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 07, 2025
Q4 2024
|
High Tower Advisors, LLC
Chicago, IL |
SELL
|
- |
-7.41K- 4.7% |
$1.57M - $1.78M
|
150K
$26.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-133- 9.74% |
$28.1K - $31.9K
|
1.23K
$215K
|
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12- 0.54% |
$2.54K - $2.88K
|
2.2K
$382K
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
334+ 13.5% |
$70.6K - $80.1K
|
2.81K
$489K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-57- 34.13% |
$12K - $13.7K
|
110
$19.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
PUT |
25KNew |
$5.28M - $6M
|
25K
$4.35M
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 60.28% |
$35.9K - $40.8K
|
452
$78.7K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
347+ 2.07% |
$73.3K - $83.2K
|
17.1K
$2.98M
|
|
|
Feb 07, 2025
Q4 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
12+ 8.0% |
$2.54K - $2.88K
|
162
$28.2K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-37- 3.1% |
$7.82K - $8.87K
|
1.16K
$202K
|
|
|
Feb 07, 2025
Q4 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-11.5K- 78.02% |
$2.44M - $2.77M
|
3.25K
$566K
|
|
|
Feb 07, 2025
Q4 2024
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
140New |
$29.6K - $33.6K
|
140
$24.4K
|
|
|
Feb 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.34MNew |
$284M - $322M
|
1.34M
$234M
|
|
|
Feb 06, 2025
Q4 2024
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
1.32KNew |
$278K - $315K
|
1.32K
$229K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 0.98% |
$69.7K - $79.1K
|
33.4K
$5.81M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 28.36% |
$588K - $668K
|
12.6K
$2.19M
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-47- 1.24% |
$9.93K - $11.3K
|
3.73K
$650K
|
|
|
Feb 06, 2025
Q4 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
14+ 0.44% |
$2.96K - $3.36K
|
3.17K
$551K
|
|
|
Feb 06, 2025
Q4 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-1.34K- 53.04% |
$284K - $322K
|
1.19K
$207K
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-673- 34.6% |
$142K - $161K
|
1.27K
$221K
|
|
|
Feb 06, 2025
Q4 2024
|
Spc Financial, Inc.
|
SELL
|
- |
-24.3K- 83.46% |
$5.14M - $5.84M
|
4.83K
$840K
|
|
|
Feb 06, 2025
Q4 2024
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-1.73K- 36.84% |
$366K - $415K
|
2.97K
$517K
|
|
|
Feb 06, 2025
Q4 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.21K- 13.71% |
$466K - $529K
|
13.9K
$2.42M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
323KNew |
$68.3M - $77.5M
|
323K
$56.3M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-617- 2.2% |
$130K - $148K
|
27.5K
$4.79M
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-245- 3.56% |
$51.8K - $58.8K
|
6.65K
$1.16M
|
|
|
Feb 06, 2025
Q4 2024
|
Welch & Forbes LLC
|
BUY
|
- |
16+ 1.14% |
$3.38K - $3.84K
|
1.41K
$246K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-189- 3.93% |
$39.9K - $45.3K
|
4.62K
$804K
|
|
|
Feb 06, 2025
Q4 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
2+ 0.16% |
$423 - $480
|
1.26K
$220K
|
|
|
Feb 06, 2025
Q4 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
1+ 0.11% |
$211 - $240
|
940
$164K
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.55KNew |
$539K - $612K
|
2.55K
$444K
|
|
|
Feb 06, 2025
Q4 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06KNew |
$224K - $254K
|
1.06K
$184K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 6.68% |
$27K - $30.7K
|
1.79K
$311K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-120- 17.83% |
$25.4K - $28.8K
|
553
$96.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
1.36KNew |
$288K - $327K
|
1.36K
$237K
|
|
|
Feb 05, 2025
Q4 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
41+ 58.57% |
$8.66K - $9.83K
|
111
$19.3K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
254+ 1.91% |
$53.7K - $60.9K
|
13.6K
$2.37M
|
|
|
Feb 05, 2025
Q4 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
835+ 7.77% |
$176K - $200K
|
11.6K
$2.02M
|
|
|
Feb 05, 2025
Q4 2024
|
Noble Wealth Management Pbc
Greenwood Village, CO |
BUY
|
- |
15New |
$3.17K - $3.6K
|
15
$2.61K
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-329- 17.14% |
$69.5K - $78.9K
|
1.59K
$277K
|
|
|
Feb 05, 2025
Q4 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
1.08K+ 232.69% |
$229K - $259K
|
1.55K
$269K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-46- 40.71% |
$9.72K - $11K
|
67
$11.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Kohmann Bosshard Financial Services, LLC
|
BUY
|
- |
27New |
$5.7K - $6.47K
|
27
$4.7K
|
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.78% |
$3.59K - $4.08K
|
2.17K
$379K
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.7K+ 61.04% |
$6.28M - $7.13M
|
78.5K
$13.7M
|
|
|
Feb 04, 2025
Q4 2024
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
1.43KNew |
$303K - $344K
|
1.43K
$250K
|
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-18- 1.13% |
$3.8K - $4.32K
|
1.57K
$274K
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 288.89% |
$2.14M - $2.43M
|
13.7K
$2.38M
|
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-12- 0.71% |
$2.54K - $2.88K
|
1.68K
$292K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
277+ 5.7% |
$58.5K - $66.4K
|
5.13K
$894K
|