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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
7+ 0.54% |
$613 - $652
|
1.3K
$120K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
6+ 2.08% |
$525 - $559
|
295
$27.2K
|
|
|
Apr 15, 2024
Q1 2024
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
5New |
$438 - $466
|
5
$460
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
5+ 0.08% |
$438 - $466
|
6.1K
$561K
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
1New |
$87.6 - $93.2
|
1
$92.1
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
SELL
|
- |
-1- 8.33% |
$87.6 - $93.2
|
11
$1.01K
|
|
|
May 09, 2024
Q1 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-4- 0.07% |
$350 - $373
|
5.69K
$524K
|
|
|
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-5- 0.15% |
$438 - $466
|
3.31K
$305K
|
|
|
Jun 26, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-8- 2.82% |
$700 - $746
|
276
$25.4K
|
|
|
May 13, 2024
Q1 2024
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-11- 0.37% |
$963 - $1.03K
|
2.96K
$272K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
SELL
|
- |
-20- 5.97% |
$1.75K - $1.86K
|
315
$29K
|
|
|
Apr 30, 2024
Q1 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
SELL
|
- |
-23- 0.56% |
$2.01K - $2.14K
|
4.09K
$376K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
SELL
|
- |
-27- 9.54% |
$2.36K - $2.52K
|
256
$23.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Sweet Financial Partners, LLC
|
SELL
|
- |
-33- 0.82% |
$2.89K - $3.08K
|
3.98K
$366K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-40- 1.07% |
$3.5K - $3.73K
|
3.71K
$341K
|
|
|
Apr 29, 2024
Q1 2024
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-60- 0.38% |
$5.25K - $5.59K
|
15.9K
$1.47M
|
|
|
Apr 23, 2024
Q1 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-60- 3.43% |
$5.25K - $5.59K
|
1.69K
$156K
|
|
|
Apr 15, 2024
Q1 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-60- 22.39% |
$5.25K - $5.59K
|
208
$19.2K
|
|
|
May 13, 2024
Q1 2024
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-64- 0.3% |
$5.6K - $5.96K
|
21K
$1.94M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-66- 36.26% |
$5.78K - $6.15K
|
116
$10.7K
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-68- 2.24% |
$5.95K - $6.34K
|
2.97K
$273K
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-69- 1.7% |
$6.04K - $6.43K
|
3.99K
$368K
|
|
|
Apr 02, 2024
Q1 2024
|
Marotta Asset Management
|
SELL
|
- |
-82- 0.33% |
$7.18K - $7.64K
|
24.6K
$2.26M
|
|
|
May 08, 2024
Q1 2024
|
Fca Corp
Houston, TX |
SELL
|
- |
-86- 0.17% |
$7.53K - $8.02K
|
51.6K
$4.75M
|
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-100Closed |
$8.76K - $9.32K
|
0
$0
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-100- 0.97% |
$8.76K - $9.32K
|
10.2K
$938K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-111- 76.55% |
$9.72K - $10.3K
|
34
$3.13K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-120- 2.42% |
$10.5K - $11.2K
|
4.85K
$446K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-122- 0.59% |
$10.7K - $11.4K
|
20.7K
$1.9M
|
|
|
May 15, 2024
Q1 2024
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-129- 0.58% |
$11.3K - $12K
|
22.2K
$2.05M
|
|
|
May 13, 2024
Q1 2024
|
National Bank Of Canada
|
SELL
|
- |
-144- 0.93% |
$12.6K - $13.4K
|
15.4K
$1.42M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-151- 5.18% |
$13.2K - $14.1K
|
2.77K
$255K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-151- 3.97% |
$13.2K - $14.1K
|
3.66K
$337K
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-151- 1.83% |
$13.2K - $14.1K
|
8.11K
$747K
|
|
|
May 15, 2024
Q1 2024
|
Community Bank, N.A.
|
SELL
|
- |
-157- 0.62% |
$13.7K - $14.6K
|
25.1K
$2.31M
|
|
|
May 01, 2024
Q1 2024
|
Family Firm, Inc.
|
SELL
|
- |
-198- 1.19% |
$17.3K - $18.5K
|
16.5K
$1.52M
|
|
|
May 01, 2024
Q1 2024
|
Pacific Sun Financial Corp
|
SELL
|
- |
-200- 6.99% |
$17.5K - $18.6K
|
2.66K
$245K
|
|
|
May 08, 2024
Q1 2024
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-202- 5.97% |
$17.7K - $18.8K
|
3.18K
$293K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-206- 66.45% |
$18K - $19.2K
|
104
$9.58K
|
|
|
Apr 15, 2024
Q1 2024
|
Pfs Partners, LLC
Mine Hill, NJ |
SELL
|
- |
-211- 90.17% |
$18.5K - $19.7K
|
23
$2.12K
|
|
|
May 13, 2024
Q1 2024
|
Meridian Investment Counsel Inc.
Lafayette, CA |
SELL
|
- |
-231- 1.88% |
$20.2K - $21.5K
|
12K
$1.11M
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-238- 3.31% |
$20.8K - $22.2K
|
6.95K
$640K
|
|
|
May 14, 2024
Q1 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-258- 5.87% |
$22.6K - $24K
|
4.14K
$381K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-340- 7.34% |
$29.8K - $31.7K
|
4.29K
$395K
|
|
|
Apr 26, 2024
Q1 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
SELL
|
- |
-373- 86.14% |
$32.7K - $34.8K
|
60
$5.52K
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-378- 8.8% |
$33.1K - $35.2K
|
3.92K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-386- 25.46% |
$33.8K - $36K
|
1.13K
$104K
|
|
|
May 02, 2024
Q1 2024
|
Patron Partners, LLC
|
SELL
|
- |
-467- 7.53% |
$40.9K - $43.5K
|
5.74K
$528K
|
|
|
May 13, 2024
Q1 2024
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-536- 3.07% |
$46.9K - $50K
|
16.9K
$1.56M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
SELL
|
- |
-576- 7.62% |
$50.4K - $53.7K
|
6.98K
$643K
|