Purchases and Sales Made in Q4 2020 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q4 2020. 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 |
---|---|---|---|---|---|---|---|
Feb 16, 2021
Q4 2020
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
315New |
$21.5K - $24.1K
|
315
$27.6K
|
|
Jan 29, 2021
Q4 2020
|
Whittier Trust CO
|
BUY
|
- |
285+ 14.25% |
$19.5K - $21.8K
|
2.29K
$201K
|
|
Feb 12, 2021
Q4 2020
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
177+ 3.79% |
$12.1K - $13.5K
|
4.85K
$426K
|
|
Feb 16, 2021
Q4 2020
|
Wealthgate Family Office, LLC
|
BUY
|
- |
170New |
$11.6K - $13K
|
170
$14.9K
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
170New |
$11.6K - $13K
|
170
$14.9K
|
|
Nov 09, 2023
Q4 2020
|
Brewin Dolphin Wealth Management LTD
Conskleagh, Dublin, L2 |
BUY
|
- |
120+ 0.96% |
$8.19K - $9.17K
|
12.6K
$1.11M
|
|
Feb 12, 2021
Q4 2020
|
Fca Corp
Houston, TX |
BUY
|
- |
110+ 0.19% |
$7.51K - $8.41K
|
56.7K
$4.98M
|
|
Jan 22, 2021
Q4 2020
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
106New |
$7.23K - $8.1K
|
106
$9.3K
|
|
Feb 26, 2021
Q4 2020
|
Rmr Wealth Builders
|
BUY
|
- |
100New |
$6.83K - $7.65K
|
100
$8.78K
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
89New |
$6.07K - $6.8K
|
89
$7.81K
|
|
Mar 08, 2021
Q4 2020
|
Millburn Ridgefield Corp
|
BUY
|
- |
71New |
$4.85K - $5.43K
|
71
$6.23K
|
|
Feb 09, 2021
Q4 2020
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
66New |
$4.5K - $5.05K
|
66
$5.79K
|
|
Jan 15, 2021
Q4 2020
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
55+ 9.48% |
$3.75K - $4.2K
|
635
$55.7K
|
|
Jan 25, 2021
Q4 2020
|
Janney Montgomery Scott LLC
|
BUY
|
- |
53+ 0.13% |
$3.62K - $4.05K
|
40K
$3.51M
|
|
Jan 20, 2021
Q4 2020
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
50+ 0.59% |
$3.41K - $3.82K
|
8.48K
$744K
|
|
Feb 04, 2021
Q4 2020
|
Us Bancorp \De\
|
BUY
|
- |
43+ 4.39% |
$2.93K - $3.29K
|
1.02K
$89.8K
|
|
Feb 16, 2021
Q4 2020
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
32New |
$2.18K - $2.45K
|
32
$2.81K
|
|
Feb 12, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
22+ 0.48% |
$1.5K - $1.68K
|
4.6K
$403K
|
|
Mar 04, 2021
Q4 2020
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
20+ 0.44% |
$1.37K - $1.53K
|
4.62K
$405K
|
|
Feb 17, 2021
Q4 2020
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
17+ 0.06% |
$1.16K - $1.3K
|
29.9K
$2.63M
|
|
Jan 25, 2021
Q4 2020
|
Beacon Financial Advisory LLC
|
BUY
|
- |
12+ 0.34% |
$819 - $917
|
3.58K
$314K
|
|
Feb 11, 2021
Q4 2020
|
First Horizon Advisors, Inc.
|
BUY
|
- |
9New |
$614 - $688
|
9
$790
|
|
Feb 16, 2021
Q4 2020
|
Belpointe Asset Management LLC
|
BUY
|
- |
9+ 0.38% |
$614 - $688
|
2.39K
$210K
|
|
Feb 18, 2021
Q4 2020
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
7New |
$478 - $535
|
7
$614
|
|
Jan 13, 2021
Q4 2020
|
Global Retirement Partners, LLC
|
BUY
|
- |
4+ 0.03% |
$273 - $306
|
11.6K
$1.02M
|
|
Jan 27, 2021
Q4 2020
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.12% |
$273 - $306
|
3.47K
$305K
|
|
Feb 10, 2021
Q4 2020
|
Western Wealth Management, LLC
|
BUY
|
- |
3+ 0.08% |
$205 - $229
|
3.93K
$345K
|
|
Feb 09, 2021
Q4 2020
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
2+ 0.45% |
$137 - $153
|
451
$39.6K
|
|
Feb 02, 2021
Q4 2020
|
Parallel Advisors, LLC
|
BUY
|
- |
2+ 0.13% |
$137 - $153
|
1.52K
$133K
|
|
Feb 09, 2021
Q4 2020
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$68.3 - $76.5
|
6.59K
$579K
|
|
Feb 12, 2021
Q4 2020
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
1+ 0.01% |
$68.3 - $76.5
|
11.5K
$1.01M
|
|
Feb 08, 2021
Q4 2020
|
Jacobi Capital Management LLC
|
BUY
|
- |
1+ 0.78% |
$68.3 - $76.5
|
130
$11.4K
|
|
Jan 26, 2021
Q4 2020
|
Allworth Financial LP
|
BUY
|
- |
1+ 2.7% |
$68.3 - $76.5
|
38
$3.33K
|
|
Jan 12, 2021
Q4 2020
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.6% |
$68.3 - $76.5
|
169
$14.8K
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Feb 11, 2021
Q4 2020
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-1- 2.94% |
$68.3 - $76.5
|
33
$2.9K
|
|
Feb 24, 2021
Q4 2020
|
Bank Julius Baer & Co. Ltd, Zurich
|
SELL
|
- |
-2- -0.0% |
$137 - $153
|
418K
$36.7M
|
|
Feb 02, 2021
Q4 2020
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-4- 0.2% |
$273 - $306
|
2K
$176K
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10Closed |
$683 - $765
|
0
$0
|
|
Feb 03, 2021
Q4 2020
|
Trust CO Of Vermont
|
SELL
|
- |
-13- 19.7% |
$887 - $994
|
53
$4.65K
|
|
Feb 03, 2021
Q4 2020
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-15- 0.11% |
$1.02K - $1.15K
|
13.3K
$1.16M
|
|
Aug 13, 2024
Q4 2020
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-22- 0.64% |
$1.5K - $1.68K
|
3.41K
$299K
|
|
Feb 10, 2021
Q4 2020
|
Assetmark, Inc
|
SELL
|
- |
-25Closed |
$1.71K - $1.91K
|
0
$0
|
|
Feb 09, 2021
Q4 2020
|
Washington Trust CO
|
SELL
|
- |
-30- 6.67% |
$2.05K - $2.29K
|
420
$36.9K
|
|
Jan 02, 2024
Q4 2020
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-49- 0.6% |
$3.34K - $3.75K
|
8.17K
$717K
|
|
Feb 12, 2021
Q4 2020
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-50- 1.08% |
$3.41K - $3.82K
|
4.57K
$401K
|
|
Jan 28, 2021
Q4 2020
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-53- 1.79% |
$3.62K - $4.05K
|
2.91K
$256K
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-56Closed |
$3.82K - $4.28K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Millburn Ridgefield Corp
|
SELL
|
- |
-57Closed |
$3.89K - $4.36K
|
0
$0
|
|
Jan 28, 2021
Q4 2020
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-62- 1.9% |
$4.23K - $4.74K
|
3.21K
$281K
|