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 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 27.78% |
$5.65K - $7.07K
|
78
$16.7K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30- 1.64% |
$5.65K - $7.07K
|
1.8K
$385K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-31- 5.61% |
$5.83K - $7.31K
|
522
$112K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-31- 4.25% |
$5.83K - $7.31K
|
698
$149K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 8.89% |
$6.21K - $7.78K
|
338
$72.2K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-33- 1.12% |
$6.21K - $7.78K
|
2.91K
$622K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39- 1.05% |
$7.34K - $9.2K
|
3.69K
$789K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-41- 0.83% |
$7.71K - $9.67K
|
4.93K
$1.05M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-45- 2.62% |
$8.47K - $10.6K
|
1.67K
$357K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-48- 3.46% |
$9.03K - $11.3K
|
1.34K
$286K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$9.41K - $11.8K
|
6.25K
$1.34M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-51- 3.1% |
$9.6K - $12K
|
1.6K
$341K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-53- 1.49% |
$9.97K - $12.5K
|
3.51K
$749K
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-57- 15.97% |
$10.7K - $13.4K
|
300
$64.1K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 1.73% |
$11.3K - $14.1K
|
3.41K
$729K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-60- 2.04% |
$11.3K - $14.1K
|
2.88K
$615K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-64- 5.94% |
$12K - $15.1K
|
1.01K
$217K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-64- 1.65% |
$12K - $15.1K
|
3.8K
$813K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 15.02% |
$13.2K - $16.5K
|
396
$84.6K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 24.65% |
$13.2K - $16.5K
|
214
$45.7K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-70- 3.26% |
$13.2K - $16.5K
|
2.08K
$444K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-76- 2.34% |
$14.3K - $17.9K
|
3.17K
$678K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-77- 3.79% |
$14.5K - $18.2K
|
1.95K
$417K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-80- 44.44% |
$15.1K - $18.9K
|
100
$21.4K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-80- 45.45% |
$15.1K - $18.9K
|
96
$20.5K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-80- 4.94% |
$15.1K - $18.9K
|
1.54K
$329K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-85- 4.13% |
$16K - $20K
|
1.98K
$422K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-88- 2.36% |
$16.6K - $20.8K
|
3.64K
$777K
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 2.73% |
$16.7K - $21K
|
3.17K
$677K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-92- 5.32% |
$17.3K - $21.7K
|
1.64K
$350K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-93- 7.63% |
$17.5K - $21.9K
|
1.13K
$241K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-99- 5.73% |
$18.6K - $23.3K
|
1.63K
$348K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100- 3.55% |
$18.8K - $23.6K
|
2.72K
$581K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-101- 3.7% |
$19K - $23.8K
|
2.63K
$562K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-128- 9.43% |
$24.1K - $30.2K
|
1.23K
$263K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-134- 8.43% |
$25.2K - $31.6K
|
1.46K
$311K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-142- 3.03% |
$26.7K - $33.5K
|
4.54K
$970K
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-149- 0.63% |
$28K - $35.1K
|
23.3K
$4.98M
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-151- 11.87% |
$28.4K - $35.6K
|
1.12K
$239K
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-151- 28.65% |
$28.4K - $35.6K
|
376
$80.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-155- 6.37% |
$29.2K - $36.6K
|
2.28K
$487K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-163- 5.07% |
$30.7K - $38.4K
|
3.05K
$651K
|
|
|
May 14, 2025
Q1 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
SELL
|
- |
-165- 6.08% |
$31K - $38.9K
|
2.55K
$545K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-165- 2.23% |
$31K - $38.9K
|
7.25K
$1.55M
|
|
|
May 13, 2025
Q1 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-168- 6.8% |
$31.6K - $39.6K
|
2.3K
$492K
|
|
|
May 12, 2025
Q1 2025
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-180- 2.52% |
$33.9K - $42.4K
|
6.97K
$1.49M
|
|
|
May 15, 2025
Q1 2025
|
Scientech Research LLC
Jersey City, NJ |
SELL
|
- |
-182- 12.58% |
$34.2K - $42.9K
|
1.27K
$270K
|
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-195- 28.14% |
$36.7K - $46K
|
498
$106K
|
|
|
Apr 09, 2025
Q1 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-200- 13.62% |
$37.6K - $47.2K
|
1.27K
$271K
|
|
|
Apr 24, 2025
Q1 2025
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-201- 3.59% |
$37.8K - $47.4K
|
5.4K
$1.15M
|