Whalen Wealth Management Inc. Ishares Global Healthcare ETF Transaction History

Whalen Wealth Management Inc.

  • $141 Billion
  • Q3 2024

A detailed history of Whalen Wealth Management Inc. transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Whalen Wealth Management Inc. holds 2,581 shares of IXJ stock, worth $237,632. This represents 0.18% of its overall portfolio holdings.

Number of Shares
2,581
Previous 2,564 0.66%
Holding current value
$237,632
Previous $238 Million 6.42%
% of portfolio
0.18%
Previous 0.19%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
BUY
$91.63 - $101.25 $1,557 - $1,721
17 Added 0.66%
2,581 $253 Million
Q2 2024

Aug 01, 2024
SELL
$87.41 - $94.12 $11,887 - $12,800
-136 Reduced 5.04%
2,564 $238 Million
Q1 2024

Apr 24, 2024
BUY
$87.55 - $93.2 $236,385 - $251,640
2,700 New
2,700 $252 Million

Others Institutions Holding IXJ

# of Institutions
295
Shares Held
31.4M
Call Options Held
200
Put Options Held
0
View Full List

About ISHARES GLOBAL HEALTHCARE ETF

IXJ Quotes by TradingView
  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
Track This Portfolio

Track Whalen Wealth Management Inc. Portfolio

Follow Whalen Wealth Management Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Whalen Wealth Management Inc., based on Form 13F filings with the SEC.

News

Stay updated on Whalen Wealth Management Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email