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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2024
Q2 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-730- 18.34% |
$63.8K - $68.7K
|
3.25K
$283K
|
|
|
Jul 15, 2024
Q2 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-252- 8.49% |
$22K - $23.7K
|
2.72K
$236K
|
|
|
Jul 11, 2024
Q2 2024
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 16.67% |
$4.37K - $4.71K
|
250
$21.8K
|
|
|
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
$525K
|
|
|
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
$6.88K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
112New |
$9.81K - $10.4K
|
112
$9.75K
|
|
|
May 20, 2024
Q1 2024
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-1.43K- 30.37% |
$125K - $133K
|
3.27K
$285K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-3.67K- 49.9% |
$321K - $342K
|
3.68K
$321K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
2.24KNew |
$196K - $208K
|
2.24K
$195K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
104+ 2.01% |
$9.11K - $9.69K
|
5.28K
$459K
|
|
|
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
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.79K+ 61.27% |
$332K - $353K
|
9.98K
$869K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
73New |
$6.39K - $6.8K
|
73
$6.36K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
35New |
$3.06K - $3.26K
|
35
$3.05K
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-11.3K- 75.09% |
$990K - $1.05M
|
3.75K
$327K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 6.26% |
$2.71K - $2.89K
|
526
$45.8K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-340- 7.34% |
$29.8K - $31.7K
|
4.29K
$374K
|
|
|
May 08, 2024
Q1 2024
|
Icici Prudential Asset Management CO LTD
|
SELL
|
- |
-7.1K- 35.9% |
$622K - $662K
|
12.7K
$1.1M
|
|
|
May 07, 2024
Q1 2024
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
CALL |
2.5KNew |
$219K - $233K
|
2.5K
$218K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
18New |
$1.58K - $1.68K
|
18
$1.57K
|
|
|
May 02, 2024
Q1 2024
|
Salomon & Ludwin, LLC
|
BUY
|
- |
4.12KNew |
$360K - $384K
|
4.12K
$358K
|
|
|
May 02, 2024
Q1 2024
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-1.77K- 32.35% |
$155K - $165K
|
3.7K
$322K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
6.43K+ 121.22% |
$563K - $599K
|
11.7K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-100Closed |
$8.76K - $9.32K
|
0
$0
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.16KNew |
$189K - $201K
|
2.16K
$188K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-60- 0.38% |
$5.25K - $5.59K
|
15.9K
$1.39M
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
77+ 0.51% |
$6.74K - $7.18K
|
15.2K
$1.32M
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-206- 66.45% |
$18K - $19.2K
|
104
$9.06K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25New |
$2.19K - $2.33K
|
25
$2.18K
|
|
|
Apr 17, 2024
Q1 2024
|
All Season Financial Advisors, Inc.
|
BUY
|
- |
4.3KNew |
$377K - $401K
|
4.3K
$374K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
169+ 0.85% |
$14.8K - $15.8K
|
20.1K
$1.75M
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 22.39% |
$5.25K - $5.59K
|
208
$18.1K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$438 - $466
|
5
$435
|
|
|
Apr 12, 2024
Q1 2024
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
11.3KNew |
$986K - $1.05M
|
11.3K
$980K
|
|
| Q4 2023 | |||||||
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
22New |
$1.72K - $1.91K
|
22
$1.92K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.61% |
$78.2 - $86.7
|
63
$5.49K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$31.3K - $34.7K
|
400
$34.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
3.07KNew |
$240K - $266K
|
3.07K
$267K
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
250New |
$19.6K - $21.7K
|
250
$21.8K
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
113+ 28.25% |
$8.84K - $9.8K
|
513
$44.7K
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.64K- 31.57% |
$128K - $142K
|
3.55K
$309K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.41KNew |
$188K - $209K
|
2.41K
$210K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
567New |
$44.4K - $49.2K
|
567
$49.4K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 0.71% |
$1.64K - $1.82K
|
2.96K
$257K
|
|
|
Feb 07, 2024
Q4 2023
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.4KNew |
$187K - $208K
|
2.4K
$209K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
154New |
$12K - $13.4K
|
154
$13.4K
|
|
|
Jan 25, 2024
Q4 2023
|
Williams & Novak, LLC
Westlake Village, CA |
BUY
|
- |
2.42KNew |
$189K - $209K
|
2.42K
$210K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
548New |
$42.9K - $47.5K
|
548
$47.7K
|
|