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 16, 2025
Q1 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
645+ 126.47% |
$121K - $152K
|
1.16K
$247K
|
|
|
May 15, 2025
Q1 2025
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
641+ 2.98% |
$121K - $151K
|
22.1K
$4.73M
|
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
616+ 25.63% |
$116K - $145K
|
3.02K
$645K
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
605+ 8.44% |
$114K - $143K
|
7.77K
$1.66M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
600+ 52.45% |
$113K - $141K
|
1.74K
$373K
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
576+ 12.05% |
$108K - $136K
|
5.36K
$1.14M
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
575New |
$108K - $136K
|
575
$123K
|
|
|
Apr 24, 2025
Q1 2025
|
Tsfg, LLC
|
BUY
|
- |
558+ 5.87% |
$105K - $132K
|
10.1K
$2.15M
|
|
|
May 12, 2025
Q1 2025
|
Bristlecone Advisors, LLC
|
BUY
|
- |
552+ 2.93% |
$104K - $130K
|
19.4K
$4.14M
|
|
|
May 13, 2025
Q1 2025
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
545+ 7.21% |
$103K - $129K
|
8.11K
$1.73M
|
|
|
May 15, 2025
Q1 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
532+ 794.03% |
$100K - $125K
|
599
$128K
|
|
|
May 13, 2025
Q1 2025
|
Keystone Financial Group
|
BUY
|
- |
518+ 10.16% |
$97.5K - $122K
|
5.62K
$1.2M
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
514+ 4.93% |
$96.7K - $121K
|
11K
$2.34M
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
500+ 12.82% |
$94.1K - $118K
|
4.4K
$940K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
497+ 35.02% |
$93.5K - $117K
|
1.92K
$409K
|
|
|
May 15, 2025
Q1 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
472+ 38.03% |
$88.8K - $111K
|
1.71K
$366K
|
|
|
Apr 22, 2025
Q1 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
470+ 3.08% |
$88.4K - $111K
|
15.7K
$3.36M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
469+ 3.01% |
$88.3K - $111K
|
16.1K
$3.43M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
463+ 36.72% |
$87.1K - $109K
|
1.72K
$368K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
461+ 24.89% |
$86.7K - $109K
|
2.31K
$494K
|
|
|
Apr 23, 2025
Q1 2025
|
International Assets Investment Management, LLC
Orlando, FL |
BUY
|
- |
457+ 11.88% |
$86K - $108K
|
4.31K
$920K
|
|
|
May 15, 2025
Q1 2025
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
454+ 1.98% |
$85.4K - $107K
|
23.4K
$5M
|
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
450+ 19.15% |
$84.7K - $106K
|
2.8K
$598K
|
|
|
May 14, 2025
Q1 2025
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
438+ 17.86% |
$82.4K - $103K
|
2.89K
$618K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
415+ 16.86% |
$78.1K - $97.9K
|
2.88K
$615K
|
|
|
May 20, 2025
Q1 2025
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
408+ 2.27% |
$76.8K - $96.2K
|
18.4K
$3.93M
|
|
|
May 05, 2025
Q1 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
402+ 42.36% |
$75.6K - $94.8K
|
1.35K
$289K
|
|
|
May 12, 2025
Q1 2025
|
Quantinno Capital Management LP
New York, NY |
BUY
|
- |
399+ 39.54% |
$75.1K - $94.1K
|
1.41K
$301K
|
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 5.3% |
$73.4K - $92K
|
7.74K
$1.65M
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
360+ 17.19% |
$67.7K - $84.9K
|
2.45K
$524K
|
|
|
May 15, 2025
Q1 2025
|
Goodman Advisory Group, LLC
|
BUY
|
- |
353New |
$66.4K - $83.2K
|
353
$75.4K
|
|
|
May 13, 2025
Q1 2025
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
350+ 1.07% |
$65.9K - $82.5K
|
33K
$7.04M
|
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
310+ 24.37% |
$58.3K - $73.1K
|
1.58K
$338K
|
|
|
Apr 25, 2025
Q1 2025
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
303+ 3.0% |
$57K - $71.5K
|
10.4K
$2.22M
|
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
303+ 23.04% |
$57K - $71.5K
|
1.62K
$346K
|
|
|
Apr 15, 2025
Q1 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
301+ 3.23% |
$56.6K - $71K
|
9.63K
$2.06M
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
289+ 0.88% |
$54.4K - $68.1K
|
33K
$7.05M
|
|
|
May 15, 2025
Q1 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
288+ 3.9% |
$54.2K - $67.9K
|
7.67K
$1.64M
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
288+ 0.4% |
$54.2K - $67.9K
|
72.2K
$15.4M
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
279+ 5.81% |
$52.5K - $65.8K
|
5.08K
$1.09M
|
|
|
May 13, 2025
Q1 2025
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
265+ 6.96% |
$49.9K - $62.5K
|
4.08K
$871K
|
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
255+ 1.88% |
$48K - $60.1K
|
13.8K
$2.96M
|
|
|
Apr 21, 2025
Q1 2025
|
Provident Wealth Management, LLC
|
BUY
|
- |
254+ 89.75% |
$47.8K - $59.9K
|
537
$115K
|
|
|
Apr 09, 2025
Q1 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
254New |
$47.8K - $59.9K
|
254
$54.3K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
253+ 9.92% |
$47.6K - $59.7K
|
2.8K
$599K
|
|
|
May 15, 2025
Q1 2025
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
241+ 6.82% |
$45.3K - $56.8K
|
3.78K
$806K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240New |
$45.2K - $56.6K
|
240
$51.3K
|
|
|
Apr 09, 2025
Q1 2025
|
Signature Securities Group Corporation
|
BUY
|
- |
239+ 8.97% |
$45K - $56.4K
|
2.9K
$620K
|
|
|
Apr 21, 2025
Q1 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
228+ 7.53% |
$42.9K - $53.8K
|
3.25K
$695K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
222+ 23.87% |
$41.8K - $52.3K
|
1.15K
$246K
|