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 |
---|---|---|---|---|---|---|---|
Oct 17, 2023
Q1 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-200Closed |
$15.8K - $17.1K
|
0
$0
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.52K+ 5.82% |
$120K - $130K
|
27.6K
$2.4M
|
|
May 16, 2023
Q1 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
SELL
|
- |
-1.12K- 76.06% |
$88.2K - $95.3K
|
351
$30.5K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.63K+ 21.33% |
$366K - $395K
|
26.3K
$2.29M
|
|
May 15, 2023
Q1 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-245- 10.73% |
$19.4K - $20.9K
|
2.04K
$177K
|
|
May 12, 2023
Q1 2023
|
Franklin Resources Inc
San Mateo, CA |
SELL
|
- |
-180- 47.37% |
$14.2K - $15.4K
|
200
$17.4K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
500New |
$39.5K - $42.8K
|
500
$43.5K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
609+ 11.29% |
$48.2K - $52.1K
|
6K
$522K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
506KNew |
$40M - $43.2M
|
506K
$44M
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.13K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
560New |
$44.3K - $47.9K
|
560
$48.7K
|
|
May 08, 2023
Q1 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$3.16K - $3.42K
|
40
$3.48K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
450New |
$35.6K - $38.5K
|
450
$39.1K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$4.11K - $4.45K
|
52
$4.52K
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.36KNew |
$108K - $116K
|
1.36K
$118K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.13K
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-71- 1.13% |
$5.61K - $6.07K
|
6.2K
$539K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$2.37K - $2.57K
|
30
$2.61K
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-47.6K- 93.32% |
$3.76M - $4.07M
|
3.41K
$296K
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 707.39% |
$553K - $598K
|
7.98K
$693K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
5New |
$395 - $428
|
5
$435
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.5K- 2.94% |
$119K - $128K
|
49.5K
$4.3M
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
9+ 27.27% |
$712 - $770
|
42
$3.65K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$7.91K - $8.55K
|
100
$8.69K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
258New |
$20.4K - $22.1K
|
258
$22.4K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$10.8K - $11.7K
|
137
$11.9K
|
|
Q4 2022 | |||||||
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.45KNew |
$185K - $214K
|
2.45K
$213K
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
27.3KNew |
$2.07M - $2.39M
|
27.3K
$2.37M
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-492- 7.72% |
$37.2K - $43K
|
5.88K
$511K
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
256+ 153.29% |
$19.4K - $22.4K
|
423
$36.8K
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.78K- 6.27% |
$135K - $156K
|
26.6K
$2.32M
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.51K+ 98.05% |
$190K - $219K
|
5.07K
$441K
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
163KNew |
$12.4M - $14.3M
|
163K
$14.2M
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$96.7K - $112K
|
1.28K
$111K
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
15+ 0.24% |
$1.14K - $1.31K
|
6.3K
$548K
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-578- 0.39% |
$43.8K - $50.5K
|
149K
$12.9M
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
21KNew |
$1.59M - $1.84M
|
21K
$1.83M
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-100- 0.69% |
$7.57K - $8.74K
|
14.3K
$1.24M
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
41.1KNew |
$3.11M - $3.59M
|
41.1K
$3.57M
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-830- 1.06% |
$62.8K - $72.6K
|
77.4K
$6.73M
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-2.2K- 78.57% |
$167K - $192K
|
600
$52.2K
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.65KNew |
$125K - $145K
|
1.65K
$144K
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
315New |
$23.8K - $27.5K
|
315
$27.4K
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31.8KNew |
$2.4M - $2.78M
|
31.8K
$2.76M
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
114New |
$8.63K - $9.96K
|
114
$9.91K
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
212New |
$16.1K - $18.5K
|
212
$18.4K
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
5.24KNew |
$397K - $458K
|
5.24K
$456K
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.51KNew |
$190K - $219K
|
2.51K
$218K
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
82New |
$6.21K - $7.17K
|
82
$7.13K
|