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 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 71.18% |
$1.27M - $1.44M
|
14.4K
$2.93M
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.95KNew |
$1.26M - $1.43M
|
5.95K
$1.21M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.77K+ 38.12% |
$1.22M - $1.38M
|
20.9K
$4.26M
|
|
|
Feb 14, 2025
Q4 2024
|
Bayesian Capital Management, LP
Brooklyn, NY |
BUY
|
- |
5.74KNew |
$1.21M - $1.38M
|
5.74K
$1.17M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.73K+ 92.42% |
$1.21M - $1.37M
|
11.9K
$2.43M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.7K+ 74.62% |
$1.2M - $1.37M
|
13.3K
$2.72M
|
|
|
Feb 13, 2025
Q4 2024
|
Adams Wealth Management
|
BUY
|
- |
5.47K+ 27.67% |
$1.16M - $1.31M
|
25.2K
$5.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
5.47K+ 27.67% |
$1.16M - $1.31M
|
25.2K
$5.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Two Sigma Securities, LLC
New York, NY |
BUY
|
- |
5.46K+ 393.87% |
$1.15M - $1.31M
|
6.85K
$1.39M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.25K+ 47.04% |
$1.11M - $1.26M
|
16.4K
$3.34M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.25K+ 548.07% |
$1.11M - $1.26M
|
6.2K
$1.26M
|
|
|
Feb 13, 2025
Q4 2024
|
Keystone Financial Group
|
BUY
|
- |
5.1KNew |
$1.08M - $1.22M
|
5.1K
$1.04M
|
|
|
Feb 10, 2025
Q4 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
5K+ 5.2% |
$1.06M - $1.2M
|
101K
$20.6M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 15.6% |
$1.04M - $1.19M
|
36.6K
$7.46M
|
|
|
Feb 12, 2025
Q4 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.62K+ 42.76% |
$975K - $1.11M
|
15.4K
$3.14M
|
|
|
Feb 14, 2025
Q4 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
4.21KNew |
$890K - $1.01M
|
4.21K
$858K
|
|
|
Feb 14, 2025
Q4 2024
|
Mai Capital Management
|
BUY
|
- |
4.1K+ 16.5% |
$867K - $984K
|
29K
$5.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.03KNew |
$852K - $967K
|
4.03K
$821K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.01KNew |
$848K - $962K
|
4.01K
$817K
|
|
|
Feb 14, 2025
Q4 2024
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
3.94K+ 55.76% |
$833K - $945K
|
11K
$2.24M
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.91K+ 59.94% |
$826K - $938K
|
10.4K
$2.13M
|
|
|
Feb 12, 2025
Q4 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
3.91K+ 446.91% |
$825K - $937K
|
4.78K
$973K
|
|
|
Feb 14, 2025
Q4 2024
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
3.9KNew |
$824K - $935K
|
3.9K
$794K
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.86K+ 16.05% |
$816K - $927K
|
27.9K
$5.69M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3.51KNew |
$742K - $842K
|
3.51K
$715K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.32K+ 8.17% |
$700K - $795K
|
43.9K
$8.93M
|
|
|
Feb 14, 2025
Q4 2024
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
3.31KNew |
$699K - $794K
|
3.31K
$674K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.3K+ 14.01% |
$697K - $791K
|
26.9K
$5.47M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.27K+ 26.03% |
$691K - $785K
|
15.8K
$3.23M
|
|
|
Feb 14, 2025
Q4 2024
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
3.27KNew |
$691K - $784K
|
3.27K
$666K
|
|
|
Feb 14, 2025
Q4 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.21KNew |
$679K - $770K
|
3.21K
$654K
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.18K+ 12.39% |
$672K - $762K
|
28.8K
$5.87M
|
|
|
Feb 11, 2025
Q4 2024
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
3.03KNew |
$641K - $728K
|
3.03K
$618K
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3KNew |
$634K - $719K
|
3K
$611K
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.95K+ 13.91% |
$623K - $707K
|
24.1K
$4.92M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 28.36% |
$588K - $668K
|
12.6K
$2.57M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61K+ 12.5% |
$551K - $626K
|
23.5K
$4.78M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.55KNew |
$539K - $612K
|
2.55K
$519K
|
|
|
Feb 13, 2025
Q4 2024
|
Natixis
Paris, I0 |
BUY
|
- |
2.47K+ 224.55% |
$522K - $592K
|
3.57K
$727K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
2.44K+ 33.57% |
$516K - $585K
|
9.71K
$1.98M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.29K+ 83.9% |
$483K - $549K
|
5.02K
$1.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2.26K+ 14143.75% |
$478K - $543K
|
2.28K
$464K
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.16KNew |
$456K - $518K
|
2.16K
$440K
|
|
|
Feb 13, 2025
Q4 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
2.15K+ 15.7% |
$454K - $515K
|
15.8K
$3.22M
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.13KNew |
$450K - $511K
|
2.13K
$434K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$446K - $506K
|
2.11K
$430K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.09KNew |
$440K - $500K
|
2.09K
$425K
|
|
|
Feb 14, 2025
Q4 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
2.02K+ 213.76% |
$427K - $484K
|
2.97K
$604K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.01KNew |
$424K - $481K
|
2.01K
$409K
|
|
|
Feb 14, 2025
Q4 2024
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
BUY
|
- |
2KNew |
$423K - $480K
|
2K
$407K
|