Purchases and Sales Made in Q4 2022 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q4 2022. 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 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
212New |
$16.1K - $18.5K
|
212
$18.6K
|
|
Jan 27, 2023
Q4 2022
|
Concord Wealth Partners
|
BUY
|
- |
200New |
$15.1K - $17.5K
|
200
$17.6K
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
186New |
$14.1K - $16.3K
|
186
$16.3K
|
|
Feb 16, 2023
Q4 2022
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
179+ 2.08% |
$13.6K - $15.6K
|
8.78K
$771K
|
|
Feb 21, 2023
Q4 2022
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
165+ 3.16% |
$12.5K - $14.4K
|
5.38K
$472K
|
|
Feb 13, 2023
Q4 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
157+ 1.69% |
$11.9K - $13.7K
|
9.43K
$827K
|
|
Jan 25, 2023
Q4 2022
|
One Advisory Partners, LLC
|
BUY
|
- |
154+ 5.54% |
$11.7K - $13.5K
|
2.93K
$257K
|
|
Jan 18, 2023
Q4 2022
|
Private Advisor Group, LLC
|
BUY
|
- |
153+ 1.24% |
$11.6K - $13.4K
|
12.5K
$1.1M
|
|
Jan 27, 2023
Q4 2022
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
135+ 1227.27% |
$10.2K - $11.8K
|
146
$12.8K
|
|
Jan 02, 2024
Q4 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
120+ 1.45% |
$9.09K - $10.5K
|
8.38K
$736K
|
|
Feb 14, 2023
Q4 2022
|
Money Concepts Capital Corp
|
BUY
|
- |
120+ 13.82% |
$9.09K - $10.5K
|
988
$86.7K
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
114New |
$8.63K - $9.96K
|
114
$10K
|
|
Feb 07, 2023
Q4 2022
|
Kcs Wealth Advisory
|
BUY
|
- |
109+ 1.89% |
$8.25K - $9.53K
|
5.88K
$516K
|
|
Feb 06, 2023
Q4 2022
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
100New |
$7.57K - $8.74K
|
100
$8.78K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
99New |
$7.5K - $8.65K
|
99
$8.69K
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
82New |
$6.21K - $7.17K
|
82
$7.2K
|
|
Feb 08, 2023
Q4 2022
|
Belpointe Asset Management LLC
|
BUY
|
- |
80+ 3.63% |
$6.06K - $6.99K
|
2.28K
$200K
|
|
Feb 10, 2023
Q4 2022
|
Bison Wealth, LLC
|
BUY
|
- |
70+ 1.63% |
$5.3K - $6.12K
|
4.36K
$382K
|
|
Jan 17, 2023
Q4 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
61+ 12.45% |
$4.62K - $5.33K
|
551
$48.4K
|
|
Feb 14, 2023
Q4 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
50+ 1.21% |
$3.79K - $4.37K
|
4.17K
$366K
|
|
Feb 06, 2023
Q4 2022
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
48+ 0.68% |
$3.63K - $4.2K
|
7.09K
$622K
|
|
Aug 13, 2024
Q4 2022
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
38+ 1.31% |
$2.88K - $3.32K
|
2.95K
$259K
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
38+ 0.51% |
$2.88K - $3.32K
|
7.52K
$660K
|
|
Feb 17, 2023
Q4 2022
|
Truist Financial Corp
|
BUY
|
- |
33+ 0.37% |
$2.5K - $2.88K
|
8.89K
$780K
|
|
Jan 19, 2023
Q4 2022
|
Sweet Financial Partners, LLC
|
BUY
|
- |
33+ 0.83% |
$2.5K - $2.88K
|
4.01K
$352K
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$2.27K - $2.62K
|
30
$2.63K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26New |
$1.97K - $2.27K
|
26
$2.28K
|
|
Jul 27, 2023
Q4 2022
|
Washington Trust CO
|
BUY
|
- |
25+ 6.67% |
$1.89K - $2.19K
|
400
$35.1K
|
|
Feb 01, 2023
Q4 2022
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
25+ 0.28% |
$1.89K - $2.19K
|
9.04K
$793K
|
|
Feb 06, 2023
Q4 2022
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
21+ 0.07% |
$1.59K - $1.84K
|
28.6K
$2.51M
|
|
Feb 14, 2023
Q4 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
18New |
$1.36K - $1.57K
|
18
$1.58K
|
|
Jan 20, 2023
Q4 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
17+ 0.45% |
$1.29K - $1.49K
|
3.79K
$333K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
15+ 0.24% |
$1.14K - $1.31K
|
6.3K
$553K
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13New |
$984 - $1.14K
|
13
$1.14K
|
|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
10+ 0.33% |
$757 - $874
|
3.02K
$265K
|
|
Feb 08, 2023
Q4 2022
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
6+ 0.04% |
$454 - $524
|
14K
$1.22M
|
|
Feb 15, 2023
Q4 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
6+ 0.2% |
$454 - $524
|
3.03K
$266K
|
|
Feb 14, 2023
Q4 2022
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
4+ 0.11% |
$303 - $350
|
3.66K
$321K
|
|
Feb 08, 2023
Q4 2022
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
4+ 6.56% |
$303 - $350
|
65
$5.7K
|
|
Feb 09, 2023
Q4 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
4New |
$303 - $350
|
4
$351
|
|
Feb 13, 2023
Q4 2022
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.11% |
$303 - $350
|
3.49K
$306K
|
|
Jan 11, 2023
Q4 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.58% |
$75.7 - $87.4
|
173
$15.2K
|
|
Feb 06, 2023
Q4 2022
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.99% |
$75.7 - $87.4
|
102
$8.95K
|
|
Feb 03, 2023
Q4 2022
|
Spire Wealth Management
|
SELL
|
- |
-5- 2.17% |
$379 - $437
|
225
$19.7K
|
|
Feb 10, 2023
Q4 2022
|
Tower Research Capital LLC (Trc)
New York, NY |
SELL
|
- |
-5- 50.0% |
$379 - $437
|
5
$439
|
|
Jan 20, 2023
Q4 2022
|
Millburn Ridgefield Corp
|
SELL
|
- |
-18- 35.29% |
$1.36K - $1.57K
|
33
$2.9K
|
|
Feb 13, 2023
Q4 2022
|
Advisory Services Network, LLC
|
SELL
|
- |
-25- 0.53% |
$1.89K - $2.19K
|
4.71K
$413K
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-32- 0.24% |
$2.42K - $2.8K
|
13.1K
$1.15M
|
|
Feb 03, 2023
Q4 2022
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-38- 10.53% |
$2.88K - $3.32K
|
323
$28.3K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-40- 8.73% |
$3.03K - $3.5K
|
418
$36.7K
|