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 |
---|---|---|---|---|---|---|---|
Apr 14, 2023
Q1 2023
|
Welch & Forbes LLC
|
BUY
|
- |
466New |
$161K - $207K
|
466
$101K
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
465New |
$160K - $207K
|
465
$101K
|
|
May 05, 2023
Q1 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
456+ 27.35% |
$157K - $203K
|
2.12K
$459K
|
|
Apr 28, 2023
Q1 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
452New |
$156K - $201K
|
452
$97.8K
|
|
May 15, 2023
Q1 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
BUY
|
- |
451New |
$155K - $201K
|
451
$97.6K
|
|
May 15, 2023
Q1 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
431+ 30.08% |
$149K - $192K
|
1.86K
$403K
|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
400New |
$138K - $178K
|
400
$86.6K
|
|
May 15, 2023
Q1 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
386+ 275.71% |
$133K - $172K
|
526
$114K
|
|
May 11, 2023
Q1 2023
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
382+ 3.55% |
$132K - $170K
|
11.1K
$2.41M
|
|
May 05, 2023
Q1 2023
|
Truist Financial Corp
|
BUY
|
- |
378+ 3.21% |
$130K - $168K
|
12.2K
$2.63M
|
|
May 04, 2023
Q1 2023
|
Harbor Advisory Corp
|
BUY
|
- |
354+ 8.49% |
$122K - $157K
|
4.52K
$979K
|
|
May 17, 2024
Q1 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
351+ 140.4% |
$121K - $156K
|
601
$130K
|
|
May 16, 2023
Q1 2023
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
348+ 435.0% |
$120K - $155K
|
428
$92.6K
|
|
May 15, 2023
Q1 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
340+ 83.95% |
$117K - $151K
|
745
$161K
|
|
May 11, 2023
Q1 2023
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
335+ 34.54% |
$115K - $149K
|
1.31K
$282K
|
|
May 22, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
330+ 125.0% |
$114K - $147K
|
594
$129K
|
|
May 15, 2023
Q1 2023
|
Interchange Capital Partners, LLC
|
BUY
|
- |
327New |
$113K - $145K
|
327
$70.8K
|
|
Apr 28, 2023
Q1 2023
|
Janney Montgomery Scott LLC
|
BUY
|
- |
313+ 4.67% |
$108K - $139K
|
7.01K
$1.52M
|
|
May 12, 2023
Q1 2023
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
307New |
$106K - $137K
|
307
$66.4K
|
|
May 12, 2023
Q1 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
302+ 3.29% |
$104K - $134K
|
9.49K
$2.05M
|
|
May 17, 2023
Q1 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
295+ 72.13% |
$102K - $131K
|
704
$152K
|
|
Apr 26, 2023
Q1 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
287+ 17.5% |
$98.9K - $128K
|
1.93K
$417K
|
|
Apr 25, 2023
Q1 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
283+ 8.07% |
$97.5K - $126K
|
3.79K
$820K
|
|
May 11, 2023
Q1 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
259+ 4.65% |
$89.2K - $115K
|
5.83K
$1.26M
|
|
May 03, 2023
Q1 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
238+ 39.93% |
$82K - $106K
|
834
$180K
|
|
May 15, 2023
Q1 2023
|
Stephens Inc
|
BUY
|
- |
210+ 13.37% |
$72.4K - $93.4K
|
1.78K
$385K
|
|
May 09, 2023
Q1 2023
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
209+ 20900.0% |
$72K - $92.9K
|
210
$45.4K
|
|
May 15, 2023
Q1 2023
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
187+ 0.5% |
$64.4K - $83.2K
|
37.7K
$8.16M
|
|
May 03, 2023
Q1 2023
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
171+ 11.1% |
$58.9K - $76K
|
1.71K
$370K
|
|
Apr 27, 2023
Q1 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
168+ 11.95% |
$57.9K - $74.7K
|
1.57K
$341K
|
|
Apr 06, 2023
Q1 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
155+ 25.66% |
$53.4K - $68.9K
|
759
$164K
|
|
May 01, 2023
Q1 2023
|
Migdal Insurance & Financial Holdings Ltd.
|
BUY
|
- |
146+ 1.45% |
$50.3K - $64.9K
|
10.2K
$2.21M
|
|
Apr 26, 2023
Q1 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
138+ 1.22% |
$47.6K - $61.4K
|
11.5K
$2.48M
|
|
Apr 24, 2023
Q1 2023
|
Fifth Third Bancorp
|
BUY
|
- |
137+ 380.56% |
$47.2K - $60.9K
|
173
$37.4K
|
|
May 12, 2023
Q1 2023
|
Retirement Group, LLC
|
BUY
|
- |
135+ 62.5% |
$46.5K - $60K
|
351
$76K
|
|
May 15, 2023
Q1 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
134+ 6.15% |
$46.2K - $59.6K
|
2.31K
$500K
|
|
May 04, 2023
Q1 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
134+ 6.01% |
$46.2K - $59.6K
|
2.36K
$512K
|
|
Apr 27, 2023
Q1 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
132+ 12.95% |
$45.5K - $58.7K
|
1.15K
$249K
|
|
Apr 24, 2023
Q1 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
117+ 6.32% |
$40.3K - $52K
|
1.97K
$426K
|
|
Apr 28, 2023
Q1 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
116New |
$40K - $51.6K
|
116
$25.1K
|
|
May 15, 2023
Q1 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
115New |
$39.6K - $51.1K
|
115
$24.9K
|
|
May 10, 2023
Q1 2023
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
111+ 2.18% |
$38.2K - $49.4K
|
5.21K
$1.13M
|
|
May 03, 2023
Q1 2023
|
Element Wealth, LLC
|
BUY
|
- |
109New |
$37.6K - $48.5K
|
109
$23.6K
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101New |
$34.8K - $44.9K
|
101
$21.9K
|
|
May 12, 2023
Q1 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
100+ 1.71% |
$34.5K - $44.5K
|
5.94K
$1.29M
|
|
Apr 12, 2023
Q1 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
99+ 2.31% |
$34.1K - $44K
|
4.39K
$951K
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
98New |
$33.8K - $43.6K
|
98
$21.2K
|
|
May 12, 2023
Q1 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
97+ 27.87% |
$33.4K - $43.1K
|
445
$96.3K
|
|
Apr 10, 2023
Q1 2023
|
Cmh Wealth Management LLC
|
BUY
|
- |
93+ 0.58% |
$32K - $41.4K
|
16.1K
$3.48M
|
|
Apr 17, 2023
Q1 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
77+ 10.17% |
$26.5K - $34.2K
|
834
$180K
|