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 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
161New |
$31.9K - $41.7K
|
161
$37.1K
|
|
Jul 23, 2024
Q2 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
156+ 0.82% |
$30.9K - $40.4K
|
19.3K
$4.44M
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
154+ 11.3% |
$30.6K - $39.9K
|
1.52K
$350K
|
|
Aug 15, 2024
Q2 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
BUY
|
- |
150+ 16.47% |
$29.8K - $38.9K
|
1.06K
$245K
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
150New |
$29.8K - $38.9K
|
150
$34.6K
|
|
Jul 25, 2024
Q2 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
149+ 8.58% |
$29.6K - $38.6K
|
1.89K
$435K
|
|
Jul 01, 2024
Q2 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
141+ 2.2% |
$28K - $36.6K
|
6.54K
$1.51M
|
|
Aug 09, 2024
Q2 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
140+ 6.35% |
$27.8K - $36.3K
|
2.35K
$541K
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
130+ 56.28% |
$25.8K - $33.7K
|
361
$83.3K
|
|
Jul 24, 2024
Q2 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
126New |
$25K - $32.7K
|
126
$29.1K
|
|
Jul 23, 2024
Q2 2024
|
Psi Advisors, LLC
|
BUY
|
- |
118+ 5.28% |
$23.4K - $30.6K
|
2.35K
$543K
|
|
Jul 19, 2024
Q2 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
113+ 2.09% |
$22.4K - $29.3K
|
5.52K
$1.27M
|
|
Aug 14, 2024
Q2 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
111+ 8.64% |
$22K - $28.8K
|
1.4K
$322K
|
|
Jul 17, 2024
Q2 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
104+ 61.9% |
$20.6K - $27K
|
272
$62.7K
|
|
Aug 14, 2024
Q2 2024
|
Townsquare Capital LLC
|
BUY
|
- |
102+ 2.09% |
$20.2K - $26.4K
|
4.99K
$1.15M
|
|
Aug 14, 2024
Q2 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
100+ 3.66% |
$19.8K - $25.9K
|
2.83K
$654K
|
|
Jul 09, 2024
Q2 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
99+ 9.38% |
$19.6K - $25.7K
|
1.16K
$266K
|
|
Aug 12, 2024
Q2 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
97+ 16.17% |
$19.2K - $25.2K
|
697
$161K
|
|
Aug 02, 2024
Q2 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
93+ 1.71% |
$18.5K - $24.1K
|
5.54K
$1.28M
|
|
Aug 07, 2024
Q2 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
91+ 54.49% |
$18.1K - $23.6K
|
258
$59.5K
|
|
Aug 02, 2024
Q2 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
90+ 3.21% |
$17.9K - $23.3K
|
2.9K
$668K
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84+ 1.93% |
$16.7K - $21.8K
|
4.44K
$1.02M
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
83New |
$16.5K - $21.5K
|
83
$19.1K
|
|
Jul 31, 2024
Q2 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 1.8% |
$16.3K - $21.3K
|
4.65K
$1.07M
|
|
Aug 06, 2024
Q2 2024
|
Davenport & CO LLC
|
BUY
|
- |
80+ 2.21% |
$15.9K - $20.7K
|
3.7K
$853K
|
|
Aug 13, 2024
Q2 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
79+ 29.92% |
$15.7K - $20.5K
|
343
$79.1K
|
|
Sep 11, 2024
Q2 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
76+ 13.06% |
$15.1K - $19.7K
|
658
$152K
|
|
Aug 14, 2024
Q2 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
75+ 6.22% |
$14.9K - $19.4K
|
1.28K
$295K
|
|
Jul 18, 2024
Q2 2024
|
Valley National Advisers Inc
|
BUY
|
- |
73+ 13.62% |
$14.5K - $18.9K
|
609
$140K
|
|
Jul 10, 2024
Q2 2024
|
Matrix Trust CO
|
BUY
|
- |
71+ 0.97% |
$14.1K - $18.4K
|
7.41K
$1.71M
|
|
Aug 14, 2024
Q2 2024
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
67New |
$13.3K - $17.4K
|
67
$15.5K
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
66+ 5.3% |
$13.1K - $17.1K
|
1.31K
$302K
|
|
Aug 14, 2024
Q2 2024
|
Wfa Of San Diego, LLC
|
BUY
|
- |
66New |
$13.1K - $17.1K
|
66
$15.2K
|
|
Aug 06, 2024
Q2 2024
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
63+ 5.01% |
$12.5K - $16.3K
|
1.32K
$304K
|
|
Aug 13, 2024
Q2 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
63+ 84.0% |
$12.5K - $16.3K
|
138
$31.8K
|
|
Aug 14, 2024
Q2 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
62+ 3.96% |
$12.3K - $16.1K
|
1.63K
$375K
|
|
Jul 30, 2024
Q2 2024
|
Integrity Financial Corp
|
BUY
|
- |
60+ 63.83% |
$11.9K - $15.6K
|
154
$35.5K
|
|
Jul 24, 2024
Q2 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
50+ 0.93% |
$9.92K - $13K
|
5.41K
$1.25M
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
50+ 3.71% |
$9.92K - $13K
|
1.4K
$322K
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$9.92K - $13K
|
50
$11.5K
|
|
Jul 19, 2024
Q2 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
49+ 0.34% |
$9.72K - $12.7K
|
14.5K
$3.34M
|
|
Aug 14, 2024
Q2 2024
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
49+ 0.01% |
$9.72K - $12.7K
|
390K
$90M
|
|
Jul 23, 2024
Q2 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
49+ 17.69% |
$9.72K - $12.7K
|
326
$75.2K
|
|
Aug 05, 2024
Q2 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
48+ 0.72% |
$9.52K - $12.4K
|
6.72K
$1.55M
|
|
Aug 08, 2024
Q2 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
48+ 13.22% |
$9.52K - $12.4K
|
411
$94.8K
|
|
Jul 16, 2024
Q2 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
46+ 19.49% |
$9.13K - $11.9K
|
282
$65K
|
|
Jul 15, 2024
Q2 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
45+ 2.74% |
$8.93K - $11.7K
|
1.69K
$389K
|
|
Aug 09, 2024
Q2 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
45+ 4.78% |
$8.93K - $11.7K
|
986
$227K
|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 0.83% |
$8.93K - $11.7K
|
5.48K
$1.26M
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
43+ 1.77% |
$8.53K - $11.1K
|
2.48K
$571K
|