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 03, 2024
Q1 2024
|
Capital Management Associates
New York, NY |
BUY
|
- |
2.55K+ 292.65% |
$553K - $1.76M
|
3.42K
$737K
|
|
|
May 13, 2024
Q1 2024
|
Nomura Asset Management CO LTD
Tokyo, M0 |
BUY
|
- |
2.54K+ 317.0% |
$550K - $1.75M
|
3.34K
$719K
|
|
|
May 03, 2024
Q1 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
2.53K+ 230.59% |
$547K - $1.74M
|
3.62K
$780K
|
|
|
Apr 16, 2024
Q1 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
2.51K+ 182.79% |
$543K - $1.73M
|
3.88K
$835K
|
|
|
May 15, 2024
Q1 2024
|
Goodman Advisory Group, LLC
|
BUY
|
- |
2.46KNew |
$533K - $1.7M
|
2.46K
$530K
|
|
|
Apr 15, 2024
Q1 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
2.45K+ 140.0% |
$531K - $1.69M
|
4.2K
$905K
|
|
|
Apr 11, 2024
Q1 2024
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
2.44K+ 193.12% |
$530K - $1.68M
|
3.71K
$799K
|
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
2.44K+ 165.04% |
$528K - $1.68M
|
3.91K
$843K
|
|
|
Apr 23, 2024
Q1 2024
|
Mc Adam, LLC
|
BUY
|
- |
2.44K+ 288.51% |
$528K - $1.68M
|
3.28K
$706K
|
|
|
May 07, 2024
Q1 2024
|
First Heartland Consultants, Inc.
|
BUY
|
- |
2.41K+ 239.42% |
$523K - $1.66M
|
3.42K
$736K
|
|
|
Apr 17, 2024
Q1 2024
|
Ironwood Financial, LLC
|
BUY
|
- |
2.41K+ 197.06% |
$522K - $1.66M
|
3.63K
$783K
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
2.39K+ 418.53% |
$519K - $1.65M
|
2.97K
$639K
|
|
|
May 03, 2024
Q1 2024
|
Davenport & CO LLC
|
BUY
|
- |
2.39K+ 193.43% |
$517K - $1.64M
|
3.62K
$779K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.36K+ 200.0% |
$511K - $1.62M
|
3.53K
$761K
|
|
|
May 15, 2024
Q1 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
2.36K+ 454.63% |
$510K - $1.62M
|
2.87K
$619K
|
|
|
Apr 18, 2024
Q1 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
2.33KNew |
$505K - $1.61M
|
2.33K
$502K
|
|
|
Apr 15, 2024
Q1 2024
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
2.3K+ 272.66% |
$499K - $1.59M
|
3.15K
$678K
|
|
|
Apr 19, 2024
Q1 2024
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
2.28K+ 122.03% |
$495K - $1.57M
|
4.15K
$895K
|
|
|
Apr 10, 2024
Q1 2024
|
Red Spruce Capital, LLC
|
BUY
|
- |
2.28KNew |
$494K - $1.57M
|
2.28K
$491K
|
|
|
May 14, 2024
Q1 2024
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
2.25K+ 157.29% |
$489K - $1.55M
|
3.69K
$794K
|
|
|
May 01, 2024
Q1 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2.25K+ 166.0% |
$487K - $1.55M
|
3.6K
$775K
|
|
|
May 10, 2024
Q1 2024
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
2.24K+ 184.69% |
$486K - $1.55M
|
3.46K
$745K
|
|
|
Apr 17, 2024
Q1 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
2.24K+ 207.79% |
$486K - $1.54M
|
3.32K
$715K
|
|
|
May 14, 2024
Q1 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
2.23K+ 164.45% |
$482K - $1.53M
|
3.58K
$771K
|
|
|
May 15, 2024
Q1 2024
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
2.22KNew |
$481K - $1.53M
|
2.22K
$478K
|
|
|
Apr 23, 2024
Q1 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
2.21K+ 144.1% |
$479K - $1.53M
|
3.75K
$807K
|
|
|
May 10, 2024
Q1 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
2.21K+ 455.99% |
$478K - $1.52M
|
2.69K
$580K
|
|
|
Apr 25, 2024
Q1 2024
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
2.19K+ 202.21% |
$475K - $1.51M
|
3.28K
$706K
|
|
|
May 08, 2024
Q1 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
2.18KNew |
$473K - $1.51M
|
2.18K
$471K
|
|
|
May 13, 2024
Q1 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
2.18KNew |
$471K - $1.5M
|
2.18K
$469K
|
|
|
May 10, 2024
Q1 2024
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
2.13K+ 380.68% |
$461K - $1.47M
|
2.69K
$579K
|
|
|
Apr 19, 2024
Q1 2024
|
Albion Financial Group
|
BUY
|
- |
2.13K+ 191.02% |
$461K - $1.47M
|
3.24K
$698K
|
|
|
May 15, 2024
Q1 2024
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
2.11KNew |
$458K - $1.46M
|
2.11K
$455K
|
|
|
May 06, 2024
Q1 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
2.05K+ 177.97% |
$445K - $1.42M
|
3.21K
$691K
|
|
|
Apr 16, 2024
Q1 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$442K - $1.41M
|
2.04K
$440K
|
|
|
May 03, 2024
Q1 2024
|
Savant Capital, LLC
|
BUY
|
- |
2.04K+ 189.3% |
$441K - $1.4M
|
3.11K
$670K
|
|
|
May 08, 2024
Q1 2024
|
Mai Capital Management
|
BUY
|
- |
2.03K+ 200.1% |
$441K - $1.4M
|
3.05K
$657K
|
|
|
Apr 11, 2024
Q1 2024
|
Rda Financial Network
|
BUY
|
- |
1.99K+ 200.0% |
$432K - $1.38M
|
2.99K
$644K
|
|
|
Apr 11, 2024
Q1 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
1.98K+ 200.3% |
$428K - $1.36M
|
2.96K
$638K
|
|
|
May 15, 2024
Q1 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
1.97K+ 209.56% |
$427K - $1.36M
|
2.91K
$628K
|
|
|
May 02, 2024
Q1 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.96K+ 196.59% |
$425K - $1.35M
|
2.96K
$637K
|
|
|
May 06, 2024
Q1 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.94K+ 138.37% |
$421K - $1.34M
|
3.34K
$720K
|
|
|
Apr 15, 2024
Q1 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
1.89K+ 206.67% |
$410K - $1.3M
|
2.81K
$605K
|
|
|
Apr 15, 2024
Q1 2024
|
Cx Institutional
|
BUY
|
- |
1.88K+ 20922.22% |
$408K - $1.3M
|
1.89K
$408K
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.87KNew |
$406K - $1.29M
|
1.87K
$404K
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.84K+ 197.11% |
$399K - $1.27M
|
2.78K
$599K
|
|
|
Apr 24, 2024
Q1 2024
|
Brown Advisory Inc
|
BUY
|
- |
1.83K+ 304.66% |
$397K - $1.26M
|
2.43K
$524K
|
|
|
May 08, 2024
Q1 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
1.82K+ 200.0% |
$395K - $1.26M
|
2.74K
$589K
|
|
|
Apr 16, 2024
Q1 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
1.82K+ 223.56% |
$395K - $1.26M
|
2.64K
$568K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
1.78KNew |
$386K - $1.23M
|
1.78K
$383K
|