Wealthgate Family Office, LLC Ishares Global Healthcare ETF Transaction History

Wealthgate Family Office, LLC

$40.6 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Feb 14, 2022	SELL	$82.63 - $90.54 $14,047 - $15,391	-170 Closed	0 $0
Q4 2020 Feb 16, 2021	BUY	$68.25 - $76.45 $11,602 - $12,996	170 New	170 $13,000

Others Institutions Holding IXJ

# of Institutions

289

Shares Held

32M

Call Options Held

100

Put Options Held

0

Black Rock Inc. New York, NY

14.7M
Shares

$1.37 Billion
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

4.85M
Shares

$454 Million
0.2% of portfolio
Bank Of America Corp Charlotte, NC

3.09M
Shares

$289 Million
0.03% of portfolio
Richard Bernstein Advisors LLC

1.51M
Shares

$141 Million
3.28% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$112 Million
1.77% of portfolio

About ISHARES GLOBAL HEALTHCARE ETF

Ticker IXJ
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wealthgate Family Office, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wealthgate Family Office, LLC with notifications on news.