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 16, 2026
Q4 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-1.3K- 46.43% |
$354K - $402K
|
1.5K
$433K
|
|
|
Jan 16, 2026
Q4 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
21+ 13.55% |
$5.71K - $6.5K
|
176
$50.8K
|
|
|
Jan 16, 2026
Q4 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
460+ 16.37% |
$125K - $142K
|
3.27K
$943K
|
|
|
Jan 16, 2026
Q4 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-31- 3.42% |
$8.43K - $9.6K
|
875
$252K
|
|
|
Jan 16, 2026
Q4 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-572- 3.1% |
$156K - $177K
|
17.9K
$5.16M
|
|
|
Jan 16, 2026
Q4 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-11- 0.44% |
$2.99K - $3.41K
|
2.47K
$714K
|
|
|
Jan 16, 2026
Q4 2025
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
1.08KNew |
$293K - $334K
|
1.08K
$311K
|
|
|
Jan 16, 2026
Q4 2025
|
Forte Asset Management LLC
|
BUY
|
- |
26+ 0.34% |
$7.07K - $8.05K
|
7.64K
$2.2M
|
|
|
Jan 16, 2026
Q4 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-3.22K- 72.34% |
$875K - $996K
|
1.23K
$355K
|
|
|
Jan 16, 2026
Q4 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
1.05KNew |
$285K - $325K
|
1.05K
$303K
|
|
|
Jan 16, 2026
Q4 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-24- 0.94% |
$6.53K - $7.43K
|
2.53K
$730K
|
|
|
Jan 15, 2026
Q4 2025
|
Brookstone Capital Management
|
BUY
|
- |
81+ 1.7% |
$22K - $25.1K
|
4.84K
$1.4M
|
|
|
Jan 15, 2026
Q4 2025
|
Allspring Global Investments Holdings, LLC
|
BUY
|
- |
60New |
$16.3K - $18.6K
|
60
$17.3K
|
|
|
Jan 15, 2026
Q4 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-744- 4.92% |
$202K - $230K
|
14.4K
$4.14M
|
|
|
Jan 15, 2026
Q4 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
854+ 41.32% |
$232K - $264K
|
2.92K
$843K
|
|
|
Jan 15, 2026
Q4 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
726New |
$197K - $225K
|
726
$209K
|
|
|
Jan 15, 2026
Q4 2025
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.52KNew |
$1.23M - $1.4M
|
4.52K
$1.3M
|
|
|
Jan 15, 2026
Q4 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-68- 2.09% |
$18.5K - $21.1K
|
3.19K
$921K
|
|
|
Jan 15, 2026
Q4 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
204+ 5.35% |
$55.5K - $63.2K
|
4.02K
$1.16M
|
|
|
Jan 14, 2026
Q4 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
271+ 2.25% |
$73.7K - $83.9K
|
12.3K
$3.55M
|
|
|
Jan 14, 2026
Q4 2025
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-494- 1.84% |
$134K - $153K
|
26.4K
$7.61M
|
|
|
Jan 14, 2026
Q4 2025
|
Waldron Private Wealth LLC
|
SELL
|
- |
-99- 9.14% |
$26.9K - $30.7K
|
984
$284K
|
|
|
Jan 14, 2026
Q4 2025
|
Spire Wealth Management
|
BUY
|
- |
2.35K+ 25.53% |
$639K - $727K
|
11.5K
$3.33M
|
|
|
Jan 14, 2026
Q4 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.81K- 0.6% |
$491K - $559K
|
298K
$86M
|
|
|
Jan 14, 2026
Q4 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
77+ 6.92% |
$20.9K - $23.8K
|
1.19K
$343K
|
|
|
Jan 14, 2026
Q4 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
5+ 7.69% |
$1.36K - $1.55K
|
70
$20.2K
|
|
|
Jan 14, 2026
Q4 2025
|
Bco Wealth Management LLC
Carlsbad, NM |
BUY
|
- |
700New |
$190K - $217K
|
700
$202K
|
|
|
Jan 14, 2026
Q4 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-118- 4.91% |
$32.1K - $36.5K
|
2.28K
$659K
|
|
|
Jan 13, 2026
Q4 2025
|
Well Done, LLC
|
SELL
|
- |
-165- 13.22% |
$44.9K - $51.1K
|
1.08K
$312K
|
|
|
Jan 13, 2026
Q4 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
18.3K+ 86.73% |
$4.97M - $5.66M
|
39.4K
$11.4M
|
|
|
Jan 13, 2026
Q4 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-36- 3.4% |
$9.79K - $11.1K
|
1.02K
$295K
|
|
|
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
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-24.5K- 96.33% |
$6.66M - $7.58M
|
933
$269K
|
|
|
Jan 13, 2026
Q4 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1.16K- 4.07% |
$314K - $358K
|
27.2K
$7.85M
|
|
|
Jan 13, 2026
Q4 2025
|
Geremia Financial Services, LLC
Edison, NJ |
BUY
|
- |
33KNew |
$8.99M - $10.2M
|
33K
$9.53M
|
|
|
Jan 13, 2026
Q4 2025
|
Matrix Trust CO
|
SELL
|
- |
-86- 0.91% |
$23.4K - $26.6K
|
9.38K
$2.71M
|
|
|
Jan 13, 2026
Q4 2025
|
Dakota Wealth Management
|
BUY
|
- |
275+ 20.58% |
$74.8K - $85.1K
|
1.61K
$465K
|
|
|
Jan 13, 2026
Q4 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
577+ 8.31% |
$157K - $179K
|
7.52K
$2.17M
|
|
|
Jan 13, 2026
Q4 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.17K- 4.1% |
$318K - $362K
|
27.3K
$7.88M
|
|
|
Jan 13, 2026
Q4 2025
|
Tradewinds Capital Management, LLC
|
SELL
|
- |
-156- 96.3% |
$42.4K - $48.3K
|
6
$1.73K
|
|
|
Jan 13, 2026
Q4 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
324+ 19.38% |
$88.1K - $100K
|
2K
$576K
|
|
|
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
|
|