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 |
|---|---|---|---|---|---|---|---|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
199K+ 3.83% |
$17M - $19.5M
|
5.38M
$494M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
155KNew |
$13.2M - $15.2M
|
155K
$14.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
39.8KNew |
$3.41M - $3.91M
|
39.8K
$3.65M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
25.8KNew |
$2.21M - $2.54M
|
25.8K
$2.37M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
18.7KNew |
$1.6M - $1.84M
|
18.7K
$1.72M
|
|
|
Feb 04, 2025
Q4 2024
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
BUY
|
- |
10.9KNew |
$934K - $1.07M
|
10.9K
$1M
|
|
|
Jan 16, 2025
Q4 2024
|
Pure Financial Advisors, LLC
|
BUY
|
- |
6.97KNew |
$597K - $686K
|
6.97K
$640K
|
|
|
Feb 05, 2025
Q4 2024
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
BUY
|
- |
5.36KNew |
$459K - $527K
|
5.36K
$492K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
4.58KNew |
$392K - $450K
|
4.58K
$420K
|
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
4.45KNew |
$381K - $438K
|
4.45K
$409K
|
|
|
Jan 14, 2025
Q4 2024
|
Bfi Infinity Ltd.
Zurich, V8 |
BUY
|
- |
3.7KNew |
$317K - $364K
|
3.7K
$340K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.12KNew |
$267K - $307K
|
3.12K
$286K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.94KNew |
$252K - $289K
|
2.94K
$270K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
2.63K+ 36.07% |
$225K - $258K
|
9.9K
$909K
|
|
|
Feb 05, 2025
Q4 2024
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
2.6KNew |
$223K - $256K
|
2.6K
$239K
|
|
|
Jan 13, 2025
Q4 2024
|
Courier Capital LLC
|
BUY
|
- |
2.19K+ 69.8% |
$188K - $216K
|
5.34K
$490K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
2.14K+ 12.09% |
$183K - $210K
|
19.8K
$1.82M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
1.88K+ 34.0% |
$161K - $185K
|
7.4K
$679K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.69K+ 66.98% |
$144K - $166K
|
4.2K
$386K
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
BUY
|
- |
1.2K+ 10.04% |
$103K - $118K
|
13.2K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
1.06K+ 41.57% |
$90.8K - $104K
|
3.61K
$331K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
817+ 319.14% |
$70K - $80.3K
|
1.07K
$98.5K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
464+ 2.62% |
$39.7K - $45.6K
|
18.2K
$1.67M
|
|
|
Jan 28, 2025
Q4 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
450New |
$38.5K - $44.3K
|
450
$41.3K
|
|
|
Feb 03, 2025
Q4 2024
|
Capital Investment Counsel, Inc
|
BUY
|
- |
433New |
$37.1K - $42.6K
|
433
$39.7K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
420New |
$36K - $41.3K
|
420
$38.5K
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
328+ 1.73% |
$28.1K - $32.3K
|
19.3K
$1.77M
|
|
|
Jan 22, 2025
Q4 2024
|
Apexium Financial, LP
|
BUY
|
- |
220+ 0.53% |
$18.8K - $21.6K
|
41.6K
$3.82M
|
|
|
Feb 03, 2025
Q4 2024
|
Centricity Wealth Management, LLC
Westerville, OH |
BUY
|
- |
200New |
$17.1K - $19.7K
|
200
$18.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
BUY
|
- |
168+ 5.5% |
$14.4K - $16.5K
|
3.23K
$296K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
130New |
$11.1K - $12.8K
|
130
$11.9K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
130+ 2.46% |
$11.1K - $12.8K
|
5.4K
$496K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
124+ 3.31% |
$10.6K - $12.2K
|
3.87K
$356K
|
|
|
Feb 05, 2025
Q4 2024
|
Halbert Hargrove Global Advisors, LLC
|
BUY
|
- |
124New |
$10.6K - $12.2K
|
124
$11.4K
|
|
|
Jan 16, 2025
Q4 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
64+ 0.72% |
$5.48K - $6.29K
|
8.98K
$824K
|
|
|
Jan 24, 2025
Q4 2024
|
Davenport & CO LLC
|
BUY
|
- |
60+ 1.09% |
$5.14K - $5.9K
|
5.54K
$508K
|
|
|
Jan 31, 2025
Q4 2024
|
Key F Inancial Inc
|
BUY
|
- |
58+ 290.0% |
$4.97K - $5.7K
|
78
$7.16K
|
|
|
Jan 28, 2025
Q4 2024
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44New |
$3.77K - $4.33K
|
44
$4.04K
|
|
|
Jan 22, 2025
Q4 2024
|
Webster Bank, N. A.
|
BUY
|
- |
30+ 0.96% |
$2.57K - $2.95K
|
3.15K
$289K
|
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
BUY
|
- |
11+ 0.65% |
$942 - $1.08K
|
1.7K
$156K
|
|
|
Jan 22, 2025
Q4 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
11+ 0.2% |
$942 - $1.08K
|
5.5K
$504K
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
9+ 0.17% |
$771 - $885
|
5.43K
$498K
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
2+ 0.78% |
$171 - $197
|
257
$23.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.12% |
$85.7 - $98.3
|
870
$79.8K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3- 0.08% |
$257 - $295
|
3.84K
$352K
|
|
|
Jan 24, 2025
Q4 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-4- 17.39% |
$343 - $393
|
19
$1.74K
|
|
|
Jan 29, 2025
Q4 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-10- 5.1% |
$857 - $983
|
186
$17.1K
|
|
|
Jan 30, 2025
Q4 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-11- 0.83% |
$942 - $1.08K
|
1.31K
$120K
|
|
|
Jan 24, 2025
Q4 2024
|
Patron Partners, LLC
|
SELL
|
- |
-21- 0.39% |
$1.8K - $2.07K
|
5.33K
$489K
|
|
|
Jan 24, 2025
Q4 2024
|
Sym Financial Corp
|
SELL
|
- |
-24- 4.98% |
$2.06K - $2.36K
|
458
$42K
|