Purchases and Sales Made in Q2 2021 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 23, 2021
Q2 2021
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-60- 1.51% |
$4.61K - $5.01K
|
3.91K
$343K
|
|
|
Aug 12, 2021
Q2 2021
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-70- 0.45% |
$5.38K - $5.84K
|
15.4K
$1.35M
|
|
|
Jul 06, 2021
Q2 2021
|
Summit Financial Group, Inc.
|
SELL
|
- |
-90- 2.92% |
$6.92K - $7.51K
|
2.99K
$263K
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-100Closed |
$7.69K - $8.34K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-106Closed |
$8.15K - $8.84K
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
SELL
|
- |
-111- 12.36% |
$8.54K - $9.26K
|
787
$69.1K
|
|
|
Aug 10, 2021
Q2 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-128- 67.72% |
$9.84K - $10.7K
|
61
$5.35K
|
|
|
Aug 12, 2021
Q2 2021
|
Jacobi Capital Management LLC
|
SELL
|
- |
-130Closed |
$10K - $10.8K
|
0
$0
|
|
|
Jul 26, 2021
Q2 2021
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-138- 4.89% |
$10.6K - $11.5K
|
2.68K
$235K
|
|
|
Aug 24, 2021
Q2 2021
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-141- 4.19% |
$10.8K - $11.8K
|
3.22K
$283K
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-144- 29.15% |
$11.1K - $12K
|
350
$30.7K
|
|
|
Aug 16, 2021
Q2 2021
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-149- 2.39% |
$11.5K - $12.4K
|
6.08K
$534K
|
|
|
Jul 09, 2021
Q2 2021
|
Marotta Asset Management
|
SELL
|
- |
-153- 0.56% |
$11.8K - $12.8K
|
27.3K
$2.39M
|
|
|
Aug 11, 2021
Q2 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-188Closed |
$14.5K - $15.7K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
Belpointe Asset Management LLC
|
SELL
|
- |
-204- 8.06% |
$15.7K - $17K
|
2.33K
$204K
|
|
|
Aug 11, 2021
Q2 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-216- 39.13% |
$16.6K - $18K
|
336
$29.5K
|
|
|
Aug 04, 2021
Q2 2021
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-223- 1.88% |
$17.1K - $18.6K
|
11.7K
$1.02M
|
|
|
Aug 10, 2021
Q2 2021
|
D.A. Davidson & Co.
|
SELL
|
- |
-236- 1.46% |
$18.1K - $19.7K
|
15.9K
$1.4M
|
|
|
Jul 26, 2021
Q2 2021
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-290- 1.34% |
$22.3K - $24.2K
|
21.4K
$1.88M
|
|
|
Aug 13, 2021
Q2 2021
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-371- 7.09% |
$28.5K - $30.9K
|
4.86K
$427K
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-425Closed |
$32.7K - $35.5K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-455- 13.46% |
$35K - $38K
|
2.93K
$257K
|
|
|
Jul 20, 2021
Q2 2021
|
Mathes Company, Inc.
|
SELL
|
- |
-500- 11.24% |
$38.5K - $41.7K
|
3.95K
$347K
|
|
|
Jul 26, 2021
Q2 2021
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-546- 1.43% |
$42K - $45.5K
|
37.5K
$3.29M
|
|
|
Aug 13, 2021
Q2 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-550- 40.53% |
$42.3K - $45.9K
|
807
$70.8K
|
|
|
Aug 11, 2021
Q2 2021
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-554- 5.25% |
$42.6K - $46.2K
|
9.99K
$877K
|
|
|
Aug 12, 2021
Q2 2021
|
Private Advisor Group, LLC
|
SELL
|
- |
-619- 8.29% |
$47.6K - $51.6K
|
6.85K
$601K
|
|
|
Aug 13, 2021
Q2 2021
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-659- 20.85% |
$50.7K - $55K
|
2.5K
$219K
|
|
|
Aug 12, 2021
Q2 2021
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-700Closed |
$53.8K - $58.4K
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-740- 6.85% |
$56.9K - $61.7K
|
10.1K
$883K
|
|
|
Aug 09, 2021
Q2 2021
|
Providence Capital Advisors, LLC
Charlotte, NC |
SELL
|
- |
-800Closed |
$61.5K - $66.7K
|
0
$0
|
|
|
Aug 09, 2021
Q2 2021
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-1.03KClosed |
$79.4K - $86.2K
|
0
$0
|
|
|
Nov 22, 2024
Q2 2021
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.05K- 50.0% |
$80.7K - $87.6K
|
1.05K
$92.1K
|
|
|
Aug 09, 2021
Q2 2021
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-1.26K- 10.17% |
$96.7K - $105K
|
11.1K
$974K
|
|
|
Aug 11, 2021
Q2 2021
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.34K- 1.89% |
$103K - $112K
|
69.8K
$6.12M
|
|
|
Aug 13, 2021
Q2 2021
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-1.49K- 13.1% |
$114K - $124K
|
9.86K
$865K
|
|
|
Aug 13, 2021
Q2 2021
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-1.77K- 27.81% |
$136K - $147K
|
4.58K
$402K
|
|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.07KClosed |
$159K - $173K
|
0
$0
|
|
|
Aug 13, 2021
Q2 2021
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.5K- 75.79% |
$193K - $209K
|
800
$70.2K
|
|
|
Aug 11, 2021
Q2 2021
|
United Maritime Capital LLC
New York, NY |
SELL
|
- |
-3.5KClosed |
$269K - $292K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Danda Trouve Investment Management, Inc.
|
SELL
|
- |
-3.64K- 7.08% |
$280K - $304K
|
47.8K
$4.2M
|
|
|
Jul 27, 2021
Q2 2021
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-3.69K- 2.31% |
$284K - $308K
|
156K
$13.7M
|
|
|
Jul 30, 2021
Q2 2021
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-4.54K- 33.97% |
$349K - $379K
|
8.82K
$774K
|
|
|
Aug 13, 2021
Q2 2021
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-8.06K- 7.48% |
$620K - $672K
|
99.7K
$8.75M
|
|
|
Aug 16, 2021
Q2 2021
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-8.98K- 36.71% |
$690K - $749K
|
15.5K
$1.36M
|
|
|
Aug 13, 2021
Q2 2021
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-9.4K- 98.8% |
$722K - $784K
|
114
$10K
|
|
|
Aug 02, 2021
Q2 2021
|
Crestone Asset Management LLC
|
SELL
|
- |
-12.1K- 60.42% |
$932K - $1.01M
|
7.94K
$697K
|
|
|
Aug 16, 2021
Q2 2021
|
Eaton Vance Management
Boston, MA |
SELL
|
- |
-15.7K- 90.52% |
$1.21M - $1.31M
|
1.64K
$144K
|
|
|
Aug 03, 2021
Q2 2021
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-20.1KClosed |
$1.55M - $1.68M
|
0
$0
|
|
|
Aug 25, 2023
Q2 2021
|
Financial & Tax Architects, LLC
St Louis, MO |
SELL
|
- |
-20.5KClosed |
$1.58M - $1.71M
|
0
$0
|