Purchases and Sales Made in Q1 2021 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q1 2021. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL HEALTHCARE ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 17, 2021
Q1 2021
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
85.2K+ 484.06% |
$6.25M - $6.78M
|
103K
$9.02M
|
|
Apr 23, 2021
Q1 2021
|
Hamilton Wealth, LLC
|
BUY
|
- |
29.2KNew |
$2.14M - $2.32M
|
29.2K
$2.56M
|
|
May 14, 2021
Q1 2021
|
Richard Bernstein Advisors LLC
|
BUY
|
- |
23.5K+ 8.51% |
$1.73M - $1.87M
|
300K
$26.3M
|
|
Aug 25, 2023
Q1 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
BUY
|
- |
20.5KNew |
$1.51M - $1.63M
|
20.5K
$1.8M
|
|
Apr 22, 2021
Q1 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
15KNew |
$1.1M - $1.19M
|
15K
$1.32M
|
|
May 17, 2021
Q1 2021
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
12.7K+ 275.46% |
$934K - $1.01M
|
17.3K
$1.52M
|
|
May 06, 2021
Q1 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
10.7K+ 16.56% |
$787K - $853K
|
75.4K
$6.62M
|
|
May 17, 2021
Q1 2021
|
Aristotle Capital Management, LLC
Los Angeles, CA |
BUY
|
- |
10.7KNew |
$786K - $852K
|
10.7K
$939K
|
|
May 17, 2021
Q1 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
7.06K+ 40.61% |
$518K - $562K
|
24.4K
$2.15M
|
|
May 17, 2021
Q1 2021
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
6.93KNew |
$509K - $552K
|
6.93K
$608K
|
|
May 07, 2021
Q1 2021
|
D.A. Davidson & Co.
|
BUY
|
- |
6.86K+ 73.54% |
$504K - $546K
|
16.2K
$1.42M
|
|
May 12, 2021
Q1 2021
|
Ubs Group Ag
|
BUY
|
- |
5.22K+ 2.76% |
$383K - $416K
|
195K
$17.1M
|
|
May 17, 2021
Q1 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
5.16K+ 481.79% |
$379K - $411K
|
6.23K
$547K
|
|
May 13, 2021
Q1 2021
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
5.09K+ 1.27% |
$373K - $405K
|
404K
$35.5M
|
|
May 07, 2021
Q1 2021
|
United Maritime Capital LLC
New York, NY |
BUY
|
- |
3.5KNew |
$257K - $279K
|
3.5K
$307K
|
|
May 13, 2021
Q1 2021
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.23KNew |
$237K - $257K
|
3.23K
$283K
|
|
May 17, 2021
Q1 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
2.73KNew |
$200K - $217K
|
2.73K
$239K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
2.63K+ 20.8% |
$193K - $209K
|
15.2K
$1.34M
|
|
May 14, 2021
Q1 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.5K+ 313.0% |
$184K - $199K
|
3.3K
$290K
|
|
Apr 30, 2021
Q1 2021
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
2.45K+ 24.71% |
$180K - $195K
|
12.4K
$1.08M
|
|
May 20, 2021
Q1 2021
|
Slow Capital, Inc.
|
BUY
|
- |
2.4K+ 11.46% |
$176K - $191K
|
23.3K
$2.04M
|
|
May 06, 2021
Q1 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.39K+ 60.36% |
$175K - $190K
|
6.35K
$557K
|
|
Apr 28, 2021
Q1 2021
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
2.27K+ 4.74% |
$167K - $181K
|
50.2K
$4.41M
|
|
Apr 26, 2021
Q1 2021
|
Simplex Trading, LLC
|
BUY
|
- |
1.7K+ 37.82% |
$125K - $136K
|
6.2K
$544K
|
|
May 11, 2021
Q1 2021
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.65K+ 11.15% |
$121K - $131K
|
16.4K
$1.44M
|
|
Apr 27, 2021
Q1 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
1.39K+ 45.55% |
$102K - $110K
|
4.43K
$389K
|
|
May 14, 2021
Q1 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
1.38K+ 1.78% |
$101K - $109K
|
78.4K
$6.88M
|
|
May 11, 2021
Q1 2021
|
Vontobel Holding Ltd.
|
BUY
|
- |
1.1K+ 16.42% |
$80.8K - $87.6K
|
7.8K
$685K
|
|
May 17, 2021
Q1 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
930+ 29.0% |
$68.3K - $74K
|
4.14K
$363K
|
|
May 17, 2021
Q1 2021
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
875+ 10.49% |
$64.3K - $69.7K
|
9.21K
$809K
|
|
May 11, 2021
Q1 2021
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
833+ 5.7% |
$61.2K - $66.3K
|
15.5K
$1.36M
|
|
May 13, 2021
Q1 2021
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
830+ 1.32% |
$60.9K - $66.1K
|
63.5K
$5.58M
|
|
Aug 17, 2021
Q1 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
725New |
$53.2K - $57.7K
|
725
$63.6K
|
|
Apr 24, 2024
Q1 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
716+ 11.22% |
$52.6K - $57K
|
7.1K
$623K
|
|
May 24, 2021
Q1 2021
|
Advisory Services Network, LLC
|
BUY
|
- |
656+ 25.45% |
$48.2K - $52.2K
|
3.23K
$284K
|
|
May 14, 2021
Q1 2021
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
523+ 11.1% |
$38.4K - $41.6K
|
5.23K
$459K
|
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
516+ 85.01% |
$37.9K - $41.1K
|
1.12K
$98.6K
|
|
May 12, 2021
Q1 2021
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
457+ 5.66% |
$33.6K - $36.4K
|
8.53K
$749K
|
|
Apr 12, 2021
Q1 2021
|
Regal Wealth Group, Inc.
|
BUY
|
- |
425New |
$31.2K - $33.8K
|
425
$37.3K
|
|
Sep 15, 2021
Q1 2021
|
Cwm, LLC
|
BUY
|
- |
400+ 5.77% |
$29.4K - $31.8K
|
7.34K
$644K
|
|
May 14, 2021
Q1 2021
|
First Manhattan CO
New York, NY |
BUY
|
- |
400New |
$29.4K - $31.8K
|
400
$35.1K
|
|
May 13, 2021
Q1 2021
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
393+ 6.92% |
$28.9K - $31.3K
|
6.07K
$533K
|
|
May 12, 2021
Q1 2021
|
Ipg Investment Advisors LLC
San Diego, CA |
BUY
|
- |
360+ 1.02% |
$26.4K - $28.7K
|
35.8K
$3.14M
|
|
May 10, 2021
Q1 2021
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
334+ 1.48% |
$24.5K - $26.6K
|
22.8K
$2M
|
|
May 06, 2021
Q1 2021
|
Family Firm, Inc.
|
BUY
|
- |
322+ 1.86% |
$23.6K - $25.6K
|
17.7K
$1.55M
|
|
Mar 22, 2023
Q1 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
286+ 16.26% |
$21K - $22.8K
|
2.05K
$179K
|
|
May 07, 2021
Q1 2021
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
248+ 1.5% |
$18.2K - $19.7K
|
16.8K
$1.47M
|
|
May 13, 2021
Q1 2021
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
212+ 2.92% |
$15.6K - $16.9K
|
7.48K
$657K
|
|
Apr 16, 2021
Q1 2021
|
Country Trust Bank
|
BUY
|
- |
144+ 41.14% |
$10.6K - $11.5K
|
494
$43.4K
|
|
May 14, 2021
Q1 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
140+ 5.85% |
$10.3K - $11.1K
|
2.53K
$222K
|