Purchases and Sales Made in Q1 2023 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q1 2023. 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 15, 2023
Q1 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
19New |
$1.5K - $1.62K
|
19
$1.67K
|
|
Apr 19, 2023
Q1 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
15New |
$1.19K - $1.28K
|
15
$1.32K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
9+ 27.27% |
$712 - $770
|
42
$3.69K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$395 - $428
|
5
$439
|
|
May 04, 2023
Q1 2023
|
Patron Partners, LLC
|
BUY
|
- |
5+ 0.08% |
$395 - $428
|
6.12K
$537K
|
|
May 09, 2023
Q1 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1+ 20.0% |
$79.1 - $85.5
|
6
$527
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 15, 2023
Q1 2023
|
First Manhattan CO
New York, NY |
SELL
|
- |
-1- 0.25% |
$79.1 - $85.5
|
399
$35K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-2- 2.35% |
$158 - $171
|
83
$7.28K
|
|
Apr 28, 2023
Q1 2023
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-5- 3.42% |
$395 - $428
|
141
$12.4K
|
|
Apr 13, 2023
Q1 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-24- 0.66% |
$1.9K - $2.05K
|
3.61K
$317K
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-31- 1.02% |
$2.45K - $2.65K
|
3K
$263K
|
|
Apr 14, 2023
Q1 2023
|
Raymond James & Associates
St Petersburg, FL |
SELL
|
- |
-44- 0.09% |
$3.48K - $3.76K
|
48.4K
$4.24M
|
|
May 05, 2023
Q1 2023
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-60- 0.49% |
$4.74K - $5.13K
|
12.3K
$1.08M
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-71- 1.13% |
$5.61K - $6.07K
|
6.2K
$544K
|
|
Apr 12, 2023
Q1 2023
|
One Advisory Partners, LLC
|
SELL
|
- |
-74- 2.52% |
$5.85K - $6.33K
|
2.86K
$251K
|
|
May 03, 2023
Q1 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-80- 2.19% |
$6.33K - $6.84K
|
3.58K
$314K
|
|
Apr 24, 2023
Q1 2023
|
Everett Harris & CO
|
SELL
|
- |
-81- 1.68% |
$6.4K - $6.93K
|
4.75K
$417K
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-81- 2.43% |
$6.4K - $6.93K
|
3.26K
$286K
|
|
Apr 18, 2023
Q1 2023
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-95- 2.5% |
$7.51K - $8.12K
|
3.7K
$325K
|
|
May 15, 2023
Q1 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-104- 1.04% |
$8.22K - $8.89K
|
9.86K
$865K
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-107- 4.4% |
$8.46K - $9.15K
|
2.33K
$204K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-109- 0.62% |
$8.62K - $9.32K
|
17.5K
$1.54M
|
|
May 15, 2023
Q1 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-121- 2.41% |
$9.57K - $10.3K
|
4.89K
$429K
|
|
May 08, 2023
Q1 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-125- 2.96% |
$9.88K - $10.7K
|
4.1K
$360K
|
|
Apr 19, 2023
Q1 2023
|
Maltin Wealth Management, Inc.
|
SELL
|
- |
-160- 1.82% |
$12.7K - $13.7K
|
8.62K
$757K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-180- 47.37% |
$14.2K - $15.4K
|
200
$17.6K
|
|
Apr 12, 2023
Q1 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-189- 0.65% |
$14.9K - $16.2K
|
28.9K
$2.54M
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-200- 2.87% |
$15.8K - $17.1K
|
6.77K
$594K
|
|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200Closed |
$15.8K - $17.1K
|
0
$0
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-201- 2.18% |
$15.9K - $17.2K
|
9K
$790K
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-245- 10.73% |
$19.4K - $20.9K
|
2.04K
$179K
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-245- 2.58% |
$19.4K - $20.9K
|
9.23K
$810K
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-246- 0.1% |
$19.5K - $21K
|
243K
$21.4M
|
|
May 15, 2023
Q1 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-298- 3.93% |
$23.6K - $25.5K
|
7.29K
$639K
|
|
May 15, 2023
Q1 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-305- 10.06% |
$24.1K - $26.1K
|
2.73K
$239K
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-350- 4.18% |
$27.7K - $29.9K
|
8.03K
$705K
|
|
May 15, 2023
Q1 2023
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-366- 4.24% |
$28.9K - $31.3K
|
8.26K
$725K
|
|
May 04, 2023
Q1 2023
|
Washington Trust CO
|
SELL
|
- |
-400Closed |
$31.6K - $34.2K
|
0
$0
|
|
Apr 18, 2023
Q1 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-406- 61.33% |
$32.1K - $34.7K
|
256
$22.5K
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-406- 3.68% |
$32.1K - $34.7K
|
10.6K
$932K
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-416- 5.14% |
$32.9K - $35.6K
|
7.69K
$674K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-429- 12.74% |
$33.9K - $36.7K
|
2.94K
$258K
|
|
Apr 14, 2023
Q1 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-438- 4.42% |
$34.6K - $37.4K
|
9.48K
$832K
|
|
May 01, 2023
Q1 2023
|
Family Firm, Inc.
|
SELL
|
- |
-439- 2.57% |
$34.7K - $37.5K
|
16.6K
$1.46M
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-444- 1.99% |
$35.1K - $38K
|
21.9K
$1.92M
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-447- 15.16% |
$35.3K - $38.2K
|
2.5K
$219K
|
|
May 17, 2023
Q1 2023
|
Apexium Financial, LP
|
SELL
|
- |
-455- 0.97% |
$36K - $38.9K
|
46.4K
$4.08M
|
|
Apr 12, 2023
Q1 2023
|
Mayflower Financial Advisors, LLC
|
SELL
|
- |
-537- 18.07% |
$42.5K - $45.9K
|
2.44K
$214K
|
|
Apr 25, 2023
Q1 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-539- 3.65% |
$42.6K - $46.1K
|
14.2K
$1.25M
|