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 08, 2024
Q2 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-176- 71.84% |
$15.4K - $16.6K
|
69
$6K
|
|
|
Aug 07, 2024
Q2 2024
|
Ground Swell Capital, LLC
Folly Beach, SC |
BUY
|
- |
3.22KNew |
$282K - $303K
|
3.22K
$280K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
29New |
$2.53K - $2.73K
|
29
$2.52K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.66K - $1.79K
|
19
$1.65K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
138+ 50.0% |
$12.1K - $13K
|
414
$36K
|
|
|
Aug 06, 2024
Q2 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
28.3KNew |
$2.48M - $2.67M
|
28.3K
$2.46M
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
352New |
$30.8K - $33.1K
|
352
$30.6K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12New |
$1.05K - $1.13K
|
12
$1.04K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.57% |
$87.4 - $94.1
|
176
$15.3K
|
|
|
Aug 02, 2024
Q2 2024
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-222- 6.35% |
$19.4K - $20.9K
|
3.28K
$285K
|
|
|
Jul 31, 2024
Q2 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-585- 73.4% |
$51.1K - $55.1K
|
212
$18.4K
|
|
|
Jul 31, 2024
Q2 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
SELL
|
- |
-16.5K- 99.28% |
$1.44M - $1.55M
|
120
$10.4K
|
|
|
Jul 26, 2024
Q2 2024
|
Gfs Advisors, LLC
|
BUY
|
- |
15.4KNew |
$1.35M - $1.45M
|
15.4K
$1.34M
|
|
|
Jul 26, 2024
Q2 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-113- 2.88% |
$9.88K - $10.6K
|
3.81K
$331K
|
|
|
Jul 26, 2024
Q2 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-152- 3.81% |
$13.3K - $14.3K
|
3.84K
$334K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
45+ 1.21% |
$3.93K - $4.24K
|
3.75K
$326K
|
|
|
Jul 25, 2024
Q2 2024
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-947- 2.29% |
$82.8K - $89.1K
|
40.4K
$3.51M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
88New |
$7.69K - $8.28K
|
88
$7.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
3.66KNew |
$320K - $344K
|
3.66K
$318K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
452New |
$39.5K - $42.5K
|
452
$39.3K
|
|
|
Jul 19, 2024
Q2 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-55- 2.07% |
$4.81K - $5.18K
|
2.61K
$227K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
SELL
|
- |
-995- 25.19% |
$87K - $93.6K
|
2.96K
$257K
|
|
|
Jul 19, 2024
Q2 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-6- 0.05% |
$524 - $565
|
12K
$1.04M
|
|
|
Jul 18, 2024
Q2 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1.15M+ 0.0% |
$101M - $108M
|
1.15M
$100M
|
|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-730- 18.34% |
$63.8K - $68.7K
|
3.25K
$283K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19New |
$1.66K - $1.79K
|
19
$1.65K
|
|
|
Jul 18, 2024
Q2 2024
|
Cordatus Wealth Management LLC
Newtown, PA |
BUY
|
- |
3.34KNew |
$292K - $314K
|
3.34K
$290K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$175 - $188
|
5.17K
$449K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-252- 8.49% |
$22K - $23.7K
|
2.72K
$236K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
1.41KNew |
$123K - $133K
|
1.41K
$123K
|
|
|
Jul 12, 2024
Q2 2024
|
Webster Bank, N. A.
|
SELL
|
- |
-220- 6.6% |
$19.2K - $20.7K
|
3.12K
$271K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 16.67% |
$4.37K - $4.71K
|
250
$21.7K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
50New |
$4.37K - $4.71K
|
50
$4.35K
|
|
| Q1 2024 | |||||||
|
Aug 20, 2024
Q1 2024
|
Element Pointe Advisors, LLC
Miami, FL |
SELL
|
- |
-20.6K- 77.35% |
$1.8M - $1.92M
|
6.03K
$524K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47New |
$4.11K - $4.38K
|
47
$4.09K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
79New |
$6.92K - $7.36K
|
79
$6.87K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 9.54% |
$2.36K - $2.52K
|
256
$22.3K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
112New |
$9.81K - $10.4K
|
112
$9.74K
|
|
|
Jun 13, 2024
Q1 2024
|
Breakwater Investment Management
Seattle, WA |
BUY
|
- |
2.1KNew |
$184K - $196K
|
2.1K
$182K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.43K- 30.37% |
$125K - $133K
|
3.27K
$284K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
104+ 2.01% |
$9.11K - $9.69K
|
5.28K
$459K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$963 - $1.03K
|
11
$956
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.24KNew |
$196K - $208K
|
2.24K
$194K
|
|
|
May 15, 2024
Q1 2024
|
Lm Advisors LLC
San Diego, CA |
SELL
|
- |
-3.11K- 39.26% |
$272K - $290K
|
4.81K
$418K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.67K- 49.9% |
$321K - $342K
|
3.68K
$320K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.79K+ 61.27% |
$332K - $353K
|
9.98K
$868K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-924- 6.26% |
$80.9K - $86.1K
|
13.8K
$1.2M
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115New |
$10.1K - $10.7K
|
115
$10K
|
|
|
May 13, 2024
Q1 2024
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-1.38K- 33.46% |
$121K - $129K
|
2.75K
$239K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-340- 7.34% |
$29.8K - $31.7K
|
4.29K
$373K
|
|