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 |
|---|---|---|---|---|---|---|---|
|
Oct 09, 2024
Q1 2023
|
Cladis Investment Advisory, LLC
Billings, MT |
BUY
|
- |
475New |
$164K - $211K
|
475
$101K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
465New |
$160K - $207K
|
465
$99.3K
|
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
400New |
$138K - $178K
|
400
$85.4K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101New |
$34.8K - $44.9K
|
101
$21.6K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
98New |
$33.8K - $43.6K
|
98
$20.9K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
58New |
$20K - $25.8K
|
58
$12.4K
|
|
|
May 15, 2023
Q1 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
BUY
|
- |
21New |
$7.24K - $9.34K
|
21
$4.48K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12New |
$4.14K - $5.34K
|
12
$2.56K
|
|
|
May 12, 2023
Q1 2023
|
Stonebridge Capital Advisors LLC
St Paul, MN |
BUY
|
- |
11New |
$3.79K - $4.89K
|
11
$2.35K
|
|
|
Aug 06, 2024
Q1 2023
|
Hantz Financial Services, Inc.
|
BUY
|
- |
7New |
$2.41K - $3.11K
|
7
$1.49K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7New |
$2.41K - $3.11K
|
7
$1.49K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
80KNew |
$7.96M - $31M
|
80K
$17.1M
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
10KNew |
$996K - $3.88M
|
10K
$2.14M
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
9.69KNew |
$965K - $3.76M
|
9.69K
$2.07M
|
|
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
4.1KNew |
$408K - $1.59M
|
4.1K
$875K
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.27KNew |
$325K - $1.27M
|
3.27K
$698K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1.78KNew |
$177K - $689K
|
1.78K
$379K
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.47KNew |
$146K - $569K
|
1.47K
$313K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$108K - $421K
|
1.09K
$232K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
890New |
$88.6K - $345K
|
890
$190K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
807New |
$80.3K - $313K
|
807
$172K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
801New |
$79.7K - $311K
|
801
$171K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
700New |
$69.7K - $272K
|
700
$149K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
694New |
$69.1K - $269K
|
694
$148K
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
677New |
$67.4K - $263K
|
677
$145K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
605New |
$60.2K - $235K
|
605
$129K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
586New |
$58.3K - $227K
|
586
$125K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
368+ 46.0% |
$36.6K - $143K
|
1.17K
$249K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
277+ 2.62% |
$27.6K - $107K
|
10.9K
$2.32M
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
190+ 3800.0% |
$18.9K - $73.7K
|
195
$41.6K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
145New |
$14.4K - $56.3K
|
145
$31K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 10.61% |
$12.8K - $50.1K
|
1.35K
$287K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$11.9K - $46.6K
|
120
$25.6K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
82+ 2.81% |
$8.16K - $31.8K
|
3K
$641K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$2.19K - $8.54K
|
22
$4.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.99K - $7.76K
|
20
$4.27K
|
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$1.79K - $6.98K
|
18
$3.84K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.69K - $6.6K
|
17
$3.63K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$1.1K - $4.27K
|
11
$2.35K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.49K
|
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.49K
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6New |
$597 - $2.33K
|
6
$1.28K
|
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$199 - $776
|
2
$427
|
|
| Q3 2022 | |||||||
|
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
95.4KNew |
$10.1M - $40.4M
|
95.4K
$20.4M
|
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
PUT |
59.6KNew |
$6.33M - $25.2M
|
59.6K
$12.7M
|
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
51.4KNew |
$5.46M - $21.7M
|
51.4K
$11M
|
|
|
Nov 14, 2022
Q3 2022
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
18.4KNew |
$1.96M - $7.8M
|
18.4K
$3.93M
|
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
16.4KNew |
$1.74M - $6.93M
|
16.4K
$3.5M
|
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
8.3KNew |
$882K - $3.51M
|
8.3K
$1.77M
|
|