Purchases and Sales Made in Q1 2024 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q1 2024. 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 |
---|---|---|---|---|---|---|---|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
SELL
|
- |
-590- 4.42% |
$51.7K - $55K
|
12.8K
$1.12M
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-631- 17.74% |
$55.2K - $58.8K
|
2.93K
$257K
|
|
May 10, 2024
Q1 2024
|
Banco Santander, S.A.
|
SELL
|
- |
-721- 1.73% |
$63.1K - $67.2K
|
41K
$3.6M
|
|
May 14, 2024
Q1 2024
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-823- 0.72% |
$72.1K - $76.7K
|
114K
$9.98M
|
|
May 03, 2024
Q1 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-839- 7.27% |
$73.5K - $78.2K
|
10.7K
$939K
|
|
May 10, 2024
Q1 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-849- 4.2% |
$74.3K - $79.1K
|
19.4K
$1.7M
|
|
May 10, 2024
Q1 2024
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-869- 4.73% |
$76.1K - $81K
|
17.5K
$1.54M
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-924- 6.26% |
$80.9K - $86.1K
|
13.8K
$1.21M
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-1.02K- 76.78% |
$89.5K - $95.3K
|
309
$27.1K
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-1.05K- 4.06% |
$91.5K - $97.4K
|
24.7K
$2.17M
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-1.16K- 18.33% |
$102K - $108K
|
5.17K
$454K
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.24K- 34.02% |
$109K - $116K
|
2.41K
$211K
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 33.46% |
$121K - $129K
|
2.75K
$241K
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-1.41K- 10.28% |
$123K - $131K
|
12.3K
$1.08M
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.43K- 30.37% |
$125K - $133K
|
3.27K
$287K
|
|
May 15, 2024
Q1 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-1.54K- 18.15% |
$134K - $143K
|
6.92K
$607K
|
|
May 15, 2024
Q1 2024
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-1.62K- 6.21% |
$142K - $151K
|
24.5K
$2.15M
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.66K- 3.85% |
$145K - $154K
|
41.4K
$3.63M
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.77K- 32.35% |
$155K - $165K
|
3.7K
$325K
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.16K- 20.18% |
$189K - $202K
|
8.56K
$751K
|
|
May 15, 2024
Q1 2024
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-2.35K- 9.29% |
$206K - $219K
|
23K
$2.02M
|
|
Apr 17, 2024
Q1 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-2.49K- 4.03% |
$218K - $232K
|
59.3K
$5.21M
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.76K- 17.59% |
$242K - $257K
|
12.9K
$1.14M
|
|
May 10, 2024
Q1 2024
|
Citigroup Inc
|
SELL
|
- |
-2.8K- 4.58% |
$245K - $260K
|
58.3K
$5.11M
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-2.8K- 5.13% |
$245K - $261K
|
51.9K
$4.55M
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.11K- 39.26% |
$272K - $290K
|
4.81K
$422K
|
|
May 13, 2024
Q1 2024
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.12K- 11.54% |
$273K - $291K
|
23.9K
$2.1M
|
|
May 15, 2024
Q1 2024
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-3.54K- 28.64% |
$310K - $330K
|
8.83K
$775K
|
|
Nov 05, 2024
Q1 2024
|
Royal Bank Of Canada
Toronto, A6 |
SELL
|
- |
-3.64K- 1.39% |
$319K - $339K
|
258K
$22.6M
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.67K- 49.9% |
$321K - $342K
|
3.68K
$323K
|
|
May 13, 2024
Q1 2024
|
Ubs Group Ag
|
SELL
|
- |
-4.9K- 1.67% |
$429K - $456K
|
289K
$25.4M
|
|
May 10, 2024
Q1 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-7.02K- 10.78% |
$614K - $654K
|
58.1K
$5.1M
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-7.1K- 35.9% |
$622K - $662K
|
12.7K
$1.11M
|
|
May 14, 2024
Q1 2024
|
Rockefeller Capital Management L.P.
New York, NY |
SELL
|
- |
-7.23K- 18.53% |
$633K - $674K
|
31.8K
$2.79M
|
|
May 13, 2024
Q1 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.79K- 3.08% |
$770K - $819K
|
277K
$24.3M
|
|
Apr 26, 2024
Q1 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-9.72K- 10.2% |
$851K - $906K
|
85.6K
$7.51M
|
|
Apr 17, 2024
Q1 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-10.9K- 39.97% |
$954K - $1.02M
|
16.4K
$1.44M
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.3K- 75.09% |
$990K - $1.05M
|
3.75K
$329K
|
|
Oct 17, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-11.8K- 2.05% |
$1.03M - $1.1M
|
562K
$49.3M
|
|
May 10, 2024
Q1 2024
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-14.2K- 2.24% |
$1.24M - $1.32M
|
617K
$54.2M
|
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-20.6K- 77.35% |
$1.8M - $1.92M
|
6.03K
$529K
|
|
May 14, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-20.6K- 77.35% |
$1.8M - $1.92M
|
6.03K
$529K
|
|
Aug 16, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 4.59% |
$2.37M - $2.52M
|
562K
$49.3M
|
|
May 15, 2024
Q1 2024
|
Morgan Stanley
New York, NY |
SELL
|
- |
-27K- 4.59% |
$2.37M - $2.52M
|
562K
$49.3M
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
SELL
|
- |
-73K- 76.27% |
$6.39M - $6.8M
|
22.7K
$1.99M
|
|
May 09, 2024
Q1 2024
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-213K- 11.88% |
$18.6M - $19.8M
|
1.58M
$138M
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-220K- 1.49% |
$19.3M - $20.5M
|
14.5M
$1.28B
|
|
May 15, 2024
Q1 2024
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-221K- 6.33% |
$19.3M - $20.6M
|
3.26M
$286M
|