Purchases and Sales Made in Q3 2023 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
1.53M+ 49.92% |
$126M - $133M
|
4.59M
$403M
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
354KNew |
$29.1M - $30.8M
|
354K
$31.1M
|
|
|
Nov 13, 2023
Q3 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
121K+ 18.03% |
$9.98M - $10.5M
|
794K
$69.7M
|
|
|
Nov 14, 2023
Q3 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
113K+ 16.82% |
$9.32M - $9.85M
|
787K
$69M
|
|
|
Nov 07, 2023
Q3 2023
|
Barclays PLC
London, X0 |
BUY
|
- |
90.1K+ 351.48% |
$7.41M - $7.84M
|
116K
$10.2M
|
|
|
Aug 14, 2024
Q3 2023
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
58.2K+ 21.03% |
$4.79M - $5.06M
|
335K
$29.4M
|
|
|
Nov 13, 2023
Q3 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
42.8K+ 0.28% |
$3.52M - $3.72M
|
15.3M
$1.34B
|
|
|
Nov 09, 2023
Q3 2023
|
Cpr Investments Inc.
Rochester, MI |
BUY
|
- |
39.7KNew |
$3.27M - $3.46M
|
39.7K
$3.49M
|
|
|
Nov 13, 2023
Q3 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
32.9K+ 46.5% |
$2.71M - $2.86M
|
104K
$9.1M
|
|
|
Nov 06, 2023
Q3 2023
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
29KNew |
$2.38M - $2.52M
|
29K
$2.54M
|
|
|
Nov 08, 2023
Q3 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
26.4K+ 124.04% |
$2.17M - $2.3M
|
47.7K
$4.19M
|
|
|
Oct 18, 2023
Q3 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
26.2K+ 566.09% |
$2.16M - $2.28M
|
30.8K
$2.71M
|
|
|
Nov 14, 2023
Q3 2023
|
Community Bank, N.A.
|
BUY
|
- |
25KNew |
$2.06M - $2.18M
|
25K
$2.2M
|
|
|
Nov 08, 2023
Q3 2023
|
Spire Wealth Management
|
BUY
|
- |
24.2K+ 7644.48% |
$1.99M - $2.11M
|
24.6K
$2.15M
|
|
|
Nov 13, 2023
Q3 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
21.2K+ 16.55% |
$1.75M - $1.85M
|
150K
$13.1M
|
|
|
Nov 14, 2023
Q3 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
16.8K+ 235.28% |
$1.38M - $1.46M
|
24K
$2.11M
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
16.4KNew |
$1.35M - $1.43M
|
16.4K
$1.44M
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
14.3KNew |
$1.17M - $1.24M
|
14.3K
$1.25M
|
|
|
Nov 14, 2023
Q3 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
11.2K+ 352.97% |
$921K - $973K
|
14.4K
$1.26M
|
|
|
Nov 01, 2023
Q3 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
10.5K+ 112.08% |
$863K - $912K
|
19.9K
$1.74M
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
10.4K+ 22.69% |
$858K - $907K
|
56.4K
$4.95M
|
|
|
Nov 13, 2023
Q3 2023
|
Km Capital Management Ltd.
Austin, TX |
BUY
|
- |
10.1K+ 162.27% |
$829K - $877K
|
16.3K
$1.43M
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$721K - $762K
|
8.77K
$769K
|
|
|
Nov 21, 2023
Q3 2023
|
Comerica Bank
|
BUY
|
- |
8.32KNew |
$684K - $723K
|
8.32K
$730K
|
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
8.28K+ 175.73% |
$681K - $720K
|
13K
$1.14M
|
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
7.96K+ 84.79% |
$655K - $692K
|
17.3K
$1.52M
|
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
6.31K+ 63.87% |
$519K - $549K
|
16.2K
$1.42M
|
|
|
Jun 25, 2024
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
5.52K+ 23.09% |
$454K - $480K
|
29.4K
$2.58M
|
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
5.23K+ 45.2% |
$430K - $455K
|
16.8K
$1.47M
|
|
|
Nov 03, 2023
Q3 2023
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
4.69K+ 4.78% |
$386K - $408K
|
103K
$9.02M
|
|
|
Nov 13, 2023
Q3 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
4.58KNew |
$376K - $398K
|
4.58K
$402K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.17KNew |
$343K - $363K
|
4.17K
$366K
|
|
|
Nov 14, 2023
Q3 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
4.12KNew |
$339K - $358K
|
4.12K
$361K
|
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
4.04KNew |
$332K - $351K
|
4.04K
$354K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.82K+ 143.93% |
$314K - $332K
|
6.47K
$568K
|
|
|
Oct 19, 2023
Q3 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
3.47K+ 5.54% |
$286K - $302K
|
66.1K
$5.8M
|
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.28KNew |
$269K - $285K
|
3.28K
$287K
|
|
|
Nov 13, 2023
Q3 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
3.14KNew |
$258K - $273K
|
3.14K
$275K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.09KNew |
$254K - $269K
|
3.09K
$271K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealthsource Partners, LLC
|
BUY
|
- |
3.02K+ 43.55% |
$248K - $263K
|
9.95K
$874K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
2.81K+ 97.26% |
$231K - $244K
|
5.7K
$500K
|
|
|
Nov 07, 2023
Q3 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
2.53K+ 66.19% |
$208K - $220K
|
6.34K
$556K
|
|
|
Oct 24, 2023
Q3 2023
|
Shore Haven Wealth Partners, LLC
|
BUY
|
- |
2.46K+ 27.05% |
$202K - $214K
|
11.5K
$1.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.45KNew |
$201K - $213K
|
2.45K
$215K
|
|
|
Oct 23, 2023
Q3 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.01K+ 2.4% |
$166K - $175K
|
86K
$7.55M
|
|
|
Nov 14, 2023
Q3 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2K+ 20.26% |
$165K - $174K
|
11.9K
$1.04M
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.9K+ 63.33% |
$156K - $165K
|
4.9K
$430K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
1.78K+ 30.05% |
$146K - $154K
|
7.68K
$674K
|
|
|
Nov 14, 2023
Q3 2023
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
1.62KNew |
$134K - $141K
|
1.62K
$143K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 25.55% |
$130K - $137K
|
7.76K
$681K
|