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
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-201- 30.97% |
$37.8K - $47.4K
|
448
$95.7K
|
|
|
May 13, 2025
Q1 2025
|
Neuberger Berman Group LLC
New York, NY |
SELL
|
- |
-207- 10.48% |
$39K - $48.8K
|
1.77K
$378K
|
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-208- 13.22% |
$39.1K - $49K
|
1.37K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-213- 14.0% |
$40.1K - $50.2K
|
1.31K
$279K
|
|
|
Apr 21, 2025
Q1 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-218- 32.63% |
$41K - $51.4K
|
450
$96.1K
|
|
|
May 14, 2025
Q1 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-221- 3.88% |
$41.6K - $52.1K
|
5.47K
$1.17M
|
|
|
Apr 07, 2025
Q1 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-227- 38.47% |
$42.7K - $53.5K
|
363
$77.5K
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 0.85% |
$43.8K - $54.9K
|
27.3K
$5.82M
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-238- 2.71% |
$44.8K - $56.1K
|
8.56K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-246- 17.36% |
$46.3K - $58K
|
1.17K
$250K
|
|
|
May 15, 2025
Q1 2025
|
Ausdal Financial Partners, Inc.
Davenport, IA |
SELL
|
- |
-246- 2.27% |
$46.3K - $58K
|
10.6K
$2.26M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-256- 4.66% |
$48.2K - $60.4K
|
5.24K
$1.12M
|
|
|
May 15, 2025
Q1 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-260- 10.02% |
$48.9K - $61.3K
|
2.34K
$499K
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-279- 4.39% |
$52.5K - $65.8K
|
6.08K
$1.3M
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-279- 1.1% |
$52.5K - $65.8K
|
25.2K
$5.38M
|
|
|
May 15, 2025
Q1 2025
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-289- 5.09% |
$54.4K - $68.1K
|
5.39K
$1.15M
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 99.01% |
$56.5K - $70.7K
|
3
$641
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-320- 22.81% |
$60.2K - $75.5K
|
1.08K
$231K
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-326- 8.83% |
$61.3K - $76.9K
|
3.36K
$719K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-336- 4.49% |
$63.2K - $79.2K
|
7.14K
$1.53M
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-337- 6.56% |
$63.4K - $79.5K
|
4.8K
$1.02M
|
|
|
May 15, 2025
Q1 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-341- 19.15% |
$64.2K - $80.4K
|
1.44K
$308K
|
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-349- 14.76% |
$65.7K - $82.3K
|
2.02K
$431K
|
|
|
Apr 24, 2025
Q1 2025
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-352- 2.12% |
$66.2K - $83K
|
16.2K
$3.47M
|
|
|
May 15, 2025
Q1 2025
|
Titleist Asset Management, LLC
San Antonio, TX |
SELL
|
- |
-366- 25.29% |
$68.9K - $86.3K
|
1.08K
$231K
|
|
|
Apr 24, 2025
Q1 2025
|
Diversified Trust CO
|
SELL
|
- |
-367- 19.04% |
$69.1K - $86.5K
|
1.56K
$333K
|
|
|
Apr 16, 2025
Q1 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-371- 1.39% |
$69.8K - $87.5K
|
26.3K
$5.62M
|
|
|
May 13, 2025
Q1 2025
|
Aptus Capital Advisors, LLC
|
SELL
|
- |
-371- 89.83% |
$69.8K - $87.5K
|
42
$8.97K
|
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-374- 4.54% |
$70.4K - $88.2K
|
7.87K
$1.68M
|
|
|
May 15, 2025
Q1 2025
|
Mai Capital Management
|
SELL
|
- |
-375- 1.29% |
$70.6K - $88.4K
|
28.6K
$6.11M
|
|
|
May 09, 2025
Q1 2025
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-417- 1.93% |
$78.5K - $98.3K
|
21.1K
$4.52M
|
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-421- 7.07% |
$79.2K - $99.3K
|
5.54K
$1.18M
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-425- 26.22% |
$80K - $100K
|
1.2K
$255K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-426- 16.26% |
$80.2K - $100K
|
2.19K
$469K
|
|
|
Apr 22, 2025
Q1 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-440- 3.67% |
$82.8K - $104K
|
11.6K
$2.47M
|
|
|
May 13, 2025
Q1 2025
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-451- 3.25% |
$84.9K - $106K
|
13.4K
$2.87M
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-453- 1.71% |
$85.2K - $107K
|
26.1K
$5.58M
|
|
|
May 12, 2025
Q1 2025
|
Townsquare Capital LLC
|
SELL
|
- |
-454- 8.22% |
$85.4K - $107K
|
5.07K
$1.08M
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-470- 11.45% |
$88.4K - $111K
|
3.64K
$777K
|
|
|
May 15, 2025
Q1 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-476- 12.36% |
$89.6K - $112K
|
3.37K
$721K
|
|
|
May 15, 2025
Q1 2025
|
Pacific Center For Financial Services
San Ramon, CA |
SELL
|
- |
-482- 10.8% |
$90.7K - $114K
|
3.98K
$850K
|
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-483- 10.01% |
$90.9K - $114K
|
4.34K
$928K
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-500- 14.71% |
$94.1K - $118K
|
2.9K
$619K
|
|
|
May 15, 2025
Q1 2025
|
Wealth Watch Advisors, Inc
Englewood, CO |
SELL
|
- |
-546- 5.61% |
$103K - $129K
|
9.19K
$1.96M
|
|
|
May 14, 2025
Q1 2025
|
Itau Unibanco Holding S.A.
Sao Paulo, D5 |
SELL
|
- |
-600- 30.0% |
$113K - $141K
|
1.4K
$299K
|
|
|
May 14, 2025
Q1 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-602Closed |
$113K - $142K
|
0
$0
|
|
|
May 15, 2025
Q1 2025
|
Activest Wealth Management
|
SELL
|
- |
-650- 15.37% |
$122K - $153K
|
3.58K
$765K
|
|
|
May 02, 2025
Q1 2025
|
Independent Wealth Network Inc.
|
SELL
|
- |
-666- 14.82% |
$125K - $157K
|
3.83K
$818K
|
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-674- 22.71% |
$127K - $159K
|
2.29K
$490K
|
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-693- 1.58% |
$130K - $163K
|
43.2K
$9.22M
|