Purchases and Sales Made in Q4 2024 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q4 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.8KNew |
$3.41M - $3.91M
|
39.8K
$3.63M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$2.21M - $2.54M
|
25.8K
$2.35M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7KNew |
$1.6M - $1.84M
|
18.7K
$1.71M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.97KNew |
$597K - $686K
|
6.97K
$636K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.58KNew |
$392K - $450K
|
4.58K
$418K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.45KNew |
$381K - $438K
|
4.45K
$406K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
3.7KNew |
$317K - $364K
|
3.7K
$338K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.12KNew |
$267K - $307K
|
3.12K
$285K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.94KNew |
$252K - $289K
|
2.94K
$268K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.19K+ 69.8% |
$188K - $216K
|
5.34K
$487K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.14K+ 12.09% |
$183K - $210K
|
19.8K
$1.81M
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.69K+ 66.98% |
$144K - $166K
|
4.2K
$384K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
464+ 2.62% |
$39.7K - $45.6K
|
18.2K
$1.66M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
450New |
$38.5K - $44.3K
|
450
$41.1K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
420New |
$36K - $41.3K
|
420
$38.3K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
328+ 1.73% |
$28.1K - $32.3K
|
19.3K
$1.76M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
220+ 0.53% |
$18.8K - $21.6K
|
41.6K
$3.8M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
168+ 5.5% |
$14.4K - $16.5K
|
3.23K
$294K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130+ 2.46% |
$11.1K - $12.8K
|
5.4K
$493K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130New |
$11.1K - $12.8K
|
130
$11.9K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
124+ 3.31% |
$10.6K - $12.2K
|
3.87K
$354K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
64+ 0.72% |
$5.48K - $6.29K
|
8.98K
$820K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
60+ 1.09% |
$5.14K - $5.9K
|
5.54K
$506K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$3.77K - $4.33K
|
44
$4.02K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
30+ 0.96% |
$2.57K - $2.95K
|
3.15K
$287K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$942 - $1.08K
|
5.5K
$501K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 0.65% |
$942 - $1.08K
|
1.7K
$155K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.78% |
$171 - $197
|
257
$23.5K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.12% |
$85.7 - $98.3
|
870
$79.4K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.08% |
$257 - $295
|
3.84K
$350K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4- 17.39% |
$343 - $393
|
19
$1.73K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 5.1% |
$857 - $983
|
186
$17K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.39% |
$1.8K - $2.07K
|
5.33K
$487K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-24- 4.98% |
$2.06K - $2.36K
|
458
$41.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-25- 1.48% |
$2.14K - $2.46K
|
1.67K
$152K
|
|
|
Jan 21, 2025
Q4 2024
|
Patriot Investment Management Inc.
|
SELL
|
- |
-34- 0.66% |
$2.91K - $3.34K
|
5.14K
$469K
|
|
|
Jan 13, 2025
Q4 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-43- 0.81% |
$3.68K - $4.23K
|
5.3K
$483K
|
|
|
Jan 13, 2025
Q4 2024
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-92- 2.41% |
$7.88K - $9.05K
|
3.72K
$340K
|
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-124- 3.12% |
$10.6K - $12.2K
|
3.86K
$352K
|
|
|
Jan 16, 2025
Q4 2024
|
Breakwater Investment Management
Seattle, WA |
SELL
|
- |
-150- 7.15% |
$12.8K - $14.8K
|
1.95K
$178K
|
|
|
Jan 29, 2025
Q4 2024
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-304- 3.07% |
$26K - $29.9K
|
9.61K
$877K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-313- 8.21% |
$26.8K - $30.8K
|
3.5K
$319K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
SELL
|
- |
-400Closed |
$34.3K - $39.3K
|
0
$0
|
|
|
Jan 22, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-473- 26.38% |
$40.5K - $46.5K
|
1.32K
$120K
|
|
|
Jan 22, 2025
Q4 2024
|
Slow Capital, Inc.
|
SELL
|
- |
-528- 3.16% |
$45.2K - $51.9K
|
16.2K
$1.47M
|
|
|
Jan 10, 2025
Q4 2024
|
Marotta Asset Management
|
SELL
|
- |
-746- 3.2% |
$63.9K - $73.4K
|
22.6K
$2.06M
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-1K- 17.14% |
$85.8K - $98.5K
|
4.85K
$442K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-1.12K- 5.8% |
$96K - $110K
|
18.2K
$1.66M
|
|
|
Jan 22, 2025
Q4 2024
|
Money Design Co.,Ltd.
|
SELL
|
- |
-1.63K- 2.24% |
$139K - $160K
|
71.1K
$6.49M
|
|
|
Jan 28, 2025
Q4 2024
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-3.92K- 8.26% |
$335K - $385K
|
43.5K
$3.97M
|