Purchases and Sales Made in Q2 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2023. 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 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-64- 0.43% |
$25.7K - $33.1K
|
14.7K
$3.21M
|
|
|
Aug 15, 2023
Q2 2023
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-66- 3.01% |
$26.5K - $34.1K
|
2.13K
$464K
|
|
|
Jul 10, 2023
Q2 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-71- 7.53% |
$28.5K - $36.7K
|
872
$190K
|
|
|
Jul 28, 2023
Q2 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-75- 4.67% |
$30.1K - $38.7K
|
1.53K
$334K
|
|
|
Oct 18, 2023
Q2 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-76- 0.96% |
$30.5K - $39.3K
|
7.87K
$1.72M
|
|
|
Jul 17, 2023
Q2 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-78- 10.28% |
$31.3K - $40.3K
|
681
$149K
|
|
|
Jul 13, 2023
Q2 2023
|
Rda Financial Network
|
SELL
|
- |
-80- 7.64% |
$32.1K - $41.3K
|
967
$211K
|
|
|
Aug 14, 2023
Q2 2023
|
Allstate Corp
Northbrook, IL |
SELL
|
- |
-83- 4.25% |
$33.3K - $42.9K
|
1.87K
$408K
|
|
|
Aug 14, 2023
Q2 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-86- 0.22% |
$34.5K - $44.4K
|
39.3K
$8.57M
|
|
|
Aug 14, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-86- 8.41% |
$34.5K - $44.4K
|
937
$204K
|
|
|
Aug 11, 2023
Q2 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-89- 1.5% |
$35.7K - $46K
|
5.85K
$1.28M
|
|
|
Aug 07, 2023
Q2 2023
|
Wealthfront Advisers LLC
|
SELL
|
- |
-97- 3.29% |
$38.9K - $50.1K
|
2.85K
$622K
|
|
|
Jul 10, 2023
Q2 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-111- 20.33% |
$44.5K - $57.3K
|
435
$94.9K
|
|
|
Aug 04, 2023
Q2 2023
|
Lincoln National Corp
|
SELL
|
- |
-115- 10.22% |
$46.1K - $59.4K
|
1.01K
$220K
|
|
|
Aug 11, 2023
Q2 2023
|
Northern Trust Corp
Chicago, IL |
SELL
|
- |
-120- 10.46% |
$48.1K - $62K
|
1.03K
$224K
|
|
|
Aug 09, 2023
Q2 2023
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-130- 4.32% |
$52.1K - $67.1K
|
2.88K
$628K
|
|
|
Aug 11, 2023
Q2 2023
|
360 Financial, Inc.
|
SELL
|
- |
-134- 0.71% |
$53.7K - $69.2K
|
18.7K
$4.08M
|
|
|
Jul 19, 2023
Q2 2023
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-136- 3.19% |
$54.5K - $70.2K
|
4.13K
$902K
|
|
|
Jul 20, 2023
Q2 2023
|
Global Retirement Partners, LLC
|
SELL
|
- |
-146- 12.05% |
$58.5K - $75.4K
|
1.07K
$233K
|
|
|
Sep 12, 2023
Q2 2023
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-149- 6.08% |
$59.7K - $77K
|
2.3K
$502K
|
|
|
Aug 11, 2023
Q2 2023
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-165- 7.75% |
$66.2K - $85.2K
|
1.97K
$429K
|
|
|
Jul 28, 2023
Q2 2023
|
Novare Capital Management LLC
|
SELL
|
- |
-167- 1.48% |
$67K - $86.3K
|
11.1K
$2.43M
|
|
|
Jul 20, 2023
Q2 2023
|
Well Done, LLC
|
SELL
|
- |
-171- 1.86% |
$68.6K - $88.3K
|
9.03K
$1.97M
|
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-194- 28.49% |
$77.8K - $100K
|
487
$106K
|
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-207- 31.22% |
$83K - $107K
|
456
$99.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-214- 35.61% |
$85.8K - $111K
|
387
$84.4K
|
|
|
Jul 11, 2023
Q2 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-223- 16.89% |
$89.4K - $115K
|
1.1K
$239K
|
|
|
Aug 03, 2023
Q2 2023
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-228- 11.48% |
$91.4K - $118K
|
1.76K
$383K
|
|
|
Aug 10, 2023
Q2 2023
|
Caprock Group, Inc.
|
SELL
|
- |
-230- 30.18% |
$92.2K - $119K
|
532
$116K
|
|
|
Jul 17, 2023
Q2 2023
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-232- 10.09% |
$93K - $120K
|
2.07K
$451K
|
|
|
Dec 12, 2023
Q2 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
SELL
|
- |
-236- 1.8% |
$94.6K - $122K
|
12.9K
$2.81M
|
|
|
Aug 14, 2023
Q2 2023
|
Belpointe Asset Management LLC
|
SELL
|
- |
-236- 29.76% |
$94.6K - $122K
|
557
$121K
|
|
|
Aug 08, 2023
Q2 2023
|
South State Corp
|
SELL
|
- |
-251- 88.69% |
$101K - $130K
|
32
$6.98K
|
|
|
Jul 17, 2023
Q2 2023
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-256- 2.01% |
$103K - $132K
|
12.5K
$2.72M
|
|
|
Aug 08, 2023
Q2 2023
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-265- 1.64% |
$106K - $137K
|
15.9K
$3.47M
|
|
|
Jul 26, 2023
Q2 2023
|
National Bank Of Canada
|
SELL
|
- |
-270- 14.99% |
$108K - $139K
|
1.53K
$334K
|
|
|
Aug 02, 2023
Q2 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-275- 15.48% |
$110K - $142K
|
1.5K
$328K
|
|
|
Jul 17, 2023
Q2 2023
|
Forte Asset Management LLC
|
SELL
|
- |
-284- 9.19% |
$114K - $147K
|
2.81K
$612K
|
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-287- 28.25% |
$115K - $148K
|
729
$159K
|
|
|
Aug 14, 2023
Q2 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-291- 3.88% |
$117K - $150K
|
7.21K
$1.57M
|
|
|
Aug 08, 2023
Q2 2023
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-313- 19.66% |
$126K - $162K
|
1.28K
$279K
|
|
|
Jul 21, 2023
Q2 2023
|
Kovack Advisors, Inc.
|
SELL
|
- |
-327- 7.6% |
$131K - $169K
|
3.98K
$867K
|
|
|
Aug 09, 2023
Q2 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-335- 0.65% |
$134K - $173K
|
51.1K
$11.1M
|
|
|
Jul 13, 2023
Q2 2023
|
Minich Mac Gregor Wealth Management, LLC
|
SELL
|
- |
-337- 2.28% |
$135K - $174K
|
14.5K
$3.16M
|
|
|
Aug 14, 2023
Q2 2023
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-357- 9.11% |
$143K - $184K
|
3.56K
$777K
|
|
|
Aug 03, 2023
Q2 2023
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-359- 35.9% |
$144K - $185K
|
641
$140K
|
|
|
Aug 04, 2023
Q2 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-363- 4.46% |
$146K - $187K
|
7.79K
$1.7M
|
|
|
Jul 20, 2023
Q2 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-364- 39.01% |
$146K - $188K
|
569
$124K
|
|
|
Aug 03, 2023
Q2 2023
|
Cwm, LLC
|
SELL
|
- |
-383- 44.85% |
$154K - $198K
|
471
$103K
|
|
|
Aug 10, 2023
Q2 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-413- 1.09% |
$166K - $213K
|
37.3K
$8.14M
|