Purchases and Sales Made in Q2 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2024. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 10, 2024
Q2 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
45+ 0.83% |
$8.93K - $11.7K
|
5.48K
$1.17M
|
|
|
Aug 14, 2024
Q2 2024
|
Brown Advisory Inc
|
BUY
|
- |
43+ 1.77% |
$8.53K - $11.1K
|
2.48K
$529K
|
|
|
Aug 15, 2024
Q2 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
42+ 2.35% |
$8.33K - $10.9K
|
1.83K
$392K
|
|
|
Jul 25, 2024
Q2 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
40+ 0.68% |
$7.94K - $10.4K
|
5.91K
$1.26M
|
|
|
Aug 12, 2024
Q2 2024
|
First United Bank & Trust
|
BUY
|
- |
40New |
$7.94K - $10.4K
|
40
$8.54K
|
|
|
Jul 31, 2024
Q2 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
37+ 4.18% |
$7.34K - $9.59K
|
922
$197K
|
|
|
Aug 09, 2024
Q2 2024
|
Essex Financial Services, Inc.
|
BUY
|
- |
37+ 0.43% |
$7.34K - $9.59K
|
8.73K
$1.87M
|
|
|
Aug 09, 2024
Q2 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
35+ 0.22% |
$6.94K - $9.07K
|
15.6K
$3.33M
|
|
|
Aug 13, 2024
Q2 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
32+ 3.56% |
$6.35K - $8.3K
|
932
$199K
|
|
|
Jul 23, 2024
Q2 2024
|
Allworth Financial LP
|
BUY
|
- |
30+ 0.65% |
$5.95K - $7.78K
|
4.62K
$987K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 1.61% |
$5.95K - $7.78K
|
1.89K
$403K
|
|
|
Aug 12, 2024
Q2 2024
|
Brighton Jones LLC
|
BUY
|
- |
29+ 1.95% |
$5.75K - $7.52K
|
1.52K
$325K
|
|
|
Aug 08, 2024
Q2 2024
|
Buttonwood Financial Advisors Inc.
|
BUY
|
- |
29+ 1.88% |
$5.75K - $7.52K
|
1.57K
$336K
|
|
|
Aug 06, 2024
Q2 2024
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
29New |
$5.75K - $7.52K
|
29
$6.19K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.22% |
$4.96K - $6.48K
|
1.15K
$246K
|
|
|
Aug 14, 2024
Q2 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
22+ 1.34% |
$4.36K - $5.7K
|
1.67K
$356K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
21New |
$4.17K - $5.44K
|
21
$4.49K
|
|
|
Jul 29, 2024
Q2 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
21New |
$4.17K - $5.44K
|
21
$4.49K
|
|
|
Aug 06, 2024
Q2 2024
|
Asset Dedication, LLC
|
BUY
|
- |
20+ 8.89% |
$3.97K - $5.19K
|
245
$52.3K
|
|
|
Jul 15, 2024
Q2 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
20+ 0.76% |
$3.97K - $5.19K
|
2.66K
$568K
|
|
|
Jul 26, 2024
Q2 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
19+ 1.74% |
$3.77K - $4.93K
|
1.11K
$237K
|
|
|
Aug 12, 2024
Q2 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
18+ 1.6% |
$3.57K - $4.67K
|
1.14K
$244K
|
|
|
Jul 11, 2024
Q2 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
16+ 0.04% |
$3.17K - $4.15K
|
44.6K
$9.53M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$2.98K - $3.89K
|
15
$3.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$2.98K - $3.89K
|
15
$3.2K
|
|
|
Aug 21, 2024
Q2 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
14+ 0.44% |
$2.78K - $3.63K
|
3.22K
$688K
|
|
|
Jul 25, 2024
Q2 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
14+ 0.12% |
$2.78K - $3.63K
|
11.8K
$2.52M
|
|
|
Jul 23, 2024
Q2 2024
|
Private Trust CO Na
|
BUY
|
- |
13+ 1.54% |
$2.58K - $3.37K
|
856
$183K
|
|
|
Jul 30, 2024
Q2 2024
|
Klingman & Associates, LLC
|
BUY
|
- |
12+ 0.09% |
$2.38K - $3.11K
|
13.2K
$2.82M
|
|
|
Aug 14, 2024
Q2 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
BUY
|
- |
10New |
$1.98K - $2.59K
|
10
$2.14K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 41.67% |
$1.98K - $2.59K
|
34
$7.26K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$1.98K - $2.59K
|
3.98K
$849K
|
|
|
Jul 12, 2024
Q2 2024
|
Ignite Planners, LLC
|
BUY
|
- |
10+ 0.64% |
$1.98K - $2.59K
|
1.58K
$338K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.79K - $2.33K
|
9
$1.92K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7+ 0.3% |
$1.39K - $1.81K
|
2.34K
$499K
|
|
|
Jul 29, 2024
Q2 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
6+ 0.11% |
$1.19K - $1.56K
|
5.24K
$1.12M
|
|
|
Jul 12, 2024
Q2 2024
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
6+ 0.05% |
$1.19K - $1.56K
|
11.9K
$2.54M
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 2.01% |
$992 - $1.3K
|
254
$54.3K
|
|
|
Jul 31, 2024
Q2 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
5+ 0.12% |
$992 - $1.3K
|
4.21K
$898K
|
|
|
Aug 13, 2024
Q2 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
4+ 0.11% |
$794 - $1.04K
|
3.77K
$805K
|
|
|
Jul 15, 2024
Q2 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
4+ 11.11% |
$794 - $1.04K
|
40
$8.54K
|
|
|
Jul 12, 2024
Q2 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
4+ 0.14% |
$794 - $1.04K
|
2.97K
$633K
|
|
|
Aug 13, 2024
Q2 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
3+ 0.13% |
$595 - $778
|
2.24K
$479K
|
|
|
Aug 07, 2024
Q2 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.14% |
$595 - $778
|
2.19K
$467K
|
|
|
Jul 17, 2024
Q2 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
2+ 0.09% |
$397 - $519
|
2.17K
$464K
|
|
|
Aug 09, 2024
Q2 2024
|
Horizon Investments, LLC
Charlotte, NC |
BUY
|
- |
2+ 66.67% |
$397 - $519
|
5
$1.07K
|
|
|
Jul 10, 2024
Q2 2024
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
2+ 0.15% |
$397 - $519
|
1.38K
$294K
|
|
|
Aug 09, 2024
Q2 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
2+ 0.11% |
$397 - $519
|
1.77K
$379K
|
|
|
Aug 14, 2024
Q2 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
2New |
$397 - $519
|
2
$427
|
|
|
Jul 19, 2024
Q2 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$198 - $259
|
1.29K
$276K
|