Purchases and Sales Made in Q4 2023 in Ishares Global Healthcare ETF (IXJ)
This table provides information about the institutional ownership of Ishares Global Healthcare ETF (IXJ) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 09, 2024
Q4 2023
|
Barry Investment Advisors, LLC
|
BUY
|
- |
1.12K+ 34.32% |
$87.7K - $97.2K
|
4.39K
$406K
|
|
|
Feb 14, 2024
Q4 2023
|
Arete Wealth Advisors, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 3.9% |
$84.3K - $93.4K
|
28.7K
$2.65M
|
|
|
Feb 06, 2024
Q4 2023
|
Crestone Asset Management LLC
|
BUY
|
- |
1.07K+ 7.65% |
$84K - $93.1K
|
15.1K
$1.4M
|
|
|
Feb 14, 2024
Q4 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
1K+ 7.03% |
$78.5K - $87K
|
15.3K
$1.41M
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
686+ 0.77% |
$53.7K - $59.5K
|
89.3K
$8.25M
|
|
|
Jan 24, 2024
Q4 2023
|
Allworth Financial LP
|
BUY
|
- |
580+ 1487.18% |
$45.4K - $50.3K
|
619
$57.2K
|
|
|
Feb 08, 2024
Q4 2023
|
Tctc Holdings, LLC
Dallas, TX |
BUY
|
- |
567New |
$44.4K - $49.2K
|
567
$52.4K
|
|
|
Jan 24, 2024
Q4 2023
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
548New |
$42.9K - $47.5K
|
548
$50.7K
|
|
|
Jan 11, 2024
Q4 2023
|
Brookstone Capital Management
|
BUY
|
- |
522+ 3.11% |
$40.8K - $45.3K
|
17.3K
$1.6M
|
|
|
Feb 28, 2024
Q4 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
520+ 13.42% |
$40.7K - $45.1K
|
4.4K
$406K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
495New |
$38.7K - $42.9K
|
495
$45.8K
|
|
|
Feb 14, 2024
Q4 2023
|
Systm Wealth Solutions LLC
Chicago, IL |
BUY
|
- |
433New |
$33.9K - $37.5K
|
433
$40K
|
|
|
Feb 15, 2024
Q4 2023
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
400New |
$31.3K - $34.7K
|
400
$37K
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
395+ 6.23% |
$30.9K - $34.3K
|
6.74K
$623K
|
|
|
Feb 07, 2024
Q4 2023
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
390+ 8.52% |
$30.5K - $33.8K
|
4.97K
$459K
|
|
|
Feb 06, 2024
Q4 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
362+ 0.55% |
$28.3K - $31.4K
|
66.5K
$6.15M
|
|
|
Feb 08, 2024
Q4 2023
|
Fca Corp
Houston, TX |
BUY
|
- |
341+ 0.66% |
$26.7K - $29.6K
|
51.7K
$4.78M
|
|
|
Jan 30, 2024
Q4 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
322+ 5.58% |
$25.2K - $27.9K
|
6.09K
$563K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
305+ 0.79% |
$23.9K - $26.4K
|
39K
$3.61M
|
|
|
Feb 13, 2024
Q4 2023
|
Fairfield, Bush & Co.
Darien, CT |
BUY
|
- |
250New |
$19.6K - $21.7K
|
250
$23.1K
|
|
|
Jan 18, 2024
Q4 2023
|
Maltin Wealth Management, Inc.
|
BUY
|
- |
239+ 2.69% |
$18.7K - $20.7K
|
9.12K
$843K
|
|
|
Mar 15, 2024
Q4 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
238+ 3.42% |
$18.6K - $20.6K
|
7.19K
$665K
|
|
|
Jan 26, 2024
Q4 2023
|
Pfs Partners, LLC
Mine Hill, NJ |
BUY
|
- |
234New |
$18.3K - $20.3K
|
234
$21.6K
|
|
|
Feb 02, 2024
Q4 2023
|
Community Bank, N.A.
|
BUY
|
- |
225+ 0.9% |
$17.6K - $19.5K
|
25.2K
$2.33M
|
|
|
Jan 12, 2024
Q4 2023
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
219+ 1.11% |
$17.1K - $19K
|
19.9K
$1.84M
|
|
|
Feb 14, 2024
Q4 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
164+ 4.7% |
$12.8K - $14.2K
|
3.65K
$338K
|
|
|
Feb 01, 2024
Q4 2023
|
First Command Advisory Services, Inc.
|
BUY
|
- |
154New |
$12K - $13.4K
|
154
$14.2K
|
|
|
Jan 03, 2024
Q4 2023
|
Massmutual Trust CO Fsb
|
BUY
|
- |
148New |
$11.6K - $12.8K
|
148
$13.7K
|
|
|
Feb 06, 2024
Q4 2023
|
National Bank Of Canada
|
BUY
|
- |
143+ 0.93% |
$11.2K - $12.4K
|
15.5K
$1.44M
|
|
|
Jan 09, 2024
Q4 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
133+ 2.44% |
$10.4K - $11.5K
|
5.58K
$516K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
114+ 0.87% |
$8.92K - $9.89K
|
13.2K
$1.22M
|
|
|
Feb 13, 2024
Q4 2023
|
First Manhattan CO
New York, NY |
BUY
|
- |
113+ 28.25% |
$8.84K - $9.8K
|
513
$47.4K
|
|
|
Jan 18, 2024
Q4 2023
|
Cutler Group LP
|
BUY
|
- |
98New |
$7.67K - $8.5K
|
98
$9.06K
|
|
|
Jan 10, 2024
Q4 2023
|
Sound Income Strategies, LLC
|
BUY
|
- |
60+ 28.85% |
$4.69K - $5.2K
|
268
$24.8K
|
|
|
Jan 23, 2024
Q4 2023
|
Davenport & CO LLC
|
BUY
|
- |
50+ 0.97% |
$3.91K - $4.34K
|
5.2K
$481K
|
|
|
Feb 13, 2024
Q4 2023
|
Jones Financial Companies Lllp
|
BUY
|
- |
50New |
$3.91K - $4.34K
|
50
$4.62K
|
|
|
Feb 05, 2024
Q4 2023
|
Family Firm, Inc.
|
BUY
|
- |
35+ 0.21% |
$2.74K - $3.04K
|
16.7K
$1.54M
|
|
|
Feb 14, 2024
Q4 2023
|
Prospera Financial Services Inc
|
BUY
|
- |
30+ 0.8% |
$2.35K - $2.6K
|
3.77K
$349K
|
|
|
Jan 09, 2024
Q4 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
27+ 10.55% |
$2.11K - $2.34K
|
283
$26.2K
|
|
|
Jan 30, 2024
Q4 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
25+ 1.74% |
$1.96K - $2.17K
|
1.46K
$135K
|
|
|
Feb 29, 2024
Q4 2023
|
Scarborough Advisors, LLC
Annapolis, MD |
BUY
|
- |
22New |
$1.72K - $1.91K
|
22
$2.03K
|
|
|
Jan 23, 2024
Q4 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
21+ 0.56% |
$1.64K - $1.82K
|
3.75K
$346K
|
|
|
Jan 10, 2024
Q4 2023
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
18+ 0.6% |
$1.41K - $1.56K
|
3.04K
$281K
|
|
|
Feb 12, 2024
Q4 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
10+ 0.2% |
$782 - $867
|
4.91K
$454K
|
|
|
Feb 09, 2024
Q4 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
10+ 0.1% |
$782 - $867
|
10.3K
$951K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
5+ 0.14% |
$391 - $434
|
3.56K
$329K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
4+ 0.11% |
$313 - $347
|
3.5K
$323K
|
|
|
Jan 31, 2024
Q4 2023
|
Western Wealth Management, LLC
|
BUY
|
- |
4+ 0.1% |
$313 - $347
|
3.95K
$365K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
2+ 0.13% |
$156 - $173
|
1.52K
$140K
|
|
|
Jan 10, 2024
Q4 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.57% |
$78.2 - $86.7
|
175
$16.2K
|