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 21, 2025
Q1 2025
|
Community Bank, N.A.
|
SELL
|
- |
-163- 41.48% |
$14K - $15.4K
|
230
$19.5K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-200- 3.08% |
$17.2K - $18.8K
|
6.29K
$532K
|
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-206- 3.58% |
$17.7K - $19.4K
|
5.55K
$470K
|
|
|
May 06, 2025
Q1 2025
|
Sym Financial Corp
|
SELL
|
- |
-211- 46.07% |
$18.1K - $19.9K
|
247
$20.9K
|
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-226- 1.51% |
$19.4K - $21.3K
|
14.7K
$1.25M
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-231- 2.13% |
$19.9K - $21.8K
|
10.6K
$901K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-242- 7.5% |
$20.8K - $22.8K
|
2.98K
$253K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-279- 6.09% |
$24K - $26.3K
|
4.3K
$364K
|
|
|
Apr 17, 2025
Q1 2025
|
Partners Wealth Management, LLC
Carmel By The Sea, CA |
SELL
|
- |
-358- 3.28% |
$30.8K - $33.7K
|
10.5K
$893K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-371- 3.24% |
$31.9K - $34.9K
|
11.1K
$939K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-409- 14.35% |
$35.2K - $38.5K
|
2.44K
$207K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
SELL
|
- |
-412- 15.81% |
$35.4K - $38.8K
|
2.19K
$186K
|
|
|
Apr 24, 2025
Q1 2025
|
Patron Partners, LLC
|
SELL
|
- |
-435- 8.16% |
$37.4K - $41K
|
4.9K
$415K
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-450- 28.04% |
$38.7K - $42.4K
|
1.16K
$97.8K
|
|
|
May 12, 2025
Q1 2025
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-463- 1.79% |
$39.8K - $43.6K
|
25.4K
$2.15M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-464- 2.55% |
$39.9K - $43.7K
|
17.7K
$1.5M
|
|
|
May 09, 2025
Q1 2025
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-495- 12.04% |
$42.6K - $46.6K
|
3.62K
$306K
|
|
|
May 01, 2025
Q1 2025
|
Elco Management Co., LLC
New York, NY |
SELL
|
- |
-500- 6.75% |
$43K - $47.1K
|
6.91K
$585K
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-541- 5.52% |
$46.5K - $51K
|
9.26K
$785K
|
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-553- 5.47% |
$47.6K - $52.1K
|
9.56K
$809K
|
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-591- 10.06% |
$50.8K - $55.7K
|
5.28K
$447K
|
|
|
May 15, 2025
Q1 2025
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-605- 3.37% |
$52K - $57K
|
17.3K
$1.47M
|
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-607- 7.52% |
$52.2K - $57.2K
|
7.47K
$633K
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-607- 3.05% |
$52.2K - $57.2K
|
19.3K
$1.63M
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-632- 4.79% |
$54.4K - $59.5K
|
12.6K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
Fca Corp
Houston, TX |
SELL
|
- |
-636- 1.18% |
$54.7K - $59.9K
|
53.2K
$4.51M
|
|
|
Apr 24, 2025
Q1 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-636- 3.49% |
$54.7K - $59.9K
|
17.6K
$1.49M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
-650- 23.65% |
$55.9K - $61.2K
|
2.1K
$178K
|
|
|
May 15, 2025
Q1 2025
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-652- 3.29% |
$56.1K - $61.4K
|
19.2K
$1.63M
|
|
|
Apr 30, 2025
Q1 2025
|
Barry Investment Advisors, LLC
|
SELL
|
- |
-652- 11.87% |
$56.1K - $61.4K
|
4.84K
$410K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-725Closed |
$62.4K - $68.3K
|
0
$0
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-1.01K- 0.78% |
$87.2K - $95.5K
|
128K
$10.9M
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1.18K- 33.75% |
$102K - $111K
|
2.32K
$196K
|
|
|
May 01, 2025
Q1 2025
|
Mathes Company, Inc.
|
SELL
|
- |
-1.2K- 30.38% |
$103K - $113K
|
2.75K
$233K
|
|
|
May 13, 2025
Q1 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-1.22K- 1.08% |
$105K - $115K
|
112K
$9.47M
|
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-1.26K- 1.31% |
$108K - $118K
|
94.5K
$8.01M
|
|
|
Apr 23, 2025
Q1 2025
|
Sava Infond D.O.O.
Maribor, 2A |
SELL
|
- |
-1.26K- 12.91% |
$108K - $119K
|
8.5K
$720K
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-1.31K- 32.59% |
$112K - $123K
|
2.7K
$229K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-1.71K- 27.74% |
$147K - $161K
|
4.45K
$377K
|
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-2.2K- 1.51% |
$189K - $208K
|
144K
$12.2M
|
|
|
May 01, 2025
Q1 2025
|
Slow Capital, Inc.
|
SELL
|
- |
-2.62K- 16.18% |
$225K - $246K
|
13.5K
$1.15M
|
|
|
Apr 30, 2025
Q1 2025
|
New Insight Wealth Advisors
San Ramon, CA |
SELL
|
- |
-2.64K- 26.64% |
$227K - $249K
|
7.28K
$617K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
SELL
|
- |
-2.69K- 14.79% |
$231K - $253K
|
15.5K
$1.31M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-2.7K- 60.68% |
$232K - $254K
|
1.75K
$148K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-2.99K- 56.84% |
$257K - $281K
|
2.27K
$192K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-3.15K- 7.91% |
$271K - $296K
|
36.6K
$3.1M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-3.26K- 34.35% |
$280K - $307K
|
6.23K
$528K
|
|
|
May 13, 2025
Q1 2025
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-3.41K- 10.49% |
$293K - $321K
|
29.1K
$2.46M
|
|
|
May 12, 2025
Q1 2025
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-3.56K- 7.03% |
$306K - $335K
|
47.1K
$3.99M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-4K- 18.93% |
$344K - $377K
|
17.1K
$1.45M
|