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 11, 2025
Q1 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
10+ 0.66% |
$1.88K - $2.36K
|
1.54K
$256K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 5.66% |
$1.13K - $1.41K
|
112
$18.7K
|
|
|
Apr 17, 2025
Q1 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
5+ 41.67% |
$941 - $1.18K
|
17
$2.83K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$833
|
|
|
Apr 14, 2025
Q1 2025
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$376 - $472
|
2.18K
$363K
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.12% |
$376 - $472
|
1.64K
$274K
|
|
|
Apr 14, 2025
Q1 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-1- -0.0% |
$188 - $236
|
29.3K
$4.88M
|
|
|
Apr 17, 2025
Q1 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-7- 0.56% |
$1.32K - $1.65K
|
1.24K
$207K
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8- 0.59% |
$1.51K - $1.89K
|
1.36K
$226K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 0.29% |
$1.88K - $2.36K
|
3.49K
$582K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15- 1.26% |
$2.82K - $3.54K
|
1.18K
$196K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-60- 2.04% |
$11.3K - $14.1K
|
2.88K
$480K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 15.02% |
$13.2K - $16.5K
|
396
$66K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-80- 4.94% |
$15.1K - $18.9K
|
1.54K
$256K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100- 3.55% |
$18.8K - $23.6K
|
2.72K
$453K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-200- 13.62% |
$37.6K - $47.2K
|
1.27K
$211K
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-227- 38.47% |
$42.7K - $53.5K
|
363
$60.5K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-238- 2.71% |
$44.8K - $56.1K
|
8.56K
$1.43M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-246- 17.36% |
$46.3K - $58K
|
1.17K
$195K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 99.01% |
$56.5K - $70.7K
|
3
$500
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-326- 8.83% |
$61.3K - $76.9K
|
3.36K
$560K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-336- 4.49% |
$63.2K - $79.2K
|
7.14K
$1.19M
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-371- 1.39% |
$69.8K - $87.5K
|
26.3K
$4.38M
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-426- 16.26% |
$80.2K - $100K
|
2.19K
$365K
|
|
|
Apr 11, 2025
Q1 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-792- 21.78% |
$149K - $187K
|
2.85K
$474K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 10.97% |
$162K - $203K
|
7K
$1.17M
|
|
|
Apr 14, 2025
Q1 2025
|
City Holding CO
|
SELL
|
- |
-975- 14.69% |
$183K - $230K
|
5.66K
$943K
|
|
|
Apr 16, 2025
Q1 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-1.16K- 4.53% |
$218K - $273K
|
24.4K
$4.06M
|
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.18K- 49.87% |
$222K - $279K
|
1.19K
$198K
|
|
|
Apr 11, 2025
Q1 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-1.46K- 10.98% |
$275K - $344K
|
11.8K
$1.97M
|
|
|
Apr 11, 2025
Q1 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-1.6K- 39.06% |
$301K - $377K
|
2.5K
$416K
|
|
|
Apr 01, 2025
Q1 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-1.66K- 20.47% |
$313K - $392K
|
6.46K
$1.08M
|
|
|
Apr 08, 2025
Q1 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-1.88K- 51.28% |
$353K - $442K
|
1.78K
$297K
|
|
|
Apr 16, 2025
Q1 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.14K- 7.25% |
$403K - $506K
|
27.4K
$4.57M
|
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.58K- 31.26% |
$486K - $609K
|
5.68K
$946K
|
|
|
Apr 14, 2025
Q1 2025
|
Trust CO Of Oklahoma
|
SELL
|
- |
-2.85K- 43.92% |
$536K - $672K
|
3.64K
$606K
|
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.36K- 30.65% |
$632K - $792K
|
7.6K
$1.26M
|
|
|
Apr 09, 2025
Q1 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-3.41K- 10.74% |
$642K - $805K
|
28.4K
$4.72M
|
|
|
Apr 11, 2025
Q1 2025
|
First National Corp
|
SELL
|
- |
-6.15K- 26.7% |
$1.16M - $1.45M
|
16.9K
$2.81M
|
|
|
Apr 14, 2025
Q1 2025
|
Toth Financial Advisory Corp
|
SELL
|
- |
-14.5K- 33.08% |
$2.73M - $3.42M
|
29.3K
$4.88M
|
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.1K- 60.25% |
$4.15M - $5.2M
|
14.6K
$2.42M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-24.7K- 18.27% |
$4.65M - $5.83M
|
111K
$18.4M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-34.8K- 99.47% |
$6.55M - $8.21M
|
186
$31K
|
|
|
Apr 11, 2025
Q1 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-139K- 99.1% |
$26.1M - $32.7M
|
1.26K
$210K
|