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 |
|---|---|---|---|---|---|---|---|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.07KNew |
$427K - $550K
|
1.07K
$307K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
437New |
$175K - $226K
|
437
$126K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-287- 28.25% |
$115K - $148K
|
729
$210K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-18- 3.57% |
$7.22K - $9.3K
|
486
$140K
|
|
|
Aug 02, 2023
Q2 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
12.5KNew |
$5.01M - $6.46M
|
12.5K
$3.61M
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
429New |
$172K - $222K
|
429
$124K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.79KNew |
$1.12M - $1.44M
|
2.79K
$805K
|
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.06K- 58.56% |
$427K - $550K
|
753
$217K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
400New |
$160K - $207K
|
400
$115K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-207- 31.22% |
$83K - $107K
|
456
$132K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$401 - $517
|
614
$177K
|
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.89K- 82.53% |
$756K - $974K
|
399
$115K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
446New |
$179K - $230K
|
446
$129K
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3KNew |
$1.2M - $1.55M
|
3K
$866K
|
|
| Q1 2023 | |||||||
|
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.9K- 78.38% |
$999K - $1.29M
|
800
$231K
|
|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
475New |
$164K - $211K
|
475
$137K
|
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-714- 55.14% |
$246K - $317K
|
581
$168K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21New |
$7.24K - $9.34K
|
21
$6.06K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
774New |
$267K - $344K
|
774
$223K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$3.79K - $4.89K
|
11
$3.17K
|
|
|
May 12, 2023
Q1 2023
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
500New |
$172K - $222K
|
500
$144K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
400New |
$138K - $178K
|
400
$115K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-411- 42.37% |
$142K - $183K
|
559
$161K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
489New |
$169K - $217K
|
489
$141K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101New |
$34.8K - $44.9K
|
101
$29.1K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7New |
$2.41K - $3.11K
|
7
$2.02K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-20- 2.94% |
$6.89K - $8.89K
|
660
$190K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
500New |
$172K - $222K
|
500
$144K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
465New |
$160K - $207K
|
465
$134K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
767New |
$264K - $341K
|
767
$221K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
58New |
$20K - $25.8K
|
58
$16.7K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12New |
$4.14K - $5.34K
|
12
$3.46K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.56KNew |
$539K - $695K
|
1.56K
$451K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
481New |
$166K - $214K
|
481
$139K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
476New |
$164K - $212K
|
476
$137K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
98New |
$33.8K - $43.6K
|
98
$28.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-59- 9.88% |
$20.3K - $26.2K
|
538
$155K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
4.1KNew |
$408K - $1.59M
|
4.1K
$1.18M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.94K- 5.04% |
$194K - $754K
|
36.6K
$10.6M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6New |
$597 - $2.33K
|
6
$1.73K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
145New |
$14.4K - $56.3K
|
145
$41.8K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$11.9K - $46.6K
|
120
$34.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
80KNew |
$7.96M - $31M
|
80K
$23.1M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.27KNew |
$325K - $1.27M
|
3.27K
$943K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.99K - $7.76K
|
20
$5.77K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 10.61% |
$12.8K - $50.1K
|
1.35K
$388K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
801New |
$79.7K - $311K
|
801
$231K
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
9.69KNew |
$965K - $3.76M
|
9.69K
$2.8M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.47KNew |
$146K - $569K
|
1.47K
$423K
|
|