Purchases and Sales Made in Q2 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 11, 2024
Q2 2024
|
Cx Institutional
|
SELL
|
- |
-47- 2.48% |
$9.32K - $12.2K
|
1.85K
$426K
|
|
|
Jul 25, 2024
Q2 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-49- 2.04% |
$9.72K - $12.7K
|
2.36K
$544K
|
|
|
Aug 14, 2024
Q2 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-50- 3.27% |
$9.92K - $13K
|
1.48K
$341K
|
|
|
Aug 14, 2024
Q2 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-50- 1.74% |
$9.92K - $13K
|
2.82K
$651K
|
|
|
Aug 12, 2024
Q2 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 4.88% |
$9.92K - $13K
|
975
$225K
|
|
|
Aug 15, 2024
Q2 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-50- 0.61% |
$9.92K - $13K
|
8.16K
$1.88M
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 11.11% |
$10.9K - $14.3K
|
440
$101K
|
|
|
Aug 14, 2024
Q2 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-56- 4.11% |
$11.1K - $14.5K
|
1.31K
$301K
|
|
|
Jul 19, 2024
Q2 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-64- 79.01% |
$12.7K - $16.6K
|
17
$3.92K
|
|
|
Jul 29, 2024
Q2 2024
|
Signaturefd, LLC
Atlanta, GA |
SELL
|
- |
-66- 30.41% |
$13.1K - $17.1K
|
151
$34.8K
|
|
|
Aug 13, 2024
Q2 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-68- 1.47% |
$13.5K - $17.6K
|
4.54K
$1.05M
|
|
|
Aug 13, 2024
Q2 2024
|
Assetmark, Inc
|
SELL
|
- |
-68- 4.5% |
$13.5K - $17.6K
|
1.44K
$333K
|
|
|
Jul 25, 2024
Q2 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-74- 0.59% |
$14.7K - $19.2K
|
12.4K
$2.85M
|
|
|
Jul 09, 2024
Q2 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
SELL
|
- |
-78- 4.38% |
$15.5K - $20.2K
|
1.7K
$392K
|
|
|
Jul 18, 2024
Q2 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-80- 5.12% |
$15.9K - $20.7K
|
1.48K
$342K
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-81- 7.56% |
$16.1K - $21K
|
990
$228K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-82- 2.77% |
$16.3K - $21.3K
|
2.88K
$663K
|
|
|
Aug 13, 2024
Q2 2024
|
Principle Wealth Partners LLC
|
SELL
|
- |
-84- 1.81% |
$16.7K - $21.8K
|
4.56K
$1.05M
|
|
|
Jul 29, 2024
Q2 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-86- 2.3% |
$17.1K - $22.3K
|
3.66K
$844K
|
|
|
Aug 06, 2024
Q2 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-87- 17.16% |
$17.3K - $22.6K
|
420
$96.9K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-90- 83.33% |
$17.9K - $23.3K
|
18
$4.15K
|
|
|
Jul 19, 2024
Q2 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-92- 2.53% |
$18.3K - $23.9K
|
3.54K
$817K
|
|
|
Aug 12, 2024
Q2 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-95- 0.41% |
$18.8K - $24.6K
|
23K
$5.29M
|
|
|
Aug 02, 2024
Q2 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-100- 8.62% |
$19.8K - $25.9K
|
1.06K
$244K
|
|
|
Jul 18, 2024
Q2 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-106- 1.67% |
$21K - $27.5K
|
6.25K
$1.44M
|
|
|
Aug 08, 2024
Q2 2024
|
Condor Capital Management
Martinsville, NJ |
SELL
|
- |
-110- 1.15% |
$21.8K - $28.5K
|
9.42K
$2.17M
|
|
|
Jul 31, 2024
Q2 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-112- 8.77% |
$22.2K - $29K
|
1.17K
$269K
|
|
|
Aug 09, 2024
Q2 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-113- 1.87% |
$22.4K - $29.3K
|
5.92K
$1.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-121- 4.55% |
$24K - $31.4K
|
2.54K
$586K
|
|
|
Jul 23, 2024
Q2 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-128- 13.43% |
$25.4K - $33.2K
|
825
$190K
|
|
|
Aug 07, 2024
Q2 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-134- 3.92% |
$26.6K - $34.7K
|
3.29K
$758K
|
|
|
Aug 13, 2024
Q2 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-152- 4.12% |
$30.2K - $39.4K
|
3.54K
$815K
|
|
|
Aug 14, 2024
Q2 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-177- 6.08% |
$35.1K - $45.9K
|
2.74K
$631K
|
|
|
Aug 02, 2024
Q2 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-183- 1.71% |
$36.3K - $47.4K
|
10.5K
$2.42M
|
|
|
Aug 15, 2024
Q2 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-184- 7.48% |
$36.5K - $47.7K
|
2.28K
$525K
|
|
|
Jul 31, 2024
Q2 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-186- 0.39% |
$36.9K - $48.2K
|
47.3K
$10.9M
|
|
|
Jul 24, 2024
Q2 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-191- 11.7% |
$37.9K - $49.5K
|
1.44K
$332K
|
|
|
Jul 16, 2024
Q2 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-195- 2.53% |
$38.7K - $50.6K
|
7.51K
$1.73M
|
|
|
Jul 24, 2024
Q2 2024
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-195- 0.57% |
$38.7K - $50.6K
|
33.9K
$7.83M
|
|
|
Aug 09, 2024
Q2 2024
|
Aviance Capital Partners, LLC
Naples, FL |
SELL
|
- |
-199- 13.99% |
$39.5K - $51.6K
|
1.22K
$282K
|
|
|
Aug 09, 2024
Q2 2024
|
360 Financial, Inc.
|
SELL
|
- |
-206- 0.36% |
$40.9K - $53.4K
|
57K
$13.1M
|
|
|
Aug 13, 2024
Q2 2024
|
Epg Wealth Management LLC
Atlanta, GA |
SELL
|
- |
-210Closed |
$41.7K - $54.4K
|
0
$0
|
|
|
Aug 12, 2024
Q2 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-212- 6.13% |
$42.1K - $55K
|
3.25K
$749K
|
|
|
Aug 12, 2024
Q2 2024
|
Adviser Investments LLC
|
SELL
|
- |
-214- 19.02% |
$42.5K - $55.5K
|
911
$210K
|
|
|
Aug 14, 2024
Q2 2024
|
Johnson Financial Group, Inc.
Racine, WI |
SELL
|
- |
-218- 18.26% |
$43.2K - $56.5K
|
976
$225K
|
|
|
Jul 10, 2024
Q2 2024
|
Rda Financial Network
|
SELL
|
- |
-225- 7.52% |
$44.6K - $58.3K
|
2.77K
$638K
|
|
|
Jul 15, 2024
Q2 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-225- 4.99% |
$44.6K - $58.3K
|
4.28K
$988K
|
|
|
Aug 14, 2024
Q2 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
SELL
|
- |
-225- 3.2% |
$44.6K - $58.3K
|
6.81K
$1.57M
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-226- 20.25% |
$44.8K - $58.6K
|
890
$205K
|
|
|
Jul 23, 2024
Q2 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-233- 5.61% |
$46.2K - $60.4K
|
3.92K
$904K
|