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, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.15KNew |
$504K - $668K
|
1.15K
$332K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
809New |
$355K - $470K
|
809
$233K
|
|
|
Feb 13, 2024
Q4 2023
|
Ascent Group, LLC
|
SELL
|
- |
-218- 12.46% |
$95.6K - $127K
|
1.53K
$442K
|
|
|
Feb 13, 2024
Q4 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.2KNew |
$2.28M - $3.02M
|
5.2K
$1.5M
|
|
|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$438 - $581
|
1
$289
|
|
|
Feb 12, 2024
Q4 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-506- 11.29% |
$222K - $294K
|
3.98K
$1.15M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.54KNew |
$675K - $895K
|
1.54K
$444K
|
|
|
Feb 09, 2024
Q4 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
SELL
|
- |
-60- 29.56% |
$26.3K - $34.9K
|
143
$41.3K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
278+ 5.03% |
$122K - $162K
|
5.81K
$1.67M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
511+ 3.47% |
$224K - $297K
|
15.2K
$4.39M
|
|
|
Feb 06, 2024
Q4 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-71- 9.99% |
$31.1K - $41.3K
|
640
$185K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
92+ 10.61% |
$40.3K - $53.5K
|
959
$277K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
411New |
$180K - $239K
|
411
$119K
|
|
|
Jan 30, 2024
Q4 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-616- 51.68% |
$270K - $358K
|
576
$166K
|
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1- 0.02% |
$438 - $581
|
4.24K
$1.22M
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$10.5K - $14K
|
24
$6.92K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28New |
$12.3K - $16.3K
|
28
$8.08K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
285New |
$125K - $166K
|
285
$82.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
471New |
$206K - $274K
|
471
$136K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$7.01K - $9.3K
|
16
$4.62K
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
221New |
$96.9K - $129K
|
221
$63.8K
|
|
|
Jan 03, 2024
Q4 2023
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-26.1K- 98.68% |
$11.4M - $15.2M
|
349
$101K
|
|
| Q3 2023 | |||||||
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2New |
$919 - $1.07K
|
2
$577
|
|
|
Nov 14, 2023
Q3 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
PUT |
100KNew |
$45.9M - $53.6M
|
100K
$28.9M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
46.3KNew |
$21.3M - $24.8M
|
46.3K
$13.4M
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
560New |
$257K - $300K
|
560
$162K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
122New |
$56K - $65.3K
|
122
$35.2K
|
|
|
Nov 13, 2023
Q3 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
78.3KNew |
$36M - $41.9M
|
78.3K
$22.6M
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10+ 0.46% |
$4.59K - $5.36K
|
2.17K
$626K
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17.7KNew |
$8.13M - $9.48M
|
17.7K
$5.11M
|
|
|
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 17.77% |
$6.08M - $7.09M
|
61.3K
$17.7M
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
97New |
$44.6K - $52K
|
97
$28K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1K+ 66.67% |
$459K - $536K
|
2.5K
$721K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
7New |
$3.22K - $3.75K
|
7
$2.02K
|
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
BUY
|
- |
1.6KNew |
$735K - $857K
|
1.6K
$462K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
213+ 6.36% |
$97.8K - $114K
|
3.56K
$1.03M
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
35New |
$16.1K - $18.7K
|
35
$10.1K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$29.9K - $34.8K
|
65
$18.8K
|
|
| Q2 2023 | |||||||
|
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-20.4KClosed |
$8.17M - $10.5M
|
0
$0
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-194- 28.49% |
$77.8K - $100K
|
487
$141K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$4.01K - $5.17K
|
10
$2.89K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
797New |
$320K - $412K
|
797
$230K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$3.61K - $4.65K
|
9
$2.6K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$40.1K - $51.7K
|
100
$28.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7New |
$2.81K - $3.62K
|
7
$2.02K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 10.34% |
$2.41K - $3.1K
|
64
$18.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.17KNew |
$2.88M - $3.7M
|
7.17K
$2.07M
|
|
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
12.5K+ 171.47% |
$5.02M - $6.46M
|
19.8K
$5.72M
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
396New |
$159K - $205K
|
396
$114K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
60+ 0.61% |
$24.1K - $31K
|
9.86K
$2.84M
|
|