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 13, 2022
Q1 2022
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-895Closed |
$376K - $495K
|
0
$0
|
|
|
May 13, 2022
Q1 2022
|
Braun Bostich & Associates Inc.
Canonsburg, PA |
SELL
|
- |
-51.7KClosed |
$21.7M - $28.6M
|
0
$0
|
|
|
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
387KNew |
$163M - $214M
|
387K
$83.9M
|
|
|
May 11, 2022
Q1 2022
|
Mystic Asset Management, Inc.
Warwick, RI |
SELL
|
- |
-12Closed |
$5.04K - $6.64K
|
0
$0
|
|
|
May 11, 2022
Q1 2022
|
Coco Enterprises, LLC
Whitefish, MT |
SELL
|
- |
-535Closed |
$225K - $296K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Woodard & CO Asset Management Group Inc
Bermuda Run, NC |
SELL
|
- |
-5Closed |
$2.1K - $2.77K
|
0
$0
|
|
|
May 10, 2022
Q1 2022
|
Nottingham Advisors, Inc.
Amherst, NY |
SELL
|
- |
-425Closed |
$179K - $235K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Onyx Bridge Wealth Group LLC
|
SELL
|
- |
-435Closed |
$183K - $241K
|
0
$0
|
|
|
May 09, 2022
Q1 2022
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-720Closed |
$303K - $398K
|
0
$0
|
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14New |
$5.88K - $7.74K
|
14
$3.04K
|
|
|
May 06, 2022
Q1 2022
|
Retirement Planning CO Of New England, Inc.
Warwick, RI |
SELL
|
- |
-3Closed |
$1.26K - $1.66K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 1.59% |
$1.26K - $1.66K
|
192
$41.6K
|
|
|
May 05, 2022
Q1 2022
|
Carson Allaria Wealth Management, Ltd.
|
SELL
|
- |
-2Closed |
$841 - $1.11K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-631Closed |
$265K - $349K
|
0
$0
|
|
|
May 05, 2022
Q1 2022
|
Solstein Capital, LLC
Menlo Park, CA |
SELL
|
- |
-27Closed |
$11.3K - $14.9K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Fort Pitt Capital Group, LLC
|
SELL
|
- |
-385Closed |
$162K - $213K
|
0
$0
|
|
|
May 03, 2022
Q1 2022
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-443Closed |
$186K - $245K
|
0
$0
|
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
40+ 444.44% |
$16.8K - $22.1K
|
49
$10.6K
|
|
|
Apr 29, 2022
Q1 2022
|
Mcdonald Partners LLC
|
SELL
|
- |
-2.44KClosed |
$1.02M - $1.35M
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Sowa Financial Group, Inc.
Lincoln, RI |
SELL
|
- |
-400Closed |
$168K - $221K
|
0
$0
|
|
|
Apr 28, 2022
Q1 2022
|
Smi Advisory Services, LLC
Columbus, IN |
SELL
|
- |
-2.18KClosed |
$915K - $1.2M
|
0
$0
|
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$841 - $1.11K
|
2
$434
|
|
|
Apr 26, 2022
Q1 2022
|
James Reed Financial Services, Inc.
Cleveland, OH |
SELL
|
- |
-84Closed |
$35.3K - $46.5K
|
0
$0
|
|
|
Apr 25, 2022
Q1 2022
|
Steigerwald, Gordon & Koch Inc.
|
SELL
|
- |
-440Closed |
$185K - $243K
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
651New |
$274K - $360K
|
651
$141K
|
|
|
Apr 21, 2022
Q1 2022
|
Lake Hills Wealth Management, LLC
|
SELL
|
- |
-13KClosed |
$5.48M - $7.21M
|
0
$0
|
|
|
Apr 21, 2022
Q1 2022
|
Harvest Group Wealth Management, LLC
|
SELL
|
- |
-11Closed |
$4.62K - $6.08K
|
0
$0
|
|
|
Apr 18, 2022
Q1 2022
|
Wmg Financial Advisors, LLC
|
SELL
|
- |
-387Closed |
$163K - $214K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Edge Wealth Management LLC
|
SELL
|
- |
-50Closed |
$21K - $27.7K
|
0
$0
|
|
|
Apr 14, 2022
Q1 2022
|
Fsb Premier Wealth Management, Inc.
|
SELL
|
- |
-57Closed |
$24K - $31.5K
|
0
$0
|
|
|
Apr 13, 2022
Q1 2022
|
Sandbox Financial Partners, LLC
Bethesda, MD |
SELL
|
- |
-591Closed |
$248K - $327K
|
0
$0
|
|
| Q4 2021 | |||||||
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
180New |
$78.2K - $100K
|
180
$39K
|
|
|
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
9.49KNew |
$4.12M - $5.27M
|
9.49K
$2.06M
|
|
|
Feb 15, 2022
Q4 2021
|
Capital Advisory Group Advisory Services, LLC
Bloomington, MN |
SELL
|
- |
-194Closed |
$84.3K - $108K
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$43.5K - $55.6K
|
100
$21.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Tilia Fiduciary Partners, Inc.
|
BUY
|
- |
2New |
$869 - $1.11K
|
2
$434
|
|
|
Feb 14, 2022
Q4 2021
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
PUT |
-4.2KClosed |
$1.83M - $2.33M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-2.9KClosed |
$1.26M - $1.61M
|
0
$0
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
CALL |
-200- 50.0% |
$86.9K - $111K
|
200
$43.4K
|
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
PUT |
-17.2K- 36.83% |
$7.48M - $9.56M
|
29.5K
$6.4M
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
96New |
$41.7K - $53.3K
|
96
$20.8K
|
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
370New |
$161K - $206K
|
370
$80.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Phoenix Wealth Advisors
|
SELL
|
- |
-75Closed |
$32.6K - $41.7K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
SELL
|
- |
-3Closed |
$1.3K - $1.67K
|
0
$0
|
|
|
Feb 11, 2022
Q4 2021
|
Allianz Asset Management Gmb H
Munich, 2M |
SELL
|
- |
-950Closed |
$413K - $528K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Stone X Group Inc.
|
SELL
|
- |
-617Closed |
$268K - $343K
|
0
$0
|
|
|
Feb 10, 2022
Q4 2021
|
Candriam S.C.A.
|
SELL
|
- |
-1.47KClosed |
$639K - $817K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
SELL
|
- |
-138Closed |
$60K - $76.7K
|
0
$0
|
|
|
Feb 04, 2022
Q4 2021
|
Capital Wealth Planning, LLC
|
SELL
|
- |
-2.4KClosed |
$1.04M - $1.33M
|
0
$0
|
|
|
Jan 25, 2022
Q4 2021
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
SELL
|
- |
-10- 19.23% |
$4.35K - $5.56K
|
42
$9.11K
|
|