Purchases and Sales Made in Q1 2023 in Ishares Semiconductor ETF (SOXX)

SOXX Quotes by TradingView

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 15, 2023 Q1 2023
Gerber Kawasaki Wealth & Investment Management

BUY
 -
75
+ 0.83%
$25.8K - $33.4K
9.12K $1.97M
May 11, 2023 Q1 2023
Bank Julius Baer & Co. Ltd, Zurich

BUY
 -
72
New
$24.8K - $32K
72 $15.6K
May 02, 2023 Q1 2023
Great Valley Advisor Group, Inc.

BUY
 -
71
+ 10.14%
$24.5K - $31.6K
771 $167K
May 10, 2023 Q1 2023
Hamilton Point Investment Advisors, LLC

BUY
 -
71
New
$24.5K - $31.6K
71 $15.4K
May 11, 2023 Q1 2023
Bank Of Nova Scotia

BUY
 -
70
+ 1.1%
$24.1K - $31.1K
6.45K $1.4M
Apr 13, 2023 Q1 2023
Householder Group Estate & Retirement Specialist, LLC

BUY
 -
69
New
$23.8K - $30.7K
69 $14.9K
May 09, 2023 Q1 2023
Spc Financial, Inc.

BUY
 -
68
+ 10.33%
$23.4K - $30.2K
726 $157K
Apr 26, 2023 Q1 2023
Legend Financial Advisors, Inc.

Pittsburgh, PA
BUY
 -
67
+ 0.31%
$23.1K - $29.8K
21.8K $4.71M
May 15, 2023 Q1 2023
Avitas Wealth Management LLC

BUY
 -
66
+ 3.89%
$22.7K - $29.3K
1.76K $381K
Aug 30, 2023 Q1 2023
Western Wealth Management, LLC

BUY
 -
64
+ 6.44%
$22.1K - $28.5K
1.06K $229K
May 09, 2023 Q1 2023
Sittner & Nelson, LLC

Eugene, OR
BUY
 -
58
New
$20K - $25.8K
58 $12.6K
May 15, 2023 Q1 2023
Belpointe Asset Management LLC

BUY
 -
58
+ 7.89%
$20K - $25.8K
793 $172K
Apr 17, 2023 Q1 2023
Gps Wealth Strategies Group, LLC

BUY
 -
57
New
$19.6K - $25.3K
57 $12.3K
May 09, 2023 Q1 2023
Clear Investment Research, LLC

BUY
 -
51
+ 728.57%
$17.6K - $22.7K
58 $12.6K
Apr 21, 2023 Q1 2023
Bok Financial Private Wealth, Inc.

Denver, CO
BUY
 -
50
New
$17.2K - $22.2K
50 $10.8K
Sep 12, 2023 Q1 2023
Farther Finance Advisors, LLC

San Francisco, CA
BUY
 -
50
+ 384.62%
$17.2K - $22.2K
63 $13.6K
May 10, 2023 Q1 2023
Magnus Financial Group LLC

New York, NY
BUY
 -
49
+ 1.94%
$16.9K - $21.8K
2.57K $556K
Apr 28, 2023 Q1 2023
Soa Wealth Advisors, Llc.

BUY
 -
38
+ 5.58%
$13.1K - $16.9K
719 $156K
May 09, 2023 Q1 2023
Stelac Advisory Services LLC

New York, NY
BUY
 -
35
+ 7.04%
$12.1K - $15.6K
532 $115K
Apr 25, 2023 Q1 2023
Psi Advisors, LLC

BUY
 -
34
+ 2.52%
$11.7K - $15.1K
1.38K $299K
Apr 13, 2023 Q1 2023
Donaldson Capital Management, LLC

Evansville, IN
BUY
 -
31
+ 0.24%
$10.7K - $13.8K
12.7K $2.75M
Apr 28, 2023 Q1 2023
Advisor Net Financial, Inc

BUY
 -
27
+ 28.42%
$9.3K - $12K
122 $26.4K
Apr 28, 2023 Q1 2023
Herbst Group, LLC

Westport, CT
BUY
 -
26
+ 0.51%
$8.96K - $11.6K
5.1K $1.1M
May 11, 2023 Q1 2023
Colonial Trust CO / Sc

Spartanburg, SC
BUY
 -
26
+ 52.0%
$8.96K - $11.6K
76 $16.4K
May 11, 2023 Q1 2023
Salem Investment Counselors Inc

Winston Salem, NC
BUY
 -
25
+ 16.89%
$8.61K - $11.1K
173 $37.4K
Apr 14, 2023 Q1 2023
Washburn Capital Management, Inc.

BUY
 -
25
+ 1.46%
$8.61K - $11.1K
1.74K $375K
May 09, 2023 Q1 2023
Wade G W & Inc

Wellesley, MA
BUY
 -
25
+ 2.31%
$8.61K - $11.1K
1.11K $240K
May 15, 2023 Q1 2023
C2 C Wealth Management, LLC

BUY
 -
25
+ 4.25%
$8.61K - $11.1K
613 $133K
May 04, 2023 Q1 2023
New England Capital Financial Advisors LLC

Meriden, CT
BUY
 -
24
New
$8.27K - $10.7K
24 $5.19K
May 12, 2023 Q1 2023
Moloney Securities Asset Management, LLC

BUY
 -
23
+ 3.44%
$7.93K - $10.2K
692 $150K
Apr 25, 2023 Q1 2023
Geneos Wealth Management Inc.

BUY
 -
23
+ 1.03%
$7.93K - $10.2K
2.25K $486K
May 15, 2023 Q1 2023
Okabena Investment Services Inc

Minneapolis, MN
BUY
 -
21
New
$7.24K - $9.34K
21 $4.54K
May 04, 2023 Q1 2023
Joseph Group Capital Management

Columbus, OH
BUY
 -
20
New
$6.89K - $8.89K
20 $4.33K
Apr 21, 2023 Q1 2023
Capital Investment Advisory Services, LLC

BUY
 -
16
+ 1.01%
$5.51K - $7.11K
1.61K $348K
May 11, 2023 Q1 2023
Angeles Wealth Management, LLC

BUY
 -
15
+ 50.0%
$5.17K - $6.67K
45 $9.74K
May 08, 2023 Q1 2023
Wealth Plan Investment Management, LLC

Omaha, NE
BUY
 -
12
New
$4.14K - $5.34K
12 $2.6K
May 12, 2023 Q1 2023
Stonebridge Capital Advisors LLC

St Paul, MN
BUY
 -
11
New
$3.79K - $4.89K
11 $2.38K
Apr 28, 2023 Q1 2023
Wealthfront Advisers LLC

BUY
 -
10
+ 0.34%
$3.45K - $4.45K
2.95K $638K
May 11, 2023 Q1 2023
Financial Advisory Service, Inc.

BUY
 -
9
+ 1.94%
$3.1K - $4K
474 $103K
May 10, 2023 Q1 2023
Disciplined Investments, LLC

Tulsa, OK
BUY
 -
7
New
$2.41K - $3.11K
7 $1.51K
Aug 06, 2024 Q1 2023
Hantz Financial Services, Inc.

BUY
 -
7
New
$2.41K - $3.11K
7 $1.51K
May 02, 2023 Q1 2023
Venturi Wealth Management, LLC

Austin, TX
BUY
 -
6
New
$2.07K - $2.67K
6 $1.3K
May 15, 2023 Q1 2023
Strategic Investment Solutions, Inc. /Il

Orland Park, IL
BUY
 -
5
New
$1.72K - $2.22K
5 $1.08K
Apr 19, 2023 Q1 2023
Coston, Mc Isaac & Partners

Bar Harbor, ME
BUY
 -
5
New
$1.72K - $2.22K
5 $1.08K
Apr 20, 2023 Q1 2023
Pfg Advisors

BUY
 -
4
+ 0.09%
$1.38K - $1.78K
4.27K $924K
May 12, 2023 Q1 2023
Bollard Group LLC

Boston, MA
BUY
 -
4
+ 0.21%
$1.38K - $1.78K
1.89K $409K
May 04, 2023 Q1 2023
Ausdal Financial Partners, Inc.

Davenport, IA
BUY
 -
3
+ 0.09%
$1.03K - $1.33K
3.48K $753K
May 12, 2023 Q1 2023
Franklin Resources Inc

San Mateo, CA
BUY
 -
3
+ 0.2%
$1.03K - $1.33K
1.51K $327K
Apr 24, 2023 Q1 2023
Accredited Investors Inc.

BUY
 -
2
+ 0.22%
$689 - $889
903 $195K

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