Number of Shares
1.22 Mil
Current Holdings Value*
$110.98 Mil
% of Portfolio
2.69%
Total Estimate Gain
$18.01 Mil
% of Total Estimate Gain
8.27%

Richard Bernstein Advisors LLC's iShares Global Healthcare ETF Holding Summary

As of 2025-03-31, Richard Bernstein Advisors LLC held 1.22 Mil shares of iShares Global Healthcare ETF(IXJ), totaling $110.98 Mil. This investment constitutes 2.69% of their stock portfolio, and Richard Bernstein Advisors LLC now holds 2.72% of the outstanding iShares Global Healthcare ETF(IXJ) stock.

The initial trade took place in 2019Q1. And since then Richard Bernstein Advisors LLC has made 15 purchases of IXJ, at an average price of $71.80, for a total of 3.03 Mil shares. In addition, there have been 10 sales at an average price of $73.40 for 1.81 Mil shares. Based on historical transaction data and IXJ's current price of $84.21, Richard Bernstein Advisors LLC's estimated gain on his IXJ holdings is $18.01 Mil, reflecting a 8.27% gain to date.

Richard Bernstein Advisors LLC IXJ ($84.21) Holding Chart

Richard Bernstein Advisors LLC IXJ ($84.21) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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