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 |
---|---|---|---|---|---|---|---|
May 15, 2025
Q1 2025
|
Atom Investors LP
Austin, TX |
SELL
|
- |
-2.01K- 47.6% |
$377K - $473K
|
2.21K
$471K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 20.19% |
$379K - $475K
|
7.97K
$1.7M
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.03K- 5.32% |
$382K - $479K
|
36.1K
$7.72M
|
|
May 21, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-2.1K- 27.45% |
$394K - $494K
|
5.54K
$1.18M
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 7.25% |
$403K - $506K
|
27.4K
$5.86M
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.16K- 32.68% |
$406K - $509K
|
4.45K
$950K
|
|
May 12, 2025
Q1 2025
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-2.19K- 19.87% |
$412K - $516K
|
8.82K
$1.88M
|
|
May 15, 2025
Q1 2025
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-2.2K- 5.75% |
$413K - $518K
|
36K
$7.7M
|
|
May 06, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
SELL
|
- |
-2.24K- 13.62% |
$421K - $527K
|
14.2K
$3.03M
|
|
May 15, 2025
Q1 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
SELL
|
- |
-2.24K- 98.16% |
$421K - $528K
|
42
$8.97K
|
|
May 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.28K- 19.18% |
$428K - $536K
|
9.59K
$2.05M
|
|
May 15, 2025
Q1 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-2.44K- 14.7% |
$459K - $576K
|
14.2K
$3.02M
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.55K- 63.58% |
$480K - $602K
|
1.46K
$312K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.58K- 31.26% |
$486K - $609K
|
5.68K
$1.21M
|
|
May 15, 2025
Q1 2025
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-2.59K- 37.78% |
$487K - $610K
|
4.26K
$910K
|
|
May 13, 2025
Q1 2025
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.67K- 21.19% |
$503K - $630K
|
9.94K
$2.12M
|
|
May 21, 2025
Q1 2025
|
Mc Adam, LLC
|
SELL
|
- |
-2.73K- 46.65% |
$513K - $643K
|
3.12K
$666K
|
|
May 13, 2025
Q1 2025
|
Stifel Financial Corp
St. Louis, MO |
SELL
|
- |
-2.79K- 3.74% |
$525K - $658K
|
71.8K
$15.3M
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.85K- 43.92% |
$536K - $672K
|
3.64K
$778K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.88K- 18.44% |
$542K - $680K
|
12.8K
$2.72M
|
|
May 12, 2025
Q1 2025
|
Savvy Advisors, Inc.
New York, NY |
SELL
|
- |
-2.89K- 67.92% |
$545K - $682K
|
1.37K
$292K
|
|
May 14, 2025
Q1 2025
|
Comerica Bank
|
SELL
|
- |
-2.9K- 14.99% |
$546K - $685K
|
16.5K
$3.52M
|
|
May 15, 2025
Q1 2025
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-2.91K- 29.77% |
$548K - $687K
|
6.87K
$1.47M
|
|
May 14, 2025
Q1 2025
|
Mml Investors Services, LLC
Springfield, MA |
SELL
|
- |
-2.93K- 3.05% |
$552K - $691K
|
93.1K
$19.9M
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.94K- 41.91% |
$553K - $694K
|
4.08K
$871K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.01K- 5.34% |
$566K - $709K
|
53.3K
$11.4M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.36K- 30.65% |
$632K - $792K
|
7.6K
$1.62M
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.41K- 10.74% |
$642K - $805K
|
28.4K
$6.06M
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.44K- 42.72% |
$647K - $811K
|
4.61K
$986K
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-3.87K- 51.81% |
$727K - $912K
|
3.6K
$768K
|
|
May 09, 2025
Q1 2025
|
Commonwealth Equity Services, LLC
|
SELL
|
- |
-3.97K- 1.69% |
$746K - $935K
|
231K
$49.3M
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.04K- 8.1% |
$759K - $951K
|
45.8K
$9.78M
|
|
May 07, 2025
Q1 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-4.97K- 39.43% |
$935K - $1.17M
|
7.64K
$1.63M
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.05K- 69.41% |
$951K - $1.19M
|
2.23K
$476K
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-5.06K- 24.1% |
$953K - $1.19M
|
15.9K
$3.41M
|
|
May 14, 2025
Q1 2025
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-5.36K- 12.17% |
$1.01M - $1.26M
|
38.6K
$8.25M
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.76K- 20.51% |
$1.08M - $1.36M
|
22.3K
$4.77M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5.84K- 61.95% |
$1.1M - $1.38M
|
3.59K
$766K
|
|
May 16, 2025
Q1 2025
|
Prostatis Group LLC
Hanover, MD |
SELL
|
- |
-6.03K- 54.71% |
$1.13M - $1.42M
|
4.99K
$1.07M
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.11K- 42.45% |
$1.15M - $1.44M
|
8.29K
$1.77M
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-6.15K- 26.7% |
$1.16M - $1.45M
|
16.9K
$3.61M
|
|
May 15, 2025
Q1 2025
|
Mariner, LLC
Overland Park, KS |
SELL
|
- |
-6.24K- 9.98% |
$1.17M - $1.47M
|
56.3K
$12M
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.3K- 52.85% |
$1.19M - $1.49M
|
5.62K
$1.2M
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.89K- 13.3% |
$1.3M - $1.62M
|
44.9K
$9.59M
|
|
May 15, 2025
Q1 2025
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-7.19K- 63.05% |
$1.35M - $1.7M
|
4.21K
$900K
|
|
May 15, 2025
Q1 2025
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-7.43K- 24.3% |
$1.4M - $1.75M
|
23.1K
$4.94M
|
|
May 12, 2025
Q1 2025
|
National Bank Of Canada
|
SELL
|
- |
-7.51K- 15.19% |
$1.41M - $1.77M
|
42K
$8.96M
|
|
May 14, 2025
Q1 2025
|
Northwestern Mutual Wealth Management CO
|
SELL
|
- |
-8.06K- 3.9% |
$1.52M - $1.9M
|
198K
$42.4M
|
|
May 15, 2025
Q1 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-8.23K- 88.02% |
$1.55M - $1.94M
|
1.12K
$239K
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-9.35K- 39.05% |
$1.76M - $2.2M
|
14.6K
$3.12M
|