Purchases and Sales Made in Q1 2023 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES GLOBAL HEALTHCARE ETF .
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 12, 2023
Q1 2023
|
Stifel Financial Corp
St. Louis, MO |
BUY
|
- |
743+ 4.41% |
$58.7K - $63.5K
|
17.6K
$1.59M
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
681+ 17.12% |
$53.8K - $58.2K
|
4.66K
$421K
|
|
May 12, 2023
Q1 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
669+ 1.28% |
$52.9K - $57.2K
|
53K
$4.8M
|
|
Oct 12, 2023
Q1 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
623New |
$49.3K - $53.3K
|
623
$56.4K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
609+ 11.29% |
$48.2K - $52.1K
|
6K
$543K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
603+ 14.92% |
$47.7K - $51.6K
|
4.65K
$420K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
560New |
$44.3K - $47.9K
|
560
$50.7K
|
|
Apr 21, 2023
Q1 2023
|
Paladin Advisory Group, LLC
|
BUY
|
- |
557New |
$44K - $47.6K
|
557
$50.4K
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
540+ 10.03% |
$42.7K - $46.2K
|
5.92K
$536K
|
|
Apr 18, 2023
Q1 2023
|
Brookstone Capital Management
|
BUY
|
- |
525+ 4.96% |
$41.5K - $44.9K
|
11.1K
$1M
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
500New |
$39.5K - $42.8K
|
500
$45.2K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
450New |
$35.6K - $38.5K
|
450
$40.7K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
427+ 0.69% |
$33.8K - $36.5K
|
62.3K
$5.63M
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
422+ 16.71% |
$33.4K - $36.1K
|
2.95K
$267K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
393+ 6.11% |
$31.1K - $33.6K
|
6.83K
$618K
|
|
May 09, 2023
Q1 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
389+ 3.84% |
$30.8K - $33.3K
|
10.5K
$951K
|
|
May 10, 2023
Q1 2023
|
Washington Trust CO
|
BUY
|
- |
375New |
$29.7K - $32.1K
|
375
$33.9K
|
|
May 12, 2023
Q1 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
353+ 3.05% |
$27.9K - $30.2K
|
11.9K
$1.08M
|
|
May 04, 2023
Q1 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
352+ 14.36% |
$27.8K - $30.1K
|
2.8K
$254K
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
333+ 4.26% |
$26.3K - $28.5K
|
8.16K
$738K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
258New |
$20.4K - $22.1K
|
258
$23.3K
|
|
May 08, 2023
Q1 2023
|
Avidian Wealth Solutions, LLC
|
BUY
|
- |
258+ 3.64% |
$20.4K - $22.1K
|
7.35K
$664K
|
|
May 01, 2023
Q1 2023
|
Vigilant Capital Management, LLC
|
BUY
|
- |
250+ 10.2% |
$19.8K - $21.4K
|
2.7K
$244K
|
|
Apr 13, 2023
Q1 2023
|
Webster Bank, N. A.
|
BUY
|
- |
230+ 70.99% |
$18.2K - $19.7K
|
554
$50.1K
|
|
Apr 18, 2023
Q1 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
225+ 19.65% |
$17.8K - $19.2K
|
1.37K
$124K
|
|
Apr 11, 2023
Q1 2023
|
Pacifica Partners Inc.
|
BUY
|
- |
200+ 133.33% |
$15.8K - $17.1K
|
350
$31.7K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
186+ 5.32% |
$14.7K - $15.9K
|
3.68K
$333K
|
|
Apr 20, 2023
Q1 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
146+ 3.9% |
$11.5K - $12.5K
|
3.89K
$352K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$10.8K - $11.7K
|
137
$12.4K
|
|
Aug 30, 2023
Q1 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
121+ 3.07% |
$9.57K - $10.3K
|
4.06K
$367K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
119New |
$9.41K - $10.2K
|
119
$10.8K
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
119+ 2.66% |
$9.41K - $10.2K
|
4.59K
$415K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
113+ 4.4% |
$8.93K - $9.66K
|
2.68K
$242K
|
|
May 15, 2023
Q1 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
111+ 1.11% |
$8.78K - $9.49K
|
10.1K
$916K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
100+ 1.98% |
$7.91K - $8.55K
|
5.15K
$466K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$7.91K - $8.55K
|
100
$9.05K
|
|
Jun 14, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
89+ 0.77% |
$7.04K - $7.61K
|
11.7K
$1.06M
|
|
Apr 17, 2023
Q1 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
74+ 1.26% |
$5.85K - $6.33K
|
5.96K
$539K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
63+ 1.1% |
$4.98K - $5.39K
|
5.79K
$523K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$4.11K - $4.45K
|
52
$4.7K
|
|
May 15, 2023
Q1 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
41+ 0.7% |
$3.24K - $3.51K
|
5.93K
$536K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$3.16K - $3.42K
|
40
$3.62K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.26K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.26K
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
34+ 34.0% |
$2.69K - $2.91K
|
134
$12.1K
|
|
Sep 12, 2023
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
31New |
$2.45K - $2.65K
|
31
$2.8K
|
|
May 22, 2023
Q1 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
30+ 28.85% |
$2.37K - $2.57K
|
134
$12.1K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$2.37K - $2.57K
|
30
$2.71K
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
29New |
$2.29K - $2.48K
|
29
$2.62K
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
19+ 8.44% |
$1.5K - $1.62K
|
244
$22.1K
|