Purchases and Sales Made in Q3 2023 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q3 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, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
27+ 0.95% |
$2.22K - $2.35K
|
2.86K
$264K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$1.97K - $2.09K
|
24
$2.22K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.89K - $2K
|
23
$2.13K
|
|
Oct 25, 2023
Q3 2023
|
Vista Capital Partners, Inc.
|
BUY
|
- |
21+ 0.71% |
$1.73K - $1.83K
|
2.98K
$275K
|
|
Nov 13, 2023
Q3 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
18+ 0.55% |
$1.48K - $1.57K
|
3.27K
$302K
|
|
Nov 06, 2023
Q3 2023
|
Savant Capital, LLC
|
BUY
|
- |
8+ 0.29% |
$658 - $696
|
2.72K
$251K
|
|
Nov 08, 2023
Q3 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-9- 0.06% |
$740 - $783
|
14.2K
$1.31M
|
|
Nov 02, 2023
Q3 2023
|
Jfs Wealth Advisors, LLC
|
SELL
|
- |
-24- 48.0% |
$1.97K - $2.09K
|
26
$2.4K
|
|
Oct 30, 2023
Q3 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-24- 7.02% |
$1.97K - $2.09K
|
318
$29.4K
|
|
Nov 14, 2023
Q3 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
SELL
|
- |
-30- 5.06% |
$2.47K - $2.61K
|
563
$52K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-50- 0.71% |
$4.11K - $4.35K
|
6.95K
$643K
|
|
Oct 31, 2023
Q3 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-50- 10.1% |
$4.11K - $4.35K
|
445
$41.1K
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-57- 59.38% |
$4.69K - $4.96K
|
39
$3.61K
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-57- 0.98% |
$4.69K - $4.96K
|
5.77K
$533K
|
|
Nov 07, 2023
Q3 2023
|
Goodwin Investment Advisory
Woodstock, GA |
SELL
|
- |
-58- 5.14% |
$4.77K - $5.04K
|
1.07K
$98.9K
|
|
Nov 14, 2023
Q3 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-74- 2.38% |
$6.09K - $6.44K
|
3.04K
$281K
|
|
Nov 15, 2023
Q3 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-77- 90.59% |
$6.33K - $6.7K
|
8
$740
|
|
Nov 13, 2023
Q3 2023
|
Optiver Holding B.V.
Amsterdam, P7 |
SELL
|
- |
-82- 45.81% |
$6.75K - $7.13K
|
97
$8.97K
|
|
Jan 02, 2024
Q3 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-95- 1.2% |
$7.82K - $8.26K
|
7.79K
$720K
|
|
Nov 26, 2024
Q3 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-100- 6.9% |
$8.23K - $8.7K
|
1.35K
$125K
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-107- 0.46% |
$8.8K - $9.3K
|
22.9K
$2.12M
|
|
Nov 13, 2023
Q3 2023
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-118- 2.12% |
$9.71K - $10.3K
|
5.44K
$503K
|
|
Nov 13, 2023
Q3 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-120- 0.63% |
$9.87K - $10.4K
|
18.9K
$1.75M
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
SELL
|
- |
-124- 1.67% |
$10.2K - $10.8K
|
7.3K
$675K
|
|
Oct 17, 2023
Q3 2023
|
Paladin Advisory Group, LLC
|
SELL
|
- |
-137- 24.6% |
$11.3K - $11.9K
|
420
$38.8K
|
|
Aug 08, 2024
Q3 2023
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-143Closed |
$11.8K - $12.4K
|
0
$0
|
|
Oct 13, 2023
Q3 2023
|
Bond & Devick Financial Network, Inc.
|
SELL
|
- |
-156- 2.74% |
$12.8K - $13.6K
|
5.55K
$513K
|
|
Oct 24, 2023
Q3 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-163- 0.63% |
$13.4K - $14.2K
|
25.8K
$2.38M
|
|
Oct 13, 2023
Q3 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-165- 1.4% |
$13.6K - $14.3K
|
11.6K
$1.08M
|
|
Oct 19, 2023
Q3 2023
|
Ballentine Partners, LLC
Waltham, MA |
SELL
|
- |
-225- 7.25% |
$18.5K - $19.6K
|
2.88K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-226- 1.04% |
$18.6K - $19.7K
|
21.6K
$1.99M
|
|
Oct 27, 2023
Q3 2023
|
Whittier Trust CO Of Nevada Inc
|
SELL
|
- |
-255- 50.4% |
$21K - $22.2K
|
251
$23.2K
|
|
Oct 10, 2023
Q3 2023
|
Webster Bank, N. A.
|
SELL
|
- |
-304- 54.87% |
$25K - $26.4K
|
250
$23.1K
|
|
Nov 02, 2023
Q3 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-319- 2.63% |
$26.2K - $27.7K
|
11.8K
$1.09M
|
|
Nov 02, 2023
Q3 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-406- 7.26% |
$33.4K - $35.3K
|
5.19K
$480K
|
|
Oct 17, 2023
Q3 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
SELL
|
- |
-412- 2.05% |
$33.9K - $35.8K
|
19.7K
$1.82M
|
|
Nov 02, 2023
Q3 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-467- 24.03% |
$38.4K - $40.6K
|
1.48K
$136K
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-652- 3.5% |
$53.6K - $56.7K
|
18K
$1.66M
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-662- 1.19% |
$54.5K - $57.6K
|
54.8K
$5.07M
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-666- 10.93% |
$54.8K - $57.9K
|
5.43K
$502K
|
|
Nov 20, 2023
Q3 2023
|
Tompkins Financial Corp
|
SELL
|
- |
-700- 19.44% |
$57.6K - $60.9K
|
2.9K
$268K
|
|
Oct 23, 2023
Q3 2023
|
Mayfair Advisory Group, LLC
Birmingham, AL |
SELL
|
- |
-775- 21.2% |
$63.8K - $67.4K
|
2.88K
$266K
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-1.15K- 5.93% |
$94.8K - $100K
|
18.3K
$1.69M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
SELL
|
- |
-1.2K- 7.25% |
$99K - $105K
|
15.4K
$1.42M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.31K- 7.6% |
$108K - $114K
|
15.9K
$1.47M
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-1.31K- 46.37% |
$108K - $114K
|
1.51K
$140K
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-1.53K- 3.46% |
$126K - $133K
|
42.7K
$3.94M
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.63K- 17.08% |
$134K - $142K
|
7.9K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-1.68K- 5.54% |
$138K - $146K
|
28.7K
$2.65M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-2.15K- 25.37% |
$177K - $187K
|
6.32K
$585K
|