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 14, 2025
Q1 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
5.8K+ 159.31% |
$1.09M - $1.37M
|
9.44K
$2.02M
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.3K+ 30.9% |
$998K - $1.25M
|
22.5K
$4.8M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.19K+ 149.94% |
$977K - $1.22M
|
8.66K
$1.85M
|
|
|
May 14, 2025
Q1 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
5.13K+ 10.26% |
$966K - $1.21M
|
55.1K
$11.8M
|
|
|
May 14, 2025
Q1 2025
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
5.11K+ 1.83% |
$961K - $1.2M
|
284K
$60.7M
|
|
|
Apr 23, 2025
Q1 2025
|
Family Legacy, Inc.
|
BUY
|
- |
5.1K+ 40.35% |
$960K - $1.2M
|
17.8K
$3.79M
|
|
|
May 13, 2025
Q1 2025
|
Hite Hedge Asset Management LLC
Quincy, MA |
BUY
|
- |
5.01KNew |
$943K - $1.18M
|
5.01K
$1.07M
|
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.7K+ 401.37% |
$885K - $1.11M
|
5.88K
$1.26M
|
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.52K+ 56.23% |
$851K - $1.07M
|
12.6K
$2.68M
|
|
|
May 14, 2025
Q1 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
4.36KNew |
$820K - $1.03M
|
4.36K
$931K
|
|
|
May 13, 2025
Q1 2025
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
4.34K+ 28.16% |
$816K - $1.02M
|
19.7K
$4.22M
|
|
|
Apr 08, 2025
Q1 2025
|
Avondale Wealth Management
|
BUY
|
- |
4.3K+ 152.21% |
$809K - $1.01M
|
7.13K
$1.52M
|
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 56.25% |
$780K - $978K
|
11.5K
$2.46M
|
|
|
Apr 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.14K+ 199.57% |
$780K - $977K
|
6.22K
$1.33M
|
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.13KNew |
$776K - $973K
|
4.13K
$881K
|
|
|
May 15, 2025
Q1 2025
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.81K+ 23.68% |
$716K - $898K
|
19.9K
$4.25M
|
|
|
May 15, 2025
Q1 2025
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
3.78K+ 26.92% |
$711K - $891K
|
17.8K
$3.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.78K+ 34.63% |
$711K - $891K
|
14.7K
$3.14M
|
|
|
May 14, 2025
Q1 2025
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
3.51K+ 72.28% |
$660K - $828K
|
8.37K
$1.79M
|
|
|
May 13, 2025
Q1 2025
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
3.48K+ 24.57% |
$655K - $821K
|
17.7K
$3.77M
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.39K+ 54.98% |
$637K - $798K
|
9.54K
$2.04M
|
|
|
Apr 11, 2025
Q1 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
3.35K+ 85.35% |
$630K - $790K
|
7.28K
$1.55M
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 31.63% |
$612K - $766K
|
13.5K
$2.89M
|
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.18K+ 7.76% |
$598K - $749K
|
44.1K
$9.43M
|
|
|
Apr 21, 2025
Q1 2025
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
3.15K+ 950.15% |
$592K - $742K
|
3.48K
$743K
|
|
|
Apr 16, 2025
Q1 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
3.1K+ 412.93% |
$583K - $730K
|
3.85K
$822K
|
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$579K - $725K
|
3.08K
$657K
|
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.89K+ 211.58% |
$543K - $681K
|
4.25K
$908K
|
|
|
Apr 14, 2025
Q1 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.88K+ 18.19% |
$542K - $679K
|
18.7K
$4M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.88K+ 29.05% |
$541K - $678K
|
12.8K
$2.73M
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.79KNew |
$525K - $658K
|
2.79K
$596K
|
|
|
Apr 10, 2025
Q1 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
2.78KNew |
$522K - $655K
|
2.78K
$593K
|
|
|
May 15, 2025
Q1 2025
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
2.73K+ 381.93% |
$513K - $643K
|
3.44K
$735K
|
|
|
Apr 14, 2025
Q1 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.54K+ 31.7% |
$478K - $599K
|
10.5K
$2.25M
|
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$475K - $595K
|
2.52K
$539K
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.42K+ 153.68% |
$455K - $570K
|
3.99K
$853K
|
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$451K - $565K
|
2.4K
$512K
|
|
|
May 06, 2025
Q1 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
2.37K+ 5.76% |
$446K - $559K
|
43.5K
$9.29M
|
|
|
May 15, 2025
Q1 2025
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
2.26K+ 21.81% |
$425K - $532K
|
12.6K
$2.69M
|
|
|
May 15, 2025
Q1 2025
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
2.12K+ 10.71% |
$399K - $500K
|
21.9K
$4.68M
|
|
|
May 14, 2025
Q1 2025
|
Summit Financial, LLC
Parsippany, NJ |
BUY
|
- |
2.08KNew |
$390K - $489K
|
2.08K
$443K
|
|
|
May 13, 2025
Q1 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
2.07K+ 18.53% |
$390K - $489K
|
13.3K
$2.83M
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.06KNew |
$388K - $486K
|
2.06K
$440K
|
|
|
May 14, 2025
Q1 2025
|
Cibc World Market Inc.
Toronto, A6 |
BUY
|
- |
2.01K+ 6.73% |
$377K - $473K
|
31.8K
$6.79M
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.98KNew |
$372K - $466K
|
1.98K
$422K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.95KNew |
$368K - $461K
|
1.95K
$417K
|
|
|
May 15, 2025
Q1 2025
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
1.9KNew |
$358K - $448K
|
1.9K
$406K
|
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.88K+ 8.12% |
$354K - $444K
|
25.1K
$5.35M
|
|
|
May 15, 2025
Q1 2025
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.79K+ 105.99% |
$336K - $421K
|
3.47K
$742K
|
|
|
Apr 15, 2025
Q1 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.78K+ 7.65% |
$335K - $420K
|
25.1K
$5.35M
|