Cfm Wealth Partners LLC Ishares Global Healthcare ETF Transaction History

Cfm Wealth Partners LLC

$541 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	$51.5 - $70.89 $12,154 - $16,730	-236 Closed	0 $0
Q4 2019 Jan 30, 2020	BUY	$59.37 - $69.08 $14,011 - $16,302	236 New	236 $17,000

Others Institutions Holding IXJ

# of Institutions

293

Shares Held

33M

Call Options Held

100

Put Options Held

0

Black Rock Inc. New York, NY

14.7M
Shares

$1.41 Billion
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.85M
Shares

$466 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

3.09M
Shares

$297 Million
0.03% of portfolio
Richard Bernstein Advisors LLC

1.51M
Shares

$145 Million
3.28% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$116 Million
1.79% of portfolio

About ISHARES GLOBAL HEALTHCARE ETF

Ticker IXJ
Sector ETFs
Industry Closed-End Fund - Equity

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