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 |
|---|---|---|---|---|---|---|---|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$11.3K - $11.9K
|
137
$11.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-30- 5.06% |
$2.47K - $2.61K
|
563
$48.9K
|
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$721K - $762K
|
8.77K
$762K
|
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87New |
$7.16K - $7.57K
|
87
$7.56K
|
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.45KNew |
$201K - $213K
|
2.45K
$213K
|
|
|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
16.4KNew |
$1.35M - $1.43M
|
16.4K
$1.42M
|
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
700New |
$57.6K - $60.9K
|
700
$60.9K
|
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
190New |
$15.6K - $16.5K
|
190
$16.5K
|
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-82- 45.81% |
$6.75K - $7.13K
|
97
$8.43K
|
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
686+ 18.74% |
$56.4K - $59.7K
|
4.35K
$378K
|
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$1.97K - $2.09K
|
24
$2.09K
|
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.17KNew |
$343K - $363K
|
4.17K
$362K
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 5.93% |
$94.8K - $100K
|
18.3K
$1.59M
|
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-58- 5.14% |
$4.77K - $5.04K
|
1.07K
$93K
|
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.82K+ 143.93% |
$314K - $332K
|
6.47K
$563K
|
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 48.0% |
$1.97K - $2.09K
|
26
$2.26K
|
|
|
Nov 02, 2023
Q3 2023
|
Kcs Wealth Advisory
|
SELL
|
- |
-3.07K- 50.13% |
$252K - $267K
|
3.05K
$265K
|
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 25.55% |
$130K - $137K
|
7.76K
$675K
|
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603New |
$49.6K - $52.4K
|
603
$52.4K
|
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 10.1% |
$4.11K - $4.35K
|
445
$38.7K
|
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-255- 50.4% |
$21K - $22.2K
|
251
$21.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-775- 21.2% |
$63.8K - $67.4K
|
2.88K
$250K
|
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 7.25% |
$18.5K - $19.6K
|
2.88K
$250K
|
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
92New |
$7.57K - $8K
|
92
$8K
|
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-137- 24.6% |
$11.3K - $11.9K
|
420
$36.5K
|
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
2.81K+ 97.26% |
$231K - $244K
|
5.7K
$495K
|
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-156- 2.74% |
$12.8K - $13.6K
|
5.55K
$482K
|
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.89K - $2K
|
23
$2K
|
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
409+ 16.57% |
$33.6K - $35.6K
|
2.88K
$250K
|
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
76New |
$6.25K - $6.61K
|
76
$6.61K
|
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.09KNew |
$254K - $269K
|
3.09K
$268K
|
|
| Q2 2023 | |||||||
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
46New |
$3.8K - $4.03K
|
46
$4K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18KNew |
$97.7K - $104K
|
1.18K
$103K
|
|
|
Aug 14, 2023
Q2 2023
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
- |
5.06KNew |
$418K - $444K
|
5.06K
$440K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$165K - $175K
|
2K
$174K
|
|
|
Aug 14, 2023
Q2 2023
|
Wms Partners, LLC
|
SELL
|
- |
-2.59K- 32.5% |
$214K - $227K
|
5.39K
$468K
|
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-92- 98.92% |
$7.6K - $8.06K
|
1
$86.9
|
|
|
Aug 10, 2023
Q2 2023
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-3.21K- 16.39% |
$265K - $281K
|
16.4K
$1.42M
|
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
358New |
$29.6K - $31.4K
|
358
$31.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75New |
$6.19K - $6.57K
|
75
$6.52K
|
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
31+ 0.11% |
$2.56K - $2.72K
|
27.5K
$2.39M
|
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-40- 1.48% |
$3.3K - $3.5K
|
2.66K
$231K
|
|
|
Aug 08, 2023
Q2 2023
|
Rollins Financial
|
SELL
|
- |
-1.8K- 36.7% |
$149K - $158K
|
3.1K
$270K
|
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30+ 0.29% |
$2.48K - $2.63K
|
10.5K
$917K
|
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.63% |
$82.6 - $87.6
|
159
$13.8K
|
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
18New |
$1.49K - $1.58K
|
18
$1.56K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-5K- 50.0% |
$413K - $438K
|
5K
$435K
|
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
449+ 224.5% |
$37.1K - $39.3K
|
649
$56.4K
|
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49New |
$4.05K - $4.29K
|
49
$4.26K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
39New |
$3.22K - $3.42K
|
39
$3.39K
|
|