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 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 18.53% |
$71.8K - $81.5K
|
2.18K
$379K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.04KNew |
$220K - $250K
|
1.04K
$182K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.03KNew |
$852K - $967K
|
4.03K
$702K
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 1.74% |
$17.3K - $19.7K
|
4.81K
$837K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.24KNew |
$262K - $298K
|
1.24K
$216K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.56K- 25.75% |
$1.17M - $1.33M
|
16K
$2.79M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 3.05% |
$14.6K - $16.5K
|
2.2K
$382K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.36KNew |
$287K - $326K
|
1.36K
$236K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
627+ 9.59% |
$132K - $150K
|
7.17K
$1.25M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 484.31% |
$52.2K - $59.2K
|
298
$51.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
458+ 8.5% |
$96.8K - $110K
|
5.84K
$1.02M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.85K- 4.31% |
$391K - $444K
|
41.1K
$7.16M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
53New |
$11.2K - $12.7K
|
53
$9.23K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-59- 0.49% |
$12.5K - $14.1K
|
12K
$2.09M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 9.29% |
$8.03K - $9.11K
|
371
$64.6K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 8.95% |
$583K - $662K
|
28.1K
$4.89M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.09KNew |
$1.5M - $1.7M
|
7.09K
$1.23M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
306New |
$64.6K - $73.4K
|
306
$53.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 0.82% |
$6.76K - $7.67K
|
3.87K
$673K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9New |
$1.9K - $2.16K
|
9
$1.57K
|
|
|
Jan 23, 2025
Q4 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
145+ 0.49% |
$30.6K - $34.8K
|
29.8K
$5.19M
|
|
|
Jan 23, 2025
Q4 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
1+ 0.1% |
$211 - $240
|
993
$173K
|
|
|
Jan 23, 2025
Q4 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.15K+ 18.8% |
$243K - $276K
|
7.28K
$1.27M
|
|
|
Jan 23, 2025
Q4 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.73KNew |
$365K - $415K
|
1.73K
$301K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$52.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
951New |
$201K - $228K
|
951
$166K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229+ 10.53% |
$48.4K - $54.9K
|
2.4K
$418K
|
|
|
Jan 23, 2025
Q4 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$211 - $240
|
1.05K
$183K
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.25K+ 548.07% |
$1.11M - $1.26M
|
6.2K
$1.08M
|
|
|
Jan 23, 2025
Q4 2024
|
New Millennium Group LLC
Sandy, UT |
BUY
|
- |
29New |
$6.13K - $6.95K
|
29
$5.05K
|
|
|
Jan 23, 2025
Q4 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.35K+ 6.17% |
$284K - $323K
|
23.2K
$4.03M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
363+ 2.32% |
$76.7K - $87K
|
16K
$2.78M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.29K+ 83.9% |
$483K - $549K
|
5.02K
$873K
|
|
|
Jan 22, 2025
Q4 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
703+ 14.08% |
$149K - $169K
|
5.7K
$992K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-209- 2.07% |
$44.2K - $50.1K
|
9.9K
$1.72M
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-237- 4.82% |
$50.1K - $56.8K
|
4.68K
$816K
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-839- 1.84% |
$177K - $201K
|
44.7K
$7.78M
|
|
|
Jan 21, 2025
Q4 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
72+ 5.47% |
$15.2K - $17.3K
|
1.39K
$242K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
303+ 4.56% |
$64K - $72.7K
|
6.95K
$1.21M
|
|
|
Jan 21, 2025
Q4 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
825+ 3.45% |
$174K - $198K
|
24.7K
$4.31M
|
|
|
Jan 21, 2025
Q4 2024
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.03K- 13.84% |
$428K - $486K
|
12.6K
$2.2M
|
|
|
Jan 21, 2025
Q4 2024
|
Grimes & Company, Inc.
|
BUY
|
- |
1.13KNew |
$239K - $271K
|
1.13K
$197K
|
|
|
Jan 21, 2025
Q4 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
1.56K+ 23.98% |
$329K - $374K
|
8.06K
$1.4M
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195New |
$41.2K - $46.8K
|
195
$34K
|
|
|
Jan 21, 2025
Q4 2024
|
Novare Capital Management LLC
|
BUY
|
- |
827+ 2.59% |
$175K - $198K
|
32.7K
$5.7M
|
|
|
Jan 21, 2025
Q4 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
125+ 3.02% |
$26.4K - $30K
|
4.27K
$743K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-812- 22.91% |
$172K - $195K
|
2.73K
$476K
|
|
|
Jan 17, 2025
Q4 2024
|
Xml Financial, LLC
|
BUY
|
- |
2+ 0.12% |
$423 - $480
|
1.63K
$283K
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-414- 5.26% |
$87.5K - $99.3K
|
7.46K
$1.3M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-150- 11.55% |
$31.7K - $36K
|
1.15K
$200K
|