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 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 146.51% |
$11.9K - $14.9K
|
106
$22.6K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
63+ 2.24% |
$11.9K - $14.9K
|
2.87K
$613K
|
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 1.46% |
$11.7K - $14.6K
|
4.31K
$921K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
61New |
$11.5K - $14.4K
|
61
$13K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$11.3K - $14.1K
|
60
$12.8K
|
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
58+ 0.53% |
$10.9K - $13.7K
|
11.1K
$2.37M
|
|
|
May 09, 2025
Q1 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
57New |
$10.7K - $13.4K
|
57
$12.2K
|
|
|
Apr 16, 2025
Q1 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
57+ 2.11% |
$10.7K - $13.4K
|
2.76K
$589K
|
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55New |
$10.3K - $13K
|
55
$11.7K
|
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
54+ 4.74% |
$10.2K - $12.7K
|
1.19K
$255K
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
51+ 2.54% |
$9.6K - $12K
|
2.06K
$439K
|
|
|
Apr 10, 2025
Q1 2025
|
Apella Capital, LLC
|
BUY
|
- |
51+ 2.58% |
$9.6K - $12K
|
2.03K
$434K
|
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
50+ 1.51% |
$9.41K - $11.8K
|
3.36K
$718K
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
49+ 0.41% |
$9.22K - $11.6K
|
11.9K
$2.53M
|
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 2.44% |
$8.84K - $11.1K
|
1.97K
$421K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 3.97% |
$8.84K - $11.1K
|
1.23K
$263K
|
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
46+ 1.45% |
$8.66K - $10.8K
|
3.22K
$688K
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 0.81% |
$8.47K - $10.6K
|
5.62K
$1.2M
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 1.44% |
$7.53K - $9.43K
|
2.82K
$602K
|
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
38+ 3.35% |
$7.15K - $8.96K
|
1.17K
$250K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38+ 2.16% |
$7.15K - $8.96K
|
1.8K
$385K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
37+ 2.82% |
$6.96K - $8.72K
|
1.35K
$288K
|
|
|
Apr 15, 2025
Q1 2025
|
Cx Institutional
|
BUY
|
- |
36New |
$6.77K - $8.49K
|
36
$7.69K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 11.74% |
$6.59K - $8.25K
|
333
$71.1K
|
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32+ 2.5% |
$6.02K - $7.55K
|
1.31K
$280K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
32+ 2.12% |
$6.02K - $7.55K
|
1.54K
$329K
|
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31+ 0.06% |
$5.83K - $7.31K
|
47.8K
$10.2M
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.76% |
$5.65K - $7.07K
|
660
$141K
|
|
|
May 07, 2025
Q1 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
30+ 1.12% |
$5.65K - $7.07K
|
2.72K
$581K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 1.96% |
$5.27K - $6.6K
|
1.45K
$311K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.27K - $6.6K
|
28
$5.98K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 0.7% |
$4.89K - $6.13K
|
3.73K
$797K
|
|
|
May 15, 2025
Q1 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
26+ 1.47% |
$4.89K - $6.13K
|
1.79K
$383K
|
|
|
May 15, 2025
Q1 2025
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
24+ 1.75% |
$4.52K - $5.66K
|
1.39K
$298K
|
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.37% |
$4.33K - $5.42K
|
6.23K
$1.33M
|
|
|
Apr 14, 2025
Q1 2025
|
Accurate Wealth Management, LLC
|
BUY
|
- |
22+ 1.33% |
$4.14K - $5.19K
|
1.68K
$358K
|
|
|
May 14, 2025
Q1 2025
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
22+ 0.65% |
$4.14K - $5.19K
|
3.41K
$729K
|
|
|
May 14, 2025
Q1 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
20+ 1.12% |
$3.76K - $4.72K
|
1.8K
$385K
|
|
|
Apr 14, 2025
Q1 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
20+ 1.07% |
$3.76K - $4.72K
|
1.9K
$405K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20New |
$3.76K - $4.72K
|
20
$4.27K
|
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19+ 0.16% |
$3.58K - $4.48K
|
11.7K
$2.51M
|
|
|
May 13, 2025
Q1 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
17+ 3.76% |
$3.2K - $4.01K
|
469
$100K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
16New |
$3.01K - $3.77K
|
16
$3.42K
|
|
|
Apr 04, 2025
Q1 2025
|
Capital Market Strategies LLC
|
BUY
|
- |
16+ 0.25% |
$3.01K - $3.77K
|
6.54K
$1.4M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 0.11% |
$2.82K - $3.54K
|
13.7K
$2.92M
|
|
|
May 13, 2025
Q1 2025
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
14+ 0.65% |
$2.63K - $3.3K
|
2.16K
$462K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 2.02% |
$2.45K - $3.07K
|
658
$141K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12+ 0.85% |
$2.26K - $2.83K
|
1.43K
$305K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.42% |
$2.26K - $2.83K
|
2.88K
$615K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$2.26K - $2.83K
|
12
$2.56K
|