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 |
---|---|---|---|---|---|---|---|
Aug 12, 2024
Q2 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
349+ 15.39% |
$69.2K - $90.5K
|
2.62K
$571K
|
|
Jul 22, 2024
Q2 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
335+ 17.34% |
$66.5K - $86.9K
|
2.27K
$495K
|
|
Aug 13, 2024
Q2 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
331+ 11.81% |
$65.7K - $85.8K
|
3.13K
$684K
|
|
Jul 29, 2024
Q2 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
322+ 23.69% |
$63.9K - $83.5K
|
1.68K
$367K
|
|
Jul 08, 2024
Q2 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
318+ 1987.5% |
$63.1K - $82.5K
|
334
$72.9K
|
|
Jul 02, 2024
Q2 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
317+ 6.37% |
$62.9K - $82.2K
|
5.29K
$1.15M
|
|
Jul 25, 2024
Q2 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
316+ 1.66% |
$62.7K - $81.9K
|
19.4K
$4.23M
|
|
Aug 08, 2024
Q2 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
309+ 3.1% |
$61.3K - $80.1K
|
10.3K
$2.24M
|
|
Aug 14, 2024
Q2 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
308+ 38.07% |
$61.1K - $79.9K
|
1.12K
$244K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
306New |
$60.7K - $79.3K
|
306
$66.7K
|
|
Jul 29, 2024
Q2 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
305+ 2.77% |
$60.5K - $79.1K
|
11.3K
$2.47M
|
|
Jul 30, 2024
Q2 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
300+ 4.37% |
$59.5K - $77.8K
|
7.16K
$1.56M
|
|
Jul 17, 2024
Q2 2024
|
Provident Wealth Management, LLC
|
BUY
|
- |
300New |
$59.5K - $77.8K
|
300
$65.4K
|
|
Aug 13, 2024
Q2 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
300+ 3.47% |
$59.5K - $77.8K
|
8.96K
$1.95M
|
|
Jul 24, 2024
Q2 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
297+ 8.2% |
$58.9K - $77K
|
3.92K
$854K
|
|
Jul 19, 2024
Q2 2024
|
Willner & Heller, LLC
|
BUY
|
- |
291+ 20.48% |
$57.7K - $75.5K
|
1.71K
$373K
|
|
Jul 30, 2024
Q2 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
287+ 10.49% |
$56.9K - $74.4K
|
3.02K
$659K
|
|
Aug 09, 2024
Q2 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
280+ 13.87% |
$55.5K - $72.6K
|
2.3K
$501K
|
|
Aug 14, 2024
Q2 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
276+ 97.87% |
$54.8K - $71.6K
|
558
$122K
|
|
Jul 31, 2024
Q2 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
274+ 7.34% |
$54.4K - $71K
|
4.01K
$874K
|
|
Jul 18, 2024
Q2 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
264+ 0.8% |
$52.4K - $68.4K
|
33.1K
$7.21M
|
|
Jul 16, 2024
Q2 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
262+ 1.18% |
$52K - $67.9K
|
22.4K
$4.89M
|
|
Jul 29, 2024
Q2 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
256+ 6.55% |
$50.8K - $66.4K
|
4.16K
$908K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
255+ 242.86% |
$50.6K - $66.1K
|
360
$78.5K
|
|
Aug 06, 2024
Q2 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
248+ 8.69% |
$49.2K - $64.3K
|
3.1K
$677K
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
246New |
$48.8K - $63.8K
|
246
$53.7K
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
245+ 163.33% |
$48.6K - $63.5K
|
395
$86.2K
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
243New |
$48.2K - $63K
|
243
$53K
|
|
Jul 29, 2024
Q2 2024
|
Modera Wealth Management, LLC
|
BUY
|
- |
241+ 16.67% |
$47.8K - $62.5K
|
1.69K
$368K
|
|
Aug 02, 2024
Q2 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
239+ 12.21% |
$47.4K - $62K
|
2.2K
$479K
|
|
Jul 18, 2024
Q2 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
238+ 7.65% |
$47.2K - $61.7K
|
3.35K
$731K
|
|
Aug 12, 2024
Q2 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
238+ 0.97% |
$47.2K - $61.7K
|
24.9K
$5.42M
|
|
Jul 24, 2024
Q2 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
235+ 5.07% |
$46.6K - $60.9K
|
4.87K
$1.06M
|
|
Aug 05, 2024
Q2 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
227+ 4.13% |
$45K - $58.9K
|
5.72K
$1.25M
|
|
Jul 26, 2024
Q2 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
226+ 3.79% |
$44.8K - $58.6K
|
6.18K
$1.35M
|
|
Jul 17, 2024
Q2 2024
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
225+ 25.42% |
$44.6K - $58.3K
|
1.11K
$242K
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
223+ 19.65% |
$44.2K - $57.8K
|
1.36K
$296K
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
221+ 4.17% |
$43.8K - $57.3K
|
5.52K
$1.2M
|
|
Jul 26, 2024
Q2 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
219+ 19.68% |
$43.4K - $56.8K
|
1.33K
$291K
|
|
Jul 29, 2024
Q2 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
217+ 23.59% |
$43.1K - $56.3K
|
1.14K
$248K
|
|
Jul 16, 2024
Q2 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
209New |
$41.5K - $54.2K
|
209
$45.6K
|
|
Jul 12, 2024
Q2 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
206+ 1.26% |
$40.9K - $53.4K
|
16.5K
$3.6M
|
|
Aug 20, 2024
Q2 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
204+ 15.42% |
$40.5K - $52.9K
|
1.53K
$333K
|
|
Aug 07, 2024
Q2 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
204+ 41.98% |
$40.5K - $52.9K
|
690
$151K
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
201+ 446.67% |
$39.9K - $52.1K
|
246
$53.7K
|
|
Jul 18, 2024
Q2 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
197+ 73.23% |
$39.1K - $51.1K
|
466
$102K
|
|
Jul 12, 2024
Q2 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
182+ 16.95% |
$36.1K - $47.2K
|
1.26K
$274K
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
182New |
$36.1K - $47.2K
|
182
$39.7K
|
|
Aug 06, 2024
Q2 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
177+ 1.67% |
$35.1K - $45.9K
|
10.8K
$2.36M
|
|
Aug 07, 2024
Q2 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
162+ 9.66% |
$32.1K - $42K
|
1.84K
$401K
|