Purchases and Sales Made in Q4 2025 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2025. 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 23, 2026
Q4 2025
|
Galvin, Gaustad & Stein, LLC
|
BUY
|
- |
42.6KNew |
$11.6M - $13.2M
|
42.6K
$12.3M
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
33KNew |
$8.99M - $10.2M
|
33K
$9.53M
|
|
|
Jan 20, 2026
Q4 2025
|
Advisor Net Financial, Inc
|
BUY
|
- |
24.4K+ 9283.27% |
$6.64M - $7.56M
|
24.7K
$7.12M
|
|
|
Jan 13, 2026
Q4 2025
|
Moulton Wealth Management, Inc
|
BUY
|
- |
19.2KNew |
$5.21M - $5.94M
|
19.2K
$5.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 86.73% |
$4.97M - $5.66M
|
39.4K
$11.4M
|
|
|
Jan 20, 2026
Q4 2025
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
11.5K+ 642.87% |
$3.14M - $3.57M
|
13.3K
$3.85M
|
|
|
Jan 21, 2026
Q4 2025
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
7.04K+ 29350.0% |
$1.92M - $2.18M
|
7.07K
$2.04M
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.96KNew |
$1.62M - $1.85M
|
5.96K
$1.72M
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.52KNew |
$1.23M - $1.4M
|
4.52K
$1.3M
|
|
|
Jan 20, 2026
Q4 2025
|
Westwood Wealth Management
|
BUY
|
- |
4.41KNew |
$1.2M - $1.37M
|
4.41K
$1.27M
|
|
|
Jan 23, 2026
Q4 2025
|
Northland Securities, Inc.
Minneapolis, MN |
BUY
|
- |
4.13KNew |
$1.12M - $1.28M
|
4.13K
$1.19M
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$1.1M - $1.25M
|
4.05K
$1.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
2.9K+ 135.6% |
$787K - $896K
|
5.03K
$1.45M
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.35K+ 25.53% |
$639K - $727K
|
11.5K
$3.33M
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 4.16% |
$481K - $547K
|
44.3K
$12.8M
|
|
|
Jan 22, 2026
Q4 2025
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
1.75KNew |
$475K - $541K
|
1.75K
$504K
|
|
|
Jan 20, 2026
Q4 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
1.72K+ 2811.48% |
$466K - $531K
|
1.78K
$512K
|
|
|
Jan 23, 2026
Q4 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
1.47K+ 10.54% |
$400K - $456K
|
15.4K
$4.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.4KNew |
$382K - $435K
|
1.4K
$405K
|
|
|
Jan 21, 2026
Q4 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.22KNew |
$332K - $378K
|
1.22K
$352K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$293K - $334K
|
1.08K
$311K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$285K - $325K
|
1.05K
$303K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
987New |
$268K - $306K
|
987
$285K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
916+ 4.42% |
$249K - $284K
|
21.6K
$6.24M
|
|
|
Jan 23, 2026
Q4 2025
|
Sage Mountain Advisors LLC
|
BUY
|
- |
913New |
$248K - $283K
|
913
$263K
|
|
|
Jan 20, 2026
Q4 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
875+ 6.75% |
$238K - $271K
|
13.8K
$3.99M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
854+ 41.32% |
$232K - $264K
|
2.92K
$843K
|
|
|
Jan 20, 2026
Q4 2025
|
Stewardship Concepts Financial Services LLC
Spokane, WA |
BUY
|
- |
835New |
$227K - $259K
|
835
$241K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
823+ 8.21% |
$224K - $255K
|
10.8K
$3.13M
|
|
|
Jan 12, 2026
Q4 2025
|
Signal Advisors Wealth, LLC
Detroit, MI |
BUY
|
- |
805New |
$219K - $249K
|
805
$232K
|
|
|
Jan 22, 2026
Q4 2025
|
Clear Creek Financial Management, LLC
|
BUY
|
- |
787New |
$214K - $244K
|
787
$227K
|
|
|
Jan 21, 2026
Q4 2025
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
771New |
$210K - $239K
|
771
$222K
|
|
|
Jan 20, 2026
Q4 2025
|
Sanibel Captiva Trust Company, Inc.
Sanibel, FL |
BUY
|
- |
730New |
$199K - $226K
|
730
$211K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
726New |
$197K - $225K
|
726
$209K
|
|
|
Jan 22, 2026
Q4 2025
|
Ritholtz Wealth Management
|
BUY
|
- |
724New |
$197K - $224K
|
724
$209K
|
|
|
Jan 23, 2026
Q4 2025
|
Bowman & CO S.C.
|
BUY
|
- |
718New |
$195K - $222K
|
718
$207K
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
713New |
$194K - $221K
|
713
$206K
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
710New |
$193K - $220K
|
710
$205K
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
703New |
$191K - $218K
|
703
$203K
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
700New |
$190K - $217K
|
700
$202K
|
|
|
Jan 12, 2026
Q4 2025
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
684+ 73.23% |
$186K - $212K
|
1.62K
$467K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
608+ 5.69% |
$165K - $188K
|
11.3K
$3.26M
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577+ 8.31% |
$157K - $179K
|
7.52K
$2.17M
|
|
|
Jan 20, 2026
Q4 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
568+ 37.27% |
$154K - $176K
|
2.09K
$604K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
460+ 16.37% |
$125K - $142K
|
3.27K
$943K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
390+ 3.7% |
$106K - $121K
|
10.9K
$3.16M
|
|
|
Jan 21, 2026
Q4 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
359New |
$97.6K - $111K
|
359
$104K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
324+ 19.38% |
$88.1K - $100K
|
2K
$576K
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$81.6K - $92.9K
|
300
$86.6K
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
279+ 6.67% |
$75.9K - $86.4K
|
4.46K
$1.29M
|
|