Stonebridge Financial Planning Group, LLC Ishares Global Healthcare ETF Transaction History

Stonebridge Financial Planning Group, LLC

$209 Million
Q1 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 6,285 shares of IXJ stock, worth $537,304. This represents 0.27% of its overall portfolio holdings.

Number of Shares

6,285

Previous 6,485 3.08%

Holding current value

$537,304

Previous $557,000 2.87%

% of portfolio

0.27%

Previous 0.26%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	$86.01 - $94.19 $17,202 - $18,838	-200 Reduced 3.08%	6,285 $573,000
Q4 2024 Feb 18, 2025	SELL	$85.65 - $98.34 $27,836 - $31,960	-325 Reduced 4.77%	6,485 $557,000
Q3 2024 Nov 08, 2024	BUY	$91.63 - $101.25 $13,744 - $15,187	150 Added 2.25%	6,810 $668,000
Q2 2024 Aug 07, 2024	SELL	$87.41 - $94.12 $6,555 - $7,059	-75 Reduced 1.11%	6,660 $618,000
Q4 2023 Feb 05, 2024	BUY	$78.24 - $86.72 $30,904 - $34,254	395 Added 6.23%	6,735 $584,000
Q3 2023 Nov 07, 2023	BUY	$82.27 - $86.96 $207,731 - $219,573	2,525 Added 66.19%	6,340 $522,000
Q2 2023 Aug 11, 2023	BUY	$82.57 - $87.62 $315,004 - $334,270	3,815 New	3,815 $324,000

Others Institutions Holding IXJ

# of Institutions

292

Shares Held

32.7M

Call Options Held

Put Options Held

View Full List

About ISHARES GLOBAL HEALTHCARE ETF

Ticker IXJ
Sector ETFs
Industry Closed-End Fund - Equity

More about IXJ

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Stonebridge Financial Planning Group, LLC Ishares Global Healthcare ETF Transaction History