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 |
|---|---|---|---|---|---|---|---|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
170+ 8.17% |
$33.9K - $45.1K
|
2.25K
$491K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
495+ 8.38% |
$98.6K - $131K
|
6.4K
$1.4M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-370- 12.76% |
$73.7K - $98.2K
|
2.53K
$552K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$399 - $531
|
992
$216K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-17- 0.35% |
$3.39K - $4.51K
|
4.81K
$1.05M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
205+ 43.99% |
$40.9K - $54.4K
|
671
$146K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-125- 1.22% |
$24.9K - $33.2K
|
10.1K
$2.21M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
78+ 2.51% |
$15.5K - $20.7K
|
3.18K
$694K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.55K+ 7.5% |
$507K - $676K
|
36.5K
$7.96M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
109+ 9.59% |
$21.7K - $28.9K
|
1.25K
$272K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.87KNew |
$1.17M - $1.56M
|
5.87K
$1.28M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
306New |
$61K - $81.2K
|
306
$66.8K
|
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$199K - $265K
|
1K
$218K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
296+ 19.38% |
$59K - $78.6K
|
1.82K
$398K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.08K+ 27.44% |
$214K - $285K
|
4.99K
$1.09M
|
|
|
Oct 23, 2024
Q3 2024
|
Dakota Wealth Management
|
BUY
|
- |
99+ 8.25% |
$19.7K - $26.3K
|
1.3K
$283K
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-46- 1.59% |
$9.17K - $12.2K
|
2.85K
$622K
|
|
|
Oct 23, 2024
Q3 2024
|
Global Trust Asset Management, LLC
|
BUY
|
- |
118New |
$23.5K - $31.3K
|
118
$25.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-66.4K- 50.31% |
$13.2M - $17.6M
|
65.6K
$14.3M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-255- 85.0% |
$50.8K - $67.7K
|
45
$9.82K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 8.15% |
$308K - $410K
|
17.4K
$3.8M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-81- 1.75% |
$16.1K - $21.5K
|
4.54K
$990K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.28KNew |
$255K - $340K
|
1.28K
$280K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-621- 57.61% |
$124K - $165K
|
457
$99.7K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$211K - $281K
|
1.06K
$231K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
884New |
$176K - $235K
|
884
$193K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.18K+ 23.79% |
$235K - $313K
|
6.13K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.13KNew |
$1.22M - $1.63M
|
6.13K
$1.34M
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-46- 0.29% |
$9.17K - $12.2K
|
15.6K
$3.41M
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 10.46% |
$17.3K - $23.1K
|
919
$201K
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-41- 12.58% |
$8.17K - $10.9K
|
285
$62.2K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 3.82% |
$275K - $366K
|
37.4K
$8.17M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-276- 20.34% |
$55K - $73.3K
|
1.08K
$236K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
255+ 22.91% |
$50.8K - $67.7K
|
1.37K
$298K
|
|
|
Oct 22, 2024
Q3 2024
|
Psi Advisors, LLC
|
BUY
|
- |
163+ 6.92% |
$32.5K - $43.3K
|
2.52K
$549K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 13.51% |
$204K - $271K
|
6.54K
$1.43M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 18.36% |
$55.6K - $74.1K
|
1.8K
$393K
|
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
715+ 15.31% |
$142K - $190K
|
5.39K
$1.18M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-144- 18.32% |
$28.7K - $38.2K
|
642
$140K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-32- 2.47% |
$6.38K - $8.5K
|
1.26K
$275K
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
458+ 1.03% |
$91.3K - $122K
|
44.9K
$9.79M
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
300+ 18.18% |
$59.8K - $79.6K
|
1.95K
$425K
|
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.03K+ 60.32% |
$204K - $272K
|
2.73K
$595K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$199 - $265
|
1.05K
$229K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-223- 20.09% |
$44.4K - $59.2K
|
887
$194K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
498New |
$99.2K - $132K
|
498
$109K
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400+ 264.9% |
$79.7K - $106K
|
551
$120K
|
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
977New |
$195K - $259K
|
977
$213K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-214- 15.54% |
$42.6K - $56.8K
|
1.16K
$254K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
53+ 34.42% |
$10.6K - $14.1K
|
207
$45.2K
|