Latest Institutional Purchases of Ishares Semiconductor ETF (SOXX)
This list provides information on the latest institutional transactions involving Ishares Semiconductor ETF (SOXX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 13, 2023
Q3 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
78.3KNew |
$36M - $41.9M
|
78.3K
$16.7M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
46.3KNew |
$21.3M - $24.8M
|
46.3K
$9.89M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17.7KNew |
$8.13M - $9.48M
|
17.7K
$3.78M
|
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
BUY
|
- |
1.6KNew |
$735K - $857K
|
1.6K
$342K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1K+ 66.67% |
$459K - $536K
|
2.5K
$534K
|
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
899New |
$413K - $482K
|
899
$192K
|
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
858New |
$394K - $460K
|
858
$183K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
560New |
$257K - $300K
|
560
$120K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
213+ 6.36% |
$97.8K - $114K
|
3.56K
$760K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
122New |
$56K - $65.3K
|
122
$26K
|
|
|
Oct 10, 2023
Q3 2023
|
Fny Investment Advisers, LLC
|
BUY
|
- |
100New |
$45.9K - $53.6K
|
100
$21.4K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
97New |
$44.6K - $52K
|
97
$20.7K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$29.9K - $34.8K
|
65
$13.9K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
35New |
$16.1K - $18.7K
|
35
$7.47K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
25New |
$11.5K - $13.4K
|
25
$5.34K
|
|
|
Nov 09, 2023
Q3 2023
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
20New |
$9.19K - $10.7K
|
20
$4.27K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10+ 0.46% |
$4.59K - $5.36K
|
2.17K
$463K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
7New |
$3.22K - $3.75K
|
7
$1.49K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2New |
$919 - $1.07K
|
2
$427
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
12.5K+ 171.47% |
$5.02M - $6.46M
|
19.8K
$4.23M
|
|
|
Aug 02, 2023
Q2 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
12.5KNew |
$5.01M - $6.46M
|
12.5K
$2.67M
|
|
|
Aug 14, 2023
Q2 2023
|
Brookfield Asset Management Inc.
Toronto, A6 |
BUY
|
- |
7.17KNew |
$2.88M - $3.7M
|
7.17K
$1.53M
|
|
|
Jul 07, 2023
Q2 2023
|
Fulcrum Equity Management
|
BUY
|
- |
3KNew |
$1.2M - $1.55M
|
3K
$641K
|
|
|
Aug 01, 2023
Q2 2023
|
Portside Wealth Group, LLC
Provo, UT |
BUY
|
- |
2.79KNew |
$1.12M - $1.44M
|
2.79K
$596K
|
|
|
Aug 14, 2023
Q2 2023
|
Oasis Management CO Ltd.
Grand Cayman, E9 |
BUY
|
- |
1.4KNew |
$561K - $723K
|
1.4K
$299K
|
|
|
Aug 10, 2023
Q2 2023
|
Legacy Capital Group California, Inc.
Los Gatos, CA |
BUY
|
- |
1.07KNew |
$427K - $550K
|
1.07K
$227K
|
|
|
Aug 02, 2023
Q2 2023
|
Steel Peak Wealth Management LLC
|
BUY
|
- |
1.04KNew |
$418K - $538K
|
1.04K
$222K
|
|
|
Aug 15, 2023
Q2 2023
|
Blueprint Investment Partners LLC
Greensboro, NC |
BUY
|
- |
797New |
$320K - $412K
|
797
$170K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
446New |
$179K - $230K
|
446
$95.2K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
437New |
$175K - $226K
|
437
$93.3K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
429New |
$172K - $222K
|
429
$91.6K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
400New |
$160K - $207K
|
400
$85.4K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
396New |
$159K - $205K
|
396
$84.5K
|
|
|
Aug 15, 2023
Q2 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
PUT |
100New |
$40.1K - $51.7K
|
100
$21.4K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$28.9K - $37.2K
|
72
$15.4K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
60+ 0.61% |
$24.1K - $31K
|
9.86K
$2.11M
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$4.01K - $5.17K
|
10
$2.14K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$3.61K - $4.65K
|
9
$1.92K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7New |
$2.81K - $3.62K
|
7
$1.49K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 10.34% |
$2.41K - $3.1K
|
64
$13.7K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$401 - $517
|
614
$131K
|
|
| Q1 2023 | |||||||
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.95KNew |
$673K - $868K
|
1.95K
$417K
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.56KNew |
$539K - $695K
|
1.56K
$334K
|
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
774New |
$267K - $344K
|
774
$165K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
767New |
$264K - $341K
|
767
$164K
|
|
|
May 12, 2023
Q1 2023
|
Atika Capital Management LLC
New York, NY |
BUY
|
PUT |
500New |
$172K - $222K
|
500
$107K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
500New |
$172K - $222K
|
500
$107K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
489New |
$169K - $217K
|
489
$104K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
481New |
$166K - $214K
|
481
$103K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
476New |
$164K - $212K
|
476
$102K
|
|