	$260,749	1,545	0.0%	Shares	Sole	2026-02-13
2025-09-30	$223,051	1,545	-3.7%	Shares	Sole	2025-11-10
2025-03-31	$205,279	1,605	0.0%	Shares	Sole	2025-05-15
2024-12-31	$212,197	1,605	-1.2%	Shares	Sole	2025-02-05
2024-09-30	$236,600	1,625	-1.1%	Shares	Sole	2024-11-14
2024-06-30	$225,518	1,643	+0.5%	Shares	Sole	2024-08-14
2024-03-31	$224,354	1,635	-64.7%	Shares	Sole	2024-05-15
2023-12-31	$629,664	4,635	0.0%	Shares	Sole	2024-02-14
2023-09-30	$566,814	4,635	-3.1%	Shares	Sole	2023-11-13
2023-06-30	$607,503	4,785	0.0%	Shares	Sole	2023-08-08
2023-03-31	$618,030	4,785	-5.9%	Shares	Sole	2023-05-12
2022-12-31	$667,609	5,085	0.0%	Shares	Sole	2023-02-13
2022-09-30	$594,741	5,085	0.0%	Shares	Sole	2022-11-14
2022-06-30	$598,148	5,085	-5.6%	Shares	Sole	2022-08-08
2022-03-31	$701,665	5,385	0.0%	Shares	Sole	2022-05-10
2021-12-31	$821,858	5,385	0.0%	Shares	Sole	2022-02-09
2021-09-30	$870,646	5,385	0.0%	Shares	Sole	2021-11-12
2021-06-30	$881,255	5,385	-11.0%	Shares	Sole	2021-08-10
2021-03-31	$911,038	6,051	+115.7%	Shares	Sole	2021-05-10
2020-12-31	$424,929	2,805	-47.1%	Shares	Sole	2021-02-04
2020-09-30	$718,350	5,305	-22.2%	Shares	Sole	2020-11-10
2020-06-30	$931,542	6,815	+18.2%	Shares	Sole	2020-08-07
2020-03-31	$621,121	5,765	—	Shares	Sole	2020-05-07
No filing history on record for this holder in this stock.