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 |
|---|---|---|---|---|---|---|---|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 5.52% |
$10.5K - $16.3K
|
1.16K
$336K
|
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.25KNew |
$194K - $299K
|
1.25K
$361K
|
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.04% |
$155 - $239
|
2.28K
$658K
|
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.4KNew |
$372K - $574K
|
2.4K
$693K
|
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.44% |
$774 - $1.2K
|
1.15K
$332K
|
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.37% |
$774 - $1.2K
|
1.35K
$390K
|
|
|
Jul 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.9K- 68.82% |
$4.79M - $7.39M
|
14K
$4.04M
|
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.05KNew |
$317K - $489K
|
2.05K
$590K
|
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
135New |
$20.9K - $32.3K
|
135
$39K
|
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.32% |
$155 - $239
|
311
$89.7K
|
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
450New |
$69.7K - $108K
|
450
$130K
|
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$155 - $239
|
1.19K
$344K
|
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
600New |
$92.9K - $143K
|
600
$173K
|
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
917New |
$142K - $219K
|
917
$265K
|
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-843- 19.31% |
$131K - $202K
|
3.52K
$1.02M
|
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
405+ 23.64% |
$62.7K - $96.8K
|
2.12K
$611K
|
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150+ 1666.67% |
$23.2K - $35.9K
|
159
$45.9K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-19- 0.92% |
$2.94K - $4.54K
|
2.04K
$589K
|
|
|
Jul 21, 2025
Q2 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-803- 3.14% |
$124K - $192K
|
24.7K
$7.14M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-41- 7.64% |
$6.35K - $9.8K
|
496
$143K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-276- 61.33% |
$42.7K - $66K
|
174
$50.2K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
939New |
$145K - $224K
|
939
$271K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$4.49K - $6.93K
|
29
$8.37K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
516New |
$79.9K - $123K
|
516
$149K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.14K- 90.45% |
$487K - $752K
|
332
$95.8K
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
247New |
$38.3K - $59.1K
|
247
$71.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.13% |
$310 - $478
|
1.54K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
25.4KNew |
$3.93M - $6.07M
|
25.4K
$7.32M
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 27.55% |
$15.5K - $23.9K
|
263
$75.9K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-461- 50.88% |
$71.4K - $110K
|
445
$128K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 31.85% |
$7.74K - $12K
|
107
$30.9K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 2.73% |
$2.94K - $4.54K
|
677
$195K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
25.1KNew |
$3.89M - $6M
|
25.1K
$7.24M
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
14+ 4.47% |
$2.17K - $3.35K
|
327
$94.3K
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-125- 5.25% |
$19.4K - $29.9K
|
2.26K
$651K
|
|
|
Jul 02, 2025
Q2 2025
|
Capital Market Strategies LLC
|
SELL
|
- |
-2.51K- 38.37% |
$388K - $600K
|
4.03K
$1.16M
|
|
| Q1 2025 | |||||||
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
154New |
$29K - $36.3K
|
154
$44.4K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-84Closed |
$15.8K - $19.8K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
108+ 3.22% |
$20.3K - $25.5K
|
3.47K
$1M
|
|
|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.01K- 47.6% |
$377K - $473K
|
2.21K
$637K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10+ 333.33% |
$1.88K - $2.36K
|
13
$3.75K
|
|
|
May 15, 2025
Q1 2025
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
27.8K+ 292.07% |
$5.23M - $6.56M
|
37.3K
$10.8M
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$28.2K - $35.4K
|
150
$43.3K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
500+ 12.82% |
$94.1K - $118K
|
4.4K
$1.27M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-878- 31.72% |
$165K - $207K
|
1.89K
$545K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
78New |
$14.7K - $18.4K
|
78
$22.5K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
PUT |
10KNew |
$1.88M - $2.36M
|
10K
$2.89M
|
|
|
May 15, 2025
Q1 2025
|
Gts Securities LLC
New York, NY |
SELL
|
- |
-22.1K- 88.31% |
$4.16M - $5.21M
|
2.93K
$844K
|
|
|
May 15, 2025
Q1 2025
|
Clear Street Derivatives LLC
New York, NY |
SELL
|
- |
-23KClosed |
$4.32M - $5.41M
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
840New |
$158K - $198K
|
840
$242K
|
|