Purchases and Sales Made in Q2 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 01, 2022
Q2 2022
|
Us Bancorp \De\
|
BUY
|
- |
89+ 2.57% |
$31.1K - $42K
|
3.55K
$827K
|
|
Aug 15, 2022
Q2 2022
|
Nations Financial Group Inc,
Cedar Rapids, IA |
BUY
|
- |
87+ 11.24% |
$30.4K - $41K
|
861
$201K
|
|
Aug 09, 2022
Q2 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
80New |
$28K - $37.7K
|
80
$18.6K
|
|
Jul 26, 2022
Q2 2022
|
Independent Wealth Network Inc.
|
BUY
|
- |
76+ 14.67% |
$26.6K - $35.8K
|
594
$138K
|
|
Jul 18, 2022
Q2 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
75+ 0.8% |
$26.2K - $35.4K
|
9.5K
$2.22M
|
|
Aug 09, 2022
Q2 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
72+ 10.18% |
$25.2K - $34K
|
779
$182K
|
|
Aug 12, 2022
Q2 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
72+ 0.37% |
$25.2K - $34K
|
19.3K
$4.5M
|
|
Jul 27, 2022
Q2 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
58+ 6.17% |
$20.3K - $27.4K
|
998
$233K
|
|
Aug 12, 2022
Q2 2022
|
Dymon Asia Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
54+ 3.56% |
$18.9K - $25.5K
|
1.57K
$366K
|
|
Jul 29, 2022
Q2 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
53+ 2.82% |
$18.5K - $25K
|
1.93K
$451K
|
|
Jul 14, 2022
Q2 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
51+ 7.42% |
$17.8K - $24.1K
|
738
$172K
|
|
Aug 15, 2022
Q2 2022
|
Eaton Vance Management
Boston, MA |
BUY
|
- |
50+ 5.52% |
$17.5K - $23.6K
|
956
$223K
|
|
Jul 22, 2022
Q2 2022
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
49+ 0.89% |
$17.1K - $23.1K
|
5.58K
$1.3M
|
|
Jul 18, 2022
Q2 2022
|
Psi Advisors, LLC
|
BUY
|
- |
43+ 2.95% |
$15K - $20.3K
|
1.5K
$350K
|
|
Jul 29, 2022
Q2 2022
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
42+ 15.16% |
$14.7K - $19.8K
|
319
$74.4K
|
|
Apr 04, 2024
Q2 2022
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
38New |
$13.3K - $17.9K
|
38
$8.86K
|
|
Aug 09, 2022
Q2 2022
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
37New |
$12.9K - $17.5K
|
37
$8.62K
|
|
Aug 04, 2022
Q2 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
35+ 32.41% |
$12.2K - $16.5K
|
143
$33.3K
|
|
Jul 26, 2022
Q2 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
32+ 2.84% |
$11.2K - $15.1K
|
1.16K
$270K
|
|
Aug 15, 2022
Q2 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
30New |
$10.5K - $14.1K
|
30
$6.99K
|
|
Aug 11, 2022
Q2 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
26+ 29.21% |
$9.09K - $12.3K
|
115
$26.8K
|
|
Jul 19, 2022
Q2 2022
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
25New |
$8.74K - $11.8K
|
25
$5.83K
|
|
Jul 29, 2022
Q2 2022
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19New |
$6.64K - $8.96K
|
19
$4.43K
|
|
Aug 10, 2022
Q2 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
13+ 11.21% |
$4.54K - $6.13K
|
129
$30.1K
|
|
Jul 13, 2022
Q2 2022
|
Rda Financial Network
|
BUY
|
- |
10+ 1.07% |
$3.5K - $4.72K
|
947
$221K
|
|
Aug 11, 2022
Q2 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
10+ 0.2% |
$3.5K - $4.72K
|
4.99K
$1.16M
|
|
Aug 09, 2022
Q2 2022
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10New |
$3.5K - $4.72K
|
10
$2.33K
|
|
Aug 09, 2022
Q2 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
10+ 0.77% |
$3.5K - $4.72K
|
1.31K
$305K
|
|
Aug 15, 2022
Q2 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
8+ 0.14% |
$2.8K - $3.77K
|
5.61K
$1.31M
|
|
Jul 19, 2022
Q2 2022
|
Lake Point Wealth Management
|
BUY
|
- |
8New |
$2.8K - $3.77K
|
8
$1.86K
|
|
Aug 11, 2022
Q2 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
8+ 0.4% |
$2.8K - $3.77K
|
2.01K
$468K
|
|
Aug 11, 2022
Q2 2022
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
7+ 0.36% |
$2.45K - $3.3K
|
1.93K
$449K
|
|
Aug 04, 2022
Q2 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
7+ 0.08% |
$2.45K - $3.3K
|
9.21K
$2.15M
|
|
Aug 12, 2022
Q2 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
7+ 0.15% |
$2.45K - $3.3K
|
4.72K
$1.1M
|
|
Aug 11, 2022
Q2 2022
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
6New |
$2.1K - $2.83K
|
6
$1.4K
|
|
Aug 12, 2022
Q2 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
5+ 4.59% |
$1.75K - $2.36K
|
114
$26.6K
|
|
Aug 12, 2022
Q2 2022
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
5+ 0.21% |
$1.75K - $2.36K
|
2.42K
$564K
|
|
Aug 15, 2022
Q2 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
5+ 0.63% |
$1.75K - $2.36K
|
797
$186K
|
|
Jul 25, 2022
Q2 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 80.0% |
$1.4K - $1.89K
|
9
$2.1K
|
|
Aug 11, 2022
Q2 2022
|
Mcf Advisors LLC
Covington, KY |
BUY
|
- |
2New |
$699 - $943
|
2
$466
|
|
Jul 08, 2022
Q2 2022
|
Covington Capital Management
|
BUY
|
- |
2+ 0.83% |
$699 - $943
|
244
$56.9K
|
|
Jul 15, 2022
Q2 2022
|
Activest Wealth Management
|
BUY
|
- |
1+ 0.2% |
$350 - $472
|
508
$118K
|
|
Jul 25, 2022
Q2 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
1+ 0.09% |
$350 - $472
|
1.17K
$273K
|
|
Aug 15, 2022
Q2 2022
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
1+ 0.16% |
$350 - $472
|
622
$145K
|
|
Jul 13, 2022
Q2 2022
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1+ 0.04% |
$350 - $472
|
2.73K
$636K
|
|
Aug 02, 2022
Q2 2022
|
Ahrens Investment Partners LLC
|
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Covestor LTD
Boston, MA |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Bessemer Group Inc
Woodbridge, NJ |
SELL
|
- |
0Closed |
$0 - $0
|
0
$0
|
|
Jul 07, 2022
Q2 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-3- 0.82% |
$1.05K - $1.41K
|
361
$84.1K
|
|
Aug 15, 2022
Q2 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
SELL
|
- |
-3- 16.67% |
$1.05K - $1.41K
|
15
$3.5K
|