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 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-15- 1.13% |
$3.17K - $3.6K
|
1.31K
$266K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.78% |
$3.59K - $4.08K
|
2.17K
$443K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-18- 1.13% |
$3.8K - $4.32K
|
1.57K
$320K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18- 15.25% |
$3.8K - $4.32K
|
100
$20.4K
|
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18- 1.13% |
$3.8K - $4.32K
|
1.57K
$320K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-19- 1.16% |
$4.01K - $4.56K
|
1.62K
$329K
|
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20- 0.64% |
$4.23K - $4.8K
|
3.1K
$631K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 0.91% |
$4.65K - $5.28K
|
2.38K
$485K
|
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-24- 0.68% |
$5.07K - $5.76K
|
3.5K
$714K
|
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27- 0.84% |
$5.7K - $6.47K
|
3.18K
$647K
|
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-30- 1.8% |
$6.34K - $7.19K
|
1.64K
$333K
|
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30- 2.53% |
$6.34K - $7.19K
|
1.16K
$235K
|
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 4.84% |
$6.34K - $7.19K
|
590
$120K
|
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31- 1.09% |
$6.55K - $7.43K
|
2.82K
$574K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 0.82% |
$6.76K - $7.67K
|
3.87K
$788K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 0.85% |
$7.39K - $8.39K
|
4.11K
$836K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-37- 3.1% |
$7.82K - $8.87K
|
1.16K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 9.29% |
$8.03K - $9.11K
|
371
$75.6K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-38- 52.78% |
$8.03K - $9.11K
|
34
$6.92K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 40.0% |
$8.45K - $9.59K
|
60
$12.2K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-43- 0.14% |
$9.08K - $10.3K
|
29.7K
$6.04M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-44- 11.73% |
$9.3K - $10.6K
|
331
$67.4K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-45- 2.7% |
$9.51K - $10.8K
|
1.62K
$330K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-46- 40.71% |
$9.72K - $11K
|
67
$13.6K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-46- 2.49% |
$9.72K - $11K
|
1.8K
$367K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-47- 1.24% |
$9.93K - $11.3K
|
3.73K
$760K
|
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 21.74% |
$10.6K - $12K
|
180
$36.7K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 45.45% |
$11.6K - $13.2K
|
66
$13.4K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-57- 34.13% |
$12K - $13.7K
|
110
$22.4K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-59- 0.49% |
$12.5K - $14.1K
|
12K
$2.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-60- 3.8% |
$12.7K - $14.4K
|
1.52K
$310K
|
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-69- 1.4% |
$14.6K - $16.5K
|
4.86K
$989K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 3.05% |
$14.6K - $16.5K
|
2.2K
$447K
|
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-75- 5.64% |
$15.8K - $18K
|
1.26K
$256K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-76- 7.06% |
$16.1K - $18.2K
|
1K
$204K
|
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-76- 3.94% |
$16.1K - $18.2K
|
1.85K
$377K
|
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-88- 3.94% |
$18.6K - $21.1K
|
2.15K
$437K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 0.79% |
$19.9K - $22.5K
|
11.8K
$2.4M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 12.57% |
$20.3K - $23K
|
668
$136K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-97- 0.51% |
$20.5K - $23.3K
|
18.8K
$3.83M
|
|
|
Feb 13, 2025
Q4 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-98- 2.56% |
$20.7K - $23.5K
|
3.73K
$759K
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-99- 7.67% |
$20.9K - $23.7K
|
1.19K
$243K
|
|
|
Feb 14, 2025
Q4 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-99- 6.74% |
$20.9K - $23.7K
|
1.37K
$279K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-100- 1.56% |
$21.1K - $24K
|
6.3K
$1.28M
|
|
|
Feb 14, 2025
Q4 2024
|
Core Cap Advisors, LLC
Southfield, MI |
SELL
|
- |
-102- 16.11% |
$21.5K - $24.5K
|
531
$108K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-105- 8.97% |
$22.2K - $25.2K
|
1.07K
$217K
|
|
|
Feb 12, 2025
Q4 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
SELL
|
- |
-113- 5.0% |
$23.9K - $27.1K
|
2.15K
$438K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-115- 9.41% |
$24.3K - $27.6K
|
1.11K
$225K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-116- 1.41% |
$24.5K - $27.8K
|
8.12K
$1.65M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-120- 17.83% |
$25.4K - $28.8K
|
553
$113K
|