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 |
---|---|---|---|---|---|---|---|
May 10, 2023
Q1 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
2.91KNew |
$1M - $1.3M
|
2.91K
$631K
|
|
May 12, 2023
Q1 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
2.55K+ 38.93% |
$878K - $1.13M
|
9.1K
$1.97M
|
|
May 15, 2023
Q1 2023
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
2.52K+ 179.73% |
$868K - $1.12M
|
3.92K
$848K
|
|
May 11, 2023
Q1 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
BUY
|
- |
2.34K+ 3.07% |
$806K - $1.04M
|
78.6K
$17M
|
|
May 15, 2023
Q1 2023
|
Cetera Advisor Networks LLC
El Segundo, CA |
BUY
|
- |
2.31K+ 8.14% |
$796K - $1.03M
|
30.7K
$6.64M
|
|
May 15, 2023
Q1 2023
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
2.31K+ 23.42% |
$794K - $1.02M
|
12.1K
$2.63M
|
|
May 11, 2023
Q1 2023
|
Absolute Capital Management, LLC
|
BUY
|
- |
2.3KNew |
$793K - $1.02M
|
2.3K
$498K
|
|
Jul 24, 2023
Q1 2023
|
Pvg Asset Management Corp
Golden, CO |
BUY
|
- |
1.95KNew |
$673K - $868K
|
1.95K
$422K
|
|
Apr 20, 2023
Q1 2023
|
Banque Cantonale Vaudoise
|
BUY
|
- |
1.92K+ 62.94% |
$662K - $854K
|
4.97K
$1.08M
|
|
May 03, 2023
Q1 2023
|
Aveo Capital Partners, LLC
|
BUY
|
- |
1.8K+ 23.22% |
$620K - $800K
|
9.55K
$2.07M
|
|
May 11, 2023
Q1 2023
|
Essex Financial Services, Inc.
|
BUY
|
- |
1.66K+ 75.5% |
$571K - $737K
|
3.85K
$834K
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.56KNew |
$539K - $695K
|
1.56K
$338K
|
|
Aug 22, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.55K+ 6.81% |
$533K - $687K
|
24.3K
$5.25M
|
|
May 12, 2023
Q1 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
1.5K+ 36.83% |
$516K - $666K
|
5.57K
$1.2M
|
|
May 11, 2023
Q1 2023
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.49K+ 43.11% |
$512K - $660K
|
4.93K
$1.07M
|
|
Apr 24, 2023
Q1 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
1.47KNew |
$505K - $652K
|
1.47K
$317K
|
|
Apr 18, 2023
Q1 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
1.35KNew |
$464K - $599K
|
1.35K
$291K
|
|
May 11, 2023
Q1 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.34K+ 23.78% |
$460K - $594K
|
6.95K
$1.5M
|
|
May 15, 2023
Q1 2023
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.31K+ 50.6% |
$450K - $581K
|
3.89K
$842K
|
|
May 10, 2023
Q1 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
1.31K+ 5.69% |
$450K - $581K
|
24.3K
$5.25M
|
|
May 15, 2023
Q1 2023
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
1.27K+ 24.33% |
$436K - $563K
|
6.47K
$1.4M
|
|
Aug 14, 2023
Q1 2023
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
1.22K+ 2.17% |
$420K - $542K
|
57.3K
$12.4M
|
|
May 12, 2023
Q1 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
1.21K+ 6.26% |
$418K - $539K
|
20.6K
$4.45M
|
|
May 15, 2023
Q1 2023
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.2KNew |
$413K - $533K
|
1.2K
$259K
|
|
May 04, 2023
Q1 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
1.2KNew |
$412K - $532K
|
1.2K
$259K
|
|
May 04, 2023
Q1 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
1.14K+ 97.76% |
$392K - $506K
|
2.3K
$498K
|
|
May 11, 2023
Q1 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.06K+ 4.15% |
$367K - $473K
|
26.7K
$5.78M
|
|
May 25, 2023
Q1 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
990New |
$341K - $440K
|
990
$214K
|
|
Apr 17, 2023
Q1 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
931+ 70.21% |
$321K - $414K
|
2.26K
$488K
|
|
Apr 12, 2023
Q1 2023
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
907New |
$313K - $403K
|
907
$196K
|
|
Apr 10, 2023
Q1 2023
|
360 Financial, Inc.
|
BUY
|
- |
898+ 5.0% |
$309K - $399K
|
18.9K
$4.08M
|
|
May 01, 2023
Q1 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
883+ 214.84% |
$304K - $393K
|
1.29K
$280K
|
|
Apr 14, 2023
Q1 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
879New |
$303K - $391K
|
879
$190K
|
|
May 15, 2023
Q1 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
842+ 48.67% |
$290K - $374K
|
2.57K
$557K
|
|
Nov 13, 2023
Q1 2023
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
818+ 4.5% |
$282K - $364K
|
19K
$4.11M
|
|
May 11, 2023
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
800New |
$276K - $356K
|
800
$173K
|
|
Apr 14, 2023
Q1 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
794+ 6.55% |
$274K - $353K
|
12.9K
$2.8M
|
|
May 11, 2023
Q1 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
792+ 97.3% |
$273K - $352K
|
1.61K
$348K
|
|
May 15, 2023
Q1 2023
|
Pine Valley Investments LTD Liability CO
Marlton, NJ |
BUY
|
- |
774New |
$267K - $344K
|
774
$167K
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
767New |
$264K - $341K
|
767
$166K
|
|
Apr 17, 2023
Q1 2023
|
First Heartland Consultants, Inc.
|
BUY
|
- |
767New |
$264K - $341K
|
767
$166K
|
|
Apr 26, 2023
Q1 2023
|
Caprock Group, Inc.
|
BUY
|
- |
762New |
$263K - $339K
|
762
$165K
|
|
May 15, 2023
Q1 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
756+ 1374.55% |
$261K - $336K
|
811
$176K
|
|
May 12, 2023
Q1 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
750+ 66.43% |
$258K - $334K
|
1.88K
$407K
|
|
Apr 27, 2023
Q1 2023
|
Davenport & CO LLC
|
BUY
|
- |
734New |
$253K - $326K
|
734
$159K
|
|
May 12, 2023
Q1 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
728+ 10.2% |
$251K - $324K
|
7.87K
$1.7M
|
|
Apr 24, 2023
Q1 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
718+ 6.87% |
$247K - $319K
|
11.2K
$2.42M
|
|
Apr 28, 2023
Q1 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
712+ 13.4% |
$245K - $317K
|
6.02K
$1.3M
|
|
May 15, 2023
Q1 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
683New |
$235K - $304K
|
683
$148K
|
|
May 15, 2023
Q1 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
666New |
$229K - $296K
|
666
$144K
|