Purchases and Sales Made in Q2 2023 in Vaneck ETF Tr Semiconductor Et (SMH)
This table provides information about the institutional ownership of Vaneck ETF Tr Semiconductor Et (SMH) during Q2 2023. The information is specifically focused on institutions that hold shares of VANECK ETF TR SEMICONDUCTOR ET.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Jul 26, 2023
Q2 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
661+ 100.0% |
$81.2K - $173K
|
1.32K
$327K
|
|
|
Aug 08, 2023
Q2 2023
|
Concentrum Wealth Management
|
BUY
|
- |
629+ 45.98% |
$77.3K - $165K
|
2K
$494K
|
|
|
Jul 17, 2023
Q2 2023
|
Atlas Financial Advisors, Inc.
|
BUY
|
- |
620+ 77.79% |
$76.2K - $162K
|
1.42K
$350K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
606+ 88.86% |
$74.5K - $159K
|
1.29K
$318K
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
606+ 30.54% |
$74.5K - $159K
|
2.59K
$640K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
559+ 1016.36% |
$68.7K - $146K
|
614
$152K
|
|
|
Jul 26, 2023
Q2 2023
|
Strengthening Families & Communities, LLC
|
BUY
|
- |
552New |
$67.8K - $144K
|
552
$136K
|
|
|
Feb 02, 2024
Q2 2023
|
Tactive Advisors, LLC
Jacksonville, FL |
BUY
|
- |
550+ 24.65% |
$67.6K - $144K
|
2.78K
$687K
|
|
|
Aug 04, 2023
Q2 2023
|
Hbk Sorce Advisory LLC
Erie, PA |
BUY
|
- |
519+ 8.36% |
$63.8K - $136K
|
6.73K
$1.66M
|
|
|
Jul 20, 2023
Q2 2023
|
Duncker Streett & CO Inc
|
BUY
|
- |
517+ 100.0% |
$63.5K - $135K
|
1.03K
$256K
|
|
|
Aug 15, 2023
Q2 2023
|
Atlas Capital Advisors LLC
San Francisco, CA |
BUY
|
- |
505+ 114.77% |
$62.1K - $132K
|
945
$234K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
476+ 69.59% |
$58.5K - $125K
|
1.16K
$287K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
455+ 166.06% |
$55.9K - $119K
|
729
$180K
|
|
|
Aug 10, 2023
Q2 2023
|
Meitav Dash Investments LTD
|
BUY
|
- |
416+ 0.14% |
$51.1K - $109K
|
304K
$75.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
411+ 1644.0% |
$50.5K - $108K
|
436
$108K
|
|
|
Aug 09, 2023
Q2 2023
|
Spotlight Asset Group, Inc.
Oakbrook Terrace, IL |
BUY
|
- |
400New |
$49.2K - $105K
|
400
$98.9K
|
|
|
Jul 24, 2023
Q2 2023
|
Global Trust Asset Management, LLC
|
BUY
|
- |
390+ 130.0% |
$47.9K - $102K
|
690
$171K
|
|
|
Sep 06, 2024
Q2 2023
|
Ted Buchan & CO
San Diego, CA |
BUY
|
- |
365+ 29.18% |
$44.9K - $95.5K
|
1.62K
$399K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
BUY
|
- |
360+ 85.71% |
$44.2K - $94.2K
|
780
$193K
|
|
|
Jul 14, 2023
Q2 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
343+ 100.0% |
$42.2K - $89.8K
|
686
$170K
|
|
|
Feb 14, 2024
Q2 2023
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
343+ 100.0% |
$42.2K - $89.8K
|
686
$170K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
315+ 104.65% |
$38.7K - $82.4K
|
616
$152K
|
|
|
Aug 09, 2023
Q2 2023
|
Adirondack Trust CO
|
BUY
|
- |
273+ 81.98% |
$33.6K - $71.4K
|
606
$150K
|
|
|
Jul 06, 2023
Q2 2023
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
273+ 100.0% |
$33.6K - $71.4K
|
546
$135K
|
|
|
Aug 09, 2023
Q2 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
262+ 100.0% |
$32.2K - $68.6K
|
524
$130K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
250New |
$30.7K - $65.4K
|
250
$61.8K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
245+ 100.0% |
$30.1K - $64.1K
|
490
$121K
|
|
|
Jul 24, 2023
Q2 2023
|
Whittier Trust CO
|
BUY
|
- |
227+ 100.0% |
$27.9K - $59.4K
|
454
$112K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
224+ 100.0% |
$27.5K - $58.6K
|
448
$111K
|
|
|
Aug 07, 2023
Q2 2023
|
Ridgewood Investments LLC
|
BUY
|
- |
200+ 100.0% |
$24.6K - $52.3K
|
400
$98.9K
|
|
|
Jul 10, 2023
Q2 2023
|
Ameliora Wealth Management Ltd.
Zurich, V8 |
BUY
|
- |
200+ 100.0% |
$24.6K - $52.3K
|
400
$98.9K
|
|
|
Aug 01, 2023
Q2 2023
|
Kistler Tiffany Companies, LLC
Berwyn, PA |
BUY
|
- |
198+ 109.39% |
$24.3K - $51.8K
|
379
$93.7K
|
|
|
Jul 24, 2023
Q2 2023
|
Epic Trust Investment Advisors, LLC
|
BUY
|
- |
194+ 8.3% |
$23.8K - $50.8K
|
2.53K
$626K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
175+ 53.85% |
$21.5K - $45.8K
|
500
$124K
|
|
|
Aug 09, 2023
Q2 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
175+ 100.0% |
$21.5K - $45.8K
|
350
$86.5K
|
|
|
Jul 18, 2023
Q2 2023
|
Allworth Financial LP
|
BUY
|
- |
172+ 131.3% |
$21.1K - $45K
|
303
$74.9K
|
|
|
Jul 17, 2023
Q2 2023
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
154+ 42.08% |
$18.9K - $40.3K
|
520
$129K
|
|
|
Aug 11, 2023
Q2 2023
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
152+ 100.0% |
$18.7K - $39.8K
|
304
$75.1K
|
|
|
Aug 21, 2023
Q2 2023
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
140New |
$17.2K - $36.6K
|
140
$34.6K
|
|
|
Aug 08, 2023
Q2 2023
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
130+ 100.0% |
$16K - $34K
|
260
$64.3K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
126New |
$15.5K - $33K
|
126
$31.1K
|
|
|
Aug 01, 2023
Q2 2023
|
Jackson, Grant Investment Advisers, Inc.
|
BUY
|
- |
123+ 109.82% |
$15.1K - $32.2K
|
235
$58.1K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
114+ 100.0% |
$14K - $29.8K
|
228
$56.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
100+ 100.0% |
$12.3K - $26.2K
|
200
$49.4K
|
|
|
Aug 08, 2023
Q2 2023
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
100+ 100.0% |
$12.3K - $26.2K
|
200
$49.4K
|
|
|
Jul 28, 2023
Q2 2023
|
Bogart Wealth, LLC
|
BUY
|
- |
100+ 100.0% |
$12.3K - $26.2K
|
200
$49.4K
|
|
|
Aug 07, 2023
Q2 2023
|
Tfc Financial Management
|
BUY
|
- |
100New |
$12.3K - $26.2K
|
100
$24.7K
|
|
|
Nov 08, 2023
Q2 2023
|
Sutton Wealth Advisors Inc.
Tampa, FL |
BUY
|
- |
100New |
$12.3K - $26.2K
|
100
$24.7K
|
|
|
Nov 06, 2023
Q2 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
98+ 204.17% |
$12K - $25.6K
|
146
$36.1K
|
|
|
Aug 10, 2023
Q2 2023
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
97+ 100.0% |
$11.9K - $25.4K
|
194
$48K
|