Purchases and Sales Made in Q2 2023 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q2 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 |
---|---|---|---|---|---|---|---|
Jul 17, 2023
Q2 2023
|
F Dx Advisors, Inc.
|
BUY
|
- |
1.21K+ 27.6% |
$99.9K - $106K
|
5.59K
$515K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18KNew |
$97.7K - $104K
|
1.18K
$109K
|
|
Jul 10, 2023
Q2 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
1.02K+ 17.66% |
$84.4K - $89.5K
|
6.81K
$627K
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
916+ 19.72% |
$75.6K - $80.3K
|
5.56K
$512K
|
|
Aug 14, 2023
Q2 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
879+ 9.77% |
$72.6K - $77K
|
9.88K
$910K
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
816+ 1.49% |
$67.4K - $71.5K
|
55.5K
$5.11M
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
801+ 32.03% |
$66.1K - $70.2K
|
3.3K
$304K
|
|
Jul 14, 2023
Q2 2023
|
Bond & Devick Financial Network, Inc.
|
BUY
|
- |
794+ 16.17% |
$65.6K - $69.6K
|
5.7K
$525K
|
|
Aug 11, 2023
Q2 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
739+ 16.11% |
$61K - $64.8K
|
5.33K
$490K
|
|
Aug 14, 2023
Q2 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
654+ 2.2% |
$54K - $57.3K
|
30.3K
$2.79M
|
|
Jul 21, 2023
Q2 2023
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
623+ 45.47% |
$51.4K - $54.6K
|
1.99K
$183K
|
|
Aug 14, 2023
Q2 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
617+ 2.98% |
$50.9K - $54.1K
|
21.3K
$1.96M
|
|
Jul 28, 2023
Q2 2023
|
Clarity Wealth Advisors, LLC
|
BUY
|
- |
605+ 0.98% |
$50K - $53K
|
62.5K
$5.75M
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
593+ 43.93% |
$49K - $52K
|
1.94K
$179K
|
|
Aug 07, 2023
Q2 2023
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
589+ 22.82% |
$48.6K - $51.6K
|
3.17K
$292K
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
575+ 6.23% |
$47.5K - $50.4K
|
9.81K
$903K
|
|
Jul 05, 2023
Q2 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
534+ 2.73% |
$44.1K - $46.8K
|
20.1K
$1.85M
|
|
Aug 07, 2023
Q2 2023
|
Trinity Point Wealth, LLC
|
BUY
|
- |
516+ 18.4% |
$42.6K - $45.2K
|
3.32K
$306K
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
506New |
$41.8K - $44.3K
|
506
$46.6K
|
|
Aug 04, 2023
Q2 2023
|
Advisors Preferred, LLC
Rockville, MD |
BUY
|
- |
464New |
$38.3K - $40.7K
|
464
$42.7K
|
|
Jul 11, 2023
Q2 2023
|
Brookstone Capital Management
|
BUY
|
- |
462+ 4.16% |
$38.1K - $40.5K
|
11.6K
$1.07M
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
452New |
$37.3K - $39.6K
|
452
$41.6K
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
449+ 224.5% |
$37.1K - $39.3K
|
649
$59.8K
|
|
Aug 11, 2023
Q2 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
422+ 354.62% |
$34.8K - $37K
|
541
$49.8K
|
|
Aug 11, 2023
Q2 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
412+ 15.37% |
$34K - $36.1K
|
3.09K
$285K
|
|
Aug 14, 2023
Q2 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$33K - $35K
|
400
$36.8K
|
|
Aug 04, 2023
Q2 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
376+ 0.6% |
$31K - $32.9K
|
62.7K
$5.77M
|
|
Aug 09, 2023
Q2 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
359+ 9.89% |
$29.6K - $31.5K
|
3.99K
$367K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
358New |
$29.6K - $31.4K
|
358
$33K
|
|
Aug 14, 2023
Q2 2023
|
Bison Wealth, LLC
|
BUY
|
- |
328+ 7.53% |
$27.1K - $28.7K
|
4.68K
$431K
|
|
Aug 02, 2023
Q2 2023
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
322+ 3.56% |
$26.6K - $28.2K
|
9.36K
$862K
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
278+ 434.38% |
$23K - $24.4K
|
342
$31.5K
|
|
Aug 14, 2023
Q2 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
251+ 4.23% |
$20.7K - $22K
|
6.18K
$569K
|
|
Aug 15, 2023
Q2 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
250New |
$20.6K - $21.9K
|
250
$23K
|
|
Aug 11, 2023
Q2 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
244+ 2.05% |
$20.1K - $21.4K
|
12.2K
$1.12M
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
220+ 6.76% |
$18.2K - $19.3K
|
3.48K
$320K
|
|
Aug 09, 2023
Q2 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
199+ 1.08% |
$16.4K - $17.4K
|
18.6K
$1.72M
|
|
Aug 10, 2023
Q2 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
179New |
$14.8K - $15.7K
|
179
$16.5K
|
|
Jul 17, 2023
Q2 2023
|
Kcs Wealth Advisory
|
BUY
|
- |
163+ 2.74% |
$13.5K - $14.3K
|
6.12K
$563K
|
|
Aug 08, 2024
Q2 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
143New |
$11.8K - $12.5K
|
143
$13.2K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75New |
$6.19K - $6.57K
|
75
$6.91K
|
|
Aug 09, 2023
Q2 2023
|
Spire Wealth Management
|
BUY
|
- |
73+ 29.92% |
$6.03K - $6.4K
|
317
$29.2K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49New |
$4.05K - $4.29K
|
49
$4.51K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
46New |
$3.8K - $4.03K
|
46
$4.24K
|
|
Aug 10, 2023
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
45+ 0.16% |
$3.72K - $3.94K
|
28.5K
$2.62M
|
|
Jun 25, 2024
Q2 2023
|
Transatlantique Private Wealth LLC
|
BUY
|
- |
45+ 0.16% |
$3.72K - $3.94K
|
28.5K
$2.62M
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
39New |
$3.22K - $3.42K
|
39
$3.59K
|
|
Aug 07, 2023
Q2 2023
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
35+ 233.33% |
$2.89K - $3.07K
|
50
$4.6K
|
|
Jul 13, 2023
Q2 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
33+ 1.36% |
$2.72K - $2.89K
|
2.47K
$227K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
31+ 0.11% |
$2.56K - $2.72K
|
27.5K
$2.53M
|