Wr Wealth Planners, LLC Ishares Global Healthcare ETF Transaction History

Wr Wealth Planners, LLC

$301 Million
Q4 2024

Shares

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Jul 31, 2024	BUY	$87.55 - $93.2 $6,916 - $7,362	79 New	79 $7,000

Others Institutions Holding IXJ

# of Institutions

303

Shares Held

31.5M

Call Options Held

0

Put Options Held

600

Black Rock Inc. New York, NY

14.7M
Shares

$1.35 Billion
0.03% of portfolio
Ken Fisher Fisher Asset Management, LLC | Camas, Wa

5.38M
Shares

$495 Million
0.19% of portfolio
Bank Of America Corp Charlotte, NC

2.56M
Shares

$235 Million
0.02% of portfolio
Richard Bernstein Advisors LLC

1.26M
Shares

$116 Million
2.47% of portfolio
Phoenix Holdings Ltd. Givatayim, L3

1.2M
Shares

$110 Million
1.44% of portfolio

About ISHARES GLOBAL HEALTHCARE ETF

Ticker IXJ
Sector ETFs
Industry Closed-End Fund - Equity

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wr Wealth Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wr Wealth Planners, LLC with notifications on news.