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 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.27KNew |
$325K - $1.27M
|
3.27K
$707K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.99K - $7.76K
|
20
$4.33K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 10.61% |
$12.8K - $50.1K
|
1.35K
$291K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
801New |
$79.7K - $311K
|
801
$173K
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
9.69KNew |
$965K - $3.76M
|
9.69K
$2.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.47KNew |
$146K - $569K
|
1.47K
$317K
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
10KNew |
$996K - $3.88M
|
10K
$2.16M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
677New |
$67.4K - $263K
|
677
$147K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
277+ 2.62% |
$27.6K - $107K
|
10.9K
$2.35M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3- 3.0% |
$299 - $1.16K
|
97
$21K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
694New |
$69.1K - $269K
|
694
$150K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
82+ 2.81% |
$8.16K - $31.8K
|
3K
$650K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
190+ 3800.0% |
$18.9K - $73.7K
|
195
$42.2K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
586New |
$58.3K - $227K
|
586
$127K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
605New |
$60.2K - $235K
|
605
$131K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$1.1K - $4.27K
|
11
$2.38K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1.78KNew |
$177K - $689K
|
1.78K
$384K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.69K - $6.6K
|
17
$3.68K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
700New |
$69.7K - $272K
|
700
$151K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
890New |
$88.6K - $345K
|
890
$193K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-230- 39.32% |
$22.9K - $89.2K
|
355
$76.8K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$2.19K - $8.54K
|
22
$4.76K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
807New |
$80.3K - $313K
|
807
$175K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$108K - $421K
|
1.09K
$235K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
368+ 46.0% |
$36.6K - $143K
|
1.17K
$253K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.51K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$1.79K - $6.98K
|
18
$3.9K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.51K
|
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-722- 78.31% |
$71.9K - $280K
|
200
$43.3K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$199 - $776
|
2
$433
|
|
| Q3 2022 | |||||||
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 0.67% |
$16.4K - $65.2K
|
23.1K
$5.01M
|
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-205- 16.36% |
$21.8K - $86.8K
|
1.05K
$227K
|
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.42K+ 1461.86% |
$151K - $600K
|
1.52K
$328K
|
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
142+ 9.42% |
$15.1K - $60.1K
|
1.65K
$357K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-61- 7.16% |
$6.48K - $25.8K
|
791
$171K
|
|
|
Nov 14, 2022
Q3 2022
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
18.4KNew |
$1.96M - $7.8M
|
18.4K
$3.99M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
8.3KNew |
$882K - $3.51M
|
8.3K
$1.8M
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4- 22.22% |
$425 - $1.69K
|
14
$3.03K
|
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
404New |
$42.9K - $171K
|
404
$87.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
4KNew |
$425K - $1.69M
|
4K
$866K
|
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-748Closed |
$79.5K - $317K
|
0
$0
|
|
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
95.4KNew |
$10.1M - $40.4M
|
95.4K
$20.6M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
51.4KNew |
$5.46M - $21.7M
|
51.4K
$11.1M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
PUT |
59.6KNew |
$6.33M - $25.2M
|
59.6K
$12.9M
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-42- 17.21% |
$4.46K - $17.8K
|
202
$43.7K
|
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
431+ 14.77% |
$45.8K - $182K
|
3.35K
$725K
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
25New |
$2.66K - $10.6K
|
25
$5.41K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16New |
$1.7K - $6.77K
|
16
$3.46K
|
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.84K+ 9.96% |
$408K - $1.63M
|
42.4K
$9.18M
|
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
146+ 20.98% |
$15.5K - $61.8K
|
842
$182K
|
|