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 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.17KNew |
$124K - $493K
|
1.17K
$269K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
431+ 14.77% |
$45.8K - $182K
|
3.35K
$773K
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
404New |
$42.9K - $171K
|
404
$93.2K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 0.67% |
$16.4K - $65.2K
|
23.1K
$5.34M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
146+ 20.98% |
$15.5K - $61.8K
|
842
$194K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
142+ 9.42% |
$15.1K - $60.1K
|
1.65K
$380K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
133+ 1.4% |
$14.1K - $56.3K
|
9.64K
$2.22M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
120New |
$12.7K - $50.8K
|
120
$27.7K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
25New |
$2.66K - $10.6K
|
25
$5.77K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16New |
$1.7K - $6.77K
|
16
$3.69K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 44.44% |
$425 - $1.69K
|
13
$3K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1New |
$106 - $423
|
1
$231
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39KNew |
$13.6M - $18.4M
|
39K
$8.99M
|
|
Aug 15, 2022
Q2 2022
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
15KNew |
$5.24M - $7.07M
|
15K
$3.46M
|
|
Jul 08, 2022
Q2 2022
|
Bremer Bank National Association
|
BUY
|
- |
9.13KNew |
$3.19M - $4.31M
|
9.13K
$2.11M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.92KNew |
$1.72M - $2.32M
|
4.92K
$1.13M
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.15K+ 340.6% |
$1.1M - $1.49M
|
4.08K
$941K
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$909K - $1.23M
|
2.6K
$600K
|
|
Aug 15, 2022
Q2 2022
|
D. E. Shaw & Co., Inc.
New York, NY |
BUY
|
- |
2.34KNew |
$818K - $1.1M
|
2.34K
$540K
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.72KNew |
$602K - $813K
|
1.72K
$397K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.39KNew |
$485K - $654K
|
1.39K
$320K
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.31KNew |
$458K - $618K
|
1.31K
$302K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.2K+ 50.0% |
$420K - $566K
|
3.6K
$830K
|
|
Aug 04, 2022
Q2 2022
|
Citizens & Northern Corp
|
BUY
|
- |
1.03KNew |
$359K - $484K
|
1.03K
$237K
|
|
Jul 27, 2022
Q2 2022
|
Hms Capital Management, LLC
|
BUY
|
- |
810New |
$283K - $382K
|
810
$187K
|
|
Aug 15, 2022
Q2 2022
|
Bsw Wealth Partners
Boulder, CO |
BUY
|
- |
603New |
$211K - $284K
|
603
$139K
|
|
Aug 15, 2022
Q2 2022
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
PUT |
600New |
$210K - $283K
|
600
$138K
|
|
Jul 12, 2022
Q2 2022
|
Exane Derivatives
|
BUY
|
- |
374New |
$131K - $176K
|
374
$86.3K
|
|
Aug 10, 2022
Q2 2022
|
Tbh Global Asset Management, LLC
Brentwood, TN |
BUY
|
- |
247+ 30.09% |
$86.4K - $116K
|
1.07K
$246K
|
|
Aug 09, 2022
Q2 2022
|
Sea Crest Wealth Management, LLC
Purchase, NY |
BUY
|
- |
239New |
$83.6K - $113K
|
239
$55.1K
|
|
Jul 26, 2022
Q2 2022
|
Venture Visionary Partners LLC
|
BUY
|
- |
159New |
$55.6K - $75K
|
159
$36.7K
|
|
Aug 16, 2022
Q2 2022
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
153New |
$53.5K - $72.2K
|
153
$35.3K
|
|
Aug 10, 2022
Q2 2022
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
131New |
$45.8K - $61.8K
|
131
$30.2K
|
|
Jul 19, 2022
Q2 2022
|
Lehman & Derafelo Financial Resources LLC
|
BUY
|
- |
114New |
$39.9K - $53.8K
|
114
$26.3K
|
|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
54+ 3.56% |
$18.9K - $25.5K
|
1.57K
$362K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 5.52% |
$17.5K - $23.6K
|
956
$220K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19New |
$6.64K - $8.96K
|
19
$4.38K
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
8New |
$2.8K - $3.77K
|
8
$1.85K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2New |
$699 - $943
|
2
$461
|
|
Q1 2022 | |||||||
May 12, 2022
Q1 2022
|
Verity Asset Management, Inc.
Durham, NC |
BUY
|
- |
387KNew |
$163M - $214M
|
387K
$89.2M
|
|
May 16, 2022
Q1 2022
|
Altshuler Shaham LTD
|
BUY
|
- |
5.66K+ 99.53% |
$2.38M - $3.13M
|
11.3K
$2.62M
|
|
Apr 21, 2022
Q1 2022
|
New England Professional Planning Group Inc.
|
BUY
|
- |
651New |
$274K - $360K
|
651
$150K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
53New |
$22.3K - $29.3K
|
53
$12.2K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
40+ 444.44% |
$16.8K - $22.1K
|
49
$11.3K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14New |
$5.88K - $7.74K
|
14
$3.23K
|
|
May 05, 2022
Q1 2022
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
3+ 1.59% |
$1.26K - $1.66K
|
192
$44.3K
|
|
Apr 27, 2022
Q1 2022
|
Crewe Advisors LLC
|
BUY
|
- |
2New |
$841 - $1.11K
|
2
$461
|
|
Q4 2021 | |||||||
Feb 15, 2022
Q4 2021
|
Altshuler Shaham LTD
|
BUY
|
CALL |
9.49KNew |
$4.12M - $5.27M
|
9.49K
$2.19M
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
834New |
$363K - $463K
|
834
$192K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
370New |
$161K - $206K
|
370
$85.3K
|