Purchases and Sales Made in Q1 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2024. 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 14, 2024
Q1 2024
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
17.9K+ 190.03% |
$3.88M - $12.3M
|
27.3K
$5.88M
|
|
|
Apr 23, 2024
Q1 2024
|
Sterling Manor Financial, LLC
|
BUY
|
- |
17.3K+ 148.21% |
$3.74M - $11.9M
|
28.9K
$6.23M
|
|
|
May 01, 2024
Q1 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
16.9K+ 218.36% |
$3.67M - $11.7M
|
24.7K
$5.32M
|
|
|
May 15, 2024
Q1 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
16.8KNew |
$3.65M - $11.6M
|
16.8K
$3.63M
|
|
|
May 09, 2024
Q1 2024
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
16.6K+ 142.85% |
$3.61M - $11.5M
|
28.3K
$6.1M
|
|
|
Apr 19, 2024
Q1 2024
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16.5K+ 3157.39% |
$3.57M - $11.3M
|
17K
$3.66M
|
|
|
May 02, 2024
Q1 2024
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
16.3K+ 205.99% |
$3.54M - $11.3M
|
24.2K
$5.22M
|
|
|
Apr 12, 2024
Q1 2024
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
16.3KNew |
$3.54M - $11.3M
|
16.3K
$3.52M
|
|
|
Apr 25, 2024
Q1 2024
|
Grant
|
BUY
|
- |
16.1KNew |
$3.48M - $11.1M
|
16.1K
$3.46M
|
|
|
May 06, 2024
Q1 2024
|
Concentrum Wealth Management
|
BUY
|
- |
16K+ 206.2% |
$3.47M - $11M
|
23.7K
$5.12M
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.4KNew |
$3.34M - $10.6M
|
15.4K
$3.32M
|
|
|
Apr 11, 2024
Q1 2024
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
15.3K+ 202.21% |
$3.32M - $10.6M
|
22.9K
$4.93M
|
|
|
Apr 18, 2024
Q1 2024
|
Well Done, LLC
|
BUY
|
- |
15K+ 183.35% |
$3.25M - $10.4M
|
23.2K
$5M
|
|
|
May 09, 2024
Q1 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
15K+ 171.72% |
$3.24M - $10.3M
|
23.7K
$5.1M
|
|
|
May 13, 2024
Q1 2024
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
14.9K+ 183.24% |
$3.23M - $10.3M
|
23K
$4.97M
|
|
|
May 15, 2024
Q1 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
14.8K+ 150.98% |
$3.21M - $10.2M
|
24.6K
$5.31M
|
|
|
May 02, 2024
Q1 2024
|
Florin Court Capital LLP
|
BUY
|
- |
14.8K+ 166.29% |
$3.21M - $10.2M
|
23.7K
$5.11M
|
|
|
Jul 17, 2024
Q1 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
14.7K+ 182.63% |
$3.18M - $10.1M
|
22.7K
$4.89M
|
|
|
Apr 26, 2024
Q1 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
14.4K+ 185.99% |
$3.13M - $9.95M
|
22.2K
$4.78M
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
14.3KNew |
$3.09M - $9.84M
|
14.3K
$3.08M
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 1044.04% |
$2.92M - $9.3M
|
14.8K
$3.18M
|
|
|
Apr 22, 2024
Q1 2024
|
Bristlecone Advisors, LLC
|
BUY
|
- |
13.3K+ 232.32% |
$2.89M - $9.19M
|
19.1K
$4.11M
|
|
|
May 09, 2024
Q1 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
13.3K+ 198.82% |
$2.88M - $9.17M
|
20K
$4.3M
|
|
|
May 10, 2024
Q1 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
13K+ 255.02% |
$2.83M - $9M
|
18.2K
$3.91M
|
|
|
May 01, 2024
Q1 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
12.9K+ 472.4% |
$2.79M - $8.86M
|
15.6K
$3.36M
|
|
|
May 15, 2024
Q1 2024
|
Comerica Bank
|
BUY
|
- |
12.8K+ 204.01% |
$2.78M - $8.85M
|
19.1K
$4.12M
|
|
|
May 13, 2024
Q1 2024
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
12.7K+ 229.53% |
$2.76M - $8.78M
|
18.3K
$3.94M
|
|
|
May 14, 2024
Q1 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
12.4K+ 205.15% |
$2.7M - $8.58M
|
18.5K
$3.99M
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.4K+ 838.76% |
$2.68M - $8.52M
|
13.8K
$2.98M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
12.1K+ 358.74% |
$2.63M - $8.38M
|
15.5K
$3.35M
|
|
|
Apr 12, 2024
Q1 2024
|
Retirement Planning Group
|
BUY
|
- |
12.1KNew |
$2.62M - $8.32M
|
12.1K
$2.6M
|
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
11.6K+ 155.63% |
$2.52M - $8.02M
|
19.1K
$4.12M
|
|
|
May 15, 2024
Q1 2024
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
11.6K+ 182.24% |
$2.52M - $8.01M
|
18K
$3.88M
|
|
|
May 13, 2024
Q1 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
11.5K+ 227.41% |
$2.5M - $7.95M
|
16.6K
$3.57M
|
|
|
May 15, 2024
Q1 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
11.4K+ 220.01% |
$2.47M - $7.86M
|
16.6K
$3.57M
|
|
|
May 03, 2024
Q1 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
11.4KNew |
$2.47M - $7.85M
|
11.4K
$2.45M
|
|
|
Apr 29, 2024
Q1 2024
|
Harbor Advisory Corp
|
BUY
|
- |
11.3K+ 195.4% |
$2.46M - $7.82M
|
17.1K
$3.69M
|
|
|
May 16, 2024
Q1 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
11.3K+ 191.36% |
$2.45M - $7.79M
|
17.2K
$3.71M
|
|
|
May 15, 2024
Q1 2024
|
Mirabella Financial Services LLP
London, X0 |
BUY
|
- |
11.2KNew |
$2.43M - $7.72M
|
11.2K
$2.41M
|
|
|
May 15, 2024
Q1 2024
|
Vienna Asset Management LLC
Cupertino, CA |
BUY
|
- |
11.2KNew |
$2.42M - $7.71M
|
11.2K
$2.41M
|
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
BUY
|
- |
11.1K+ 671.18% |
$2.41M - $7.66M
|
12.8K
$2.75M
|
|
|
May 13, 2024
Q1 2024
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
10.6K+ 211.16% |
$2.3M - $7.32M
|
15.6K
$3.37M
|
|
|
Apr 22, 2024
Q1 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
10.6K+ 235.28% |
$2.3M - $7.3M
|
15.1K
$3.25M
|
|
|
May 15, 2024
Q1 2024
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
10.2KNew |
$2.22M - $7.05M
|
10.2K
$2.2M
|
|
|
May 15, 2024
Q1 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
BUY
|
- |
10K+ 63.97% |
$2.17M - $6.9M
|
25.7K
$5.53M
|
|
|
Apr 22, 2024
Q1 2024
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
9.8K+ 210.82% |
$2.12M - $6.76M
|
14.4K
$3.11M
|
|
|
Apr 10, 2024
Q1 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
9.76K+ 1612.56% |
$2.11M - $6.73M
|
10.4K
$2.23M
|
|
|
May 10, 2024
Q1 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
9.67K+ 163.79% |
$2.09M - $6.66M
|
15.6K
$3.35M
|
|
|
May 20, 2024
Q1 2024
|
Adams Wealth Management
|
BUY
|
- |
9.66K+ 98.82% |
$2.09M - $6.66M
|
19.4K
$4.19M
|
|
|
May 06, 2024
Q1 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
9.43KNew |
$2.04M - $6.5M
|
9.43K
$2.03M
|