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 |
|---|---|---|---|---|---|---|---|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 4.55% |
$1.06K - $1.2K
|
105
$30.3K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 0.91% |
$4.65K - $5.28K
|
2.38K
$688K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
500New |
$106K - $120K
|
500
$144K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-125- 36.44% |
$26.4K - $30K
|
218
$62.9K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$264K - $300K
|
1.25K
$361K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
1KNew |
$211K - $240K
|
1K
$289K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$223K - $253K
|
1.05K
$304K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
335+ 2.93% |
$70.8K - $80.3K
|
11.8K
$3.4M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4New |
$845 - $959
|
4
$1.15K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
37New |
$7.82K - $8.87K
|
37
$10.7K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
27New |
$5.7K - $6.47K
|
27
$7.79K
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$227K - $258K
|
1.08K
$310K
|
|
|
Feb 11, 2025
Q4 2024
|
Kiker Wealth Management, LLC
Jasper, GA |
BUY
|
- |
40New |
$8.45K - $9.59K
|
40
$11.5K
|
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-15- 1.13% |
$3.17K - $3.6K
|
1.31K
$377K
|
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 40.0% |
$8.45K - $9.59K
|
60
$17.3K
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
210+ 128.05% |
$44.4K - $50.4K
|
374
$108K
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-195- 26.32% |
$41.2K - $46.8K
|
546
$158K
|
|
|
Feb 10, 2025
Q4 2024
|
Capital Management Associates
New York, NY |
SELL
|
- |
-2.06K- 62.72% |
$435K - $494K
|
1.23K
$353K
|
|
|
Feb 10, 2025
Q4 2024
|
Badgley Phelps Wealth Managers, LLC
|
BUY
|
- |
5.95KNew |
$1.26M - $1.43M
|
5.95K
$1.72M
|
|
|
Feb 10, 2025
Q4 2024
|
Vsm Wealth Advisory, LLC
Hunt Valley, MD |
BUY
|
- |
90New |
$19K - $21.6K
|
90
$26K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
474+ 115.05% |
$100K - $114K
|
886
$256K
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.7K+ 74.62% |
$1.2M - $1.37M
|
13.3K
$3.85M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.5KNew |
$3.92M - $4.45M
|
18.5K
$5.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Briaud Financial Planning, Inc
College Station, TX |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
PUT |
25KNew |
$5.28M - $6M
|
25K
$7.21M
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.34K- 53.04% |
$284K - $322K
|
1.19K
$343K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.11% |
$211 - $240
|
940
$271K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
27New |
$5.7K - $6.47K
|
27
$7.79K
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.43KNew |
$303K - $344K
|
1.43K
$414K
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-115- 9.41% |
$24.3K - $27.6K
|
1.11K
$319K
|
|
|
Feb 03, 2025
Q4 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
10+ 0.8% |
$2.11K - $2.4K
|
1.26K
$362K
|
|
|
Jan 31, 2025
Q4 2024
|
Citizens & Northern Corp
|
BUY
|
- |
1.25KNew |
$264K - $300K
|
1.25K
$361K
|
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 66.67% |
$2.54K - $2.88K
|
6
$1.73K
|
|
|
Jan 31, 2025
Q4 2024
|
Good Life Advisors, LLC
|
SELL
|
- |
-1.1K- 50.6% |
$233K - $264K
|
1.08K
$310K
|
|
|
Jan 30, 2025
Q4 2024
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
61New |
$12.9K - $14.6K
|
61
$17.6K
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
350New |
$73.9K - $83.9K
|
350
$101K
|
|
|
Jan 29, 2025
Q4 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
44New |
$9.3K - $10.6K
|
44
$12.7K
|
|
|
Jan 28, 2025
Q4 2024
|
Archer Investment Corp
|
BUY
|
- |
1+ 0.19% |
$211 - $240
|
521
$150K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
116New |
$24.5K - $27.8K
|
116
$33.5K
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.91K- 35.63% |
$404K - $458K
|
3.45K
$995K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-316- 4.97% |
$66.8K - $75.8K
|
6.05K
$1.74M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 14.74% |
$73.7K - $83.7K
|
2.02K
$582K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 18.53% |
$71.8K - $81.5K
|
2.18K
$628K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.03KNew |
$852K - $967K
|
4.03K
$1.16M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
306New |
$64.6K - $73.4K
|
306
$88.3K
|
|
|
Jan 23, 2025
Q4 2024
|
Sea Bridge Investment Advisors LLC
|
BUY
|
- |
951New |
$201K - $228K
|
951
$274K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195New |
$41.2K - $46.8K
|
195
$56.3K
|
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18- 15.25% |
$3.8K - $4.32K
|
100
$28.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Umb Bank, N.A.
|
BUY
|
- |
65New |
$13.7K - $15.6K
|
65
$18.8K
|
|
|
Jan 16, 2025
Q4 2024
|
Royal Fund Management, LLC
|
SELL
|
- |
-77.6K- 64.06% |
$16.4M - $18.6M
|
43.5K
$12.6M
|
|