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 |
|---|---|---|---|---|---|---|---|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
415+ 10.17% |
$87.7K - $99.5K
|
4.5K
$783K
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
413+ 12.6% |
$87.3K - $99K
|
3.69K
$642K
|
|
|
Feb 14, 2025
Q4 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
399+ 2.35% |
$84.3K - $95.7K
|
17.4K
$3.03M
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
399New |
$84.3K - $95.7K
|
399
$69.5K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
393+ 3.21% |
$83K - $94.2K
|
12.7K
$2.2M
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
393+ 48.88% |
$83K - $94.2K
|
1.2K
$208K
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
380+ 6.18% |
$80.3K - $91.1K
|
6.53K
$1.14M
|
|
|
Feb 13, 2025
Q4 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
379+ 1.95% |
$80.1K - $90.9K
|
19.8K
$3.45M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
379+ 5.71% |
$80.1K - $90.9K
|
7.02K
$1.22M
|
|
|
Feb 14, 2025
Q4 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
371+ 10.79% |
$78.4K - $89K
|
3.81K
$663K
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
363+ 5.36% |
$76.7K - $87K
|
7.13K
$1.24M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
363+ 2.32% |
$76.7K - $87K
|
16K
$2.78M
|
|
|
Feb 14, 2025
Q4 2024
|
Comerica Bank
|
BUY
|
- |
359+ 1.89% |
$75.8K - $86.1K
|
19.4K
$3.37M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
350New |
$73.9K - $83.9K
|
350
$60.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
347+ 2.07% |
$73.3K - $83.2K
|
17.1K
$2.98M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 18.53% |
$71.8K - $81.5K
|
2.18K
$379K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
335+ 2.93% |
$70.8K - $80.3K
|
11.8K
$2.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
334+ 13.5% |
$70.6K - $80.1K
|
2.81K
$489K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
333+ 43.02% |
$70.4K - $79.9K
|
1.11K
$193K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
322+ 5.75% |
$68K - $77.2K
|
5.92K
$1.03M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
318+ 65.03% |
$67.2K - $76.3K
|
807
$141K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
306New |
$64.6K - $73.4K
|
306
$53.3K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
303+ 4.56% |
$64K - $72.7K
|
6.95K
$1.21M
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$52.2K
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$52.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
296+ 13.72% |
$62.5K - $71K
|
2.45K
$427K
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
277+ 5.7% |
$58.5K - $66.4K
|
5.13K
$894K
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
272New |
$57.5K - $65.2K
|
272
$47.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
268+ 8.36% |
$56.6K - $64.3K
|
3.47K
$605K
|
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
261+ 6.39% |
$55.1K - $62.6K
|
4.35K
$757K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
254+ 1.91% |
$53.7K - $60.9K
|
13.6K
$2.37M
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 484.31% |
$52.2K - $59.2K
|
298
$51.9K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242+ 2.48% |
$51.1K - $58K
|
9.99K
$1.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
236+ 12.85% |
$49.9K - $56.6K
|
2.07K
$361K
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
235+ 9.34% |
$49.6K - $56.4K
|
2.75K
$479K
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229+ 10.53% |
$48.4K - $54.9K
|
2.4K
$418K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225+ 548.78% |
$47.5K - $54K
|
266
$46.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
225+ 19.1% |
$47.5K - $54K
|
1.4K
$244K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
224+ 2.36% |
$47.3K - $53.7K
|
9.73K
$1.69M
|
|
|
Feb 14, 2025
Q4 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
211+ 1.4% |
$44.6K - $50.6K
|
15.2K
$2.65M
|
|
|
Feb 10, 2025
Q4 2024
|
Wintrust Investments LLC
Chicago, IL |
BUY
|
- |
210+ 128.05% |
$44.4K - $50.4K
|
374
$65.1K
|
|
|
Feb 14, 2025
Q4 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
208+ 14.07% |
$43.9K - $49.9K
|
1.69K
$294K
|
|
|
Feb 14, 2025
Q4 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
203+ 62.65% |
$42.9K - $48.7K
|
527
$91.8K
|
|
|
Jan 21, 2025
Q4 2024
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
BUY
|
- |
195New |
$41.2K - $46.8K
|
195
$34K
|
|
|
Jan 13, 2025
Q4 2024
|
Eastern Bank
|
BUY
|
- |
195+ 39.16% |
$41.2K - $46.8K
|
693
$121K
|
|
|
Feb 13, 2025
Q4 2024
|
Transce3nd, LLC
Kyle, TX |
BUY
|
- |
176New |
$37.2K - $42.2K
|
176
$30.6K
|
|
|
Feb 14, 2025
Q4 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
170+ 69.96% |
$35.9K - $40.8K
|
413
$71.9K
|
|
|
Feb 07, 2025
Q4 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
170+ 60.28% |
$35.9K - $40.8K
|
452
$78.7K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
153+ 3.86% |
$32.3K - $36.7K
|
4.12K
$717K
|
|
|
Jan 30, 2025
Q4 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
147+ 4.34% |
$31.1K - $35.3K
|
3.53K
$615K
|