Purchases and Sales Made in Q1 2024 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q1 2024. 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 07, 2024
Q1 2024
|
Us Bancorp \De\
|
BUY
|
- |
902+ 46.33% |
$79K - $84.1K
|
2.85K
$262K
|
|
|
Apr 15, 2024
Q1 2024
|
Brookstone Capital Management
|
BUY
|
- |
834+ 4.82% |
$73K - $77.7K
|
18.2K
$1.67M
|
|
|
May 15, 2024
Q1 2024
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
769+ 4.34% |
$67.3K - $71.7K
|
18.5K
$1.7M
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
766+ 2470.97% |
$67.1K - $71.4K
|
797
$73.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
765+ 742.72% |
$67K - $71.3K
|
868
$79.9K
|
|
|
Apr 22, 2024
Q1 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
717+ 0.8% |
$62.8K - $66.8K
|
90K
$8.29M
|
|
|
Apr 15, 2024
Q1 2024
|
Ayalon Insurance Comp Ltd.
|
BUY
|
- |
714+ 3.88% |
$62.5K - $66.5K
|
19.1K
$1.76M
|
|
|
Apr 24, 2024
Q1 2024
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
699+ 2.79% |
$61.2K - $65.1K
|
25.7K
$2.37M
|
|
|
May 01, 2024
Q1 2024
|
Greenwood Capital Associates LLC
Greenwood, SC |
BUY
|
- |
521+ 1.0% |
$45.6K - $48.6K
|
52.6K
$4.84M
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
491+ 6137.5% |
$43K - $45.8K
|
499
$45.9K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
440+ 14.45% |
$38.5K - $41K
|
3.48K
$321K
|
|
|
May 08, 2024
Q1 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
376+ 6.74% |
$32.9K - $35K
|
5.95K
$548K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
367+ 0.87% |
$32.1K - $34.2K
|
42.5K
$3.91M
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
366+ 5.03% |
$32K - $34.1K
|
7.65K
$704K
|
|
|
May 10, 2024
Q1 2024
|
Truist Financial Corp
|
BUY
|
- |
361+ 3.38% |
$31.6K - $33.6K
|
11K
$1.02M
|
|
|
May 08, 2024
Q1 2024
|
New Insight Wealth Advisors
San Ramon, CA |
BUY
|
- |
358+ 1.78% |
$31.3K - $33.4K
|
20.5K
$1.89M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
350+ 700.0% |
$30.6K - $32.6K
|
400
$36.8K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
313+ 8.67% |
$27.4K - $29.2K
|
3.93K
$361K
|
|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
291New |
$25.5K - $27.1K
|
291
$26.8K
|
|
|
May 21, 2024
Q1 2024
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
251+ 1.64% |
$22K - $23.4K
|
15.5K
$1.43M
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
245New |
$21.4K - $22.8K
|
245
$22.6K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
240+ 4.62% |
$21K - $22.4K
|
5.44K
$501K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
225New |
$19.7K - $21K
|
225
$20.7K
|
|
|
May 15, 2024
Q1 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
218+ 4.44% |
$19.1K - $20.3K
|
5.13K
$472K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
201+ 37.85% |
$17.6K - $18.7K
|
732
$67.4K
|
|
|
May 15, 2024
Q1 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
197+ 0.69% |
$17.2K - $18.4K
|
28.9K
$2.66M
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
169+ 0.85% |
$14.8K - $15.8K
|
20.1K
$1.85M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
164+ 1.12% |
$14.4K - $15.3K
|
14.9K
$1.37M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
150+ 0.62% |
$13.1K - $14K
|
24.3K
$2.24M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
128+ 3.68% |
$11.2K - $11.9K
|
3.61K
$332K
|
|
|
May 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
115New |
$10.1K - $10.7K
|
115
$10.6K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
112New |
$9.81K - $10.4K
|
112
$10.3K
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
104+ 2.01% |
$9.11K - $9.69K
|
5.28K
$486K
|
|
|
May 14, 2024
Q1 2024
|
Elco Management Co., LLC
New York, NY |
BUY
|
- |
100+ 1.21% |
$8.76K - $9.32K
|
8.36K
$770K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
99+ 1.68% |
$8.67K - $9.23K
|
6K
$552K
|
|
|
May 09, 2024
Q1 2024
|
Sonoma Private Wealth LLC
San Francisco, CA |
BUY
|
- |
84+ 3.4% |
$7.35K - $7.83K
|
2.55K
$235K
|
|
|
Jul 31, 2024
Q1 2024
|
Wr Wealth Planners, LLC
Columbia, MO |
BUY
|
- |
79New |
$6.92K - $7.36K
|
79
$7.27K
|
|
|
Apr 26, 2024
Q1 2024
|
Crestone Asset Management LLC
|
BUY
|
- |
77+ 0.51% |
$6.74K - $7.18K
|
15.2K
$1.4M
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
74+ 2.73% |
$6.48K - $6.9K
|
2.79K
$257K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
73New |
$6.39K - $6.8K
|
73
$6.72K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
67+ 1.34% |
$5.87K - $6.24K
|
5.07K
$467K
|
|
|
May 13, 2024
Q1 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
62+ 46.27% |
$5.43K - $5.78K
|
196
$18K
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
60+ 133.33% |
$5.25K - $5.59K
|
105
$9.67K
|
|
|
Aug 06, 2024
Q1 2024
|
Hantz Financial Services, Inc.
|
BUY
|
- |
47New |
$4.11K - $4.38K
|
47
$4.33K
|
|
|
May 10, 2024
Q1 2024
|
Hillsdale Investment Management Inc.
Toronto, A6 |
BUY
|
- |
35New |
$3.06K - $3.26K
|
35
$3.22K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
31+ 6.26% |
$2.71K - $2.89K
|
526
$48.4K
|
|
|
Apr 18, 2024
Q1 2024
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
25New |
$2.19K - $2.33K
|
25
$2.3K
|
|
|
May 06, 2024
Q1 2024
|
Addison Advisors LLC
|
BUY
|
- |
18New |
$1.58K - $1.68K
|
18
$1.66K
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
11New |
$963 - $1.03K
|
11
$1.01K
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
10+ 0.07% |
$876 - $932
|
13.9K
$1.28M
|