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 |
|---|---|---|---|---|---|---|---|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
182+ 6.02% |
$36.3K - $48.3K
|
3.21K
$699K
|
|
|
Nov 07, 2024
Q3 2024
|
Lmr Partners LLP
London, X0 |
BUY
|
- |
32.8K+ 19.58% |
$6.53M - $8.69M
|
200K
$43.6M
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
36+ 2.94% |
$7.17K - $9.56K
|
1.26K
$275K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-344- 20.91% |
$68.6K - $91.3K
|
1.3K
$284K
|
|
|
Nov 07, 2024
Q3 2024
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
82.9KNew |
$16.5M - $22M
|
82.9K
$18.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Florin Court Capital LLP
|
SELL
|
- |
-19.4K- 83.98% |
$3.87M - $5.15M
|
3.7K
$807K
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$299K - $398K
|
1.5K
$327K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.99% |
$12.4K - $16.5K
|
6.19K
$1.35M
|
|
|
Nov 06, 2024
Q3 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
110+ 2.1% |
$21.9K - $29.2K
|
5.36K
$1.17M
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.39K - $3.19K
|
5.25K
$1.15M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.25KNew |
$249K - $332K
|
1.25K
$273K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
59+ 3.51% |
$11.8K - $15.7K
|
1.74K
$380K
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 0.84% |
$16.1K - $21.5K
|
9.51K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
53+ 4.93% |
$10.6K - $14.1K
|
1.13K
$246K
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-945- 1.83% |
$188K - $251K
|
50.8K
$11.1M
|
|
|
Nov 06, 2024
Q3 2024
|
Accredited Investors Inc.
|
SELL
|
- |
-225K- 98.96% |
$44.9M - $59.8M
|
2.37K
$516K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 10.71% |
$8.97K - $11.9K
|
465
$101K
|
|
|
Nov 06, 2024
Q3 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
7.78K+ 451.8% |
$1.55M - $2.07M
|
9.5K
$2.07M
|
|
|
Nov 06, 2024
Q3 2024
|
Mirae Asset Securities (Usa) Inc.
New York, NY |
BUY
|
- |
150K+ 60.0% |
$29.9M - $39.8M
|
400K
$87.3M
|
|
|
Nov 06, 2024
Q3 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-115K- 49.35% |
$22.9M - $30.6M
|
118K
$25.8M
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-89- 2.27% |
$17.7K - $23.6K
|
3.83K
$835K
|
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
895+ 100.11% |
$178K - $238K
|
1.79K
$390K
|
|
|
Nov 05, 2024
Q3 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
7.64KNew |
$1.52M - $2.03M
|
7.64K
$1.67M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.24K- 22.52% |
$445K - $593K
|
7.69K
$1.68M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-684- 48.0% |
$136K - $182K
|
741
$162K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$28.7K - $38.2K
|
144
$31.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 10.34% |
$212K - $282K
|
11.3K
$2.47M
|
|
|
Nov 05, 2024
Q3 2024
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
3.06K+ 264.94% |
$610K - $812K
|
4.22K
$920K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.21K+ 402.33% |
$241K - $320K
|
1.51K
$329K
|
|
|
Nov 05, 2024
Q3 2024
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-3.26K- 6.9% |
$650K - $865K
|
44K
$9.6M
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31+ 3.14% |
$6.18K - $8.23K
|
1.02K
$222K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9- 0.16% |
$1.79K - $2.39K
|
5.53K
$1.21M
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.82K- 2.44% |
$364K - $484K
|
73K
$15.9M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-411- 1.79% |
$81.9K - $109K
|
22.5K
$4.92M
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-58- 3.08% |
$11.6K - $15.4K
|
1.83K
$399K
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
215+ 767.86% |
$42.8K - $57.1K
|
243
$53K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.05% |
$199 - $265
|
2.19K
$478K
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-194- 5.73% |
$38.7K - $51.5K
|
3.19K
$697K
|
|
|
Nov 04, 2024
Q3 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-4.7K- 41.51% |
$936K - $1.25M
|
6.62K
$1.44M
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59KNew |
$317K - $422K
|
1.59K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.59KNew |
$317K - $422K
|
1.59K
$347K
|
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
749+ 7.77% |
$149K - $199K
|
10.4K
$2.27M
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-216- 20.36% |
$43K - $57.3K
|
845
$184K
|
|
|
Nov 04, 2024
Q3 2024
|
Savant Capital, LLC
|
BUY
|
- |
3.51K+ 302.42% |
$699K - $931K
|
4.66K
$1.02M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-241- 5.79% |
$48K - $64K
|
3.92K
$856K
|
|
|
Nov 04, 2024
Q3 2024
|
Patten & Patten Inc
|
SELL
|
- |
-15- 1.49% |
$2.99K - $3.98K
|
990
$216K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-29- 2.4% |
$5.78K - $7.7K
|
1.18K
$257K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 26.04% |
$19.9K - $26.5K
|
284
$62K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 1.09% |
$23.7K - $31.6K
|
11.1K
$2.42M
|
|
|
Nov 04, 2024
Q3 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-14- 0.73% |
$2.79K - $3.72K
|
1.92K
$418K
|