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 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
370New |
$161K - $206K
|
370
$64.4K
|
|
|
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
$7.31K
|
|
|
Jan 21, 2022
Q4 2021
|
Mascoma Wealth Management LLC
|
SELL
|
- |
-20Closed |
$8.69K - $11.1K
|
0
$0
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
834New |
$363K - $463K
|
834
$145K
|
|
|
Jan 19, 2022
Q4 2021
|
Foster Victor Wealth Advisors, LLC
|
SELL
|
- |
-495Closed |
$215K - $275K
|
0
$0
|
|
| Q3 2021 | |||||||
|
Nov 17, 2021
Q3 2021
|
Strategic Wealth Advisors Group, LLC
Sacramento, CA |
SELL
|
- |
-12.1KClosed |
$5.16M - $5.77M
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$5.97K - $6.67K
|
14
$2.44K
|
|
|
Nov 12, 2021
Q3 2021
|
Amia Capital LLP
|
SELL
|
- |
-13KClosed |
$5.54M - $6.2M
|
0
$0
|
|
|
Nov 12, 2021
Q3 2021
|
Glaxis Capital Management, LLC
Sarasota, FL |
SELL
|
- |
-7KClosed |
$2.98M - $3.34M
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Kalos Management, Inc.
Alpharetta, GA |
SELL
|
- |
-1.6KClosed |
$683K - $763K
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Hap Trading, LLC
New York, NY |
SELL
|
- |
-10.8KClosed |
$4.62M - $5.16M
|
0
$0
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22New |
$9.38K - $10.5K
|
22
$3.83K
|
|
|
Nov 08, 2021
Q3 2021
|
Brinker Capital Investments, LLC
|
SELL
|
- |
-18KClosed |
$7.67M - $8.58M
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-504Closed |
$215K - $240K
|
0
$0
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-106Closed |
$45.2K - $50.5K
|
0
$0
|
|
|
Oct 07, 2021
Q3 2021
|
Garrett Investment Advisors LLC
|
SELL
|
- |
-443Closed |
$189K - $211K
|
0
$0
|
|
| Q2 2021 | |||||||
|
Aug 11, 2022
Q2 2021
|
Infini Capital Management LTD
Central, K3 |
SELL
|
- |
-1.1KClosed |
$425K - $498K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Shore Haven Wealth Partners, LLC
|
SELL
|
- |
-13Closed |
$5.04K - $5.9K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Rmr Wealth Builders
|
SELL
|
- |
-42Closed |
$16.3K - $19.1K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Ikarian Capital, LLC
Dallas, TX |
SELL
|
PUT |
-100KClosed |
$38.8M - $45.4M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Voya Financial Advisors, Inc.
Windsor, CT |
SELL
|
- |
-41.3KClosed |
$16M - $18.8M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Prelude Capital Management, LLC
New York, NY |
SELL
|
PUT |
-500Closed |
$194K - $227K
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Alphadyne Asset Management LP
New York, NY |
SELL
|
- |
-49KClosed |
$19M - $22.2M
|
0
$0
|
|
|
Aug 16, 2021
Q2 2021
|
Sg3 Management, LLC
Dorado, PR |
BUY
|
- |
500+ 100.0% |
$194K - $227K
|
1K
$174K
|
|
|
Aug 16, 2021
Q2 2021
|
Ciovacco Capital Management LLC
Atlanta, GA |
SELL
|
- |
-5.34KClosed |
$2.07M - $2.42M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Simplex Trading, LLC
|
SELL
|
- |
-6.84KClosed |
$2.65M - $3.11M
|
0
$0
|
|
|
Aug 12, 2021
Q2 2021
|
Arlington Capital Management, Inc.
Arlington Heights, IL |
SELL
|
- |
-6.42KClosed |
$2.49M - $2.91M
|
0
$0
|
|
|
Aug 11, 2021
Q2 2021
|
Cavalier Investments, LLC
|
SELL
|
- |
-13.1KClosed |
$5.07M - $5.94M
|
0
$0
|
|
|
Aug 05, 2021
Q2 2021
|
Allred Capital Management, LLC
Dallas, TX |
SELL
|
- |
-301Closed |
$117K - $137K
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Kranot Hishtalmut Le Morim Tichoniim Havera Menahelet LTD
|
SELL
|
- |
-10.6KClosed |
$4.09M - $4.79M
|
0
$0
|
|
|
Aug 04, 2021
Q2 2021
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-38Closed |
$14.7K - $17.3K
|
0
$0
|
|
|
Jul 29, 2021
Q2 2021
|
Sterling Investment Advisors, Ltd.
|
BUY
|
- |
33New |
$12.8K - $15K
|
33
$5.75K
|
|
|
Jul 27, 2021
Q2 2021
|
Hartford Financial Management Inc.
|
SELL
|
- |
-50Closed |
$19.4K - $22.7K
|
0
$0
|
|
|
Jul 22, 2021
Q2 2021
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-175Closed |
$67.8K - $79.5K
|
0
$0
|
|
|
Jul 21, 2021
Q2 2021
|
Grandview Asset Management LLC
|
SELL
|
- |
-20Closed |
$7.75K - $9.08K
|
0
$0
|
|
|
Jul 14, 2021
Q2 2021
|
Friedenthal Financial
|
SELL
|
- |
-14.1KClosed |
$5.45M - $6.39M
|
0
$0
|
|
| Q1 2021 | |||||||
|
Apr 19, 2023
Q1 2021
|
Truxt Investmentos Ltda.
|
BUY
|
- |
6.77KNew |
$2.54M - $2.97M
|
6.77K
$1.18M
|
|
|
May 17, 2021
Q1 2021
|
Great West Life Assurance CO
Winnipeg, A2 |
SELL
|
- |
-61.3KClosed |
$23M - $26.9M
|
0
$0
|
|
|
May 14, 2021
Q1 2021
|
Bdo Wealth Advisors, LLC
Jacksonville, FL |
BUY
|
- |
440New |
$165K - $193K
|
440
$76.6K
|
|
|
May 13, 2021
Q1 2021
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-2.34KClosed |
$879K - $1.03M
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Mcmillion Capital Management Inc
|
SELL
|
- |
-32Closed |
$12K - $14.1K
|
0
$0
|
|
|
May 13, 2021
Q1 2021
|
Cabana LLC
Fayetteville, AR |
SELL
|
- |
-25Closed |
$9.38K - $11K
|
0
$0
|
|
|
May 11, 2021
Q1 2021
|
Horizon Kinetics Asset Management LLC
|
SELL
|
- |
-916Closed |
$344K - $402K
|
0
$0
|
|