Latest Institutional Transactions on Ishares Global Healthcare ETF (IXJ)
This table provides information on the latest institutional transactions involving Ishares Global Healthcare ETF (IXJ) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.44K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
560New |
$44.3K - $47.9K
|
560
$53.5K
|
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$3.16K - $3.42K
|
40
$3.82K
|
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
450New |
$35.6K - $38.5K
|
450
$43K
|
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$4.11K - $4.45K
|
52
$4.97K
|
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.36KNew |
$108K - $116K
|
1.36K
$130K
|
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.44K
|
|
|
May 03, 2023
Q1 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-71- 1.13% |
$5.61K - $6.07K
|
6.2K
$592K
|
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$2.37K - $2.57K
|
30
$2.87K
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 707.39% |
$553K - $598K
|
7.98K
$763K
|
|
|
May 01, 2023
Q1 2023
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-47.6K- 93.32% |
$3.76M - $4.07M
|
3.41K
$326K
|
|
|
Apr 28, 2023
Q1 2023
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.5K- 2.94% |
$119K - $128K
|
49.5K
$4.73M
|
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$7.91K - $8.55K
|
100
$9.56K
|
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
9+ 27.27% |
$712 - $770
|
42
$4.02K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
258New |
$20.4K - $22.1K
|
258
$24.7K
|
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$10.8K - $11.7K
|
137
$13.1K
|
|
| Q4 2022 | |||||||
|
Feb 17, 2023
Q4 2022
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
2.45KNew |
$185K - $214K
|
2.45K
$234K
|
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
BUY
|
- |
27.3KNew |
$2.07M - $2.39M
|
27.3K
$2.61M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
SELL
|
- |
-492- 7.72% |
$37.2K - $43K
|
5.88K
$562K
|
|
|
Feb 13, 2023
Q4 2022
|
Resolute Financial, LLC
|
BUY
|
- |
15+ 0.24% |
$1.14K - $1.31K
|
6.3K
$602K
|
|
|
Feb 13, 2023
Q4 2022
|
Barings LLC
|
SELL
|
- |
-578- 0.39% |
$43.8K - $50.5K
|
149K
$14.2M
|
|
|
Feb 13, 2023
Q4 2022
|
Wbi Investments, Inc.
|
SELL
|
- |
-1.78K- 6.27% |
$135K - $156K
|
26.6K
$2.55M
|
|
|
Feb 13, 2023
Q4 2022
|
Tanglewood Legacy Advisors, LLC
Houston, TX |
BUY
|
- |
1.28KNew |
$96.7K - $112K
|
1.28K
$122K
|
|
|
Feb 13, 2023
Q4 2022
|
Cambria Investment Management, L.P.
|
BUY
|
- |
163KNew |
$12.4M - $14.3M
|
163K
$15.6M
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
2.51K+ 98.05% |
$190K - $219K
|
5.07K
$485K
|
|
|
Feb 10, 2023
Q4 2022
|
Csenge Advisory Group
|
BUY
|
- |
21KNew |
$1.59M - $1.84M
|
21K
$2.01M
|
|
|
Feb 09, 2023
Q4 2022
|
First International Bank & Trust
Watford City, ND |
SELL
|
- |
-830- 1.06% |
$62.8K - $72.6K
|
77.4K
$7.4M
|
|
|
Feb 09, 2023
Q4 2022
|
Beaumont Capital Management, LLC
Boston, MA |
BUY
|
- |
41.1KNew |
$3.11M - $3.59M
|
41.1K
$3.93M
|
|
|
Feb 07, 2023
Q4 2022
|
Cutler Group LP
|
SELL
|
CALL |
-2.2K- 78.57% |
$167K - $192K
|
600
$57.4K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
315New |
$23.8K - $27.5K
|
315
$30.1K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
1.65KNew |
$125K - $145K
|
1.65K
$158K
|
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
BUY
|
- |
31.8KNew |
$2.4M - $2.78M
|
31.8K
$3.04M
|
|
|
Feb 03, 2023
Q4 2022
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
114New |
$8.63K - $9.96K
|
114
$10.9K
|
|
|
Feb 03, 2023
Q4 2022
|
Grove Bank & Trust
|
BUY
|
- |
212New |
$16.1K - $18.5K
|
212
$20.3K
|
|
|
Feb 02, 2023
Q4 2022
|
Ignite Planners, LLC
|
BUY
|
- |
5.24KNew |
$397K - $458K
|
5.24K
$501K
|
|
|
Jan 27, 2023
Q4 2022
|
Courage Miller Partners, LLC
|
BUY
|
- |
2.51KNew |
$190K - $219K
|
2.51K
$240K
|
|
|
Jan 26, 2023
Q4 2022
|
Rice Partnership, LLC
|
BUY
|
- |
82New |
$6.21K - $7.17K
|
82
$7.84K
|
|
|
Jan 25, 2023
Q4 2022
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
3.97KNew |
$301K - $347K
|
3.97K
$380K
|
|
|
Jan 25, 2023
Q4 2022
|
Whittier Trust CO
|
SELL
|
- |
-2K- 87.53% |
$151K - $175K
|
285
$27.2K
|
|
|
Jan 24, 2023
Q4 2022
|
Wealthpoint, LLC
|
BUY
|
- |
3.8KNew |
$288K - $332K
|
3.8K
$363K
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-128- 2.05% |
$9.69K - $11.2K
|
6.11K
$584K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
30New |
$2.27K - $2.62K
|
30
$2.87K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
13New |
$984 - $1.14K
|
13
$1.24K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
26New |
$1.97K - $2.27K
|
26
$2.49K
|
|
| Q3 2022 | |||||||
|
Nov 26, 2024
Q3 2022
|
Erste Asset Management Gmb H
Vienna, C4 |
BUY
|
- |
1.2K+ 480.0% |
$89.9K - $101K
|
1.45K
$139K
|
|
|
Nov 14, 2022
Q3 2022
|
Old Mission Capital LLC
|
BUY
|
- |
11.9KNew |
$888K - $998K
|
11.9K
$1.13M
|
|
|
Nov 14, 2022
Q3 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
34.6K+ 33.08% |
$2.59M - $2.91M
|
139K
$13.3M
|
|
|
Nov 14, 2022
Q3 2022
|
Maryland Capital Management
Towson, MD |
BUY
|
- |
23+ 0.14% |
$1.72K - $1.94K
|
16K
$1.53M
|
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-625- 50.0% |
$46.8K - $52.6K
|
625
$59.8K
|
|
|
Nov 14, 2022
Q3 2022
|
55 I, LLC
Boston, MA |
BUY
|
- |
81.7KNew |
$6.12M - $6.88M
|
81.7K
$7.81M
|
|