Latest Institutional Transactions on Ishares Global Healthcare ETF (IXJ)
This table provides information on the latest institutional transactions involving Ishares Global Healthcare ETF (IXJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
19.7KNew |
$1.69M - $1.85M
|
19.7K
$1.75M
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.32KNew |
$200K - $219K
|
2.32K
$207K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
169+ 98.83% |
$14.5K - $15.9K
|
340
$30.3K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 3.08% |
$17.2K - $18.8K
|
6.29K
$560K
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-242- 7.5% |
$20.8K - $22.8K
|
2.98K
$266K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
898New |
$77.2K - $84.6K
|
898
$80K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8+ 0.47% |
$688 - $754
|
1.7K
$152K
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-60- 0.01% |
$5.16K - $5.65K
|
1.2M
$107M
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-69- 1.29% |
$5.93K - $6.5K
|
5.29K
$472K
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.18K- 33.75% |
$102K - $111K
|
2.32K
$207K
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 1.51% |
$189K - $208K
|
144K
$12.8M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 85.71% |
$7.74K - $8.48K
|
195
$17.4K
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-211- 46.07% |
$18.1K - $19.9K
|
247
$22K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-48- 0.7% |
$4.13K - $4.52K
|
6.84K
$609K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-412- 15.81% |
$35.4K - $38.8K
|
2.19K
$196K
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
860+ 2.42% |
$74K - $81K
|
36.4K
$3.24M
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-371- 3.24% |
$31.9K - $34.9K
|
11.1K
$988K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9New |
$774 - $848
|
9
$802
|
|
May 06, 2025
Q1 2025
|
Wakefield Asset Management Lllp
Englewood, CO |
BUY
|
- |
7.92KNew |
$681K - $746K
|
7.92K
$706K
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-100- 3.21% |
$8.6K - $9.42K
|
3.02K
$269K
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.18KNew |
$274K - $300K
|
3.18K
$284K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
188+ 2.36% |
$16.2K - $17.7K
|
8.14K
$726K
|
|
May 02, 2025
Q1 2025
|
Bridgewater Advisors Inc.
|
BUY
|
- |
3.75KNew |
$322K - $353K
|
3.75K
$334K
|
|
May 02, 2025
Q1 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
22.2K+ 31.82% |
$1.91M - $2.09M
|
92K
$8.2M
|
|
May 01, 2025
Q1 2025
|
Family Firm, Inc.
|
BUY
|
- |
483+ 2.31% |
$41.5K - $45.5K
|
21.4K
$1.91M
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 2.58% |
$21.9K - $24K
|
10.2K
$905K
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 6.75% |
$43K - $47.1K
|
6.91K
$616K
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-2.62K- 16.18% |
$225K - $246K
|
13.5K
$1.21M
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
23+ 0.88% |
$1.98K - $2.17K
|
2.62K
$234K
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.2K- 30.38% |
$103K - $113K
|
2.75K
$245K
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.64K- 26.64% |
$227K - $249K
|
7.28K
$649K
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-94- 22.71% |
$8.08K - $8.85K
|
320
$28.5K
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
78+ 1.61% |
$6.71K - $7.35K
|
4.91K
$438K
|
|
Apr 30, 2025
Q1 2025
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-4.56K- 10.49% |
$392K - $429K
|
38.9K
$3.47M
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-652- 11.87% |
$56.1K - $61.4K
|
4.84K
$432K
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
BUY
|
- |
806+ 4.18% |
$69.3K - $75.9K
|
20.1K
$1.79M
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-632- 4.79% |
$54.4K - $59.5K
|
12.6K
$1.12M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-99- 2.58% |
$8.51K - $9.32K
|
3.74K
$333K
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
SELL
|
- |
-8.99K- 3.86% |
$773K - $847K
|
224K
$19.9M
|
|
Apr 29, 2025
Q1 2025
|
Investor'S Fiduciary Advisor Network, LLC
Snoqualmie, WA |
BUY
|
- |
1.64K+ 49.25% |
$141K - $154K
|
4.96K
$442K
|
|
Apr 29, 2025
Q1 2025
|
Richard Bernstein Advisors LLC
|
SELL
|
- |
-40.8K- 3.24% |
$3.51M - $3.84M
|
1.22M
$108M
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-279- 6.09% |
$24K - $26.3K
|
4.3K
$383K
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$516 - $565
|
5.63K
$502K
|
|
Apr 28, 2025
Q1 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
SELL
|
- |
-4.58K- 35.21% |
$394K - $431K
|
8.42K
$751K
|
|
Apr 28, 2025
Q1 2025
|
Money Design Co.,Ltd.
|
SELL
|
- |
-4.65K- 6.54% |
$400K - $438K
|
66.4K
$5.92M
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
40+ 0.72% |
$3.44K - $3.77K
|
5.58K
$497K
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-61- 0.47% |
$5.25K - $5.75K
|
12.9K
$1.15M
|
|
Apr 25, 2025
Q1 2025
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
391+ 4.07% |
$33.6K - $36.8K
|
10K
$891K
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.78K - $4.14K
|
44
$3.92K
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.52% |
$1.72K - $1.88K
|
3.85K
$344K
|