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 07, 2024
Q4 2023
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-1.31K- 2.96% |
$103K - $114K
|
43K
$3.98M
|
|
|
Feb 12, 2024
Q4 2023
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-1.47K- 7.76% |
$115K - $127K
|
17.5K
$1.61M
|
|
|
Feb 14, 2024
Q4 2023
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.51K- 9.31% |
$118K - $131K
|
14.7K
$1.36M
|
|
|
Feb 12, 2024
Q4 2023
|
F Dx Advisors, Inc.
|
SELL
|
- |
-1.64K- 31.57% |
$128K - $142K
|
3.55K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Lpl Financial LLC
Fort Mill, SC |
SELL
|
- |
-1.95K- 1.63% |
$152K - $169K
|
118K
$10.9M
|
|
|
Jan 30, 2024
Q4 2023
|
Slow Capital, Inc.
|
SELL
|
- |
-2.08K- 7.07% |
$162K - $180K
|
27.3K
$2.52M
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-2.29K- 12.74% |
$179K - $199K
|
15.7K
$1.45M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-2.38K- 9.91% |
$186K - $206K
|
21.6K
$2M
|
|
|
Jan 19, 2024
Q4 2023
|
Fifth Third Bancorp
|
SELL
|
- |
-2.39K- 57.69% |
$187K - $207K
|
1.75K
$162K
|
|
|
Feb 12, 2024
Q4 2023
|
Transatlantique Private Wealth LLC
|
SELL
|
- |
-2.4K- 8.17% |
$188K - $208K
|
27K
$2.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Sonoma Private Wealth LLC
San Francisco, CA |
SELL
|
- |
-2.56K- 50.91% |
$200K - $222K
|
2.47K
$228K
|
|
|
Jul 17, 2024
Q4 2023
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-2.67K- 93.63% |
$209K - $232K
|
182
$16.8K
|
|
|
Feb 12, 2024
Q4 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.2K- 14.82% |
$250K - $277K
|
18.4K
$1.7M
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
SELL
|
- |
-3.34K- 11.65% |
$261K - $289K
|
25.3K
$2.34M
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-3.39K- 14.76% |
$265K - $294K
|
19.5K
$1.81M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-3.62K- 47.1% |
$283K - $314K
|
4.06K
$376K
|
|
|
Feb 05, 2024
Q4 2023
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-4.04K- 13.57% |
$316K - $350K
|
25.7K
$2.38M
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
SELL
|
- |
-4.44K- 81.4% |
$348K - $385K
|
1.02K
$93.8K
|
|
|
Feb 06, 2024
Q4 2023
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-6.08K- 52.62% |
$475K - $527K
|
5.47K
$506K
|
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-7.64K- 76.71% |
$597K - $662K
|
2.32K
$214K
|
|
|
Mar 05, 2024
Q4 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-8.05K- 0.16% |
$630K - $698K
|
5.07M
$468M
|
|
|
Jan 29, 2024
Q4 2023
|
Money Design Co.,Ltd.
|
SELL
|
- |
-8.75K- 8.41% |
$685K - $759K
|
95.3K
$8.81M
|
|
|
Feb 09, 2024
Q4 2023
|
Citigroup Inc
|
SELL
|
- |
-9.92K- 13.97% |
$776K - $860K
|
61.1K
$5.65M
|
|
|
Feb 14, 2024
Q4 2023
|
Jane Street Group, LLC
New York, NY |
SELL
|
- |
-12.7K- 43.21% |
$994K - $1.1M
|
16.7K
$1.54M
|
|
|
Jan 18, 2024
Q4 2023
|
Km Capital Management Ltd.
Austin, TX |
SELL
|
- |
-13.6K- 83.6% |
$1.07M - $1.18M
|
2.67K
$247K
|
|
|
Jan 16, 2024
Q4 2023
|
Ayalon Insurance Comp Ltd.
|
SELL
|
- |
-18.4K- 50.0% |
$1.44M - $1.6M
|
18.4K
$1.7M
|
|
|
Feb 13, 2024
Q4 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-34K- 60.36% |
$2.66M - $2.95M
|
22.4K
$2.07M
|
|
|
Feb 12, 2024
Q4 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
SELL
|
- |
-38.6K- 37.23% |
$3.02M - $3.35M
|
65.1K
$6.02M
|
|
|
Feb 14, 2024
Q4 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-41.1K- 75.01% |
$3.22M - $3.56M
|
13.7K
$1.27M
|
|
|
Feb 12, 2024
Q4 2023
|
Jpmorgan Chase & CO
New York, NY |
SELL
|
- |
-155K- 19.73% |
$12.1M - $13.5M
|
631K
$58.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-348K- 98.39% |
$27.2M - $30.2M
|
5.69K
$526K
|
|
|
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
- |
-443K- 11.28% |
$34.6M - $38.4M
|
3.48M
$322M
|
|
|
Feb 13, 2024
Q4 2023
|
Black Rock Inc.
New York, NY |
SELL
|
- |
-550K- 3.59% |
$43M - $47.7M
|
14.8M
$1.36B
|
|
|
Feb 13, 2024
Q4 2023
|
Fil LTD
Hamilton, D0 |
SELL
|
- |
-739K- 93.12% |
$57.9M - $64.1M
|
54.7K
$5.05M
|