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 |
|---|---|---|---|---|---|---|---|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.85K- 43.92% |
$536K - $672K
|
3.64K
$634K
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 1.33% |
$4.14K - $5.19K
|
1.68K
$292K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100- 3.55% |
$18.8K - $23.6K
|
2.72K
$473K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.36K- 30.65% |
$632K - $792K
|
7.6K
$1.32M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-34.8K- 99.47% |
$6.55M - $8.21M
|
186
$32.4K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-139K- 99.1% |
$26.1M - $32.7M
|
1.26K
$220K
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.35K+ 85.35% |
$630K - $790K
|
7.28K
$1.27M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-6.15K- 26.7% |
$1.16M - $1.45M
|
16.9K
$2.94M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.46K- 10.98% |
$275K - $344K
|
11.8K
$2.06M
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.37% |
$4.33K - $5.42K
|
6.23K
$1.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-792- 21.78% |
$149K - $187K
|
2.85K
$495K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$871
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.79KNew |
$525K - $658K
|
2.79K
$486K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
900+ 41.67% |
$169K - $212K
|
3.06K
$533K
|
|
|
Apr 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10+ 0.66% |
$1.88K - $2.36K
|
1.54K
$267K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.6K- 39.06% |
$301K - $377K
|
2.5K
$435K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
25.2KNew |
$4.74M - $5.93M
|
25.2K
$4.38M
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
51+ 2.58% |
$9.6K - $12K
|
2.03K
$354K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
165+ 14.21% |
$31K - $38.9K
|
1.33K
$231K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8- 0.59% |
$1.51K - $1.89K
|
1.36K
$236K
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.58K- 31.26% |
$486K - $609K
|
5.68K
$989K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.78KNew |
$522K - $655K
|
2.78K
$483K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78+ 4.79% |
$14.7K - $18.4K
|
1.71K
$297K
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$475K - $595K
|
2.52K
$439K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 9.1% |
$23.3K - $29.2K
|
1.49K
$259K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
254New |
$47.8K - $59.9K
|
254
$44.2K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
65+ 26.21% |
$12.2K - $15.3K
|
313
$54.5K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
239+ 8.97% |
$45K - $56.4K
|
2.9K
$506K
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.41K- 10.74% |
$642K - $805K
|
28.4K
$4.94M
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-200- 13.62% |
$37.6K - $47.2K
|
1.27K
$221K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19+ 0.16% |
$3.58K - $4.48K
|
11.7K
$2.04M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.1K- 60.25% |
$4.15M - $5.2M
|
14.6K
$2.53M
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
166+ 3.08% |
$31.2K - $39.1K
|
5.55K
$966K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.88K- 51.28% |
$353K - $442K
|
1.78K
$310K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.3K+ 152.21% |
$809K - $1.01M
|
7.13K
$1.24M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-227- 38.47% |
$42.7K - $53.5K
|
363
$63.2K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 15.02% |
$13.2K - $16.5K
|
396
$68.9K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
16+ 0.25% |
$3.01K - $3.77K
|
6.54K
$1.14M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.6KNew |
$300K - $376K
|
1.6K
$278K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.66K- 20.47% |
$313K - $392K
|
6.46K
$1.12M
|
|
| Q4 2024 | |||||||
|
Apr 15, 2025
Q4 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
4.97KNew |
$1.05M - $1.19M
|
4.97K
$865K
|
|
|
Apr 01, 2025
Q4 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-149- 17.63% |
$31.5K - $35.7K
|
696
$121K
|
|
|
Apr 01, 2025
Q4 2024
|
Wealthfront Advisers LLC
|
BUY
|
- |
29.1KNew |
$6.15M - $6.98M
|
29.1K
$5.07M
|
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
950New |
$201K - $228K
|
950
$165K
|
|
|
Mar 21, 2025
Q4 2024
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.46K- 36.95% |
$1.36M - $1.55M
|
11K
$1.92M
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
578New |
$122K - $139K
|
578
$101K
|
|
|
Mar 12, 2025
Q4 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-621- 22.52% |
$131K - $149K
|
2.14K
$372K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-134- 2.51% |
$28.3K - $32.1K
|
5.21K
$906K
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
108New |
$22.8K - $25.9K
|
108
$18.8K
|
|
|
Feb 28, 2025
Q4 2024
|
Park Square Financial Group, LLC
Roswell, GA |
BUY
|
- |
1.65KNew |
$348K - $395K
|
1.65K
$287K
|
|