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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2024
Q4 2023
|
Patriot Investment Management Inc.
|
BUY
|
- |
1+ 0.02% |
$78.2 - $86.7
|
6.33K
$585K
|
|
|
Feb 21, 2024
Q4 2023
|
Raleigh Capital Management Inc.
Cary, NC |
BUY
|
- |
1+ 1.61% |
$78.2 - $86.7
|
63
$5.82K
|
|
|
Feb 01, 2024
Q4 2023
|
Element Wealth, LLC
|
BUY
|
- |
1+ 3.45% |
$78.2 - $86.7
|
30
$2.77K
|
|
|
Jan 16, 2024
Q4 2023
|
Hb Wealth Management, LLC
|
SELL
|
- |
-1- 0.03% |
$78.2 - $86.7
|
3.61K
$334K
|
|
|
Jan 18, 2024
Q4 2023
|
Patron Partners, LLC
|
SELL
|
- |
-4- 0.06% |
$313 - $347
|
6.2K
$573K
|
|
|
Feb 05, 2024
Q4 2023
|
Savant Capital, LLC
|
SELL
|
- |
-6- 0.22% |
$469 - $520
|
2.71K
$251K
|
|
|
Jan 18, 2024
Q4 2023
|
Washington Trust CO
|
SELL
|
- |
-15- 4.29% |
$1.17K - $1.3K
|
335
$31K
|
|
|
Feb 08, 2024
Q4 2023
|
Vista Capital Partners, Inc.
|
SELL
|
- |
-21- 0.71% |
$1.64K - $1.82K
|
2.96K
$273K
|
|
|
Feb 08, 2024
Q4 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-29- 9.12% |
$2.27K - $2.51K
|
289
$26.7K
|
|
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-29- 0.77% |
$2.27K - $2.51K
|
3.73K
$345K
|
|
|
Feb 12, 2024
Q4 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-37- 1.05% |
$2.89K - $3.21K
|
3.48K
$322K
|
|
|
Jan 30, 2024
Q4 2023
|
Bison Wealth, LLC
|
SELL
|
- |
-50- 1.07% |
$3.91K - $4.34K
|
4.63K
$428K
|
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-62- 1.8% |
$4.85K - $5.38K
|
3.38K
$313K
|
|
|
Feb 13, 2024
Q4 2023
|
La Salle St. Investment Advisors, LLC
Elmhurst, IL |
SELL
|
- |
-67- 2.21% |
$5.24K - $5.81K
|
2.97K
$274K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
SELL
|
- |
-77- 1.05% |
$6.02K - $6.68K
|
7.23K
$668K
|
|
|
Feb 05, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-100- 50.0% |
$7.82K - $8.67K
|
100
$9.25K
|
|
|
Apr 30, 2024
Q4 2023
|
Concord Wealth Partners
|
SELL
|
- |
-100- 50.0% |
$7.82K - $8.67K
|
100
$9.25K
|
|
|
Jan 18, 2024
Q4 2023
|
Everett Harris & CO
|
SELL
|
- |
-119- 2.51% |
$9.31K - $10.3K
|
4.63K
$428K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-134- 2.12% |
$10.5K - $11.6K
|
6.19K
$572K
|
|
|
Feb 07, 2024
Q4 2023
|
Pacific Sun Financial Corp
|
SELL
|
- |
-135- 4.51% |
$10.6K - $11.7K
|
2.86K
$264K
|
|
|
Feb 14, 2024
Q4 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-146- 0.82% |
$11.4K - $12.7K
|
17.7K
$1.64M
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-174- 24.68% |
$13.6K - $15.1K
|
531
$49.1K
|
|
|
Jan 23, 2024
Q4 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-182- 12.33% |
$14.2K - $15.8K
|
1.29K
$120K
|
|
|
Feb 14, 2024
Q4 2023
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-184- 1.55% |
$14.4K - $16K
|
11.7K
$1.08M
|
|
|
Feb 13, 2024
Q4 2023
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-187- 29.78% |
$14.6K - $16.2K
|
441
$40.8K
|
|
|
Jun 26, 2024
Q4 2023
|
Financial Gravity Asset Management, Inc.
|
SELL
|
- |
-215- 43.09% |
$16.8K - $18.6K
|
284
$26.3K
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-221- 7.04% |
$17.3K - $19.2K
|
2.92K
$270K
|
|
|
Feb 13, 2024
Q4 2023
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-230- 5.7% |
$18K - $19.9K
|
3.81K
$352K
|
|
|
Feb 14, 2024
Q4 2023
|
Bradley Foster & Sargent Inc
Hartford, CT |
SELL
|
- |
-254- 6.19% |
$19.9K - $22K
|
3.85K
$356K
|
|
|
Feb 14, 2024
Q4 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-265- 28.25% |
$20.7K - $23K
|
673
$62.2K
|
|
|
Feb 09, 2024
Q4 2023
|
D.A. Davidson & Co.
|
SELL
|
- |
-301- 2.12% |
$23.6K - $26.1K
|
13.9K
$1.29M
|
|
|
Feb 06, 2024
Q4 2023
|
Avidian Wealth Solutions, LLC
|
SELL
|
- |
-311- 2.63% |
$24.3K - $27K
|
11.5K
$1.07M
|
|
|
Feb 06, 2024
Q4 2023
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-339- 0.39% |
$26.5K - $29.4K
|
85.7K
$7.92M
|
|
|
Feb 08, 2024
Q4 2023
|
Apexium Financial, LP
|
SELL
|
- |
-379- 0.89% |
$29.7K - $32.9K
|
42.1K
$3.9M
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
SELL
|
- |
-403- 1.64% |
$31.5K - $34.9K
|
24.1K
$2.23M
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-424- 7.81% |
$33.2K - $36.8K
|
5K
$463K
|
|
|
Feb 14, 2024
Q4 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-451- 7.47% |
$35.3K - $39.1K
|
5.59K
$517K
|
|
|
Jan 24, 2024
Q4 2023
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-500- 1.18% |
$39.1K - $43.4K
|
42K
$3.88M
|
|
|
Feb 15, 2024
Q4 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-540- 15.07% |
$42.2K - $46.8K
|
3.04K
$281K
|
|
|
Jan 30, 2024
Q4 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-553- 7.0% |
$43.3K - $48K
|
7.35K
$679K
|
|
|
Feb 12, 2024
Q4 2023
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-556- 89.25% |
$43.5K - $48.2K
|
67
$6.19K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-725- 2.81% |
$56.7K - $62.9K
|
25.1K
$2.32M
|
|
|
Feb 14, 2024
Q4 2023
|
Comerica Bank
|
SELL
|
- |
-760- 9.14% |
$59.5K - $65.9K
|
7.56K
$699K
|
|
|
Jan 17, 2024
Q4 2023
|
Courier Capital LLC
|
SELL
|
- |
-930- 19.7% |
$72.8K - $80.6K
|
3.79K
$351K
|
|
|
Feb 09, 2024
Q4 2023
|
Banco Santander, S.A.
|
SELL
|
- |
-945- 2.22% |
$73.9K - $82K
|
41.7K
$3.86M
|
|
|
Feb 06, 2024
Q4 2023
|
Private Advisor Group, LLC
|
SELL
|
- |
-1.09K- 9.23% |
$85.4K - $94.6K
|
10.7K
$991K
|
|
|
Nov 26, 2024
Q4 2023
|
Erste Asset Management Gmb H
Vienna, C4 |
SELL
|
- |
-1.1K- 81.48% |
$86.1K - $95.4K
|
250
$23.1K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
SELL
|
- |
-1.13K- 7.11% |
$88.3K - $97.9K
|
14.8K
$1.36M
|
|
|
Jan 10, 2024
Q4 2023
|
Clarity Wealth Advisors, LLC
|
SELL
|
- |
-1.13K- 1.8% |
$88.5K - $98.1K
|
61.8K
$5.72M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
SELL
|
- |
-1.2K- 29.23% |
$94.1K - $104K
|
2.91K
$269K
|