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 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 484.31% |
$52.2K - $59.2K
|
298
$60.7K
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242+ 2.48% |
$51.1K - $58K
|
9.99K
$2.03M
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
236+ 12.85% |
$49.9K - $56.6K
|
2.07K
$422K
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
235+ 9.34% |
$49.6K - $56.4K
|
2.75K
$560K
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
233+ 3.64% |
$49.2K - $55.9K
|
6.64K
$1.35M
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229+ 10.53% |
$48.4K - $54.9K
|
2.4K
$489K
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225+ 548.78% |
$47.5K - $54K
|
266
$54.2K
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
225+ 19.1% |
$47.5K - $54K
|
1.4K
$286K
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
224+ 2.36% |
$47.3K - $53.7K
|
9.73K
$1.98M
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
211+ 1.4% |
$44.6K - $50.6K
|
15.2K
$3.1M
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
210+ 128.05% |
$44.4K - $50.4K
|
374
$76.2K
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
208+ 14.07% |
$43.9K - $49.9K
|
1.69K
$343K
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
203+ 62.65% |
$42.9K - $48.7K
|
527
$107K
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
195+ 39.16% |
$41.2K - $46.8K
|
693
$141K
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195New |
$41.2K - $46.8K
|
195
$39.7K
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
176New |
$37.2K - $42.2K
|
176
$35.8K
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
170+ 69.96% |
$35.9K - $40.8K
|
413
$84.1K
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 60.28% |
$35.9K - $40.8K
|
452
$92K
|
|
Jan 17, 2025
Q4 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
156+ 4.45% |
$33K - $37.4K
|
3.66K
$745K
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
153+ 3.86% |
$32.3K - $36.7K
|
4.12K
$838K
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 4.34% |
$31.1K - $35.3K
|
3.53K
$719K
|
|
Feb 10, 2025
Q4 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
146+ 13.21% |
$30.8K - $35K
|
1.25K
$255K
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
145+ 0.49% |
$30.6K - $34.8K
|
29.8K
$6.07M
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
140New |
$29.6K - $33.6K
|
140
$28.5K
|
|
Jan 28, 2025
Q4 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
137+ 10.0% |
$28.9K - $32.9K
|
1.51K
$307K
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
130+ 2.09% |
$27.5K - $31.2K
|
6.35K
$1.29M
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
129+ 7.17% |
$27.3K - $30.9K
|
1.93K
$393K
|
|
Jan 30, 2025
Q4 2024
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
129+ 1.27% |
$27.3K - $30.9K
|
10.3K
$2.09M
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
125+ 3.02% |
$26.4K - $30K
|
4.27K
$869K
|
|
Jan 29, 2025
Q4 2024
|
Armor Investment Advisors, LLC
|
BUY
|
- |
116+ 0.99% |
$24.5K - $27.8K
|
11.8K
$2.41M
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
116New |
$24.5K - $27.8K
|
116
$23.6K
|
|
Jan 16, 2025
Q4 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
114+ 1.14% |
$24.1K - $27.3K
|
10.1K
$2.06M
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
111+ 3.22% |
$23.5K - $26.6K
|
3.56K
$725K
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
108New |
$22.8K - $25.9K
|
108
$22K
|
|
Jan 13, 2025
Q4 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
104+ 9.63% |
$22K - $24.9K
|
1.18K
$241K
|
|
Feb 12, 2025
Q4 2024
|
Wedbush Securities Inc
|
BUY
|
- |
101+ 1.55% |
$21.3K - $24.2K
|
6.6K
$1.34M
|
|
Feb 13, 2025
Q4 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
100+ 1.08% |
$21.1K - $24K
|
9.39K
$1.91M
|
|
Jan 29, 2025
Q4 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
100+ 5.49% |
$21.1K - $24K
|
1.92K
$392K
|
|
Feb 14, 2025
Q4 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
100+ 7.16% |
$21.1K - $24K
|
1.5K
$305K
|
|
Feb 13, 2025
Q4 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
100+ 2.42% |
$21.1K - $24K
|
4.24K
$863K
|
|
Feb 13, 2025
Q4 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
96+ 0.2% |
$20.3K - $23K
|
47.8K
$9.74M
|
|
Jan 31, 2025
Q4 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
95+ 0.72% |
$20.1K - $22.8K
|
13.3K
$2.71M
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
94+ 0.37% |
$19.9K - $22.5K
|
25.5K
$5.18M
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
90New |
$19K - $21.6K
|
90
$18.3K
|
|
Feb 10, 2025
Q4 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
86+ 0.08% |
$18.2K - $20.6K
|
112K
$22.9M
|
|
Feb 11, 2025
Q4 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
86+ 0.9% |
$18.2K - $20.6K
|
9.69K
$1.97M
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 1.74% |
$17.3K - $19.7K
|
4.81K
$978K
|
|
Feb 10, 2025
Q4 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
81+ 21.04% |
$17.1K - $19.4K
|
466
$94.9K
|
|
Jan 30, 2025
Q4 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
77+ 2.42% |
$16.3K - $18.5K
|
3.26K
$663K
|
|
Feb 07, 2025
Q4 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
75+ 2.98% |
$15.8K - $18K
|
2.6K
$529K
|