Purchases and Sales Made in Q3 2021 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Nov 01, 2021
Q3 2021
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
586New |
$250K - $279K
|
586
$127K
|
|
|
Oct 29, 2021
Q3 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
581New |
$248K - $277K
|
581
$126K
|
|
|
Nov 01, 2021
Q3 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
556+ 11.63% |
$237K - $265K
|
5.34K
$1.15M
|
|
|
Nov 02, 2021
Q3 2021
|
Alpha Star Capital Management, LLC
|
BUY
|
- |
556New |
$237K - $265K
|
556
$120K
|
|
|
Nov 12, 2021
Q3 2021
|
Keystone Financial Group
|
BUY
|
- |
547New |
$233K - $261K
|
547
$118K
|
|
|
Nov 04, 2021
Q3 2021
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
546New |
$233K - $260K
|
546
$118K
|
|
|
Nov 12, 2021
Q3 2021
|
Coldstream Capital Management Inc
|
BUY
|
- |
542+ 49.05% |
$231K - $258K
|
1.65K
$356K
|
|
|
Nov 16, 2021
Q3 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
537+ 82.36% |
$229K - $256K
|
1.19K
$257K
|
|
|
Dec 03, 2021
Q3 2021
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
536New |
$229K - $255K
|
536
$116K
|
|
|
Nov 12, 2021
Q3 2021
|
Centaurus Financial, Inc.
|
BUY
|
- |
524+ 42.39% |
$223K - $250K
|
1.76K
$381K
|
|
|
Oct 26, 2021
Q3 2021
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
520+ 92.69% |
$222K - $248K
|
1.08K
$234K
|
|
|
Oct 07, 2021
Q3 2021
|
Rvw Wealth, LLC
|
BUY
|
- |
500New |
$213K - $238K
|
500
$108K
|
|
|
Nov 04, 2021
Q3 2021
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
500New |
$213K - $238K
|
500
$108K
|
|
|
Nov 16, 2021
Q3 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
498+ 36.01% |
$212K - $237K
|
1.88K
$407K
|
|
|
Nov 12, 2021
Q3 2021
|
Coco Enterprises, LLC
Whitefish, MT |
BUY
|
- |
489New |
$208K - $233K
|
489
$106K
|
|
|
Oct 28, 2021
Q3 2021
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
478New |
$204K - $228K
|
478
$103K
|
|
|
Oct 27, 2021
Q3 2021
|
Selective Wealth Management, Inc.
|
BUY
|
- |
475+ 316.67% |
$203K - $226K
|
625
$135K
|
|
|
Feb 05, 2024
Q3 2021
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
468New |
$200K - $223K
|
468
$101K
|
|
|
Nov 12, 2021
Q3 2021
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
459New |
$196K - $219K
|
459
$99.3K
|
|
|
Nov 12, 2021
Q3 2021
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
446+ 5.62% |
$190K - $213K
|
8.38K
$1.81M
|
|
|
Nov 04, 2021
Q3 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
443+ 2.46% |
$189K - $211K
|
18.5K
$4M
|
|
|
Nov 15, 2021
Q3 2021
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
418+ 10.27% |
$178K - $199K
|
4.49K
$971K
|
|
|
Nov 05, 2021
Q3 2021
|
Nikulski Financial, Inc.
|
BUY
|
- |
400+ 18.01% |
$171K - $191K
|
2.62K
$567K
|
|
|
Nov 15, 2021
Q3 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
383+ 31.06% |
$163K - $183K
|
1.62K
$350K
|
|
|
Nov 09, 2021
Q3 2021
|
Milestone Advisory Partners
|
BUY
|
- |
383+ 13.4% |
$163K - $183K
|
3.24K
$702K
|
|
|
Oct 06, 2021
Q3 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
354+ 38.86% |
$151K - $169K
|
1.27K
$274K
|
|
|
Nov 10, 2021
Q3 2021
|
Us Bancorp \De\
|
BUY
|
- |
344+ 15.09% |
$147K - $164K
|
2.62K
$568K
|
|
|
Nov 09, 2021
Q3 2021
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
336+ 1.12% |
$143K - $160K
|
30.2K
$6.54M
|
|
|
Nov 09, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
329+ 30.46% |
$140K - $157K
|
1.41K
$305K
|
|
|
Nov 05, 2021
Q3 2021
|
Truist Financial Corp
|
BUY
|
- |
324+ 5.03% |
$138K - $154K
|
6.77K
$1.46M
|
|
|
Jul 28, 2022
Q3 2021
|
Sanford Advisory Services, LLC
|
BUY
|
- |
310+ 20.92% |
$132K - $148K
|
1.79K
$388K
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
300+ 14.71% |
$128K - $143K
|
2.34K
$506K
|
|
|
Apr 24, 2024
Q3 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
290+ 1.0% |
$124K - $138K
|
29.3K
$6.33M
|
|
|
Nov 12, 2021
Q3 2021
|
Psi Advisors, LLC
|
BUY
|
- |
259+ 24.76% |
$110K - $123K
|
1.31K
$282K
|
|
|
Oct 19, 2021
Q3 2021
|
Arkadios Wealth Advisors
|
BUY
|
- |
235+ 13.22% |
$100K - $112K
|
2.01K
$435K
|
|
|
Nov 12, 2021
Q3 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
208+ 12.34% |
$88.7K - $99.1K
|
1.89K
$410K
|
|
|
Oct 18, 2021
Q3 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
205+ 1.5% |
$87.4K - $97.7K
|
13.9K
$3.01M
|
|
|
Nov 12, 2021
Q3 2021
|
X Square Capital, LLC
|
BUY
|
- |
195+ 23.93% |
$83.1K - $92.9K
|
1.01K
$219K
|
|
|
Nov 15, 2021
Q3 2021
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
191+ 0.34% |
$81.4K - $91K
|
57.2K
$12.4M
|
|
|
Nov 08, 2021
Q3 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
180+ 2.33% |
$76.7K - $85.8K
|
7.9K
$1.71M
|
|
|
Nov 10, 2021
Q3 2021
|
Creative Planning
Overland Park, KS |
BUY
|
- |
176+ 4.23% |
$75K - $83.9K
|
4.34K
$939K
|
|
|
Nov 12, 2021
Q3 2021
|
Assetmark, Inc
|
BUY
|
- |
174+ 310.71% |
$74.2K - $82.9K
|
230
$49.8K
|
|
|
Nov 15, 2021
Q3 2021
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
173+ 34.39% |
$73.8K - $82.5K
|
676
$146K
|
|
|
Oct 13, 2021
Q3 2021
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
172+ 5.3% |
$73.3K - $82K
|
3.42K
$740K
|
|
|
Oct 15, 2021
Q3 2021
|
Advisor Net Financial, Inc
|
BUY
|
- |
166+ 230.56% |
$70.8K - $79.1K
|
238
$51.5K
|
|
|
Nov 15, 2021
Q3 2021
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
164New |
$69.9K - $78.2K
|
164
$35.5K
|
|
|
Oct 13, 2021
Q3 2021
|
360 Financial, Inc.
|
BUY
|
- |
160+ 0.74% |
$68.2K - $76.3K
|
21.7K
$4.69M
|
|
|
Nov 04, 2021
Q3 2021
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
137+ 15.19% |
$58.4K - $65.3K
|
1.04K
$225K
|
|
|
Nov 12, 2021
Q3 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
133+ 13.25% |
$56.7K - $63.4K
|
1.14K
$246K
|
|
|
Nov 09, 2021
Q3 2021
|
Morgan Jess S & CO Inc
|
BUY
|
- |
113+ 1.09% |
$48.2K - $53.9K
|
10.5K
$2.28M
|