Purchases and Sales Made in Q1 2025 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q1 2025. 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 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
346New |
$29.8K - $32.6K
|
346
$29.3K
|
|
|
May 14, 2025
Q1 2025
|
Royal Fund Management, LLC
|
BUY
|
- |
321+ 0.4% |
$27.6K - $30.2K
|
79.7K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Eldridge Investment Advisors, Inc.
Manchester, NH |
BUY
|
- |
263+ 2.7% |
$22.6K - $24.8K
|
9.99K
$846K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
BUY
|
- |
255+ 2.58% |
$21.9K - $24K
|
10.2K
$860K
|
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
210+ 4.87% |
$18.1K - $19.8K
|
4.52K
$383K
|
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
205+ 3.97% |
$17.6K - $19.3K
|
5.37K
$455K
|
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
BUY
|
- |
188+ 2.36% |
$16.2K - $17.7K
|
8.14K
$690K
|
|
|
May 22, 2025
Q1 2025
|
Mattson Financial Services, LLC
Kentwood, MI |
BUY
|
- |
172New |
$14.8K - $16.2K
|
172
$14.6K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
169+ 98.83% |
$14.5K - $15.9K
|
340
$28.8K
|
|
|
May 13, 2025
Q1 2025
|
Russell Investments Group, Ltd.
|
BUY
|
- |
166+ 172.92% |
$14.3K - $15.6K
|
262
$22.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166New |
$14.3K - $15.6K
|
166
$14.1K
|
|
|
May 09, 2025
Q1 2025
|
Cary Street Partners Financial LLC
Richmond, VA |
BUY
|
- |
148+ 3.5% |
$12.7K - $13.9K
|
4.38K
$371K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
130+ 1.73% |
$11.2K - $12.2K
|
7.65K
$648K
|
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
BUY
|
- |
90+ 85.71% |
$7.74K - $8.48K
|
195
$16.5K
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
89New |
$7.65K - $8.38K
|
89
$7.54K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
78+ 1.61% |
$6.71K - $7.35K
|
4.91K
$416K
|
|
|
Apr 16, 2025
Q1 2025
|
Farmers & Merchants Investments Inc
|
BUY
|
- |
66New |
$5.68K - $6.22K
|
66
$5.59K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
44+ 100.0% |
$3.78K - $4.14K
|
88
$7.45K
|
|
|
Apr 28, 2025
Q1 2025
|
Davenport & CO LLC
|
BUY
|
- |
40+ 0.72% |
$3.44K - $3.77K
|
5.58K
$473K
|
|
|
Apr 23, 2025
Q1 2025
|
Pure Financial Advisors, LLC
|
BUY
|
- |
27+ 0.39% |
$2.32K - $2.54K
|
7K
$593K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
BUY
|
- |
25+ 1.47% |
$2.15K - $2.35K
|
1.73K
$146K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
24+ 9.34% |
$2.06K - $2.26K
|
281
$23.8K
|
|
|
May 01, 2025
Q1 2025
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
BUY
|
- |
23+ 0.88% |
$1.98K - $2.17K
|
2.62K
$222K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
BUY
|
- |
23New |
$1.98K - $2.17K
|
23
$1.95K
|
|
|
May 14, 2025
Q1 2025
|
Graney & King, LLC
Latham, NY |
BUY
|
- |
10New |
$860 - $942
|
10
$847
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
9New |
$774 - $848
|
9
$762
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
8+ 0.47% |
$688 - $754
|
1.7K
$144K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
6+ 0.11% |
$516 - $565
|
5.63K
$477K
|
|
|
Apr 17, 2025
Q1 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
5+ 45.45% |
$430 - $471
|
16
$1.36K
|
|
|
May 15, 2025
Q1 2025
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-7- 8.97% |
$602 - $659
|
71
$6.01K
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-8- 0.52% |
$688 - $754
|
1.53K
$130K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-20- 0.52% |
$1.72K - $1.88K
|
3.85K
$326K
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-25- 0.19% |
$2.15K - $2.35K
|
12.8K
$1.09M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-42- 0.79% |
$3.61K - $3.96K
|
5.26K
$445K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-44- 50.0% |
$3.78K - $4.14K
|
44
$3.73K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-48- 0.7% |
$4.13K - $4.52K
|
6.84K
$579K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-60- 0.01% |
$5.16K - $5.65K
|
1.2M
$102M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-61- 0.47% |
$5.25K - $5.75K
|
12.9K
$1.1M
|
|
|
May 07, 2025
Q1 2025
|
Purkiss Capital Advisors LLC
Ridgefield, CT |
SELL
|
- |
-69- 1.29% |
$5.93K - $6.5K
|
5.29K
$448K
|
|
|
Apr 09, 2025
Q1 2025
|
Fiduciary Alliance LLC
Greenville, SC |
SELL
|
- |
-73- 1.96% |
$6.28K - $6.88K
|
3.65K
$309K
|
|
|
May 13, 2025
Q1 2025
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-75- 2.24% |
$6.45K - $7.06K
|
3.27K
$277K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
SELL
|
- |
-82- 3.25% |
$7.05K - $7.72K
|
2.44K
$207K
|
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-90- 46.15% |
$7.74K - $8.48K
|
105
$8.89K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-94- 22.71% |
$8.08K - $8.85K
|
320
$27.1K
|
|
|
May 14, 2025
Q1 2025
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-97- 3.28% |
$8.34K - $9.14K
|
2.86K
$242K
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-99- 2.58% |
$8.51K - $9.32K
|
3.74K
$317K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-100- 3.21% |
$8.6K - $9.42K
|
3.02K
$256K
|
|
|
May 12, 2025
Q1 2025
|
Simplex Trading, LLC
|
SELL
|
- |
-139- 96.53% |
$12K - $13.1K
|
5
$424
|
|
|
May 13, 2025
Q1 2025
|
Tocqueville Asset Management L.P.
New York, NY |
SELL
|
- |
-140- 0.98% |
$12K - $13.2K
|
14.2K
$1.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-150- 1.56% |
$12.9K - $14.1K
|
9.48K
$803K
|