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 10, 2025
Q4 2024
|
Avondale Wealth Management
|
SELL
|
- |
-2K- 41.4% |
$422K - $479K
|
2.83K
$616K
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
534+ 1.8% |
$113K - $128K
|
30.2K
$6.59M
|
|
|
Jan 10, 2025
Q4 2024
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$6.13K - $6.95K
|
29
$6.33K
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-44- 11.73% |
$9.3K - $10.6K
|
331
$72.2K
|
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 9.8% |
$2.11K - $2.4K
|
92
$20.1K
|
|
|
Jan 08, 2025
Q4 2024
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-15.2M- 99.97% |
$3.22B - $3.65B
|
3.85K
$840K
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-730- 2.25% |
$154K - $175K
|
31.8K
$6.93M
|
|
|
Jan 07, 2025
Q4 2024
|
Diversified Trust CO
|
BUY
|
- |
129+ 7.17% |
$27.3K - $30.9K
|
1.93K
$421K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 0.98% |
$104K - $118K
|
50K
$10.9M
|
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 0.14% |
$1.9K - $2.16K
|
6.52K
$1.42M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
14.5K+ 1302.79% |
$3.06M - $3.47M
|
15.6K
$3.4M
|
|
|
Jan 02, 2025
Q4 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
20+ 4.55% |
$4.23K - $4.8K
|
460
$100K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-116- 1.41% |
$24.5K - $27.8K
|
8.12K
$1.77M
|
|
| Q3 2024 | |||||||
|
Dec 26, 2024
Q3 2024
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
24.1K+ 1.97% |
$4.79M - $6.39M
|
1.24M
$272M
|
|
|
Dec 13, 2024
Q3 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
8.8K+ 145.86% |
$1.75M - $2.34M
|
14.8K
$3.24M
|
|
|
Nov 26, 2024
Q3 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
689+ 44.17% |
$137K - $183K
|
2.25K
$491K
|
|
|
Nov 25, 2024
Q3 2024
|
Sanctuary Advisors, LLC
Indianapolis, IN |
BUY
|
- |
29.6KNew |
$5.89M - $7.85M
|
29.6K
$6.45M
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
398New |
$79.3K - $106K
|
398
$86.8K
|
|
|
Nov 21, 2024
Q3 2024
|
Tudor Financial Inc.
Dayton, OH |
BUY
|
- |
3.99KNew |
$795K - $1.06M
|
3.99K
$870K
|
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
920+ 5.64% |
$183K - $244K
|
17.2K
$3.76M
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-57- 3.51% |
$11.4K - $15.1K
|
1.57K
$342K
|
|
|
Nov 18, 2024
Q3 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-23.6K- 95.12% |
$4.7M - $6.27M
|
1.21K
$264K
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.35K- 16.54% |
$269K - $358K
|
6.81K
$1.49M
|
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
812+ 68.93% |
$162K - $216K
|
1.99K
$434K
|
|
|
Nov 15, 2024
Q3 2024
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-9.52K- 4.62% |
$1.9M - $2.53M
|
197K
$42.9M
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 89.47% |
$6.78K - $9.03K
|
72
$15.7K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.58K+ 11.73% |
$314K - $419K
|
15K
$3.28M
|
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
918+ 612.0% |
$183K - $244K
|
1.07K
$233K
|
|
|
Nov 15, 2024
Q3 2024
|
Barclays PLC
London, X0 |
BUY
|
- |
83.2K+ 24.25% |
$16.6M - $22.1M
|
426K
$93M
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27- 0.49% |
$5.38K - $7.17K
|
5.49K
$1.2M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.69K- 75.28% |
$536K - $714K
|
883
$193K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
372+ 5.63% |
$74.1K - $98.8K
|
6.97K
$1.52M
|
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
782+ 13.83% |
$156K - $208K
|
6.44K
$1.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
807+ 22.12% |
$161K - $214K
|
4.46K
$972K
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
203+ 11.45% |
$40.5K - $53.9K
|
1.98K
$431K
|
|
|
Nov 15, 2024
Q3 2024
|
Coldstream Capital Management Inc
|
SELL
|
- |
-111- 6.04% |
$22.1K - $29.5K
|
1.73K
$377K
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 67.21% |
$587K - $782K
|
7.32K
$1.6M
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-84- 8.77% |
$16.7K - $22.3K
|
874
$191K
|
|
|
Nov 14, 2024
Q3 2024
|
Symmetry Investments LP
|
BUY
|
- |
22.7KNew |
$4.52M - $6.03M
|
22.7K
$4.95M
|
|
|
Nov 14, 2024
Q3 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
4.3K+ 395.86% |
$857K - $1.14M
|
5.39K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
42.1K+ 152.56% |
$8.39M - $11.2M
|
69.7K
$15.2M
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97+ 6.28% |
$19.3K - $25.8K
|
1.64K
$358K
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-82- 1.39% |
$16.3K - $21.8K
|
5.84K
$1.27M
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-16.5K- 98.41% |
$3.29M - $4.38M
|
267
$58.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
CALL |
-100- 3.13% |
$19.9K - $26.5K
|
3.1K
$676K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
55+ 916.67% |
$11K - $14.6K
|
61
$13.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
SELL
|
- |
-8.66K- 15.39% |
$1.72M - $2.3M
|
47.6K
$10.4M
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101+ 3.56% |
$20.1K - $26.8K
|
2.94K
$640K
|
|
|
Nov 14, 2024
Q3 2024
|
Albar Capital LTD
London, X0 |
BUY
|
- |
59.3KNew |
$11.8M - $15.7M
|
59.3K
$12.9M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 47.74% |
$269K - $358K
|
1.48K
$322K
|
|