Purchases and Sales Made in Q2 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 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 |
|---|---|---|---|---|---|---|---|
|
Jul 13, 2023
Q2 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
535New |
$215K - $276K
|
535
$120K
|
|
|
Jul 13, 2023
Q2 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
533New |
$214K - $275K
|
533
$119K
|
|
|
Aug 11, 2023
Q2 2023
|
Founders Financial Securities LLC
|
BUY
|
- |
533New |
$214K - $275K
|
533
$119K
|
|
|
Aug 03, 2023
Q2 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
514+ 10.43% |
$206K - $265K
|
5.44K
$1.22M
|
|
|
Aug 11, 2023
Q2 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
511New |
$205K - $264K
|
511
$114K
|
|
|
Aug 07, 2023
Q2 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
485New |
$194K - $251K
|
485
$109K
|
|
|
Jul 19, 2023
Q2 2023
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
471New |
$189K - $243K
|
471
$105K
|
|
|
Aug 14, 2023
Q2 2023
|
Adams Wealth Management
|
BUY
|
- |
462+ 4.75% |
$185K - $239K
|
10.2K
$2.28M
|
|
|
Jul 19, 2023
Q2 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
453New |
$182K - $234K
|
453
$101K
|
|
|
Aug 10, 2023
Q2 2023
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
449New |
$180K - $232K
|
449
$101K
|
|
|
Jul 13, 2023
Q2 2023
|
Asset Management Resources, LLC
|
BUY
|
- |
446New |
$179K - $230K
|
446
$99.9K
|
|
|
Aug 14, 2023
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
441New |
$177K - $228K
|
441
$98.8K
|
|
|
Aug 10, 2023
Q2 2023
|
Personal Cfo Solutions, LLC
|
BUY
|
- |
437New |
$175K - $226K
|
437
$97.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Loring Wolcott & Coolidge Fiduciary Advisors LLP
|
BUY
|
- |
429New |
$172K - $222K
|
429
$96.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
421New |
$169K - $217K
|
421
$94.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
421New |
$169K - $217K
|
421
$94.3K
|
|
|
Aug 10, 2023
Q2 2023
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
420New |
$168K - $217K
|
420
$94.1K
|
|
|
Aug 09, 2023
Q2 2023
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
415New |
$166K - $214K
|
415
$93K
|
|
|
Jul 21, 2023
Q2 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
411New |
$165K - $212K
|
411
$92.1K
|
|
|
Aug 14, 2023
Q2 2023
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
407New |
$163K - $210K
|
407
$91.2K
|
|
|
Jul 10, 2023
Q2 2023
|
Good Life Advisors, LLC
|
BUY
|
- |
404New |
$162K - $209K
|
404
$90.5K
|
|
|
Aug 09, 2023
Q2 2023
|
Journey Advisory Group, LLC
|
BUY
|
- |
400New |
$160K - $207K
|
400
$89.6K
|
|
|
Aug 14, 2023
Q2 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
400+ 26.67% |
$160K - $207K
|
1.9K
$426K
|
|
|
Jul 28, 2023
Q2 2023
|
Calamos Wealth Management LLC
|
BUY
|
- |
400New |
$160K - $207K
|
400
$89.6K
|
|
|
Aug 11, 2023
Q2 2023
|
V Wealth Advisors LLC
|
BUY
|
- |
396New |
$159K - $205K
|
396
$88.7K
|
|
|
Aug 15, 2023
Q2 2023
|
Retirement Group, LLC
|
BUY
|
- |
363+ 103.42% |
$146K - $187K
|
714
$160K
|
|
|
Jul 17, 2023
Q2 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
345+ 2.15% |
$138K - $178K
|
16.4K
$3.68M
|
|
|
Aug 03, 2023
Q2 2023
|
Washburn Capital Management, Inc.
|
BUY
|
- |
340+ 19.6% |
$136K - $176K
|
2.08K
$465K
|
|
|
Aug 14, 2023
Q2 2023
|
Marshall Wace, LLP
London, X0 |
BUY
|
- |
326New |
$131K - $168K
|
326
$73K
|
|
|
Jul 19, 2023
Q2 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
293+ 11.4% |
$117K - $151K
|
2.86K
$641K
|
|
|
Aug 01, 2023
Q2 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
286+ 13.47% |
$115K - $148K
|
2.41K
$540K
|
|
|
Aug 14, 2023
Q2 2023
|
Stephens Inc
|
BUY
|
- |
276+ 15.5% |
$111K - $143K
|
2.06K
$461K
|
|
|
Aug 11, 2023
Q2 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
258+ 16.14% |
$103K - $133K
|
1.86K
$416K
|
|
|
Aug 07, 2023
Q2 2023
|
Keystone Financial Group
|
BUY
|
- |
258+ 22.97% |
$103K - $133K
|
1.38K
$309K
|
|
|
Aug 10, 2023
Q2 2023
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
245+ 25.82% |
$98.2K - $127K
|
1.19K
$267K
|
|
|
Jul 26, 2023
Q2 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
241+ 3.44% |
$96.6K - $124K
|
7.25K
$1.62M
|
|
|
Jul 31, 2023
Q2 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
231+ 19.73% |
$92.6K - $119K
|
1.4K
$314K
|
|
|
Aug 15, 2023
Q2 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
228+ 32.39% |
$91.4K - $118K
|
932
$209K
|
|
|
Aug 14, 2023
Q2 2023
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
223+ 14.86% |
$89.4K - $115K
|
1.72K
$386K
|
|
|
Jul 18, 2023
Q2 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
215+ 18.68% |
$86.2K - $111K
|
1.37K
$306K
|
|
|
Aug 11, 2023
Q2 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
212+ 14.05% |
$85K - $109K
|
1.72K
$385K
|
|
|
Jul 17, 2023
Q2 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
205+ 6.52% |
$82.2K - $106K
|
3.35K
$750K
|
|
|
Aug 08, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
159+ 1.25% |
$63.8K - $82.1K
|
12.9K
$2.88M
|
|
|
Jul 26, 2023
Q2 2023
|
Arkadios Wealth Advisors
|
BUY
|
- |
157+ 24.53% |
$63K - $81.1K
|
797
$179K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
153+ 35.75% |
$61.4K - $79K
|
581
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
153+ 18.57% |
$61.4K - $79K
|
977
$219K
|
|
|
Jul 26, 2023
Q2 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
152+ 19.82% |
$61K - $78.5K
|
919
$206K
|
|
|
Aug 08, 2023
Q2 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
150+ 45.87% |
$60.2K - $77.5K
|
477
$107K
|
|
|
Aug 15, 2023
Q2 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
146+ 3.75% |
$58.5K - $75.4K
|
4.04K
$904K
|
|
|
Jul 20, 2023
Q2 2023
|
Pfg Advisors
|
BUY
|
- |
144+ 3.37% |
$57.7K - $74.4K
|
4.41K
$988K
|