Purchases and Sales Made in Q2 2024 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
741+ 4.99% |
$64.8K - $69.7K
|
15.6K
$1.36M
|
|
|
Aug 09, 2024
Q2 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
685New |
$59.9K - $64.5K
|
685
$59.5K
|
|
|
Aug 09, 2024
Q2 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
600New |
$52.4K - $56.5K
|
600
$52.2K
|
|
|
Aug 14, 2024
Q2 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
466+ 21.15% |
$40.7K - $43.9K
|
2.67K
$232K
|
|
|
Jul 22, 2024
Q2 2024
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
452New |
$39.5K - $42.5K
|
452
$39.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Phillips Financial Management, LLC
|
BUY
|
- |
396New |
$34.6K - $37.3K
|
396
$34.4K
|
|
|
Aug 13, 2024
Q2 2024
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
378+ 1.31% |
$33K - $35.6K
|
29.3K
$2.54M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
355+ 14.87% |
$31K - $33.4K
|
2.74K
$238K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
352New |
$30.8K - $33.1K
|
352
$30.6K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
339+ 12.26% |
$29.6K - $31.9K
|
3.11K
$270K
|
|
|
Aug 05, 2024
Q2 2024
|
Savant Capital, LLC
|
BUY
|
- |
319+ 11.44% |
$27.9K - $30K
|
3.11K
$270K
|
|
|
Jul 18, 2024
Q2 2024
|
Brookstone Capital Management
|
BUY
|
- |
311+ 1.71% |
$27.2K - $29.3K
|
18.5K
$1.61M
|
|
|
Jul 30, 2024
Q2 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
294New |
$25.7K - $27.7K
|
294
$25.6K
|
|
|
Aug 12, 2024
Q2 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
224+ 5.72% |
$19.6K - $21.1K
|
4.14K
$360K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
219+ 3.85% |
$19.1K - $20.6K
|
5.91K
$514K
|
|
|
Aug 14, 2024
Q2 2024
|
Scotia Capital Inc.
|
BUY
|
- |
218+ 0.86% |
$19.1K - $20.5K
|
25.7K
$2.23M
|
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
BUY
|
- |
200New |
$17.5K - $18.8K
|
200
$17.4K
|
|
|
Aug 20, 2024
Q2 2024
|
Truist Financial Corp
|
BUY
|
- |
197+ 1.78% |
$17.2K - $18.5K
|
11.2K
$977K
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
171+ 2.87% |
$14.9K - $16.1K
|
6.12K
$532K
|
|
|
Aug 14, 2024
Q2 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
166+ 1.35% |
$14.5K - $15.6K
|
12.4K
$1.08M
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
- |
151+ 503.33% |
$13.2K - $14.2K
|
181
$15.7K
|
|
|
Aug 06, 2024
Q2 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
138+ 50.0% |
$12.1K - $13K
|
414
$36K
|
|
|
Aug 12, 2024
Q2 2024
|
Asb Consultores, LLC
Aventura, FL |
BUY
|
- |
134+ 4.05% |
$11.7K - $12.6K
|
3.44K
$299K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
106+ 0.64% |
$9.27K - $9.98K
|
16.6K
$1.44M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
104New |
$9.09K - $9.79K
|
104
$9.04K
|
|
|
Aug 13, 2024
Q2 2024
|
Smartleaf Asset Management LLC
Boston, MA |
BUY
|
- |
100New |
$8.74K - $9.41K
|
100
$8.69K
|
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
100+ 0.48% |
$8.74K - $9.41K
|
20.8K
$1.81M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
99+ 0.51% |
$8.65K - $9.32K
|
19.5K
$1.69M
|
|
|
Jul 24, 2024
Q2 2024
|
Slow Capital, Inc.
|
BUY
|
- |
96+ 0.59% |
$8.39K - $9.04K
|
16.5K
$1.43M
|
|
|
Aug 22, 2024
Q2 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
93+ 0.25% |
$8.13K - $8.75K
|
36.8K
$3.2M
|
|
|
Jul 25, 2024
Q2 2024
|
Pom Investment Strategies, LLC
Raleigh, NC |
BUY
|
- |
88New |
$7.69K - $8.28K
|
88
$7.65K
|
|
|
Jul 30, 2024
Q2 2024
|
Trinity Point Wealth, LLC
|
BUY
|
- |
86+ 2.71% |
$7.52K - $8.09K
|
3.27K
$284K
|
|
|
Aug 08, 2024
Q2 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
76+ 1.48% |
$6.64K - $7.15K
|
5.2K
$452K
|
|
|
Aug 14, 2024
Q2 2024
|
Barry Investment Advisors, LLC
|
BUY
|
- |
74+ 1.36% |
$6.47K - $6.96K
|
5.5K
$478K
|
|
|
Jul 05, 2024
Q2 2024
|
Institutional & Family Asset Management, LLC
|
BUY
|
- |
50New |
$4.37K - $4.71K
|
50
$4.35K
|
|
|
Jul 26, 2024
Q2 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
45+ 1.21% |
$3.93K - $4.24K
|
3.75K
$326K
|
|
|
Aug 13, 2024
Q2 2024
|
Prospera Financial Services Inc
|
BUY
|
- |
41+ 1.09% |
$3.58K - $3.86K
|
3.81K
$331K
|
|
|
Aug 13, 2024
Q2 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
35+ 1.45% |
$3.06K - $3.29K
|
2.44K
$212K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
- |
33+ 0.55% |
$2.88K - $3.11K
|
6.03K
$524K
|
|
|
Jul 12, 2024
Q2 2024
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
29+ 0.32% |
$2.53K - $2.73K
|
9.15K
$795K
|
|
|
Aug 06, 2024
Q2 2024
|
Glassman Wealth Services
|
BUY
|
- |
29New |
$2.53K - $2.73K
|
29
$2.52K
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
26New |
$2.27K - $2.45K
|
26
$2.26K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
19New |
$1.66K - $1.79K
|
19
$1.65K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
19New |
$1.66K - $1.79K
|
19
$1.65K
|
|
|
Jul 22, 2024
Q2 2024
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
12+ 0.29% |
$1.05K - $1.13K
|
4.1K
$356K
|
|
|
Aug 05, 2024
Q2 2024
|
Vista Private Wealth Partners. LLC
|
BUY
|
- |
12New |
$1.05K - $1.13K
|
12
$1.04K
|
|
|
Aug 05, 2024
Q2 2024
|
Patron Partners, LLC
|
BUY
|
- |
4+ 0.07% |
$350 - $376
|
5.74K
$499K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
2+ 0.04% |
$175 - $188
|
5.17K
$449K
|
|
|
Aug 12, 2024
Q2 2024
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
1+ 1.67% |
$87.4 - $94.1
|
61
$5.3K
|
|
|
Aug 05, 2024
Q2 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.57% |
$87.4 - $94.1
|
176
$15.3K
|