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 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-40- 0.4% |
$7.97K - $10.6K
|
9.97K
$2.3M
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-96- 2.96% |
$19.1K - $25.5K
|
3.15K
$727K
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.95K- 34.57% |
$389K - $518K
|
3.69K
$852K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
72+ 0.61% |
$14.3K - $19.1K
|
11.9K
$2.74M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$89.7K - $119K
|
450
$104K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.8K+ 21.33% |
$1.56M - $2.07M
|
44.4K
$10.2M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.07KNew |
$212K - $283K
|
1.07K
$246K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 56.07% |
$12K - $15.9K
|
167
$38.5K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
939New |
$187K - $249K
|
939
$217K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-987- 50.03% |
$197K - $262K
|
986
$227K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 242.86% |
$10.2K - $13.5K
|
72
$16.6K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.92K+ 141.68% |
$980K - $1.31M
|
8.39K
$1.94M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.06% |
$199 - $265
|
1.69K
$389K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-672- 5.43% |
$134K - $178K
|
11.7K
$2.7M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.38K - $5.84K
|
22
$5.07K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
170+ 5.19% |
$33.9K - $45.1K
|
3.45K
$795K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 33.45% |
$55.2K - $73.5K
|
1.11K
$255K
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-495- 33.38% |
$98.6K - $131K
|
988
$228K
|
|
|
Oct 29, 2024
Q3 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-3.97K- 91.97% |
$792K - $1.05M
|
347
$80K
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.75K+ 11.81% |
$548K - $730K
|
26K
$6M
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
582New |
$116K - $155K
|
582
$134K
|
|
|
Oct 29, 2024
Q3 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
52.8K+ 21.17% |
$10.5M - $14M
|
302K
$69.6M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
130+ 62.2% |
$25.9K - $34.5K
|
339
$78.2K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
82+ 8.89% |
$16.3K - $21.8K
|
1K
$232K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-201- 29.13% |
$40.1K - $53.4K
|
489
$113K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.33% |
$399 - $531
|
606
$140K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.18% |
$199 - $265
|
552
$127K
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.03K- 8.64% |
$1M - $1.33M
|
53.1K
$12.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.7K- 10.64% |
$5.12M - $6.82M
|
216K
$49.7M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-30- 1.91% |
$5.98K - $7.96K
|
1.54K
$356K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
586+ 4.6% |
$117K - $156K
|
13.3K
$3.07M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.3K+ 65.87% |
$259K - $345K
|
3.27K
$754K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
786+ 4.14% |
$157K - $209K
|
19.8K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.19K+ 28.91% |
$1.43M - $1.91M
|
32.1K
$7.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
786+ 4.14% |
$157K - $209K
|
19.8K
$4.56M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-319- 14.2% |
$63.6K - $84.7K
|
1.93K
$445K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
866+ 39.44% |
$173K - $230K
|
3.06K
$706K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 2.7% |
$55.8K - $74.3K
|
10.7K
$2.46M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.26K+ 19.4% |
$450K - $599K
|
13.9K
$3.2M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.07K- 40.34% |
$612K - $815K
|
4.54K
$1.05M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-828- 25.41% |
$165K - $220K
|
2.43K
$560K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.29K+ 625.68% |
$1.05M - $1.4M
|
6.13K
$1.41M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84KNew |
$366K - $487K
|
1.84K
$423K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
955+ 17.66% |
$190K - $254K
|
6.36K
$1.47M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
112+ 4.82% |
$22.3K - $29.7K
|
2.43K
$561K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.13% |
$1.4K - $1.86K
|
5.34K
$1.23M
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.12KNew |
$422K - $562K
|
2.12K
$488K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.02K+ 36.04% |
$602K - $802K
|
11.4K
$2.63M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.81K- 76.04% |
$560K - $747K
|
886
$204K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-454- 2.34% |
$90.5K - $121K
|
18.9K
$4.36M
|