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 |
---|---|---|---|---|---|---|---|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30+ 0.29% |
$2.48K - $2.63K
|
10.5K
$971K
|
|
Jul 12, 2023
Q2 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
29+ 1.01% |
$2.39K - $2.54K
|
2.89K
$266K
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
25+ 0.68% |
$2.06K - $2.19K
|
3.72K
$343K
|
|
Jul 21, 2023
Q2 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
24+ 0.24% |
$1.98K - $2.1K
|
9.88K
$910K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
18New |
$1.49K - $1.58K
|
18
$1.66K
|
|
Aug 14, 2023
Q2 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
15+ 250.0% |
$1.24K - $1.31K
|
21
$1.93K
|
|
Aug 08, 2023
Q2 2023
|
Family Firm, Inc.
|
BUY
|
- |
14+ 0.08% |
$1.16K - $1.23K
|
16.6K
$1.53M
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
5+ 0.14% |
$413 - $438
|
3.49K
$322K
|
|
Aug 01, 2023
Q2 2023
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
4+ 2.84% |
$330 - $350
|
145
$13.4K
|
|
Aug 04, 2023
Q2 2023
|
Savant Capital, LLC
|
BUY
|
- |
4+ 0.15% |
$330 - $350
|
2.71K
$250K
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.03% |
$165 - $175
|
6.33K
$583K
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
2+ 2.41% |
$165 - $175
|
85
$7.83K
|
|
Aug 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.58% |
$82.6 - $87.6
|
174
$16K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.63% |
$82.6 - $87.6
|
159
$14.6K
|
|
Aug 14, 2023
Q2 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
1+ 0.25% |
$82.6 - $87.6
|
400
$36.8K
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
1+ 1.05% |
$82.6 - $87.6
|
96
$8.84K
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
BUY
|
- |
1+ 0.98% |
$82.6 - $87.6
|
103
$9.48K
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-13- 4.02% |
$1.07K - $1.14K
|
310
$28.5K
|
|
Aug 11, 2023
Q2 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-15- 0.48% |
$1.24K - $1.31K
|
3.11K
$286K
|
|
Jul 28, 2023
Q2 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 2.94% |
$1.24K - $1.31K
|
495
$45.6K
|
|
Aug 14, 2023
Q2 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-18- 0.36% |
$1.49K - $1.58K
|
4.99K
$459K
|
|
Jul 14, 2023
Q2 2023
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-25- 0.7% |
$2.06K - $2.19K
|
3.55K
$327K
|
|
Aug 10, 2023
Q2 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-27- 0.19% |
$2.23K - $2.37K
|
14.2K
$1.31M
|
|
Aug 01, 2023
Q2 2023
|
Patron Partners, LLC
|
SELL
|
- |
-34- 0.56% |
$2.81K - $2.98K
|
6.08K
$560K
|
|
Aug 07, 2023
Q2 2023
|
Greenwood Capital Associates LLC
Greenwood, SC |
SELL
|
- |
-34- 0.73% |
$2.81K - $2.98K
|
4.63K
$426K
|
|
Aug 08, 2023
Q2 2023
|
Vigilant Capital Management, LLC
|
SELL
|
- |
-40- 1.48% |
$3.3K - $3.5K
|
2.66K
$245K
|
|
Aug 11, 2023
Q2 2023
|
Kestra Advisory Services, LLC
|
SELL
|
- |
-47- 1.75% |
$3.88K - $4.12K
|
2.64K
$243K
|
|
Jul 14, 2023
Q2 2023
|
Pacifica Partners Inc.
|
SELL
|
- |
-50- 14.29% |
$4.13K - $4.38K
|
300
$27.6K
|
|
Jul 27, 2023
Q2 2023
|
Washington Trust CO
|
SELL
|
- |
-50- 12.5% |
$4.13K - $4.38K
|
350
$32.2K
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-70- 1.92% |
$5.78K - $6.13K
|
3.58K
$330K
|
|
Jul 25, 2023
Q2 2023
|
Raleigh Capital Management Inc.
Cary, NC |
SELL
|
- |
-72- 53.73% |
$5.95K - $6.31K
|
62
$5.71K
|
|
Nov 13, 2023
Q2 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-72- 0.33% |
$5.95K - $6.31K
|
21.8K
$2.01M
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-86- 12.67% |
$7.1K - $7.54K
|
593
$54.6K
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-92- 0.55% |
$7.6K - $8.06K
|
16.6K
$1.53M
|
|
Aug 11, 2023
Q2 2023
|
Assetmark, Inc
|
SELL
|
- |
-92- 98.92% |
$7.6K - $8.06K
|
1
$92.1
|
|
Jul 20, 2023
Q2 2023
|
Davenport & CO LLC
|
SELL
|
- |
-94- 1.83% |
$7.76K - $8.24K
|
5.06K
$466K
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-111- 1.1% |
$9.17K - $9.73K
|
10K
$922K
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-115- 2.83% |
$9.5K - $10.1K
|
3.95K
$363K
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-116- 3.95% |
$9.58K - $10.2K
|
2.82K
$260K
|
|
Jul 17, 2024
Q2 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-120- 4.07% |
$9.91K - $10.5K
|
2.83K
$260K
|
|
Aug 07, 2023
Q2 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-130- 0.62% |
$10.7K - $11.4K
|
20.8K
$1.91M
|
|
Jan 02, 2024
Q2 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-146- 1.82% |
$12.1K - $12.8K
|
7.89K
$726K
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
SELL
|
- |
-149- 0.12% |
$12.3K - $13.1K
|
128K
$11.8M
|
|
Jul 25, 2023
Q2 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-154- 3.59% |
$12.7K - $13.5K
|
4.13K
$381K
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-192- 0.66% |
$15.9K - $16.8K
|
28.7K
$2.65M
|
|
Jul 27, 2023
Q2 2023
|
Continuum Wealth Advisors, LLC
Saratoga Springs, NY |
SELL
|
- |
-192- 3.93% |
$15.9K - $16.8K
|
4.7K
$433K
|
|
Jul 24, 2023
Q2 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-235- 6.04% |
$19.4K - $20.6K
|
3.66K
$337K
|
|
Jul 05, 2023
Q2 2023
|
Marotta Asset Management
|
SELL
|
- |
-235- 0.94% |
$19.4K - $20.6K
|
24.7K
$2.27M
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-259- 3.37% |
$21.4K - $22.7K
|
7.43K
$684K
|
|
Aug 09, 2023
Q2 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-301- 0.91% |
$24.9K - $26.4K
|
32.6K
$3M
|