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 19, 2025
Q1 2025
|
Advisory Alpha, LLC
|
BUY
|
- |
1.76K+ 98.54% |
$330K - $414K
|
3.54K
$756K
|
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.73KNew |
$325K - $407K
|
1.73K
$368K
|
|
|
May 15, 2025
Q1 2025
|
Advisory Services Network, LLC
|
BUY
|
- |
1.7K+ 3.58% |
$319K - $400K
|
49K
$10.5M
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.67K+ 18.82% |
$315K - $394K
|
10.6K
$2.25M
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.6KNew |
$300K - $376K
|
1.6K
$341K
|
|
|
May 15, 2025
Q1 2025
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.59K+ 1.59% |
$299K - $375K
|
101K
$21.7M
|
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
1.57KNew |
$295K - $370K
|
1.57K
$335K
|
|
|
May 14, 2025
Q1 2025
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
1.57KNew |
$295K - $370K
|
1.57K
$335K
|
|
|
May 07, 2025
Q1 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
1.56KNew |
$294K - $369K
|
1.56K
$334K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.55KNew |
$291K - $365K
|
1.55K
$331K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.52K+ 44.18% |
$286K - $359K
|
4.96K
$1.06M
|
|
|
May 14, 2025
Q1 2025
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.5K+ 74900.0% |
$282K - $353K
|
1.5K
$320K
|
|
|
Apr 24, 2025
Q1 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.49K+ 70.45% |
$280K - $351K
|
3.6K
$769K
|
|
|
May 12, 2025
Q1 2025
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
1.46K+ 0.97% |
$275K - $345K
|
152K
$32.4M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 5.83% |
$272K - $340K
|
26.2K
$5.59M
|
|
|
May 15, 2025
Q1 2025
|
Shelton Capital Management
Denver, CO |
BUY
|
- |
1.34KNew |
$251K - $315K
|
1.34K
$285K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.33K+ 5.49% |
$249K - $312K
|
25.5K
$5.44M
|
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.32KNew |
$247K - $310K
|
1.32K
$281K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3KNew |
$245K - $307K
|
1.3K
$278K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$236K - $296K
|
1.26K
$268K
|
|
|
Apr 17, 2025
Q1 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
1.16K+ 4.03% |
$219K - $274K
|
30K
$6.41M
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.15KNew |
$217K - $272K
|
1.15K
$246K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.14KNew |
$214K - $269K
|
1.14K
$243K
|
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1KNew |
$207K - $260K
|
1.1K
$235K
|
|
|
May 09, 2025
Q1 2025
|
Banco Santander, S.A.
|
BUY
|
- |
1.1KNew |
$207K - $259K
|
1.1K
$235K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.08KNew |
$204K - $256K
|
1.08K
$232K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07KNew |
$202K - $253K
|
1.07K
$229K
|
|
|
May 15, 2025
Q1 2025
|
Aqr Capital Management LLC
Greenwich, CT |
BUY
|
- |
1.02K+ 83.89% |
$192K - $241K
|
2.24K
$478K
|
|
|
May 13, 2025
Q1 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.01K+ 56.26% |
$189K - $237K
|
2.79K
$597K
|
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 100.4% |
$189K - $237K
|
2.01K
$429K
|
|
|
May 13, 2025
Q1 2025
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
1K+ 47.96% |
$188K - $236K
|
3.09K
$659K
|
|
|
May 12, 2025
Q1 2025
|
Florin Court Capital LLP
|
BUY
|
- |
900+ 45.0% |
$169K - $212K
|
2.9K
$619K
|
|
|
Apr 11, 2025
Q1 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
900+ 41.67% |
$169K - $212K
|
3.06K
$654K
|
|
|
May 13, 2025
Q1 2025
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
900+ 35.36% |
$169K - $212K
|
3.45K
$736K
|
|
|
May 12, 2025
Q1 2025
|
Klingman & Associates, LLC
|
BUY
|
- |
890+ 6.69% |
$167K - $210K
|
14.2K
$3.03M
|
|
|
May 13, 2025
Q1 2025
|
Harbor Advisory Corp
|
BUY
|
- |
885+ 5.22% |
$167K - $209K
|
17.8K
$3.81M
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
870+ 129.66% |
$164K - $205K
|
1.54K
$329K
|
|
|
May 13, 2025
Q1 2025
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
857+ 27.66% |
$161K - $202K
|
3.96K
$845K
|
|
|
May 15, 2025
Q1 2025
|
Banque Transatlantique Sa
Paris, I0 |
BUY
|
- |
840New |
$158K - $198K
|
840
$179K
|
|
|
May 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
836+ 19.6% |
$157K - $197K
|
5.1K
$1.09M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
834+ 4.39% |
$157K - $197K
|
19.8K
$4.24M
|
|
|
May 14, 2025
Q1 2025
|
Apexium Financial, LP
|
BUY
|
- |
834+ 23.62% |
$157K - $197K
|
4.37K
$932K
|
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
817+ 24.99% |
$154K - $193K
|
4.09K
$873K
|
|
|
May 13, 2025
Q1 2025
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
801+ 4.61% |
$151K - $189K
|
18.2K
$3.89M
|
|
|
May 14, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
795+ 18.75% |
$150K - $187K
|
5.04K
$1.08M
|
|
|
Apr 22, 2025
Q1 2025
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
753+ 18.29% |
$142K - $178K
|
4.87K
$1.04M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
728+ 10.59% |
$137K - $172K
|
7.6K
$1.62M
|
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
711+ 0.66% |
$134K - $168K
|
108K
$23M
|
|
|
Apr 25, 2025
Q1 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
672+ 19.13% |
$126K - $158K
|
4.19K
$894K
|
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
652+ 20.72% |
$123K - $154K
|
3.8K
$811K
|