Purchases and Sales Made in Q4 2021 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2021. 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 |
---|---|---|---|---|---|---|---|
Jan 26, 2022
Q4 2021
|
Lincoln National Corp
|
BUY
|
- |
516+ 19.77% |
$224K - $287K
|
3.13K
$682K
|
|
Feb 14, 2022
Q4 2021
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
509+ 5.92% |
$221K - $283K
|
9.11K
$1.99M
|
|
Feb 08, 2022
Q4 2021
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
501New |
$218K - $278K
|
501
$109K
|
|
Jan 24, 2022
Q4 2021
|
West Branch Capital LLC
|
BUY
|
- |
500+ 50000.0% |
$217K - $278K
|
501
$109K
|
|
Jan 26, 2022
Q4 2021
|
Avitas Wealth Management LLC
|
BUY
|
- |
499+ 36.72% |
$217K - $277K
|
1.86K
$405K
|
|
Jan 13, 2022
Q4 2021
|
Activest Wealth Management
|
BUY
|
- |
499+ 24950.0% |
$217K - $277K
|
501
$109K
|
|
Feb 11, 2022
Q4 2021
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
497New |
$216K - $276K
|
497
$108K
|
|
Feb 14, 2022
Q4 2021
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
492+ 8.43% |
$214K - $273K
|
6.33K
$1.38M
|
|
Feb 07, 2022
Q4 2021
|
Pinnacle Private Wealth, LLC
|
BUY
|
- |
484New |
$210K - $269K
|
484
$106K
|
|
Feb 14, 2022
Q4 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
480New |
$209K - $267K
|
480
$105K
|
|
Jul 28, 2022
Q4 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
474+ 26.45% |
$206K - $263K
|
2.27K
$494K
|
|
Feb 11, 2022
Q4 2021
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
BUY
|
- |
465New |
$202K - $258K
|
465
$101K
|
|
Feb 07, 2022
Q4 2021
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
462+ 3.09% |
$201K - $257K
|
15.4K
$3.36M
|
|
Mar 11, 2022
Q4 2021
|
City Holding CO
|
BUY
|
- |
458+ 18.43% |
$199K - $254K
|
2.94K
$642K
|
|
Feb 01, 2022
Q4 2021
|
Marcum Wealth, LLC
|
BUY
|
- |
444New |
$193K - $247K
|
444
$96.9K
|
|
Jan 26, 2022
Q4 2021
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
440New |
$191K - $244K
|
440
$96K
|
|
Feb 10, 2022
Q4 2021
|
Old Mission Capital LLC
|
BUY
|
- |
439New |
$191K - $244K
|
439
$95.8K
|
|
Jan 18, 2022
Q4 2021
|
Onyx Bridge Wealth Group LLC
|
BUY
|
- |
435New |
$189K - $242K
|
435
$94.9K
|
|
Feb 14, 2022
Q4 2021
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
435New |
$189K - $242K
|
435
$94.9K
|
|
Jun 13, 2022
Q4 2021
|
Tcwp LLC
Tampa, FL |
BUY
|
- |
428New |
$186K - $238K
|
428
$93.4K
|
|
Jan 31, 2022
Q4 2021
|
Nottingham Advisors, Inc.
Amherst, NY |
BUY
|
- |
425New |
$185K - $236K
|
425
$92.7K
|
|
Feb 09, 2022
Q4 2021
|
Banco Santander, S.A.
|
BUY
|
- |
421+ 5.4% |
$183K - $234K
|
8.21K
$1.79M
|
|
Feb 04, 2022
Q4 2021
|
Interchange Capital Partners, LLC
|
BUY
|
- |
420New |
$183K - $233K
|
420
$91.6K
|
|
Jan 27, 2022
Q4 2021
|
Brown Advisory Inc
|
BUY
|
- |
415New |
$180K - $231K
|
415
$90.6K
|
|
Feb 02, 2022
Q4 2021
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
408+ 6.31% |
$177K - $227K
|
6.88K
$1.5M
|
|
Feb 10, 2022
Q4 2021
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
407New |
$177K - $226K
|
407
$88.8K
|
|
Feb 01, 2022
Q4 2021
|
Calamos Wealth Management LLC
|
BUY
|
- |
400New |
$174K - $222K
|
400
$87.3K
|
|
Jan 27, 2022
Q4 2021
|
Sowa Financial Group, Inc.
Lincoln, RI |
BUY
|
- |
400New |
$174K - $222K
|
400
$87.3K
|
|
Jan 18, 2022
Q4 2021
|
Kovack Advisors, Inc.
|
BUY
|
- |
396+ 4.04% |
$172K - $220K
|
10.2K
$2.23M
|
|
Feb 14, 2022
Q4 2021
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
393+ 1.57% |
$171K - $218K
|
25.4K
$5.54M
|
|
Jan 14, 2022
Q4 2021
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
388+ 12.94% |
$169K - $216K
|
3.39K
$739K
|
|
Feb 14, 2022
Q4 2021
|
Wmg Financial Advisors, LLC
|
BUY
|
- |
387New |
$168K - $215K
|
387
$84.4K
|
|
Feb 02, 2022
Q4 2021
|
Fort Pitt Capital Group, LLC
|
BUY
|
- |
385New |
$167K - $214K
|
385
$84K
|
|
Feb 09, 2022
Q4 2021
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
382New |
$166K - $212K
|
382
$83.4K
|
|
Feb 14, 2022
Q4 2021
|
Bickling Financial Services, Inc.
Lexington, MA |
BUY
|
- |
378New |
$164K - $210K
|
378
$82.5K
|
|
Feb 11, 2022
Q4 2021
|
Washington Trust Advisors, Inc.
|
BUY
|
- |
370New |
$161K - $206K
|
370
$80.7K
|
|
Feb 14, 2022
Q4 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
352+ 52.07% |
$153K - $196K
|
1.03K
$224K
|
|
Jan 18, 2022
Q4 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
325+ 73.7% |
$141K - $181K
|
766
$167K
|
|
Feb 02, 2022
Q4 2021
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
320+ 1.94% |
$139K - $178K
|
16.8K
$3.66M
|
|
Feb 14, 2022
Q4 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
306+ 3.04% |
$133K - $170K
|
10.4K
$2.26M
|
|
Jan 21, 2022
Q4 2021
|
Parker Investment Management, LLC
|
BUY
|
- |
296+ 22.68% |
$129K - $164K
|
1.6K
$349K
|
|
Feb 11, 2022
Q4 2021
|
Scotia Capital Inc.
|
BUY
|
- |
295+ 14.14% |
$128K - $164K
|
2.38K
$520K
|
|
Feb 11, 2022
Q4 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
287+ 6.61% |
$125K - $159K
|
4.63K
$1.01M
|
|
Jan 14, 2022
Q4 2021
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
278+ 7.35% |
$121K - $154K
|
4.06K
$886K
|
|
Feb 14, 2022
Q4 2021
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
274+ 17.16% |
$119K - $152K
|
1.87K
$408K
|
|
Feb 15, 2022
Q4 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
266+ 76.66% |
$116K - $148K
|
613
$134K
|
|
Feb 08, 2022
Q4 2021
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
245+ 10.07% |
$106K - $136K
|
2.68K
$584K
|
|
Feb 11, 2022
Q4 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
234+ 3.73% |
$102K - $130K
|
6.51K
$1.42M
|
|
Feb 14, 2022
Q4 2021
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
234+ 6.85% |
$102K - $130K
|
3.65K
$796K
|
|
Jan 21, 2022
Q4 2021
|
Trust CO Of Vermont
|
BUY
|
- |
230New |
$100K - $128K
|
230
$50.2K
|