Latest Institutional Transactions on Ishares Semiconductor ETF (SOXX)
This table provides information on the latest institutional transactions involving Ishares Semiconductor ETF (SOXX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jan 12, 2026
Q4 2025
|
Orser Capital Management, LLC
|
SELL
|
- |
-15- 0.23% |
$4.08K - $4.64K
|
6.52K
$1.88M
|
|
|
Jan 12, 2026
Q4 2025
|
Certified Advisory Corp
Altamonte Springs, FL |
SELL
|
- |
-11- 1.17% |
$2.99K - $3.41K
|
927
$267K
|
|
|
Jan 12, 2026
Q4 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-8- 10.26% |
$2.18K - $2.48K
|
70
$20.2K
|
|
|
Jan 12, 2026
Q4 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
279+ 6.67% |
$75.9K - $86.4K
|
4.46K
$1.29M
|
|
|
Jan 12, 2026
Q4 2025
|
Willner & Heller, LLC
|
BUY
|
- |
119+ 11.32% |
$32.4K - $36.8K
|
1.17K
$338K
|
|
|
Jan 12, 2026
Q4 2025
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
4.05KNew |
$1.1M - $1.25M
|
4.05K
$1.17M
|
|
|
Jan 12, 2026
Q4 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-51- 4.94% |
$13.9K - $15.8K
|
981
$283K
|
|
|
Jan 12, 2026
Q4 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
390+ 3.7% |
$106K - $121K
|
10.9K
$3.16M
|
|
|
Jan 12, 2026
Q4 2025
|
Fiduciary Financial Group, LLC
San Rafael, CA |
BUY
|
- |
713New |
$194K - $221K
|
713
$206K
|
|
|
Jan 12, 2026
Q4 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
608+ 5.69% |
$165K - $188K
|
11.3K
$3.26M
|
|
|
Jan 12, 2026
Q4 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
102+ 13.51% |
$27.7K - $31.6K
|
857
$247K
|
|
|
Jan 12, 2026
Q4 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
16+ 0.29% |
$4.35K - $4.95K
|
5.62K
$1.62M
|
|
|
Jan 12, 2026
Q4 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
175+ 7.97% |
$47.6K - $54.2K
|
2.37K
$684K
|
|
|
Jan 12, 2026
Q4 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-111- 0.37% |
$30.2K - $34.4K
|
29.7K
$8.58M
|
|
|
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
|
Silverleafe Capital Partners, LLC
Memphis, TN |
SELL
|
- |
-147- 0.61% |
$40K - $45.5K
|
24.1K
$6.94M
|
|
|
Jan 09, 2026
Q4 2025
|
Sg Americas Securities, LLC
|
SELL
|
- |
-85.8K- 75.27% |
$23.3M - $26.6M
|
28.2K
$8.14M
|
|
|
Jan 09, 2026
Q4 2025
|
Somerset Trust CO
|
BUY
|
- |
128+ 4.27% |
$34.8K - $39.6K
|
3.13K
$902K
|
|
|
Jan 09, 2026
Q4 2025
|
First Heartland Consultants, Inc.
|
BUY
|
- |
37+ 1.14% |
$10.1K - $11.5K
|
3.3K
$951K
|
|
|
Jan 09, 2026
Q4 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
2+ 0.13% |
$544 - $619
|
1.57K
$454K
|
|
|
Jan 08, 2026
Q4 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4+ 0.13% |
$1.09K - $1.24K
|
3K
$865K
|
|
|
Jan 08, 2026
Q4 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-222- 9.07% |
$60.4K - $68.7K
|
2.23K
$642K
|
|
|
Jan 08, 2026
Q4 2025
|
Wedmont Private Capital
|
BUY
|
- |
1.4KNew |
$382K - $435K
|
1.4K
$405K
|
|
|
Jan 08, 2026
Q4 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.77K+ 4.16% |
$481K - $547K
|
44.3K
$12.8M
|
|
|
Jan 08, 2026
Q4 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-41- 0.15% |
$11.2K - $12.7K
|
28.1K
$8.1M
|
|
|
Jan 08, 2026
Q4 2025
|
Tompkins Financial Corp
|
BUY
|
- |
11New |
$2.99K - $3.41K
|
11
$3.17K
|
|
|
Jan 08, 2026
Q4 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-1.21K- 5.12% |
$329K - $374K
|
22.4K
$6.46M
|
|
|
Jan 08, 2026
Q4 2025
|
Breakwater Capital Group
Paramus, NJ |
BUY
|
- |
703New |
$191K - $218K
|
703
$203K
|
|
|
Jan 07, 2026
Q4 2025
|
Aafmaa Wealth Management & Trust LLC
|
BUY
|
- |
5.96KNew |
$1.62M - $1.85M
|
5.96K
$1.72M
|
|
|
Jan 07, 2026
Q4 2025
|
Sagespring Wealth Partners, LLC
Franklin, TN |
BUY
|
- |
710New |
$193K - $220K
|
710
$205K
|
|
|
Jan 07, 2026
Q4 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.2% |
$816 - $929
|
1.5K
$433K
|
|
|
Jan 07, 2026
Q4 2025
|
Massmutual Trust CO Fsb
|
SELL
|
- |
-75- 78.95% |
$20.4K - $23.2K
|
20
$5.77K
|
|
|
Jan 07, 2026
Q4 2025
|
Procyon Advisors, LLC
|
BUY
|
- |
987New |
$268K - $306K
|
987
$285K
|
|
|
Jan 07, 2026
Q4 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
5+ 0.04% |
$1.36K - $1.55K
|
11.8K
$3.41M
|
|
|
Jan 07, 2026
Q4 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
62+ 1.71% |
$16.9K - $19.2K
|
3.69K
$1.07M
|
|
|
Jan 06, 2026
Q4 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-28- 0.42% |
$7.62K - $8.67K
|
6.68K
$1.93M
|
|
|
Jan 06, 2026
Q4 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-775- 28.49% |
$211K - $240K
|
1.95K
$561K
|
|
|
Jan 06, 2026
Q4 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.12% |
$272 - $310
|
847
$244K
|
|
|
Jan 06, 2026
Q4 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
SELL
|
- |
-171- 3.63% |
$46.5K - $52.9K
|
4.54K
$1.31M
|
|
|
Jan 06, 2026
Q4 2025
|
Ransom Advisory, LTD
Providence, RI |
BUY
|
- |
300New |
$81.6K - $92.9K
|
300
$86.6K
|
|
|
Jan 06, 2026
Q4 2025
|
Wealth Care Investment Partners, LLC
|
SELL
|
- |
-283- 8.41% |
$77K - $87.6K
|
3.08K
$890K
|
|
|
Jan 05, 2026
Q4 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-1.7K- 35.43% |
$462K - $526K
|
3.1K
$894K
|
|
|
Jan 05, 2026
Q4 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-20- 1.84% |
$5.44K - $6.19K
|
1.07K
$308K
|
|
|
Jan 05, 2026
Q4 2025
|
Gk Wealth Management LLC
Reno, NV |
BUY
|
- |
4+ 0.49% |
$1.09K - $1.24K
|
817
$236K
|
|
|
Jan 05, 2026
Q4 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
916+ 4.42% |
$249K - $284K
|
21.6K
$6.24M
|
|
|
Jan 05, 2026
Q4 2025
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
30+ 200.0% |
$8.16K - $9.29K
|
45
$13K
|
|
|
Jan 02, 2026
Q4 2025
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
823+ 8.21% |
$224K - $255K
|
10.8K
$3.13M
|
|
|
Jan 02, 2026
Q4 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-357- 5.91% |
$97.1K - $111K
|
5.69K
$1.64M
|
|
| Q3 2025 | |||||||
|
Jan 12, 2026
Q3 2025
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-50- 4.69% |
$11.8K - $13.6K
|
1.02K
$293K
|
|
|
Jan 07, 2026
Q3 2025
|
Aventura Private Wealth, LLC
Aventura, FL |
SELL
|
- |
-12Closed |
$2.84K - $3.25K
|
0
$0
|
|