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 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.06K+ 10.66% |
$225K - $255K
|
11K
$2.25M
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06KNew |
$224K - $254K
|
1.06K
$215K
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$223K - $253K
|
1.05K
$215K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.05KNew |
$222K - $252K
|
1.05K
$214K
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.04KNew |
$220K - $250K
|
1.04K
$212K
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.03KNew |
$218K - $247K
|
1.03K
$210K
|
|
Jan 30, 2025
Q4 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
1.03K+ 22.63% |
$217K - $247K
|
5.57K
$1.13M
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.03KNew |
$217K - $246K
|
1.03K
$209K
|
|
Feb 14, 2025
Q4 2024
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
1.01KNew |
$213K - $242K
|
1.01K
$205K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.01K+ 13.2% |
$212K - $241K
|
8.62K
$1.75M
|
|
Jan 13, 2025
Q4 2024
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
999+ 10.08% |
$211K - $240K
|
10.9K
$2.22M
|
|
Feb 10, 2025
Q4 2024
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
989New |
$209K - $237K
|
989
$201K
|
|
Feb 10, 2025
Q4 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
982+ 15.42% |
$207K - $235K
|
7.35K
$1.5M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
980New |
$207K - $235K
|
980
$200K
|
|
Feb 13, 2025
Q4 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
972+ 96.91% |
$205K - $233K
|
1.98K
$402K
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
951New |
$201K - $228K
|
951
$194K
|
|
Jan 15, 2025
Q4 2024
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
949New |
$200K - $228K
|
949
$193K
|
|
Feb 13, 2025
Q4 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
948+ 107.12% |
$200K - $227K
|
1.83K
$373K
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
933New |
$197K - $224K
|
933
$190K
|
|
Feb 10, 2025
Q4 2024
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
929New |
$196K - $223K
|
929
$189K
|
|
Jan 13, 2025
Q4 2024
|
Tsfg, LLC
|
BUY
|
- |
927+ 10.82% |
$196K - $222K
|
9.5K
$1.93M
|
|
Feb 12, 2025
Q4 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
910+ 13.68% |
$192K - $218K
|
7.56K
$1.54M
|
|
Jan 15, 2025
Q4 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
876+ 8.07% |
$185K - $210K
|
11.7K
$2.39M
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
860+ 39.78% |
$182K - $206K
|
3.02K
$615K
|
|
Feb 13, 2025
Q4 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
844+ 25.8% |
$178K - $202K
|
4.12K
$838K
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
835+ 7.77% |
$176K - $200K
|
11.6K
$2.36M
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
827+ 2.59% |
$175K - $198K
|
32.7K
$6.66M
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
825+ 3.45% |
$174K - $198K
|
24.7K
$5.04M
|
|
Feb 07, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
785+ 80.35% |
$166K - $188K
|
1.76K
$359K
|
|
Feb 13, 2025
Q4 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
759+ 4.4% |
$160K - $182K
|
18K
$3.66M
|
|
Jan 31, 2025
Q4 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
751+ 2.01% |
$159K - $180K
|
38.2K
$7.77M
|
|
Jan 22, 2025
Q4 2024
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
750New |
$158K - $180K
|
750
$153K
|
|
Feb 03, 2025
Q4 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
749+ 3.58% |
$158K - $180K
|
21.7K
$4.41M
|
|
Feb 07, 2025
Q4 2024
|
Pfg Advisors
|
BUY
|
- |
741+ 4.51% |
$157K - $178K
|
17.2K
$3.49M
|
|
Feb 11, 2025
Q4 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
739+ 40.92% |
$156K - $177K
|
2.55K
$518K
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
703+ 14.08% |
$149K - $169K
|
5.7K
$1.16M
|
|
Feb 11, 2025
Q4 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
656+ 1.48% |
$139K - $157K
|
45K
$9.17M
|
|
Feb 14, 2025
Q4 2024
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
652+ 0.6% |
$138K - $156K
|
110K
$22.3M
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
649New |
$137K - $156K
|
649
$132K
|
|
Jan 14, 2025
Q4 2024
|
Accurate Wealth Management, LLC
|
BUY
|
- |
646+ 64.15% |
$136K - $155K
|
1.65K
$337K
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
627+ 9.59% |
$132K - $150K
|
7.17K
$1.46M
|
|
Jan 22, 2025
Q4 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
617+ 24.4% |
$130K - $148K
|
3.15K
$641K
|
|
Jan 14, 2025
Q4 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
603+ 26.21% |
$127K - $145K
|
2.9K
$591K
|
|
Feb 12, 2025
Q4 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
590+ 2.81% |
$125K - $141K
|
21.6K
$4.39M
|
|
Jan 15, 2025
Q4 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
568+ 5.47% |
$120K - $136K
|
11K
$2.23M
|
|
Feb 12, 2025
Q4 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
560+ 25.99% |
$118K - $134K
|
2.72K
$553K
|
|
Feb 11, 2025
Q4 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
557+ 1.74% |
$118K - $134K
|
32.6K
$6.64M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
550+ 4.83% |
$116K - $132K
|
11.9K
$2.43M
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
548+ 9.33% |
$116K - $131K
|
6.42K
$1.31M
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
534+ 1.8% |
$113K - $128K
|
30.2K
$6.15M
|