Purchases and Sales Made in Q1 2025 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2025. 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 07, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
34.8K+ 18717.2% |
$6.55M - $8.21M
|
35K
$5.83M
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
33.9K+ 49.9% |
$6.38M - $8M
|
102K
$17M
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
25.2KNew |
$4.74M - $5.93M
|
25.2K
$4.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
BUY
|
- |
13.8KNew |
$2.6M - $3.26M
|
13.8K
$2.3M
|
|
|
Apr 17, 2025
Q1 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
10.8KNew |
$2.02M - $2.54M
|
10.8K
$1.79M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.99K+ 2.24% |
$1.32M - $1.65M
|
319K
$53.2M
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
5.91KNew |
$1.11M - $1.39M
|
5.91K
$985K
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.3K+ 152.21% |
$809K - $1.01M
|
7.13K
$1.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.78K+ 34.63% |
$711K - $891K
|
14.7K
$2.45M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.35K+ 85.35% |
$630K - $790K
|
7.28K
$1.21M
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.1K+ 412.93% |
$583K - $730K
|
3.85K
$641K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.88K+ 18.19% |
$542K - $679K
|
18.7K
$3.12M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.79KNew |
$525K - $658K
|
2.79K
$465K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.78KNew |
$522K - $655K
|
2.78K
$462K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.54K+ 31.7% |
$478K - $599K
|
10.5K
$1.76M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$475K - $595K
|
2.52K
$420K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.06KNew |
$388K - $486K
|
2.06K
$343K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.78K+ 7.65% |
$335K - $420K
|
25.1K
$4.17M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.6KNew |
$300K - $376K
|
1.6K
$266K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.52K+ 44.18% |
$286K - $359K
|
4.96K
$827K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3KNew |
$245K - $307K
|
1.3K
$217K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$236K - $296K
|
1.26K
$209K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 4.03% |
$219K - $274K
|
30K
$5M
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
900+ 41.67% |
$169K - $212K
|
3.06K
$510K
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
834+ 4.39% |
$157K - $197K
|
19.8K
$3.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
652+ 20.72% |
$123K - $154K
|
3.8K
$633K
|
|
|
Apr 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
645+ 126.47% |
$121K - $152K
|
1.16K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
301+ 3.23% |
$56.6K - $71K
|
9.63K
$1.6M
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
254New |
$47.8K - $59.9K
|
254
$42.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
239+ 8.97% |
$45K - $56.4K
|
2.9K
$484K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
222+ 23.87% |
$41.8K - $52.3K
|
1.15K
$192K
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
182+ 12.1% |
$34.2K - $42.9K
|
1.69K
$281K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
166+ 3.08% |
$31.2K - $39.1K
|
5.55K
$924K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
165+ 14.21% |
$31K - $38.9K
|
1.33K
$221K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
157New |
$29.5K - $37K
|
157
$26.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133+ 63.64% |
$25K - $31.4K
|
342
$57K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 9.1% |
$23.3K - $29.2K
|
1.49K
$248K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78+ 4.79% |
$14.7K - $18.4K
|
1.71K
$284K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
67+ 4.32% |
$12.6K - $15.8K
|
1.62K
$269K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
65+ 26.21% |
$12.2K - $15.3K
|
313
$52.1K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 2.11% |
$10.7K - $13.4K
|
2.76K
$460K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
51+ 2.58% |
$9.6K - $12K
|
2.03K
$338K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
36New |
$6.77K - $8.49K
|
36
$6K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 0.7% |
$4.89K - $6.13K
|
3.73K
$621K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.37% |
$4.33K - $5.42K
|
6.23K
$1.04M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 1.33% |
$4.14K - $5.19K
|
1.68K
$279K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 1.07% |
$3.76K - $4.72K
|
1.9K
$316K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19+ 0.16% |
$3.58K - $4.48K
|
11.7K
$1.96M
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
16+ 0.25% |
$3.01K - $3.77K
|
6.54K
$1.09M
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 2.02% |
$2.45K - $3.07K
|
658
$110K
|