Purchases and Sales Made in Q3 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
255+ 22.91% |
$50.8K - $67.7K
|
1.37K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
252+ 24.49% |
$50.2K - $66.9K
|
1.28K
$295K
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
236+ 12.18% |
$47K - $62.7K
|
2.17K
$501K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
235+ 5.08% |
$46.8K - $62.4K
|
4.86K
$1.12M
|
|
|
Nov 14, 2024
Q3 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
BUY
|
- |
226+ 25.39% |
$45K - $60K
|
1.12K
$257K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
215+ 767.86% |
$42.8K - $57.1K
|
243
$56K
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
215+ 0.97% |
$42.8K - $57.1K
|
22.4K
$5.16M
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
210New |
$41.9K - $55.8K
|
210
$48.4K
|
|
|
Oct 15, 2024
Q3 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
206+ 1.62% |
$41.1K - $54.7K
|
12.9K
$2.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
205+ 43.99% |
$40.9K - $54.4K
|
671
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 0.43% |
$40.7K - $54.2K
|
47.7K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
203+ 11.45% |
$40.5K - $53.9K
|
1.98K
$456K
|
|
|
Oct 07, 2024
Q3 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
201+ 23.84% |
$40.1K - $53.4K
|
1.04K
$241K
|
|
|
Oct 29, 2024
Q3 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
195+ 0.77% |
$38.9K - $51.8K
|
25.7K
$5.92M
|
|
|
Oct 15, 2024
Q3 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
192+ 16.62% |
$38.3K - $51K
|
1.35K
$311K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 3.02% |
$37.3K - $49.6K
|
6.37K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
184New |
$36.7K - $48.9K
|
184
$42.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
184+ 1.95% |
$36.7K - $48.9K
|
9.6K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
182+ 6.02% |
$36.3K - $48.3K
|
3.21K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
178+ 5.46% |
$35.5K - $47.3K
|
3.44K
$793K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 4.7% |
$34.9K - $46.5K
|
3.9K
$899K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
170+ 8.17% |
$33.9K - $45.1K
|
2.25K
$519K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
170+ 5.19% |
$33.9K - $45.1K
|
3.45K
$795K
|
|
|
Oct 09, 2024
Q3 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
164+ 11.23% |
$32.7K - $43.5K
|
1.63K
$375K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
163+ 6.92% |
$32.5K - $43.3K
|
2.52K
$581K
|
|
|
Oct 15, 2024
Q3 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
161+ 1.35% |
$32.1K - $42.7K
|
12.1K
$2.78M
|
|
|
Oct 08, 2024
Q3 2024
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
160+ 25.52% |
$31.9K - $42.5K
|
787
$182K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
158+ 18.35% |
$31.5K - $41.9K
|
1.02K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$29.9K - $39.8K
|
150
$34.6K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$28.7K - $38.2K
|
144
$33.2K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
144+ 104.35% |
$28.7K - $38.2K
|
282
$65K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
142+ 1.97% |
$28.3K - $37.7K
|
7.34K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
130+ 62.2% |
$25.9K - $34.5K
|
339
$78.2K
|
|
|
Oct 10, 2024
Q3 2024
|
Willner & Heller, LLC
|
BUY
|
- |
120+ 7.01% |
$23.9K - $31.9K
|
1.83K
$423K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 1.09% |
$23.7K - $31.6K
|
11.1K
$2.55M
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
118New |
$23.5K - $31.3K
|
118
$27.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
116+ 44.96% |
$23.1K - $30.8K
|
374
$86.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
112+ 4.82% |
$22.3K - $29.7K
|
2.43K
$561K
|
|
|
Oct 29, 2024
Q3 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
112+ 8.28% |
$22.3K - $29.7K
|
1.46K
$338K
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
110+ 2.1% |
$21.9K - $29.2K
|
5.36K
$1.24M
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
110New |
$21.9K - $29.2K
|
110
$25.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
109+ 9.59% |
$21.7K - $28.9K
|
1.25K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
103+ 1030.0% |
$20.5K - $27.3K
|
113
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
102+ 14.63% |
$20.3K - $27.1K
|
799
$184K
|
|
|
Oct 25, 2024
Q3 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
102New |
$20.3K - $27.1K
|
102
$23.5K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101+ 3.56% |
$20.1K - $26.8K
|
2.94K
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 4.41% |
$19.9K - $26.5K
|
2.37K
$546K
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
99+ 8.25% |
$19.7K - $26.3K
|
1.3K
$300K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97+ 6.28% |
$19.3K - $25.8K
|
1.64K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 3.0% |
$18.7K - $25K
|
3.23K
$745K
|