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 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-790- 3.0% |
$149K - $186K
|
25.5K
$5.46M
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-792- 21.78% |
$149K - $187K
|
2.85K
$608K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-854- 0.9% |
$161K - $201K
|
94.1K
$20.1M
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 10.97% |
$162K - $203K
|
7K
$1.5M
|
|
|
May 15, 2025
Q1 2025
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-871- 0.79% |
$164K - $205K
|
109K
$23.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-874- 7.32% |
$164K - $206K
|
11.1K
$2.36M
|
|
|
May 15, 2025
Q1 2025
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-878- 31.72% |
$165K - $207K
|
1.89K
$404K
|
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-882- 19.34% |
$166K - $208K
|
3.68K
$786K
|
|
|
May 29, 2025
Q1 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-938- 15.97% |
$177K - $221K
|
4.94K
$1.05M
|
|
|
May 14, 2025
Q1 2025
|
Cibc Private Wealth Group, LLC
|
SELL
|
- |
-941- 61.14% |
$177K - $222K
|
598
$128K
|
|
|
May 14, 2025
Q1 2025
|
Brown Brothers Harriman & CO
New York, NY |
SELL
|
- |
-951- 85.91% |
$179K - $224K
|
156
$33.3K
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-975- 14.69% |
$183K - $230K
|
5.66K
$1.21M
|
|
|
May 12, 2025
Q1 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-1.01K- 10.1% |
$190K - $238K
|
8.99K
$1.92M
|
|
|
May 14, 2025
Q1 2025
|
Natixis
Paris, I0 |
SELL
|
- |
-1.03K- 28.85% |
$194K - $243K
|
2.54K
$543K
|
|
|
May 15, 2025
Q1 2025
|
Aprio Wealth Management, LLC
|
SELL
|
- |
-1.04K- 4.95% |
$195K - $244K
|
19.9K
$4.24M
|
|
|
May 15, 2025
Q1 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.04K- 4.97% |
$196K - $246K
|
19.9K
$4.26M
|
|
|
Apr 21, 2025
Q1 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-1.13K- 14.01% |
$212K - $266K
|
6.91K
$1.48M
|
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.13K- 11.63% |
$213K - $267K
|
8.6K
$1.84M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 8.37% |
$217K - $272K
|
12.6K
$2.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.16K- 4.53% |
$218K - $273K
|
24.4K
$5.21M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.18K- 49.87% |
$222K - $279K
|
1.19K
$254K
|
|
|
May 12, 2025
Q1 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.19K- 3.62% |
$223K - $280K
|
31.6K
$6.75M
|
|
|
May 13, 2025
Q1 2025
|
Allie Family Office LLC
|
SELL
|
- |
-1.19K- 47.09% |
$224K - $281K
|
1.34K
$286K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 18.31% |
$225K - $282K
|
5.34K
$1.14M
|
|
|
May 09, 2025
Q1 2025
|
Washington Growth Strategies LLC
Washington, DC |
SELL
|
- |
-1.21K- 86.5% |
$227K - $284K
|
188
$40.2K
|
|
|
Apr 24, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
SELL
|
- |
-1.23K- 50.0% |
$231K - $289K
|
1.23K
$262K
|
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.26K- 20.25% |
$236K - $296K
|
4.95K
$1.06M
|
|
|
May 13, 2025
Q1 2025
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-1.26K- 6.26% |
$237K - $296K
|
18.8K
$4.02M
|
|
|
May 14, 2025
Q1 2025
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
SELL
|
- |
-1.29K- 8.18% |
$243K - $305K
|
14.5K
$3.1M
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.37K- 8.53% |
$257K - $322K
|
14.7K
$3.13M
|
|
|
May 15, 2025
Q1 2025
|
Main Management LLC
San Francisco, CA |
SELL
|
- |
-1.39K- 19.9% |
$261K - $327K
|
5.59K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Cache Tech Inc.
Logan, UT |
SELL
|
- |
-1.43K- 5.66% |
$269K - $337K
|
23.8K
$5.08M
|
|
|
May 13, 2025
Q1 2025
|
Adams Wealth Management
|
SELL
|
- |
-1.43K- 5.66% |
$269K - $337K
|
23.8K
$5.08M
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.46K- 10.98% |
$275K - $344K
|
11.8K
$2.53M
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.56K- 5.59% |
$294K - $368K
|
26.4K
$5.64M
|
|
|
May 14, 2025
Q1 2025
|
Congress Wealth Management LLC
Boston, MA |
SELL
|
- |
-1.57K- 51.62% |
$295K - $369K
|
1.47K
$314K
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.6K- 39.06% |
$301K - $377K
|
2.5K
$533K
|
|
|
May 14, 2025
Q1 2025
|
Centaurus Financial, Inc.
|
SELL
|
- |
-1.6K- 74.91% |
$301K - $377K
|
536
$115K
|
|
|
May 15, 2025
Q1 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.61K- 3.6% |
$302K - $379K
|
43.1K
$9.2M
|
|
|
May 09, 2025
Q1 2025
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.62K- 11.16% |
$304K - $382K
|
12.9K
$2.75M
|
|
|
May 15, 2025
Q1 2025
|
Bayesian Capital Management, LP
Brooklyn, NY |
SELL
|
- |
-1.64K- 28.56% |
$308K - $386K
|
4.1K
$876K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.66K- 20.47% |
$313K - $392K
|
6.46K
$1.38M
|
|
|
May 13, 2025
Q1 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-1.67K- 47.41% |
$315K - $395K
|
1.86K
$397K
|
|
|
May 15, 2025
Q1 2025
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-1.68K- 32.77% |
$316K - $396K
|
3.45K
$736K
|
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 36.99% |
$318K - $398K
|
2.88K
$614K
|
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.77K- 41.78% |
$333K - $417K
|
2.47K
$527K
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.88K- 51.28% |
$353K - $442K
|
1.78K
$381K
|
|
|
May 15, 2025
Q1 2025
|
Kkm Financial LLC
Chicago, IL |
SELL
|
- |
-1.94K- 9.8% |
$365K - $457K
|
17.9K
$3.81M
|
|
|
May 09, 2025
Q1 2025
|
Barings LLC
|
SELL
|
- |
-1.94K- 24.36% |
$365K - $458K
|
6.03K
$1.29M
|
|
|
May 14, 2025
Q1 2025
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-1.99K- 17.16% |
$374K - $469K
|
9.6K
$2.05M
|