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 |
|---|---|---|---|---|---|---|---|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 0.98% |
$104K - $118K
|
50K
$10.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-510- 25.37% |
$108K - $122K
|
1.5K
$305K
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-535- 6.96% |
$113K - $128K
|
7.15K
$1.46M
|
|
|
Feb 24, 2025
Q4 2024
|
Great Valley Advisor Group, Inc.
|
SELL
|
- |
-589- 9.85% |
$124K - $141K
|
5.39K
$1.1M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-617- 2.2% |
$130K - $148K
|
27.5K
$5.6M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-628- 28.05% |
$133K - $151K
|
1.61K
$328K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-662- 4.77% |
$140K - $159K
|
13.2K
$2.69M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-663- 10.02% |
$140K - $159K
|
5.96K
$1.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-673- 34.6% |
$142K - $161K
|
1.27K
$259K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-718- 2.97% |
$152K - $172K
|
23.5K
$4.78M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-730- 2.25% |
$154K - $175K
|
31.8K
$6.47M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-801- 5.61% |
$169K - $192K
|
13.5K
$2.75M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-804- 42.34% |
$170K - $193K
|
1.1K
$223K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-812- 22.91% |
$172K - $195K
|
2.73K
$557K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-823- 3.46% |
$174K - $197K
|
23K
$4.68M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-839- 1.84% |
$177K - $201K
|
44.7K
$9.1M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-883- 5.74% |
$187K - $212K
|
14.5K
$2.95M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-931- 5.31% |
$197K - $223K
|
16.6K
$3.38M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.05K- 4.64% |
$221K - $251K
|
21.5K
$4.38M
|
|
|
Jan 16, 2025
Q4 2024
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-1.05K- 26.26% |
$221K - $251K
|
2.94K
$599K
|
|
|
Feb 04, 2025
Q4 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.07K- 1.46% |
$225K - $256K
|
71.9K
$14.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Toth Financial Advisory Corp
|
SELL
|
- |
-1.1K- 2.45% |
$232K - $263K
|
43.8K
$8.92M
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.1K- 50.6% |
$233K - $264K
|
1.08K
$219K
|
|
|
Feb 12, 2025
Q4 2024
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-1.13K- 42.25% |
$238K - $270K
|
1.54K
$313K
|
|
|
Feb 18, 2025
Q4 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.21K- 17.75% |
$255K - $290K
|
5.6K
$1.14M
|
|
|
Jan 21, 2025
Q4 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.22K- 0.87% |
$258K - $293K
|
140K
$28.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-1.24K- 40.97% |
$261K - $296K
|
1.78K
$363K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.34K- 53.04% |
$284K - $322K
|
1.19K
$242K
|
|
|
Feb 10, 2025
Q4 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.35K- 36.55% |
$285K - $324K
|
2.34K
$477K
|
|
|
Feb 13, 2025
Q4 2024
|
Concentrum Wealth Management
|
SELL
|
- |
-1.38K- 6.18% |
$292K - $332K
|
21K
$4.28M
|
|
|
Jan 31, 2025
Q4 2024
|
Truist Financial Corp
|
SELL
|
- |
-1.42K- 1.47% |
$300K - $341K
|
95K
$19.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Trust CO Of Oklahoma
|
SELL
|
- |
-1.5K- 18.78% |
$317K - $360K
|
6.49K
$1.32M
|
|
|
Feb 14, 2025
Q4 2024
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.61K- 29.88% |
$340K - $386K
|
3.78K
$769K
|
|
|
Feb 12, 2025
Q4 2024
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-1.61K- 36.44% |
$341K - $387K
|
2.81K
$573K
|
|
|
Jan 17, 2025
Q4 2024
|
Apeiron Ria LLC
|
SELL
|
- |
-1.66K- 21.99% |
$350K - $397K
|
5.87K
$1.2M
|
|
|
Feb 13, 2025
Q4 2024
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-1.67K- 2.59% |
$352K - $400K
|
62.5K
$12.7M
|
|
|
Feb 03, 2025
Q4 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-1.7K- 45.95% |
$359K - $408K
|
2K
$407K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 36.84% |
$366K - $415K
|
2.97K
$604K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.85K- 4.31% |
$391K - $444K
|
41.1K
$8.38M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.91K- 35.63% |
$404K - $458K
|
3.45K
$703K
|
|
|
Feb 13, 2025
Q4 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.92K- 8.73% |
$406K - $461K
|
20.1K
$4.09M
|
|
|
Feb 14, 2025
Q4 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-1.95K- 0.9% |
$412K - $467K
|
214K
$43.5M
|
|
|
Jan 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 41.4% |
$422K - $479K
|
2.83K
$575K
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 13.84% |
$428K - $486K
|
12.6K
$2.57M
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.06K- 62.72% |
$435K - $494K
|
1.23K
$249K
|
|
|
Feb 13, 2025
Q4 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.07K- 5.13% |
$436K - $495K
|
38.2K
$7.79M
|
|
|
Feb 12, 2025
Q4 2024
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-2.09K- 99.38% |
$441K - $501K
|
13
$2.65K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 13.32% |
$448K - $508K
|
13.8K
$2.81M
|
|
|
Jan 17, 2025
Q4 2024
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-2.13K- 22.42% |
$450K - $511K
|
7.37K
$1.5M
|
|
|
Feb 14, 2025
Q4 2024
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-2.2K- 30.01% |
$464K - $527K
|
5.13K
$1.04M
|