Stonebridge Financial Planning Group, LLC Ishares Global Healthcare ETF Transaction History

Stonebridge Financial Planning Group, LLC

  • $254 Million
  • Q3 2025

A detailed history of Stonebridge Financial Planning Group, LLC transactions in Ishares Global Healthcare ETF stock. As of the latest transaction made, Stonebridge Financial Planning Group, LLC holds 4,155 shares of IXJ stock, worth $397,259. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,155
Previous 6,085 31.72%
Holding current value
$397,259
Previous $523,000 29.64%
% of portfolio
0.15%
Previous 0.23%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 17, 2025
SELL
$82.73 - $89.14 $159,668 - $172,040
-1,930 Reduced 31.72%
4,155 $368,000
Q2 2025

Aug 05, 2025
SELL
$82.3 - $90.02 $16,460 - $18,004
-200 Reduced 3.18%
6,085 $523,000
Q1 2025

May 08, 2025
SELL
$86.01 - $94.19 $17,202 - $18,838
-200 Reduced 3.08%
6,285 $573,000
Q4 2024

Feb 18, 2025
SELL
$85.65 - $98.34 $27,836 - $31,960
-325 Reduced 4.77%
6,485 $557,000
Q3 2024

Nov 08, 2024
BUY
$91.63 - $101.25 $13,744 - $15,187
150 Added 2.25%
6,810 $668,000
Q2 2024

Aug 07, 2024
SELL
$87.41 - $94.12 $6,555 - $7,059
-75 Reduced 1.11%
6,660 $618,000
Q4 2023

Feb 05, 2024
BUY
$78.24 - $86.72 $30,904 - $34,254
395 Added 6.23%
6,735 $584,000
Q3 2023

Nov 07, 2023
BUY
$82.27 - $86.96 $207,731 - $219,573
2,525 Added 66.19%
6,340 $522,000
Q2 2023

Aug 11, 2023
BUY
$82.57 - $87.62 $315,004 - $334,270
3,815 New
3,815 $324,000

Others Institutions Holding IXJ

# of Institutions
297
Shares Held
33.6M
Call Options Held
4K
Put Options Held
0
View Full List

About ISHARES GLOBAL HEALTHCARE ETF

IXJ Quotes by TradingView
  • Ticker IXJ
  • Sector ETFs
  • Industry Closed-End Fund - Equity
More about IXJ
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