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 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
297+ 10.53% |
$59.2K - $78.9K
|
3.12K
$719K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
296+ 19.38% |
$59K - $78.6K
|
1.82K
$420K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
293+ 24.94% |
$58.4K - $77.8K
|
1.47K
$339K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
292+ 5.33% |
$58.2K - $77.5K
|
5.77K
$1.33M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
285+ 9.13% |
$56.8K - $75.7K
|
3.41K
$785K
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
280+ 0.44% |
$55.8K - $74.3K
|
64.2K
$14.8M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 2.7% |
$55.8K - $74.3K
|
10.7K
$2.46M
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 33.45% |
$55.2K - $73.5K
|
1.11K
$255K
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
257+ 94.49% |
$51.2K - $68.2K
|
529
$122K
|
|
|
Oct 22, 2024
Q3 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
255+ 22.91% |
$50.8K - $67.7K
|
1.37K
$316K
|
|
|
Nov 14, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
252+ 24.49% |
$50.2K - $66.9K
|
1.28K
$295K
|
|
|
Oct 08, 2024
Q3 2024
|
Cwm, LLC
|
BUY
|
- |
235+ 5.08% |
$46.8K - $62.4K
|
4.86K
$1.12M
|
|
|
Nov 13, 2024
Q3 2024
|
Concentrum Wealth Management
|
BUY
|
- |
215+ 0.97% |
$42.8K - $57.1K
|
22.4K
$5.16M
|
|
|
Nov 05, 2024
Q3 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
215+ 767.86% |
$42.8K - $57.1K
|
243
$56K
|
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
210New |
$41.9K - $55.8K
|
210
$48.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
205+ 43.99% |
$40.9K - $54.4K
|
671
$155K
|
|
|
Nov 08, 2024
Q3 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
204+ 0.43% |
$40.7K - $54.2K
|
47.7K
$11M
|
|
|
Nov 15, 2024
Q3 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
203+ 11.45% |
$40.5K - $53.9K
|
1.98K
$456K
|
|
|
Nov 04, 2024
Q3 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
187+ 3.02% |
$37.3K - $49.6K
|
6.37K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Morse Asset Management, Inc
Darien, CT |
BUY
|
- |
184New |
$36.7K - $48.9K
|
184
$42.4K
|
|
|
Nov 08, 2024
Q3 2024
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
184+ 1.95% |
$36.7K - $48.9K
|
9.6K
$2.21M
|
|
|
Nov 07, 2024
Q3 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
182+ 6.02% |
$36.3K - $48.3K
|
3.21K
$739K
|
|
|
Nov 13, 2024
Q3 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
178+ 5.46% |
$35.5K - $47.3K
|
3.44K
$793K
|
|
|
Oct 30, 2024
Q3 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
170+ 5.19% |
$33.9K - $45.1K
|
3.45K
$795K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
170+ 8.17% |
$33.9K - $45.1K
|
2.25K
$519K
|
|
|
Oct 16, 2024
Q3 2024
|
Uma Financial Services, Inc.
|
BUY
|
- |
158+ 18.35% |
$31.5K - $41.9K
|
1.02K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
150New |
$29.9K - $39.8K
|
150
$34.6K
|
|
|
Nov 08, 2024
Q3 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
144+ 104.35% |
$28.7K - $38.2K
|
282
$65K
|
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$28.7K - $38.2K
|
144
$33.2K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
142+ 1.97% |
$28.3K - $37.7K
|
7.34K
$1.69M
|
|
|
Oct 29, 2024
Q3 2024
|
Iag Wealth Partners, LLC
|
BUY
|
- |
130+ 62.2% |
$25.9K - $34.5K
|
339
$78.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 1.09% |
$23.7K - $31.6K
|
11.1K
$2.55M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
116+ 44.96% |
$23.1K - $30.8K
|
374
$86.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
112+ 4.82% |
$22.3K - $29.7K
|
2.43K
$561K
|
|
|
Nov 14, 2024
Q3 2024
|
Bokf, Na
Tulsa, OK |
BUY
|
- |
110New |
$21.9K - $29.2K
|
110
$25.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
109+ 9.59% |
$21.7K - $28.9K
|
1.25K
$287K
|
|
|
Nov 14, 2024
Q3 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
103+ 1030.0% |
$20.5K - $27.3K
|
113
$26.1K
|
|
|
Nov 13, 2024
Q3 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
102+ 14.63% |
$20.3K - $27.1K
|
799
$184K
|
|
|
Nov 14, 2024
Q3 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
101+ 3.56% |
$20.1K - $26.8K
|
2.94K
$677K
|
|
|
Oct 18, 2024
Q3 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
100+ 4.41% |
$19.9K - $26.5K
|
2.37K
$546K
|
|
|
Nov 14, 2024
Q3 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
97+ 6.28% |
$19.3K - $25.8K
|
1.64K
$378K
|
|
|
Nov 12, 2024
Q3 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
94+ 3.0% |
$18.7K - $25K
|
3.23K
$745K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 10.46% |
$17.3K - $23.1K
|
919
$212K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
82+ 8.89% |
$16.3K - $21.8K
|
1K
$232K
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
78+ 2.51% |
$15.5K - $20.7K
|
3.18K
$733K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 9.45% |
$15.5K - $20.7K
|
903
$208K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77+ 8.85% |
$15.3K - $20.4K
|
947
$218K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
76+ 1.64% |
$15.1K - $20.2K
|
4.72K
$1.09M
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
72+ 0.61% |
$14.3K - $19.1K
|
11.9K
$2.74M
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$14K - $18.6K
|
70
$16.1K
|