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 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
1.47K+ 36.77% |
$121K - $128K
|
5.46K
$479K
|
|
Nov 13, 2023
Q3 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
1.45K+ 2.91% |
$119K - $126K
|
51.3K
$4.5M
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
1.21K+ 60.61% |
$99.4K - $105K
|
3.2K
$281K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
1.04K+ 3.62% |
$85.6K - $90.5K
|
29.8K
$2.61M
|
|
Nov 13, 2023
Q3 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
957+ 3.36% |
$78.7K - $83.2K
|
29.4K
$2.58M
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
950+ 9.68% |
$78.2K - $82.6K
|
10.8K
$944K
|
|
Nov 14, 2023
Q3 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
948+ 2.51% |
$78K - $82.4K
|
38.7K
$3.4M
|
|
Nov 13, 2023
Q3 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
907+ 2925.81% |
$74.6K - $78.9K
|
938
$82.3K
|
|
Nov 13, 2023
Q3 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
905+ 7.44% |
$74.5K - $78.7K
|
13.1K
$1.15M
|
|
Oct 24, 2023
Q3 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
815+ 0.93% |
$67.1K - $70.9K
|
88.6K
$7.78M
|
|
Nov 07, 2023
Q3 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
758+ 14.23% |
$62.4K - $65.9K
|
6.08K
$534K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
700New |
$57.6K - $60.9K
|
700
$61.4K
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
686+ 18.74% |
$56.4K - $59.7K
|
4.35K
$381K
|
|
Oct 30, 2023
Q3 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
634+ 2.35% |
$52.2K - $55.1K
|
27.6K
$2.42M
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603New |
$49.6K - $52.4K
|
603
$52.9K
|
|
Oct 11, 2023
Q3 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
493+ 232.55% |
$40.6K - $42.9K
|
705
$61.9K
|
|
Oct 27, 2023
Q3 2023
|
Sym Financial Corp
|
BUY
|
- |
484New |
$39.8K - $42.1K
|
484
$42.5K
|
|
Nov 06, 2023
Q3 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
474+ 0.76% |
$39K - $41.2K
|
63K
$5.52M
|
|
Aug 13, 2024
Q3 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
459+ 13.9% |
$37.8K - $39.9K
|
3.76K
$330K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
427+ 0.15% |
$35.1K - $37.1K
|
291K
$25.6M
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
409+ 16.57% |
$33.6K - $35.6K
|
2.88K
$252K
|
|
Nov 13, 2023
Q3 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
402+ 12.04% |
$33.1K - $35K
|
3.74K
$328K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
394+ 12.74% |
$32.4K - $34.3K
|
3.49K
$306K
|
|
Nov 13, 2023
Q3 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
388+ 2.22% |
$31.9K - $33.7K
|
17.9K
$1.57M
|
|
Oct 13, 2023
Q3 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
283+ 2.45% |
$23.3K - $24.6K
|
11.8K
$1.04M
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
255+ 2.55% |
$21K - $22.2K
|
10.3K
$902K
|
|
Oct 10, 2023
Q3 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
196+ 2.26% |
$16.1K - $17K
|
8.88K
$779K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
190New |
$15.6K - $16.5K
|
190
$16.7K
|
|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
152+ 0.32% |
$12.5K - $13.2K
|
47.8K
$4.2M
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$11.3K - $11.9K
|
137
$12K
|
|
Nov 03, 2023
Q3 2023
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
130New |
$10.7K - $11.3K
|
130
$11.4K
|
|
Nov 07, 2023
Q3 2023
|
Patron Partners, LLC
|
BUY
|
- |
126+ 2.07% |
$10.4K - $11K
|
6.21K
$545K
|
|
Nov 13, 2023
Q3 2023
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
125+ 9.27% |
$10.3K - $10.9K
|
1.47K
$129K
|
|
Oct 24, 2023
Q3 2023
|
Apexium Financial, LP
|
BUY
|
- |
125+ 0.29% |
$10.3K - $10.9K
|
42.5K
$3.73M
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
125+ 3.0% |
$10.3K - $10.9K
|
4.3K
$377K
|
|
Nov 08, 2023
Q3 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
123+ 3.7% |
$10.1K - $10.7K
|
3.44K
$302K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
112+ 1.64% |
$9.21K - $9.74K
|
6.92K
$607K
|
|
Nov 13, 2023
Q3 2023
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
108+ 2.74% |
$8.89K - $9.39K
|
4.06K
$356K
|
|
Apr 30, 2024
Q3 2023
|
Concord Wealth Partners
|
BUY
|
- |
100+ 100.0% |
$8.23K - $8.7K
|
200
$17.6K
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
BUY
|
- |
94+ 1.86% |
$7.73K - $8.17K
|
5.15K
$452K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
92New |
$7.57K - $8K
|
92
$8.07K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87New |
$7.16K - $7.57K
|
87
$7.64K
|
|
Nov 08, 2023
Q3 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
87+ 16.08% |
$7.16K - $7.57K
|
628
$55.1K
|
|
Oct 13, 2023
Q3 2023
|
Courier Capital LLC
|
BUY
|
- |
81+ 1.75% |
$6.66K - $7.04K
|
4.72K
$414K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
76New |
$6.25K - $6.61K
|
76
$6.67K
|
|
Oct 31, 2023
Q3 2023
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
61+ 1.02% |
$5.02K - $5.3K
|
6.04K
$530K
|
|
Oct 11, 2023
Q3 2023
|
Geneos Wealth Management Inc.
|
BUY
|
- |
45New |
$3.7K - $3.91K
|
45
$3.95K
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
43+ 1.24% |
$3.54K - $3.74K
|
3.52K
$309K
|
|
Oct 30, 2023
Q3 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
42+ 0.84% |
$3.46K - $3.65K
|
5.03K
$441K
|
|
Nov 08, 2023
Q3 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
30New |
$2.47K - $2.61K
|
30
$2.63K
|