Purchases and Sales Made in Q1 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2023. The information is specifically focused on institutions that hold shares of ISHARES SEMICONDUCTOR ETF.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 24, 2023
Q1 2023
|
Accredited Investors Inc.
|
BUY
|
- |
2+ 0.22% |
$689 - $889
|
903
$202K
|
|
|
May 12, 2023
Q1 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
2+ 0.11% |
$689 - $889
|
1.78K
$398K
|
|
|
Apr 05, 2023
Q1 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.4% |
$345 - $445
|
254
$56.9K
|
|
|
May 05, 2023
Q1 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.14% |
$345 - $445
|
695
$156K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 07, 2024
Q1 2023
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 14, 2023
Q1 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-1- 0.08% |
$345 - $445
|
1.28K
$287K
|
|
|
Aug 13, 2024
Q1 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-3- 33.33% |
$1.03K - $1.33K
|
6
$1.34K
|
|
|
Apr 27, 2023
Q1 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-4- 0.18% |
$1.38K - $1.78K
|
2.19K
$491K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.77% |
$2.76K - $3.56K
|
1.03K
$230K
|
|
|
May 08, 2023
Q1 2023
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-9- 2.46% |
$3.1K - $4K
|
357
$80K
|
|
|
Apr 21, 2023
Q1 2023
|
Tsfg, LLC
|
SELL
|
- |
-10- 12.66% |
$3.45K - $4.45K
|
69
$15.5K
|
|
|
Apr 26, 2023
Q1 2023
|
Ifg Advisory, LLC
|
SELL
|
- |
-12- 2.07% |
$4.14K - $5.34K
|
568
$127K
|
|
|
May 11, 2023
Q1 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-13- 1.36% |
$4.48K - $5.78K
|
946
$212K
|
|
|
May 15, 2023
Q1 2023
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-14- 5.32% |
$4.82K - $6.23K
|
249
$55.8K
|
|
|
May 17, 2023
Q1 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-16- 1.66% |
$5.51K - $7.11K
|
950
$213K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-20- 2.94% |
$6.89K - $8.89K
|
660
$148K
|
|
|
Jul 19, 2024
Q1 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-20- 5.09% |
$6.89K - $8.89K
|
373
$83.5K
|
|
|
May 08, 2023
Q1 2023
|
South State Corp
|
SELL
|
- |
-24- 7.82% |
$8.27K - $10.7K
|
283
$63.4K
|
|
|
Apr 18, 2023
Q1 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-24- 3.76% |
$8.27K - $10.7K
|
614
$138K
|
|
|
May 11, 2023
Q1 2023
|
Tradition Wealth Management, LLC
|
SELL
|
- |
-25- 30.12% |
$8.61K - $11.1K
|
58
$13K
|
|
|
May 05, 2023
Q1 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-25- 3.29% |
$8.61K - $11.1K
|
735
$165K
|
|
|
May 20, 2024
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-27- 52.94% |
$9.3K - $12K
|
24
$5.38K
|
|
|
Apr 07, 2023
Q1 2023
|
Trust CO Of Vermont
|
SELL
|
- |
-28- 12.28% |
$9.65K - $12.5K
|
200
$44.8K
|
|
|
May 11, 2023
Q1 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-32- 0.37% |
$11K - $14.2K
|
8.69K
$1.95M
|
|
|
Apr 24, 2023
Q1 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-41- 4.25% |
$14.1K - $18.2K
|
923
$207K
|
|
|
May 02, 2023
Q1 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-41- 6.02% |
$14.1K - $18.2K
|
640
$143K
|
|
|
Apr 28, 2023
Q1 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-41- 0.51% |
$14.1K - $18.2K
|
7.95K
$1.78M
|
|
|
May 15, 2023
Q1 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-43- 2.27% |
$14.8K - $19.1K
|
1.85K
$415K
|
|
|
May 13, 2024
Q1 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-44- 41.12% |
$15.2K - $19.6K
|
63
$14.1K
|
|
|
May 09, 2023
Q1 2023
|
Archer Investment Corp
|
SELL
|
- |
-48- 26.52% |
$16.5K - $21.3K
|
133
$29.8K
|
|
|
May 11, 2023
Q1 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-49- 7.35% |
$16.9K - $21.8K
|
618
$138K
|
|
|
May 09, 2023
Q1 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
SELL
|
- |
-50- 8.04% |
$17.2K - $22.2K
|
572
$128K
|
|
|
Apr 03, 2023
Q1 2023
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-52- 5.96% |
$17.9K - $23.1K
|
821
$184K
|
|
|
May 15, 2023
Q1 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-52- 4.84% |
$17.9K - $23.1K
|
1.02K
$229K
|
|
|
May 05, 2023
Q1 2023
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-53- 38.69% |
$18.3K - $23.6K
|
84
$18.8K
|
|
|
Apr 27, 2023
Q1 2023
|
Telos Capital Management, Inc.
|
SELL
|
- |
-53- 3.56% |
$18.3K - $23.6K
|
1.44K
$322K
|
|
|
May 12, 2023
Q1 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-55- 0.84% |
$19K - $24.5K
|
6.53K
$1.46M
|
|
|
May 15, 2023
Q1 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 56.7% |
$19K - $24.5K
|
42
$9.41K
|
|
|
May 02, 2023
Q1 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-57- 4.92% |
$19.6K - $25.3K
|
1.1K
$247K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-59- 9.88% |
$20.3K - $26.2K
|
538
$121K
|
|
|
Apr 27, 2023
Q1 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-63- 3.07% |
$21.7K - $28K
|
1.99K
$445K
|
|
|
Apr 17, 2023
Q1 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-64- 4.62% |
$22.1K - $28.5K
|
1.32K
$296K
|
|
|
May 04, 2023
Q1 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-64- 7.09% |
$22.1K - $28.5K
|
839
$188K
|
|
|
May 12, 2023
Q1 2023
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-67- 8.77% |
$23.1K - $29.8K
|
697
$156K
|
|
|
Apr 20, 2023
Q1 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-69- 1.58% |
$23.8K - $30.7K
|
4.3K
$964K
|
|
|
May 05, 2023
Q1 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-72- 0.88% |
$24.8K - $32K
|
8.15K
$1.82M
|
|
|
May 15, 2023
Q1 2023
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-74- 8.24% |
$25.5K - $32.9K
|
824
$185K
|
|
|
May 10, 2023
Q1 2023
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-76- 9.92% |
$26.2K - $33.8K
|
690
$155K
|
|
|
May 15, 2023
Q1 2023
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-76- 83.52% |
$26.2K - $33.8K
|
15
$3.36K
|