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 09, 2023
Q1 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-99- 13.34% |
$34.1K - $44K
|
643
$139K
|
|
|
Apr 19, 2023
Q1 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-101- 8.72% |
$34.8K - $44.9K
|
1.06K
$229K
|
|
|
Apr 06, 2023
Q1 2023
|
Teamwork Financial Advisors, LLC
|
SELL
|
- |
-116- 3.56% |
$40K - $51.6K
|
3.14K
$680K
|
|
|
May 17, 2023
Q1 2023
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-119- 5.85% |
$41K - $52.9K
|
1.91K
$414K
|
|
|
Apr 13, 2023
Q1 2023
|
Apeiron Ria LLC
|
SELL
|
- |
-124- 3.9% |
$42.7K - $55.1K
|
3.06K
$661K
|
|
|
Apr 19, 2023
Q1 2023
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-130- 2.5% |
$44.8K - $57.8K
|
5.07K
$1.1M
|
|
|
Apr 24, 2024
Q1 2023
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-130- 0.33% |
$44.8K - $57.8K
|
39.4K
$8.53M
|
|
|
May 15, 2023
Q1 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-133- 8.14% |
$45.8K - $59.1K
|
1.5K
$325K
|
|
|
Apr 19, 2023
Q1 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-133- 21.8% |
$45.8K - $59.1K
|
477
$103K
|
|
|
May 05, 2023
Q1 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-144- 3.4% |
$49.6K - $64K
|
4.09K
$885K
|
|
|
May 02, 2023
Q1 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-152- 7.71% |
$52.4K - $67.6K
|
1.82K
$394K
|
|
|
May 10, 2023
Q1 2023
|
Huntington National Bank
Columbus, OH |
SELL
|
- |
-159- 98.76% |
$54.8K - $70.7K
|
2
$433
|
|
|
Apr 20, 2023
Q1 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-165- 24.16% |
$56.9K - $73.4K
|
518
$112K
|
|
|
May 01, 2023
Q1 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
SELL
|
- |
-167- 9.46% |
$57.5K - $74.3K
|
1.6K
$346K
|
|
|
May 17, 2023
Q1 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-177- 5.54% |
$61K - $78.7K
|
3.02K
$653K
|
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-179- 3.98% |
$61.7K - $79.6K
|
4.32K
$934K
|
|
|
May 15, 2023
Q1 2023
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-182- 28.66% |
$62.7K - $80.9K
|
453
$98K
|
|
|
May 11, 2023
Q1 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-183- 15.26% |
$63.1K - $81.4K
|
1.02K
$220K
|
|
|
May 12, 2023
Q1 2023
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-184- 1.27% |
$63.4K - $81.8K
|
14.3K
$3.1M
|
|
|
Apr 20, 2023
Q1 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-188- 22.09% |
$64.8K - $83.6K
|
663
$143K
|
|
|
Apr 17, 2023
Q1 2023
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-190- 12.22% |
$65.5K - $84.5K
|
1.37K
$295K
|
|
|
May 15, 2023
Q1 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-195- 5.98% |
$67.2K - $86.7K
|
3.07K
$664K
|
|
|
May 09, 2023
Q1 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-199- 4.45% |
$68.6K - $88.5K
|
4.27K
$924K
|
|
|
May 01, 2023
Q1 2023
|
Lincoln National Corp
|
SELL
|
- |
-211- 15.79% |
$72.7K - $93.8K
|
1.13K
$243K
|
|
|
Dec 13, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-216- 11.01% |
$74.4K - $96K
|
1.75K
$378K
|
|
|
May 12, 2023
Q1 2023
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-216- 11.01% |
$74.4K - $96K
|
1.75K
$378K
|
|
|
Apr 25, 2023
Q1 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-225- 90.36% |
$77.5K - $100K
|
24
$5.19K
|
|
|
May 05, 2023
Q1 2023
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-225- 13.38% |
$77.5K - $100K
|
1.46K
$315K
|
|
|
Sep 12, 2023
Q1 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-227- 8.47% |
$78.2K - $101K
|
2.45K
$531K
|
|
|
May 03, 2023
Q1 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-234- 12.81% |
$80.6K - $104K
|
1.59K
$345K
|
|
|
May 12, 2023
Q1 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-245- 26.23% |
$84.4K - $109K
|
689
$149K
|
|
|
May 15, 2023
Q1 2023
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-246- 28.37% |
$84.8K - $109K
|
621
$134K
|
|
|
Apr 11, 2023
Q1 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-263- 21.81% |
$90.6K - $117K
|
943
$204K
|
|
|
Apr 18, 2023
Q1 2023
|
Allworth Financial LP
|
SELL
|
- |
-270- 7.85% |
$93K - $120K
|
3.17K
$686K
|
|
|
Apr 20, 2023
Q1 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-272- 2.35% |
$93.7K - $121K
|
11.3K
$2.45M
|
|
|
May 17, 2023
Q1 2023
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-277- 1.57% |
$95.5K - $123K
|
17.3K
$3.75M
|
|
|
May 11, 2023
Q1 2023
|
X Square Capital, LLC
|
SELL
|
- |
-279- 25.34% |
$96.1K - $124K
|
822
$178K
|
|
|
May 08, 2023
Q1 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-284- 8.63% |
$97.9K - $126K
|
3.01K
$651K
|
|
|
Apr 28, 2023
Q1 2023
|
Cwm, LLC
|
SELL
|
- |
-290- 25.35% |
$99.9K - $129K
|
854
$185K
|
|
|
May 15, 2023
Q1 2023
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-295- 1.05% |
$102K - $131K
|
27.8K
$6.02M
|
|
|
May 09, 2023
Q1 2023
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-305- 2.31% |
$105K - $136K
|
12.9K
$2.8M
|
|
|
May 05, 2023
Q1 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-314- 8.54% |
$108K - $140K
|
3.36K
$728K
|
|
|
May 03, 2023
Q1 2023
|
Adams Wealth Management
|
SELL
|
- |
-315- 3.14% |
$109K - $140K
|
9.72K
$2.1M
|
|
|
May 09, 2023
Q1 2023
|
Us Bancorp \De\
|
SELL
|
- |
-316- 8.22% |
$109K - $141K
|
3.53K
$763K
|
|
|
May 11, 2023
Q1 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-316- 31.79% |
$109K - $141K
|
678
$147K
|
|
|
May 11, 2023
Q1 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-320- 33.13% |
$110K - $142K
|
646
$140K
|
|
|
May 15, 2023
Q1 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-320- 54.79% |
$110K - $142K
|
264
$57.1K
|
|
|
May 08, 2023
Q1 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-367- 17.12% |
$126K - $163K
|
1.78K
$385K
|
|
|
Jan 02, 2024
Q1 2023
|
Anchor Investment Management, LLC
Columbia, SC |
SELL
|
- |
-369- 12.62% |
$127K - $164K
|
2.56K
$553K
|
|
|
May 12, 2023
Q1 2023
|
Twin Focus Capital Partners, LLC
Boston, MA |
SELL
|
- |
-375- 21.25% |
$129K - $167K
|
1.39K
$301K
|