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
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
198New |
$37.3K - $46.7K
|
198
$42.3K
|
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
191+ 8.7% |
$35.9K - $45K
|
2.39K
$510K
|
|
|
May 14, 2025
Q1 2025
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
BUY
|
- |
190+ 0.94% |
$35.8K - $44.8K
|
20.5K
$4.38M
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
188+ 2.64% |
$35.4K - $44.3K
|
7.32K
$1.56M
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
187+ 7.98% |
$35.2K - $44.1K
|
2.53K
$541K
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
186+ 33.63% |
$35K - $43.9K
|
739
$158K
|
|
|
Apr 24, 2025
Q1 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
184+ 1.56% |
$34.6K - $43.4K
|
12K
$2.55M
|
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
182+ 12.1% |
$34.2K - $42.9K
|
1.69K
$360K
|
|
|
May 12, 2025
Q1 2025
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
171+ 8.51% |
$32.2K - $40.3K
|
2.18K
$466K
|
|
|
Apr 09, 2025
Q1 2025
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
166+ 3.08% |
$31.2K - $39.1K
|
5.55K
$1.19M
|
|
|
May 13, 2025
Q1 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
165+ 16.18% |
$31K - $38.9K
|
1.19K
$253K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
165+ 16.1% |
$31K - $38.9K
|
1.19K
$254K
|
|
|
Apr 10, 2025
Q1 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
165+ 14.21% |
$31K - $38.9K
|
1.33K
$283K
|
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
165+ 9.04% |
$31K - $38.9K
|
1.99K
$425K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
164+ 8.26% |
$30.9K - $38.7K
|
2.15K
$459K
|
|
|
Apr 16, 2025
Q1 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
157New |
$29.5K - $37K
|
157
$33.5K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
156+ 2600.0% |
$29.4K - $36.8K
|
162
$34.6K
|
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
151+ 0.88% |
$28.4K - $35.6K
|
17.3K
$3.69M
|
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 227.27% |
$28.2K - $35.4K
|
216
$46.1K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$28.2K - $35.4K
|
150
$32K
|
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
146+ 1.51% |
$27.5K - $34.4K
|
9.83K
$2.1M
|
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
145+ 27.31% |
$27.3K - $34.2K
|
676
$144K
|
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
138+ 131.43% |
$26K - $32.5K
|
243
$51.9K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133+ 63.64% |
$25K - $31.4K
|
342
$73.1K
|
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
133+ 14.32% |
$25K - $31.4K
|
1.06K
$227K
|
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
129+ 6.83% |
$24.3K - $30.4K
|
2.02K
$431K
|
|
|
May 08, 2025
Q1 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
129+ 3.13% |
$24.3K - $30.4K
|
4.24K
$907K
|
|
|
Apr 21, 2025
Q1 2025
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
124+ 0.78% |
$23.3K - $29.2K
|
16.1K
$3.44M
|
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
124+ 7.4% |
$23.3K - $29.2K
|
1.8K
$384K
|
|
|
Apr 09, 2025
Q1 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
124+ 9.1% |
$23.3K - $29.2K
|
1.49K
$318K
|
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
120+ 0.36% |
$22.6K - $28.3K
|
33.5K
$7.16M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
116+ 6.13% |
$21.8K - $27.4K
|
2.01K
$429K
|
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
110+ 6.72% |
$20.7K - $25.9K
|
1.75K
$373K
|
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
109+ 2.02% |
$20.5K - $25.7K
|
5.5K
$1.17M
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
108+ 3.22% |
$20.3K - $25.5K
|
3.47K
$740K
|
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
107+ 6.81% |
$20.1K - $25.2K
|
1.68K
$359K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107New |
$20.1K - $25.2K
|
107
$22.9K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
105+ 4.23% |
$19.8K - $24.8K
|
2.59K
$553K
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
103+ 2.05% |
$19.4K - $24.3K
|
5.12K
$1.09M
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
97+ 1.68% |
$18.3K - $22.9K
|
5.86K
$1.25M
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
92+ 6.84% |
$17.3K - $21.7K
|
1.44K
$307K
|
|
|
May 09, 2025
Q1 2025
|
Allianz Se
Munich, 2M |
BUY
|
- |
90+ 236.84% |
$16.9K - $21.2K
|
128
$27.3K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
82+ 7.67% |
$15.4K - $19.3K
|
1.15K
$246K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
78New |
$14.7K - $18.4K
|
78
$16.7K
|
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78+ 4.79% |
$14.7K - $18.4K
|
1.71K
$365K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$14.1K - $17.7K
|
75
$16K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
70+ 50.0% |
$13.2K - $16.5K
|
210
$44.9K
|
|
|
May 01, 2025
Q1 2025
|
Dakota Wealth Management
|
BUY
|
- |
68+ 5.92% |
$12.8K - $16K
|
1.22K
$260K
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
67+ 4.32% |
$12.6K - $15.8K
|
1.62K
$345K
|
|
|
Apr 09, 2025
Q1 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
65+ 26.21% |
$12.2K - $15.3K
|
313
$66.9K
|