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 |
|---|---|---|---|---|---|---|---|
|
Aug 05, 2021
Q2 2021
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-2.07KClosed |
$159K - $173K
|
0
$0
|
|
|
Aug 02, 2021
Q2 2021
|
Regal Wealth Group, Inc.
|
SELL
|
- |
-425Closed |
$32.7K - $35.5K
|
0
$0
|
|
|
Jul 19, 2021
Q2 2021
|
Country Trust Bank
|
SELL
|
- |
-144- 29.15% |
$11.1K - $12K
|
350
$30.5K
|
|
| Q1 2021 | |||||||
|
Nov 09, 2023
Q1 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
516+ 85.01% |
$37.9K - $41.1K
|
1.12K
$97.8K
|
|
|
May 17, 2021
Q1 2021
|
Global Wealth Management Investment Advisory, Inc.
Fort Lauderdale, FL |
SELL
|
- |
-11Closed |
$808 - $876
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
SELL
|
- |
-1.73KClosed |
$127K - $137K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Hcr Wealth Advisors
Los Angeles, CA |
SELL
|
- |
-353Closed |
$25.9K - $28.1K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-22.7KClosed |
$1.66M - $1.8M
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Mandatum Life Insurance CO LTD
|
SELL
|
- |
-7.55KClosed |
$555K - $601K
|
0
$0
|
|
|
May 10, 2021
Q1 2021
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-7Closed |
$514 - $557
|
0
$0
|
|
|
May 07, 2021
Q1 2021
|
Seaview Investment Managers LLC
|
SELL
|
- |
-16.2KClosed |
$1.19M - $1.29M
|
0
$0
|
|
|
May 03, 2021
Q1 2021
|
Avestar Capital, LLC
|
SELL
|
- |
-3.53KClosed |
$259K - $281K
|
0
$0
|
|
|
Apr 29, 2021
Q1 2021
|
Merrion Investment Management Co, LLC
|
SELL
|
- |
-66Closed |
$4.85K - $5.25K
|
0
$0
|
|
|
Apr 07, 2021
Q1 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-256Closed |
$18.8K - $20.4K
|
0
$0
|
|
| Q4 2020 | |||||||
|
Feb 16, 2021
Q4 2020
|
Advisory Alpha, LLC
|
SELL
|
- |
-105Closed |
$7.17K - $8.03K
|
0
$0
|
|
|
Feb 16, 2021
Q4 2020
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
690New |
$47.1K - $52.8K
|
690
$60.1K
|
|
|
Feb 12, 2021
Q4 2020
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
89New |
$6.07K - $6.8K
|
89
$7.75K
|
|
|
Feb 12, 2021
Q4 2020
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
555New |
$37.9K - $42.4K
|
555
$48.3K
|
|
|
Feb 11, 2021
Q4 2020
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-3.99KClosed |
$272K - $305K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-1.76KClosed |
$120K - $134K
|
0
$0
|
|
|
Feb 09, 2021
Q4 2020
|
Vectors Research Management, LLC
New York, NY |
SELL
|
- |
-10Closed |
$683 - $765
|
0
$0
|
|
|
Feb 08, 2021
Q4 2020
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-56Closed |
$3.82K - $4.28K
|
0
$0
|
|
|
Feb 04, 2021
Q4 2020
|
Graves Light Lenhart Wealth, Inc.
Harrisonburg, VA |
BUY
|
- |
170New |
$11.6K - $13K
|
170
$14.8K
|
|
|
Jan 29, 2021
Q4 2020
|
Weaver Consulting Group
|
SELL
|
- |
-276Closed |
$18.8K - $21.1K
|
0
$0
|
|
|
Jan 26, 2021
Q4 2020
|
Columbus Macro, LLC
|
SELL
|
- |
-39.3KClosed |
$2.68M - $3M
|
0
$0
|
|
| Q3 2020 | |||||||
|
Nov 16, 2020
Q3 2020
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-6.35KClosed |
$439K - $470K
|
0
$0
|
|
|
Nov 16, 2020
Q3 2020
|
Prudential Financial Inc
Newark, NJ |
SELL
|
- |
-10.6KClosed |
$736K - $788K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Gilbert & Cook, Inc.
|
SELL
|
- |
-3.67KClosed |
$254K - $272K
|
0
$0
|
|
|
Nov 13, 2020
Q3 2020
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.33KClosed |
$161K - $172K
|
0
$0
|
|
|
Nov 12, 2020
Q3 2020
|
Alliancebernstein L.P.
New York, NY |
SELL
|
- |
-18.4KClosed |
$1.27M - $1.36M
|
0
$0
|
|
|
Nov 10, 2020
Q3 2020
|
Morningstar Investment Services LLC
Chicago, IL |
SELL
|
- |
-78.8KClosed |
$5.45M - $5.83M
|
0
$0
|
|
|
Nov 03, 2020
Q3 2020
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-370Closed |
$25.6K - $27.4K
|
0
$0
|
|
|
Nov 02, 2020
Q3 2020
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-20Closed |
$1.38K - $1.48K
|
0
$0
|
|
|
Oct 22, 2020
Q3 2020
|
Procyon Advisors, LLC
|
SELL
|
- |
-590Closed |
$40.8K - $43.7K
|
0
$0
|
|
|
Oct 20, 2020
Q3 2020
|
Pflug Koory, LLC
|
SELL
|
- |
-136- 70.1% |
$9.4K - $10.1K
|
58
$5.05K
|
|
|
Oct 20, 2020
Q3 2020
|
Newfound Research LLC
|
SELL
|
- |
-46.4KClosed |
$3.21M - $3.43M
|
0
$0
|
|
|
Oct 06, 2020
Q3 2020
|
Creative Financial Designs Inc
|
BUY
|
- |
117New |
$8.09K - $8.66K
|
117
$10.2K
|
|
| Q2 2020 | |||||||
|
Mar 24, 2023
Q2 2020
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
1.2K+ 204.44% |
$70.3K - $84.8K
|
1.78K
$155K
|
|
|
Sep 11, 2020
Q2 2020
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
449New |
$26.4K - $31.8K
|
449
$39.1K
|
|
|
Aug 14, 2020
Q2 2020
|
Visionary Wealth Advisors
O'fallon, IL |
SELL
|
- |
-4.99KClosed |
$293K - $353K
|
0
$0
|
|
|
Aug 13, 2020
Q2 2020
|
Td Capital Management LLC
Memphis, TN |
SELL
|
- |
-243Closed |
$14.3K - $17.2K
|
0
$0
|
|
|
Aug 12, 2020
Q2 2020
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-18.8KClosed |
$1.1M - $1.33M
|
0
$0
|
|
|
Aug 11, 2020
Q2 2020
|
Demars Financial Group, LLC
|
BUY
|
- |
100New |
$5.87K - $7.08K
|
100
$8.71K
|
|
|
Aug 10, 2020
Q2 2020
|
Blue Fin Capital, Inc.
|
SELL
|
- |
-3.48KClosed |
$204K - $246K
|
0
$0
|
|
|
Aug 03, 2020
Q2 2020
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-253- 2.71% |
$14.9K - $17.9K
|
9.07K
$790K
|
|
|
Jul 31, 2020
Q2 2020
|
Sawyer & Company, Inc
|
SELL
|
- |
-225Closed |
$13.2K - $15.9K
|
0
$0
|
|
|
Jul 28, 2020
Q2 2020
|
Zwj Investment Counsel Inc
|
SELL
|
- |
-10KClosed |
$587K - $708K
|
0
$0
|
|
|
Jul 23, 2020
Q2 2020
|
Leavell Investment Management, Inc.
|
SELL
|
- |
-5.26KClosed |
$309K - $372K
|
0
$0
|
|
|
Jul 16, 2020
Q2 2020
|
Bay Harbor Wealth Management, LLC
|
SELL
|
- |
-9Closed |
$528 - $637
|
0
$0
|
|