Purchases and Sales Made in Q4 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-125- 36.44% |
$26.4K - $30K
|
218
$44.4K
|
|
|
Feb 12, 2025
Q4 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-127- 11.4% |
$26.8K - $30.5K
|
987
$201K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 6.68% |
$27K - $30.7K
|
1.79K
$364K
|
|
|
Feb 13, 2025
Q4 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-129- 5.66% |
$27.3K - $30.9K
|
2.15K
$438K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-130- 38.35% |
$27.5K - $31.2K
|
209
$42.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-130- 1.72% |
$27.5K - $31.2K
|
7.41K
$1.51M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-133- 9.74% |
$28.1K - $31.9K
|
1.23K
$251K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-135- 65.22% |
$28.5K - $32.4K
|
72
$14.7K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-138- 4.88% |
$29.2K - $33.1K
|
2.69K
$548K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-140- 3.71% |
$29.6K - $33.6K
|
3.64K
$741K
|
|
|
Feb 12, 2025
Q4 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-143- 1.26% |
$30.2K - $34.3K
|
11.2K
$2.28M
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-147- 0.86% |
$31.1K - $35.3K
|
17K
$3.45M
|
|
|
Feb 14, 2025
Q4 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
SELL
|
- |
-150- 12.82% |
$31.7K - $36K
|
1.02K
$208K
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-150- 11.55% |
$31.7K - $36K
|
1.15K
$234K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-157- 8.73% |
$33.2K - $37.6K
|
1.64K
$334K
|
|
|
Mar 04, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-157- 8.73% |
$33.2K - $37.6K
|
1.64K
$334K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-160- 1.95% |
$33.8K - $38.4K
|
8.04K
$1.64M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-162- 2.77% |
$34.2K - $38.8K
|
5.68K
$1.16M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-167- 12.4% |
$35.3K - $40K
|
1.18K
$240K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-184- 98.92% |
$38.9K - $44.1K
|
2
$407
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-189- 3.93% |
$39.9K - $45.3K
|
4.62K
$940K
|
|
|
Feb 14, 2025
Q4 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-190- 8.55% |
$40.1K - $45.6K
|
2.03K
$414K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-195- 26.32% |
$41.2K - $46.8K
|
546
$111K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-196- 6.4% |
$41.4K - $47K
|
2.87K
$584K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-209- 2.07% |
$44.2K - $50.1K
|
9.9K
$2.02M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-220- 19.13% |
$46.5K - $52.8K
|
930
$189K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-237- 4.82% |
$50.1K - $56.8K
|
4.68K
$954K
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-240- 10.67% |
$50.7K - $57.6K
|
2.01K
$409K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-240- 5.76% |
$50.7K - $57.6K
|
3.93K
$799K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-245- 3.56% |
$51.8K - $58.8K
|
6.65K
$1.35M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-259- 14.14% |
$54.7K - $62.1K
|
1.57K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-277- 6.12% |
$58.5K - $66.4K
|
4.25K
$865K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-283- 8.77% |
$59.8K - $67.9K
|
2.95K
$600K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-301- 33.33% |
$63.6K - $72.2K
|
602
$123K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-316- 4.97% |
$66.8K - $75.8K
|
6.05K
$1.23M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-329- 17.14% |
$69.5K - $78.9K
|
1.59K
$324K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 0.98% |
$69.7K - $79.1K
|
33.4K
$6.8M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 14.74% |
$73.7K - $83.7K
|
2.02K
$411K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-374- 4.08% |
$79K - $89.7K
|
8.8K
$1.79M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-375- 13.6% |
$79.2K - $89.9K
|
2.38K
$485K
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-375- 16.56% |
$79.2K - $89.9K
|
1.89K
$385K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-396- 7.16% |
$83.7K - $95K
|
5.14K
$1.05M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-414- 5.26% |
$87.5K - $99.3K
|
7.46K
$1.52M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-421- 4.13% |
$88.9K - $101K
|
9.78K
$1.99M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-428- 9.18% |
$90.4K - $103K
|
4.24K
$863K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-450- 5.68% |
$95.1K - $108K
|
7.48K
$1.52M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-451- 14.69% |
$95.3K - $108K
|
2.62K
$534K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-457- 0.39% |
$96.6K - $110K
|
118K
$24M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-463- 15.78% |
$97.8K - $111K
|
2.47K
$503K
|
|
|
Feb 14, 2025
Q4 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-492- 3.39% |
$104K - $118K
|
14K
$2.86M
|