Purchases and Sales Made in Q4 2022 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q4 2022. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
4.61K+ 50.88% |
$349K - $403K
|
13.7K
$1.26M
|
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.5KNew |
$341K - $394K
|
4.5K
$415K
|
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
4.5KNew |
$341K - $394K
|
4.5K
$415K
|
|
|
Feb 13, 2023
Q4 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
4.47KNew |
$338K - $390K
|
4.47K
$411K
|
|
|
Feb 09, 2023
Q4 2022
|
F Dx Advisors, Inc.
|
BUY
|
- |
4.38KNew |
$332K - $383K
|
4.38K
$404K
|
|
|
Feb 14, 2023
Q4 2022
|
Interchange Capital Partners, LLC
|
BUY
|
- |
4.04KNew |
$306K - $353K
|
4.04K
$372K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.97KNew |
$301K - $347K
|
3.97K
$366K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
3.93KNew |
$298K - $344K
|
3.93K
$362K
|
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
3.82K+ 1.31% |
$289K - $333K
|
295K
$27.2M
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.8KNew |
$288K - $332K
|
3.8K
$350K
|
|
|
Jan 27, 2023
Q4 2022
|
Mayfair Advisory Group, LLC
Birmingham, AL |
BUY
|
- |
3.75KNew |
$284K - $327K
|
3.75K
$345K
|
|
|
Feb 14, 2023
Q4 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
3.53K+ 121.36% |
$267K - $308K
|
6.44K
$592K
|
|
|
Feb 13, 2023
Q4 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
3.17K+ 52.61% |
$240K - $277K
|
9.2K
$847K
|
|
|
Feb 13, 2023
Q4 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
3.13K+ 7.18% |
$237K - $273K
|
46.7K
$4.3M
|
|
|
Jan 25, 2023
Q4 2022
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
2.97KNew |
$225K - $260K
|
2.97K
$274K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2.81K+ 501.43% |
$213K - $245K
|
3.37K
$310K
|
|
|
Feb 14, 2023
Q4 2022
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
2.57KNew |
$194K - $224K
|
2.57K
$236K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.51KNew |
$190K - $219K
|
2.51K
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.51K+ 98.05% |
$190K - $219K
|
5.07K
$467K
|
|
|
Feb 07, 2023
Q4 2022
|
Trinity Point Wealth, LLC
|
BUY
|
- |
2.45KNew |
$186K - $214K
|
2.45K
$226K
|
|
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.45KNew |
$185K - $214K
|
2.45K
$225K
|
|
|
May 19, 2023
Q4 2022
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.45KNew |
$185K - $214K
|
2.45K
$225K
|
|
|
Feb 13, 2023
Q4 2022
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
2.4KNew |
$181K - $209K
|
2.4K
$221K
|
|
|
Feb 06, 2023
Q4 2022
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
2.32KNew |
$176K - $203K
|
2.32K
$214K
|
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.28K+ 24.31% |
$173K - $199K
|
11.7K
$1.07M
|
|
|
Feb 08, 2023
Q4 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
2.22K+ 9.3% |
$168K - $194K
|
26.1K
$2.4M
|
|
|
Feb 07, 2023
Q4 2022
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
2.13K+ 2.81% |
$161K - $186K
|
77.7K
$7.16M
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.65KNew |
$125K - $145K
|
1.65K
$152K
|
|
|
Feb 09, 2023
Q4 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.46K+ 23.76% |
$110K - $127K
|
7.58K
$698K
|
|
|
Feb 01, 2023
Q4 2022
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
1.45K+ 7.49% |
$110K - $127K
|
20.8K
$1.92M
|
|
|
Feb 13, 2023
Q4 2022
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
1.38K+ 13.5% |
$104K - $120K
|
11.6K
$1.06M
|
|
|
Jan 24, 2023
Q4 2022
|
National Bank Of Canada
|
BUY
|
- |
1.3K+ 7.94% |
$98.1K - $113K
|
17.6K
$1.62M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$96.7K - $112K
|
1.28K
$118K
|
|
|
Feb 21, 2023
Q4 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
1.25K+ 19.02% |
$94.6K - $109K
|
7.82K
$720K
|
|
|
Feb 06, 2023
Q4 2022
|
Rollins Financial
|
BUY
|
- |
1.19K+ 23.34% |
$89.9K - $104K
|
6.28K
$578K
|
|
|
Feb 14, 2023
Q4 2022
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
1.16KNew |
$88.1K - $102K
|
1.16K
$107K
|
|
|
Jan 20, 2023
Q4 2022
|
Hb Wealth Management, LLC
|
BUY
|
- |
965+ 36.12% |
$73.1K - $84.4K
|
3.64K
$335K
|
|
|
Feb 13, 2023
Q4 2022
|
Fca Corp
Houston, TX |
BUY
|
- |
858+ 1.67% |
$65K - $75K
|
52.4K
$4.82M
|
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
841+ 8.01% |
$63.7K - $73.5K
|
11.3K
$1.04M
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
690+ 151.65% |
$52.2K - $60.3K
|
1.15K
$105K
|
|
|
Feb 13, 2023
Q4 2022
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
643+ 3.06% |
$48.7K - $56.2K
|
21.7K
$2M
|
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
631New |
$47.8K - $55.2K
|
631
$58.1K
|
|
|
Jan 09, 2023
Q4 2022
|
Brookstone Capital Management
|
BUY
|
- |
504+ 5.0% |
$38.2K - $44.1K
|
10.6K
$974K
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
454+ 22.93% |
$34.4K - $39.7K
|
2.43K
$224K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
315New |
$23.8K - $27.5K
|
315
$29K
|
|
|
Jan 26, 2023
Q4 2022
|
Vigilant Capital Management, LLC
|
BUY
|
- |
270+ 12.39% |
$20.4K - $23.6K
|
2.45K
$226K
|
|
|
Jan 20, 2023
Q4 2022
|
Davenport & CO LLC
|
BUY
|
- |
260+ 5.43% |
$19.7K - $22.7K
|
5.05K
$465K
|
|
|
Feb 14, 2023
Q4 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
256+ 153.29% |
$19.4K - $22.4K
|
423
$38.9K
|
|
|
Jan 18, 2023
Q4 2022
|
Webster Bank, N. A.
|
BUY
|
- |
235+ 264.04% |
$17.8K - $20.5K
|
324
$29.8K
|
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
BUY
|
- |
216+ 48.43% |
$16.4K - $18.9K
|
662
$61K
|