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 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
927New |
$201K - $639K
|
927
$267K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$64.9K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$8.66K
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-8- 33.33% |
$1.73K - $5.52K
|
16
$4.62K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
885+ 210.71% |
$192K - $610K
|
1.31K
$377K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
724+ 176.59% |
$157K - $499K
|
1.13K
$327K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.26K+ 326.3% |
$922K - $2.93M
|
5.56K
$1.6M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.87KNew |
$406K - $1.29M
|
1.87K
$541K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.4K+ 432.72% |
$304K - $967K
|
1.73K
$498K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.02KNew |
$222K - $705K
|
1.02K
$295K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.82KNew |
$1.05M - $3.33M
|
4.82K
$1.39M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$43.3K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
1.54KNew |
$334K - $1.06M
|
1.54K
$444K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$8.66K
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
6.73KNew |
$1.46M - $4.64M
|
6.73K
$1.94M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
24New |
$5.2K - $16.6K
|
24
$6.92K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
69New |
$15K - $47.6K
|
69
$19.9K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 192.11% |
$274K - $873K
|
1.93K
$555K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
736+ 200.0% |
$160K - $508K
|
1.1K
$319K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
848+ 200.0% |
$184K - $585K
|
1.27K
$367K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
170+ 200.0% |
$36.8K - $117K
|
255
$73.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$1.73K - $5.52K
|
12
$3.46K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
234+ 312.0% |
$50.7K - $161K
|
309
$89.2K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-18- 85.71% |
$3.9K - $12.4K
|
3
$866
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
955New |
$207K - $659K
|
955
$276K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
400+ 200.0% |
$86.7K - $276K
|
600
$173K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.8KNew |
$5.8M - $18.5M
|
26.8K
$7.72M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
500+ 100.0% |
$108K - $345K
|
1K
$289K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
12.1K+ 358.74% |
$2.63M - $8.38M
|
15.5K
$4.48M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
26.9K+ 302.25% |
$5.83M - $18.6M
|
35.8K
$10.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
864+ 200.0% |
$187K - $596K
|
1.3K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
400New |
$86.7K - $276K
|
400
$115K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.73K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
963New |
$209K - $664K
|
963
$278K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 200.0% |
$3.47K - $11K
|
24
$6.92K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
957New |
$207K - $660K
|
957
$276K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 200.0% |
$1.3K - $4.14K
|
9
$2.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
47New |
$10.2K - $32.4K
|
47
$13.6K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1K+ 200.0% |
$217K - $690K
|
1.5K
$433K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
50+ 200.0% |
$10.8K - $34.5K
|
75
$21.6K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 200.0% |
$13K - $41.4K
|
90
$26K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 200.0% |
$16.5K - $52.4K
|
114
$32.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
54.9K+ 200.0% |
$11.9M - $37.9M
|
82.4K
$23.8M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 200.0% |
$5.64K - $17.9K
|
39
$11.3K
|
|
| Q4 2023 | |||||||
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$2.19K - $2.91K
|
5
$1.44K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3New |
$1.32K - $1.74K
|
3
$866
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
3New |
$1.32K - $1.74K
|
3
$866
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 74.72% |
$682K - $904K
|
526
$152K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
36K+ 62.07% |
$15.8M - $20.9M
|
94K
$27.1M
|
|
|
Feb 14, 2024
Q4 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
22.2KNew |
$9.73M - $12.9M
|
22.2K
$6.41M
|
|