Purchases and Sales Made in Q3 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 14, 2024
Q3 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-18- 1.41% |
$3.59K - $4.78K
|
1.26K
$283K
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Advisory Group, LLC
|
SELL
|
- |
-20- 1.89% |
$3.99K - $5.31K
|
1.04K
$233K
|
|
|
Nov 13, 2024
Q3 2024
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-20- 0.87% |
$3.99K - $5.31K
|
2.28K
$510K
|
|
|
Nov 14, 2024
Q3 2024
|
Delta Investment Management, LLC
|
SELL
|
- |
-23- 1.02% |
$4.58K - $6.11K
|
2.22K
$497K
|
|
|
Nov 15, 2024
Q3 2024
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-27- 0.49% |
$5.38K - $7.17K
|
5.49K
$1.23M
|
|
|
Nov 12, 2024
Q3 2024
|
L & S Advisors Inc
Los Angeles, CA |
SELL
|
- |
-29- 2.54% |
$5.78K - $7.7K
|
1.11K
$250K
|
|
|
Oct 17, 2024
Q3 2024
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-29- 2.8% |
$5.78K - $7.7K
|
1.01K
$226K
|
|
|
Nov 04, 2024
Q3 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-29- 2.4% |
$5.78K - $7.7K
|
1.18K
$264K
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-30- 1.91% |
$5.98K - $7.96K
|
1.54K
$346K
|
|
|
Oct 21, 2024
Q3 2024
|
Gerber, LLC
Columbus, OH |
SELL
|
- |
-32- 2.47% |
$6.38K - $8.5K
|
1.26K
$282K
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-35- 2.41% |
$6.98K - $9.29K
|
1.42K
$317K
|
|
|
Nov 12, 2024
Q3 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-38- 0.08% |
$7.57K - $10.1K
|
45.5K
$10.2M
|
|
|
Oct 15, 2024
Q3 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-40- 0.95% |
$7.97K - $10.6K
|
4.17K
$933K
|
|
|
Oct 31, 2024
Q3 2024
|
Money Concepts Capital Corp
|
SELL
|
- |
-40- 0.4% |
$7.97K - $10.6K
|
9.97K
$2.23M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-41- 12.58% |
$8.17K - $10.9K
|
285
$63.8K
|
|
|
Oct 23, 2024
Q3 2024
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-46- 0.29% |
$9.17K - $12.2K
|
15.6K
$3.5M
|
|
|
Oct 23, 2024
Q3 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-46- 1.59% |
$9.17K - $12.2K
|
2.85K
$638K
|
|
|
Nov 08, 2024
Q3 2024
|
Cedar Wealth Management, LLC
Walnut Creek, CA |
SELL
|
- |
-50- 5.13% |
$9.96K - $13.3K
|
925
$207K
|
|
|
Oct 08, 2024
Q3 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-52- 0.5% |
$10.4K - $13.8K
|
10.4K
$2.34M
|
|
|
Oct 15, 2024
Q3 2024
|
Wbh Advisory Inc
|
SELL
|
- |
-54- 4.5% |
$10.8K - $14.3K
|
1.15K
$257K
|
|
|
Nov 07, 2024
Q3 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-55- 2.37% |
$11K - $14.6K
|
2.26K
$507K
|
|
|
Nov 18, 2024
Q3 2024
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-57- 3.51% |
$11.4K - $15.1K
|
1.57K
$351K
|
|
|
Nov 05, 2024
Q3 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-58- 3.08% |
$11.6K - $15.4K
|
1.83K
$409K
|
|
|
Oct 17, 2024
Q3 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-60- 3.66% |
$12K - $15.9K
|
1.58K
$354K
|
|
|
Oct 15, 2024
Q3 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-60- 3.73% |
$12K - $15.9K
|
1.55K
$347K
|
|
|
Nov 06, 2024
Q3 2024
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-62- 0.99% |
$12.4K - $16.5K
|
6.19K
$1.39M
|
|
|
Oct 11, 2024
Q3 2024
|
Cx Institutional
|
SELL
|
- |
-63- 3.41% |
$12.6K - $16.7K
|
1.78K
$399K
|
|
|
Oct 09, 2024
Q3 2024
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-66- 1.29% |
$13.2K - $17.5K
|
5.04K
$1.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-66- 4.05% |
$13.2K - $17.5K
|
1.56K
$350K
|
|
|
Nov 08, 2024
Q3 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-67- 1.59% |
$13.4K - $17.8K
|
4.14K
$927K
|
|
|
Nov 12, 2024
Q3 2024
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-69- 2.65% |
$13.8K - $18.3K
|
2.53K
$568K
|
|
|
Nov 08, 2024
Q3 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-74- 0.13% |
$14.7K - $19.6K
|
58K
$13M
|
|
|
Oct 09, 2024
Q3 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-75- 2.95% |
$14.9K - $19.9K
|
2.47K
$552K
|
|
|
Nov 14, 2024
Q3 2024
|
Comerica Bank
|
SELL
|
- |
-80- 0.42% |
$15.9K - $21.2K
|
19K
$4.26M
|
|
|
Nov 12, 2024
Q3 2024
|
Howard Capital Management Inc.
|
SELL
|
- |
-81- 1.21% |
$16.1K - $21.5K
|
6.64K
$1.49M
|
|
|
Oct 23, 2024
Q3 2024
|
Allworth Financial LP
|
SELL
|
- |
-81- 1.75% |
$16.1K - $21.5K
|
4.54K
$1.02M
|
|
|
Nov 06, 2024
Q3 2024
|
Hallmark Capital Management Inc
|
SELL
|
- |
-81- 0.84% |
$16.1K - $21.5K
|
9.51K
$2.13M
|
|
|
Nov 14, 2024
Q3 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-82- 1.39% |
$16.3K - $21.8K
|
5.84K
$1.31M
|
|
|
Nov 07, 2024
Q3 2024
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-82- 3.21% |
$16.3K - $21.8K
|
2.47K
$554K
|
|
|
Nov 14, 2024
Q3 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-84- 8.77% |
$16.7K - $22.3K
|
874
$196K
|
|
|
Oct 16, 2024
Q3 2024
|
Secure Asset Management, LLC
|
SELL
|
- |
-84- 5.83% |
$16.7K - $22.3K
|
1.36K
$304K
|
|
|
Nov 14, 2024
Q3 2024
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-85- 4.64% |
$16.9K - $22.6K
|
1.75K
$392K
|
|
|
Nov 07, 2024
Q3 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-87- 10.22% |
$17.3K - $23.1K
|
764
$171K
|
|
|
Nov 12, 2024
Q3 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-89- 47.09% |
$17.7K - $23.6K
|
100
$22.4K
|
|
|
Nov 05, 2024
Q3 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-89- 2.27% |
$17.7K - $23.6K
|
3.83K
$857K
|
|
|
Oct 31, 2024
Q3 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-96- 2.96% |
$19.1K - $25.5K
|
3.15K
$706K
|
|
|
Nov 07, 2024
Q3 2024
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-96- 3.67% |
$19.1K - $25.5K
|
2.52K
$565K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-100- 6.68% |
$19.9K - $26.5K
|
1.4K
$313K
|
|
|
Nov 04, 2024
Q3 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-100- 26.04% |
$19.9K - $26.5K
|
284
$63.6K
|
|
|
Nov 04, 2024
Q3 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-102- 0.58% |
$20.3K - $27.1K
|
17.5K
$3.92M
|