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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
468+ 200.0% |
$101K - $323K
|
702
$162K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
360+ 200.0% |
$78K - $248K
|
540
$125K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$692
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
623+ 153.07% |
$135K - $430K
|
1.03K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
230New |
$49.9K - $159K
|
230
$53K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 200.0% |
$234K - $745K
|
1.62K
$374K
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
60.6K+ 240.75% |
$13.1M - $41.8M
|
85.8K
$19.8M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 341.3% |
$4.74M - $15.1M
|
28.3K
$6.52M
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 200.0% |
$7.8K - $24.8K
|
54
$12.5K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22+ 200.0% |
$4.77K - $15.2K
|
33
$7.61K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
232+ 200.0% |
$50.3K - $160K
|
348
$80.3K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$4.15K
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
10.6K+ 211.16% |
$2.3M - $7.32M
|
15.6K
$3.61M
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$13K - $41.4K
|
60
$13.8K
|
|
|
May 13, 2024
Q1 2024
|
Strategic Vision Investment LTD
Hong Kong, K3 |
BUY
|
PUT |
69KNew |
$15M - $47.6M
|
69K
$15.9M
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.01K+ 200.0% |
$218K - $694K
|
1.51K
$348K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
84+ 200.0% |
$18.2K - $57.9K
|
126
$29.1K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$34.6K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 228.57% |
$3.47K - $11K
|
23
$5.3K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
900New |
$195K - $621K
|
900
$208K
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.73K+ 197.61% |
$807K - $2.57M
|
5.61K
$1.29M
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.73KNew |
$592K - $1.88M
|
2.73K
$630K
|
|
|
May 13, 2024
Q1 2024
|
Surience Private Wealth LLC
|
BUY
|
- |
60KNew |
$13M - $41.4M
|
60K
$13.8M
|
|
|
May 13, 2024
Q1 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
246+ 200.0% |
$53.3K - $170K
|
369
$85.1K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.95K+ 187.95% |
$639K - $2.03M
|
4.52K
$1.04M
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$692
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.4K+ 838.76% |
$2.68M - $8.52M
|
13.8K
$3.19M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-62- 49.6% |
$13.4K - $42.8K
|
63
$14.5K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.22K+ 200.0% |
$265K - $844K
|
1.84K
$423K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.38K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
538+ 144.62% |
$117K - $371K
|
910
$210K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
177New |
$38.4K - $122K
|
177
$40.8K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.4KNew |
$3.34M - $10.6M
|
15.4K
$3.56M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$244K - $776K
|
1.13K
$259K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.09K+ 195.7% |
$670K - $2.13M
|
4.67K
$1.08M
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-623- 68.84% |
$135K - $430K
|
282
$65K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
40.1KNew |
$8.7M - $27.7M
|
40.1K
$9.26M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$595K - $1.89M
|
2.75K
$633K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 1044.04% |
$2.92M - $9.3M
|
14.8K
$3.41M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
142+ 200.0% |
$30.8K - $97.9K
|
213
$49.1K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
780+ 200.0% |
$169K - $538K
|
1.17K
$270K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
790+ 200.0% |
$171K - $545K
|
1.19K
$273K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
64+ 200.0% |
$13.9K - $44.1K
|
96
$22.1K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
22KNew |
$4.76M - $15.1M
|
22K
$5.07M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.76K+ 273.6% |
$382K - $1.22M
|
2.41K
$555K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
927New |
$201K - $639K
|
927
$214K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39K+ 196.75% |
$302K - $961K
|
2.1K
$485K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
1.07K+ 189.38% |
$232K - $738K
|
1.64K
$377K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$4.15K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$51.9K
|