Purchases and Sales Made in Q2 2023 in Ishares Semiconductor ETF (SOXX)

SOXX Quotes by TradingView

This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2023. The information is specifically focused on institutions that hold shares of ISHARES SEMICONDUCTOR ETF.

Report Date Institution (Fund) Operation Option Shares change Value Range Shares Held Trade History
Aug 14, 2023 Q2 2023
Cresset Asset Management, LLC

Chicago, IL
BUY
 -
1.55K
New
$621K - $800K
1.55K $315K
Aug 14, 2023 Q2 2023
Bison Wealth, LLC

BUY
 -
1.52K
New
$610K - $785K
1.52K $310K
Aug 11, 2023 Q2 2023
Avantax Advisory Services, Inc.

BUY
 -
1.45K
+ 24.0%
$580K - $747K
7.47K $1.52M
Aug 14, 2023 Q2 2023
Oasis Management CO Ltd.

Grand Cayman, E9
BUY
 -
1.4K
New
$561K - $723K
1.4K $285K
Aug 04, 2023 Q2 2023
Savant Capital, LLC

BUY
 -
1.4K
+ 268.79%
$559K - $721K
1.91K $390K
Aug 14, 2023 Q2 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
1.36K
New
$543K - $700K
1.36K $276K
Jul 10, 2023 Q2 2023
David J Yvars Group

BUY
 -
1.32K
New
$530K - $683K
1.32K $269K
Aug 03, 2023 Q2 2023
Florin Court Capital LLP

BUY
 -
1.3K
New
$521K - $671K
1.3K $265K
Aug 11, 2023 Q2 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
1.29K
New
$516K - $665K
1.29K $262K
Jul 12, 2023 Q2 2023
Y.D. More Investments LTD

Ramat Gan, L3
BUY
 -
1.27K
+ 79.08%
$509K - $656K
2.88K $586K
Jul 25, 2023 Q2 2023
Raymond James & Associates

St Petersburg, FL
BUY
 -
1.18K
+ 4.4%
$474K - $611K
28.1K $5.71M
Aug 09, 2023 Q2 2023
Banque Cantonale Vaudoise

BUY
 -
1.15K
+ 23.02%
$459K - $591K
6.12K $1.25M
Aug 11, 2023 Q2 2023
Mariner, LLC

Overland Park, KS
BUY
 -
1.14K
+ 11.99%
$456K - $588K
10.6K $2.16M
Aug 14, 2023 Q2 2023
Cerity Partners LLC

New York, NY
BUY
 -
1.13K
+ 16.28%
$454K - $584K
8.08K $1.65M
Jul 25, 2023 Q2 2023
Albion Financial Group

BUY
 -
1.11K
+ 111200.0%
$446K - $574K
1.11K $227K
Jul 27, 2023 Q2 2023
Absolute Capital Management, LLC

BUY
 -
1.1K
+ 47.83%
$441K - $568K
3.4K $692K
Aug 02, 2023 Q2 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
1.1K
+ 4.63%
$439K - $566K
24.8K $5.04M
Aug 02, 2023 Q2 2023
Perigon Wealth Management, LLC

San Francisco, CA
BUY
 -
1.07K
+ 225.42%
$430K - $554K
1.55K $315K
Aug 03, 2023 Q2 2023
Harbor Advisory Corp

BUY
 -
1.07K
+ 23.54%
$427K - $550K
5.59K $1.14M
Aug 10, 2023 Q2 2023
Legacy Capital Group California, Inc.

Los Gatos, CA
BUY
 -
1.07K
New
$427K - $550K
1.07K $217K
Aug 02, 2023 Q2 2023
Steel Peak Wealth Management LLC

BUY
 -
1.04K
New
$418K - $538K
1.04K $212K
Jul 26, 2023 Q2 2023
Bank Hapoalim Bm

BUY
 -
1.01K
+ 5.1%
$405K - $521K
20.8K $4.24M
Jan 02, 2024 Q2 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
1K
+ 39.3%
$403K - $519K
3.56K $725K
Aug 14, 2023 Q2 2023
Thrivent Financial For Lutherans

Minneapolis, MN
BUY
 -
974
+ 5.62%
$391K - $503K
18.3K $3.73M
Jul 17, 2023 Q2 2023
Genesee Capital Advisors, LLC

BUY
 -
965
New
$387K - $498K
965 $197K
Aug 10, 2023 Q2 2023
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
920
New
$369K - $475K
920 $187K
Aug 15, 2023 Q2 2023
Integrated Wealth Concepts LLC

BUY
 -
895
+ 2.2%
$359K - $462K
41.6K $8.47M
Aug 11, 2023 Q2 2023
Kestra Advisory Services, LLC

BUY
 -
871
+ 4.73%
$349K - $450K
19.3K $3.93M
Aug 14, 2023 Q2 2023
Walleye Trading LLC

Plymouth, MN
BUY
 -
858
+ 71.62%
$344K - $443K
2.06K $419K
Aug 14, 2023 Q2 2023
High Tower Advisors, LLC

Chicago, IL
BUY
 -
856
+ 1.51%
$343K - $442K
57.5K $11.7M
Aug 14, 2023 Q2 2023
Greenwood Gearhart Inc

Fayetteville, AR
BUY
 -
828
+ 3.01%
$332K - $428K
28.3K $5.77M
Jul 10, 2023 Q2 2023
Ae Wealth Management LLC

BUY
 -
813
+ 6.29%
$326K - $420K
13.7K $2.8M
Jul 20, 2023 Q2 2023
Davenport & CO LLC

BUY
 -
799
+ 108.86%
$320K - $413K
1.53K $312K
Aug 15, 2023 Q2 2023
Blueprint Investment Partners LLC

Greensboro, NC
BUY
 -
797
New
$320K - $412K
797 $162K
Jul 11, 2023 Q2 2023
Brookstone Capital Management

BUY
 -
758
+ 151.9%
$304K - $392K
1.26K $256K
Aug 14, 2023 Q2 2023
Mml Investors Services, LLC

Springfield, MA
BUY
 -
740
+ 1.46%
$297K - $382K
51.3K $10.5M
Aug 04, 2023 Q2 2023
U.S. Capital Wealth Advisors, LLC

Austin, TX
BUY
 -
733
+ 6.58%
$294K - $379K
11.9K $2.42M
Aug 15, 2023 Q2 2023
Raymond James Trust N.A.

BUY
 -
703
New
$282K - $363K
703 $143K
Aug 08, 2023 Q2 2023
Kestra Private Wealth Services, LLC

BUY
 -
698
+ 7.67%
$280K - $361K
9.8K $1.99M
Aug 09, 2023 Q2 2023
Edmond De Rothschild Holding S.A.

Chambesy, V8
BUY
 -
691
+ 300.43%
$277K - $357K
921 $188K
Jul 18, 2023 Q2 2023
Stratos Wealth Partners, Ltd.

BUY
 -
685
+ 21.72%
$275K - $354K
3.84K $782K
Aug 14, 2023 Q2 2023
Steward Partners Investment Advisory, LLC

BUY
 -
657
+ 10.16%
$263K - $339K
7.12K $1.45M
Nov 13, 2023 Q2 2023
Townsquare Capital LLC

BUY
 -
640
+ 94.4%
$257K - $331K
1.32K $268K
Aug 11, 2023 Q2 2023
Barometer Capital Management Inc.

Toronto, A6
BUY
 -
619
New
$248K - $320K
619 $126K
Jul 17, 2023 Q2 2023
Patriot Financial Group Insurance Agency, LLC

BUY
 -
602
New
$241K - $311K
602 $123K
Aug 03, 2023 Q2 2023
Atria Wealth Solutions, Inc.

New York, NY
BUY
 -
588
+ 2.66%
$236K - $304K
22.7K $4.62M
Aug 07, 2023 Q2 2023
White Lighthouse Investment Management Inc.

BUY
 -
561
New
$225K - $290K
561 $114K
Jul 17, 2024 Q2 2023
Kelly Financial Services LLC

Braintree, MA
BUY
 -
557
+ 8.06%
$223K - $288K
7.47K $1.52M
Jul 25, 2023 Q2 2023
Advisory Alpha, LLC

BUY
 -
551
+ 100.0%
$221K - $285K
1.1K $224K

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