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 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 3.02% |
$37.3K - $49.6K
|
6.37K
$1.39M
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9- 0.68% |
$1.79K - $2.39K
|
1.32K
$289K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
31+ 0.94% |
$6.18K - $8.23K
|
3.34K
$729K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-277- 7.57% |
$55.2K - $73.5K
|
3.38K
$738K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 6.57% |
$294K - $392K
|
23.9K
$5.22M
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.02KNew |
$203K - $270K
|
1.02K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 5.88% |
$199 - $265
|
18
$3.93K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-102- 0.58% |
$20.3K - $27.1K
|
17.5K
$3.82M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
328+ 1.49% |
$65.4K - $87.1K
|
22.3K
$4.86M
|
|
|
Nov 04, 2024
Q3 2024
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
10.8K+ 312.34% |
$2.15M - $2.86M
|
14.2K
$3.1M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-135- 5.15% |
$26.9K - $35.8K
|
2.48K
$542K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
285+ 9.13% |
$56.8K - $75.7K
|
3.41K
$743K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$199 - $265
|
728
$159K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
342+ 33.27% |
$68.2K - $90.8K
|
1.37K
$299K
|
|
|
Nov 01, 2024
Q3 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
6.4K+ 5078.57% |
$1.28M - $1.7M
|
6.53K
$1.42M
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
401+ 6.18% |
$79.9K - $106K
|
6.89K
$1.5M
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.62KNew |
$323K - $431K
|
1.62K
$354K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7+ 0.24% |
$1.4K - $1.86K
|
2.97K
$648K
|
|
|
Nov 01, 2024
Q3 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-4.86K- 50.84% |
$968K - $1.29M
|
4.7K
$1.03M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.05K- 3.6% |
$209K - $279K
|
28.1K
$6.13M
|
|
|
Nov 01, 2024
Q3 2024
|
Klingman & Associates, LLC
|
SELL
|
- |
-12- 0.09% |
$2.39K - $3.19K
|
13.2K
$2.88M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
502+ 34.79% |
$100K - $133K
|
1.95K
$424K
|
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
712+ 12.45% |
$142K - $189K
|
6.43K
$1.4M
|
|
|
Nov 01, 2024
Q3 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
3.81K+ 22.32% |
$759K - $1.01M
|
20.9K
$4.55M
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-125- 9.47% |
$24.9K - $33.2K
|
1.2K
$261K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
444+ 2.14% |
$88.5K - $118K
|
21.2K
$4.63M
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-40- 0.4% |
$7.97K - $10.6K
|
9.97K
$2.18M
|
|
|
Oct 31, 2024
Q3 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
236+ 12.18% |
$47K - $62.7K
|
2.17K
$474K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-96- 2.96% |
$19.1K - $25.5K
|
3.15K
$688K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.14KNew |
$227K - $302K
|
1.14K
$248K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.35K+ 6.6% |
$269K - $359K
|
21.8K
$4.76M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.95K- 34.57% |
$389K - $518K
|
3.69K
$806K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
72+ 0.61% |
$14.3K - $19.1K
|
11.9K
$2.59M
|
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
988+ 3.44% |
$197K - $262K
|
29.7K
$6.48M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$89.7K - $119K
|
450
$98.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
7.8K+ 21.33% |
$1.56M - $2.07M
|
44.4K
$9.69M
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.07KNew |
$212K - $283K
|
1.07K
$232K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 56.07% |
$12K - $15.9K
|
167
$36.4K
|
|
|
Oct 31, 2024
Q3 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
SELL
|
- |
-110- 2.59% |
$21.9K - $29.2K
|
4.14K
$904K
|
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
939New |
$187K - $249K
|
939
$205K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-987- 50.03% |
$197K - $262K
|
986
$215K
|
|
|
Oct 30, 2024
Q3 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
175+ 4.7% |
$34.9K - $46.5K
|
3.9K
$851K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 242.86% |
$10.2K - $13.5K
|
72
$15.7K
|
|
|
Oct 30, 2024
Q3 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
4.92K+ 141.68% |
$980K - $1.31M
|
8.39K
$1.83M
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.06% |
$199 - $265
|
1.69K
$368K
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-672- 5.43% |
$134K - $178K
|
11.7K
$2.55M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.38K - $5.84K
|
22
$4.8K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
170+ 5.19% |
$33.9K - $45.1K
|
3.45K
$752K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 33.45% |
$55.2K - $73.5K
|
1.11K
$241K
|