Latest Institutional Purchases of Ishares Global Healthcare ETF (IXJ)
This list provides information on the latest institutional transactions involving Ishares Global Healthcare ETF (IXJ) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Nov 14, 2023
Q3 2023
|
Pictet Asset Management Holding Sa
Carouge, V8 |
BUY
|
- |
16.4KNew |
$1.35M - $1.43M
|
16.4K
$1.51M
|
|
Nov 14, 2023
Q3 2023
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
8.77KNew |
$721K - $762K
|
8.77K
$809K
|
|
Nov 09, 2023
Q3 2023
|
Wealth Alliance
Mellville, NY |
BUY
|
- |
4.17KNew |
$343K - $363K
|
4.17K
$385K
|
|
Nov 07, 2023
Q3 2023
|
Security Financial Services, Inc.
|
BUY
|
- |
3.82K+ 143.93% |
$314K - $332K
|
6.47K
$598K
|
|
Oct 10, 2023
Q3 2023
|
Affinity Capital Advisors, LLC
|
BUY
|
- |
3.09KNew |
$254K - $269K
|
3.09K
$285K
|
|
Oct 16, 2023
Q3 2023
|
One Advisory Partners, LLC
|
BUY
|
- |
2.81K+ 97.26% |
$231K - $244K
|
5.7K
$526K
|
|
Nov 14, 2023
Q3 2023
|
Coppell Advisory Solutions LLC
Coppell, TX |
BUY
|
- |
2.45KNew |
$201K - $213K
|
2.45K
$226K
|
|
Nov 01, 2023
Q3 2023
|
One Wealth Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.58K+ 25.55% |
$130K - $137K
|
7.76K
$716K
|
|
Nov 13, 2023
Q3 2023
|
1832 Asset Management L.P.
Toronto, A6 |
BUY
|
- |
700New |
$57.6K - $60.9K
|
700
$64.6K
|
|
Nov 13, 2023
Q3 2023
|
W Advisors, LLC
Germantown, TN |
BUY
|
- |
686+ 18.74% |
$56.4K - $59.7K
|
4.35K
$401K
|
|
Nov 01, 2023
Q3 2023
|
Lgt Financial Advisors LLC
Dallas, TX |
BUY
|
- |
603New |
$49.6K - $52.4K
|
603
$55.7K
|
|
Oct 12, 2023
Q3 2023
|
Mayflower Financial Advisors, LLC
|
BUY
|
- |
409+ 16.57% |
$33.6K - $35.6K
|
2.88K
$266K
|
|
Nov 13, 2023
Q3 2023
|
Fwl Investment Management, LLC
|
BUY
|
- |
190New |
$15.6K - $16.5K
|
190
$17.5K
|
|
Nov 15, 2023
Q3 2023
|
Atticus Wealth Management, LLC
|
BUY
|
- |
137New |
$11.3K - $11.9K
|
137
$12.6K
|
|
Oct 17, 2023
Q3 2023
|
Kozak & Associates, Inc.
Highlands Ranch, CO |
BUY
|
- |
92New |
$7.57K - $8K
|
92
$8.49K
|
|
Nov 14, 2023
Q3 2023
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
87New |
$7.16K - $7.57K
|
87
$8.03K
|
|
Oct 10, 2023
Q3 2023
|
Founders Capital Management
|
BUY
|
- |
76New |
$6.25K - $6.61K
|
76
$7.01K
|
|
Nov 09, 2023
Q3 2023
|
Lee Financial CO
Dallas, TX |
BUY
|
- |
24New |
$1.97K - $2.09K
|
24
$2.22K
|
|
Oct 13, 2023
Q3 2023
|
Register Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
23New |
$1.89K - $2K
|
23
$2.12K
|
|
Q2 2023 | |||||||
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
2KNew |
$165K - $175K
|
2K
$185K
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.18KNew |
$97.7K - $104K
|
1.18K
$109K
|
|
Jul 14, 2023
Q2 2023
|
Baldwin Brothers LLC
|
BUY
|
- |
449+ 224.5% |
$37.1K - $39.3K
|
649
$59.9K
|
|
Aug 09, 2023
Q2 2023
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
BUY
|
- |
358New |
$29.6K - $31.4K
|
358
$33K
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
75New |
$6.19K - $6.57K
|
75
$6.92K
|
|
Jul 13, 2023
Q2 2023
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
49New |
$4.05K - $4.29K
|
49
$4.52K
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
46New |
$3.8K - $4.03K
|
46
$4.25K
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
39New |
$3.22K - $3.42K
|
39
$3.6K
|
|
Aug 09, 2023
Q2 2023
|
Financial Architects, Inc
Marlton, NJ |
BUY
|
- |
31+ 0.11% |
$2.56K - $2.72K
|
27.5K
$2.54M
|
|
Aug 07, 2023
Q2 2023
|
Vestmark Advisory Solutions, Inc.
|
BUY
|
- |
30+ 0.29% |
$2.48K - $2.63K
|
10.5K
$973K
|
|
Jul 26, 2023
Q2 2023
|
Time Scale Financial, Inc.
|
BUY
|
- |
18New |
$1.49K - $1.58K
|
18
$1.66K
|
|
Aug 01, 2023
Q2 2023
|
Wolff Wiese Magana LLC
|
BUY
|
- |
1+ 0.63% |
$82.6 - $87.6
|
159
$14.7K
|
|
Q1 2023 | |||||||
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
506KNew |
$40M - $43.2M
|
506K
$46.7M
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
6.99K+ 707.39% |
$553K - $598K
|
7.98K
$736K
|
|
May 15, 2023
Q1 2023
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
4.63K+ 21.33% |
$366K - $395K
|
26.3K
$2.43M
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
1.52K+ 5.82% |
$120K - $130K
|
27.6K
$2.55M
|
|
May 04, 2023
Q1 2023
|
Ten Capital Wealth Advisors, LLC
Spokane, WA |
BUY
|
- |
1.36KNew |
$108K - $116K
|
1.36K
$126K
|
|
May 12, 2023
Q1 2023
|
Veritable, L.P.
Newtown Square, PA |
BUY
|
- |
609+ 11.29% |
$48.2K - $52.1K
|
6K
$554K
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
560New |
$44.3K - $47.9K
|
560
$51.7K
|
|
May 12, 2023
Q1 2023
|
Pointe Capital Management LLC
|
BUY
|
- |
500New |
$39.5K - $42.8K
|
500
$46.2K
|
|
May 05, 2023
Q1 2023
|
Sandy Spring Bank
|
BUY
|
- |
450New |
$35.6K - $38.5K
|
450
$41.5K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
258New |
$20.4K - $22.1K
|
258
$23.8K
|
|
Apr 13, 2023
Q1 2023
|
Financial Management Professionals, Inc.
|
BUY
|
- |
137New |
$10.8K - $11.7K
|
137
$12.6K
|
|
Apr 25, 2023
Q1 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
100New |
$7.91K - $8.55K
|
100
$9.23K
|
|
Mar 11, 2025
Q1 2023
|
Private Capital Management LLC
|
BUY
|
- |
81New |
$6.4K - $6.93K
|
81
$7.48K
|
|
May 04, 2023
Q1 2023
|
Heritage Wealth Advisors
|
BUY
|
- |
52New |
$4.11K - $4.45K
|
52
$4.8K
|
|
May 05, 2023
Q1 2023
|
Cullen/Frost Bankers, Inc.
|
BUY
|
- |
40New |
$3.16K - $3.42K
|
40
$3.69K
|
|
May 09, 2023
Q1 2023
|
Grey Fox Wealth Advisors, LLC
Rockland, DE |
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.32K
|
|
May 04, 2023
Q1 2023
|
Ellevest, Inc.
|
BUY
|
- |
36New |
$2.85K - $3.08K
|
36
$3.32K
|
|
May 02, 2023
Q1 2023
|
Hhm Wealth Advisors, LLC
Chattanooga, TN |
BUY
|
- |
30New |
$2.37K - $2.57K
|
30
$2.77K
|
|
Apr 25, 2023
Q1 2023
|
Millburn Ridgefield Corp
|
BUY
|
- |
9+ 27.27% |
$712 - $770
|
42
$3.88K
|