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 09, 2021
Q3 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
6+ 0.31% |
$2.56K - $2.86K
|
1.93K
$418K
|
|
|
Nov 12, 2021
Q3 2021
|
Kowal Investment Group, LLC
Waukesha, WI |
BUY
|
- |
3New |
$1.28K - $1.43K
|
3
$649
|
|
|
Nov 05, 2021
Q3 2021
|
Mission Wealth Management, LP
|
BUY
|
- |
2+ 0.45% |
$853 - $953
|
449
$97.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Delta Investment Management, LLC
|
BUY
|
- |
2+ 0.26% |
$853 - $953
|
774
$167K
|
|
|
Nov 15, 2021
Q3 2021
|
Belpointe Asset Management LLC
|
BUY
|
- |
1+ 0.29% |
$426 - $477
|
347
$75.1K
|
|
|
Nov 15, 2021
Q3 2021
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1New |
$426 - $477
|
1
$216
|
|
|
Oct 27, 2021
Q3 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$426 - $477
|
600
$130K
|
|
|
Oct 29, 2021
Q3 2021
|
Rda Financial Network
|
BUY
|
- |
1+ 0.11% |
$426 - $477
|
937
$203K
|
|
|
Nov 12, 2021
Q3 2021
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1+ 0.02% |
$426 - $477
|
4.44K
$961K
|
|
|
Oct 27, 2021
Q3 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.19% |
$426 - $477
|
523
$113K
|
|
|
Nov 02, 2021
Q3 2021
|
Parallel Advisors, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 04, 2021
Q3 2021
|
Iag Wealth Partners, LLC
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-1- 0.07% |
$426 - $477
|
1.41K
$305K
|
|
|
Oct 22, 2021
Q3 2021
|
Trust CO Of Vermont
|
SELL
|
- |
-2Closed |
$853 - $953
|
0
$0
|
|
|
Nov 10, 2021
Q3 2021
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-3- 0.56% |
$1.28K - $1.43K
|
532
$115K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-3- 1.79% |
$1.28K - $1.43K
|
165
$35.7K
|
|
|
Oct 15, 2021
Q3 2021
|
Wj Wealth Management, LLC
|
SELL
|
- |
-3- 0.05% |
$1.28K - $1.43K
|
6.01K
$1.3M
|
|
|
Nov 04, 2021
Q3 2021
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-5- 0.29% |
$2.13K - $2.38K
|
1.72K
$372K
|
|
|
Nov 15, 2021
Q3 2021
|
Covington Capital Management
|
SELL
|
- |
-5- 1.68% |
$2.13K - $2.38K
|
292
$63.2K
|
|
|
Nov 15, 2021
Q3 2021
|
Dcm Advisors, LLC
New York, NY |
SELL
|
- |
-6- 1.0% |
$2.56K - $2.86K
|
595
$129K
|
|
|
Oct 28, 2021
Q3 2021
|
Avitas Wealth Management LLC
|
SELL
|
- |
-9- 0.66% |
$3.84K - $4.29K
|
1.36K
$294K
|
|
|
Nov 12, 2021
Q3 2021
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-10- 0.41% |
$4.26K - $4.77K
|
2.4K
$520K
|
|
|
Nov 12, 2021
Q3 2021
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-15- 2.7% |
$6.39K - $7.15K
|
540
$117K
|
|
|
Nov 15, 2021
Q3 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
SELL
|
- |
-17- 1.43% |
$7.25K - $8.1K
|
1.17K
$253K
|
|
|
Nov 15, 2021
Q3 2021
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-18- 1.75% |
$7.67K - $8.58K
|
1.01K
$219K
|
|
|
Nov 02, 2021
Q3 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-19- 1.1% |
$8.1K - $9.06K
|
1.7K
$368K
|
|
|
Nov 09, 2021
Q3 2021
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-20- 21.05% |
$8.53K - $9.53K
|
75
$16.2K
|
|
|
Nov 12, 2021
Q3 2021
|
Accredited Investors Inc.
|
SELL
|
- |
-20- 2.1% |
$8.53K - $9.53K
|
933
$202K
|
|
|
Nov 03, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-25- 55.56% |
$10.7K - $11.9K
|
20
$4.33K
|
|
|
Oct 20, 2021
Q3 2021
|
Stone X Group Inc.
|
SELL
|
- |
-30- 4.64% |
$12.8K - $14.3K
|
617
$134K
|
|
|
Nov 10, 2021
Q3 2021
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-32- 5.69% |
$13.6K - $15.3K
|
530
$115K
|
|
|
Nov 12, 2021
Q3 2021
|
Main Street Research LLC
Sausalito, CA |
SELL
|
- |
-35- 4.93% |
$14.9K - $16.7K
|
675
$146K
|
|
|
Nov 12, 2021
Q3 2021
|
Personal Capital Advisors Corp
|
SELL
|
- |
-35- 3.56% |
$14.9K - $16.7K
|
947
$205K
|
|
|
Nov 15, 2021
Q3 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-37- 5.23% |
$15.8K - $17.6K
|
670
$145K
|
|
|
Nov 15, 2021
Q3 2021
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-46- 0.53% |
$19.6K - $21.9K
|
8.6K
$1.86M
|
|
|
Nov 02, 2021
Q3 2021
|
Cutter & CO Brokerage, Inc.
|
SELL
|
- |
-49- 9.32% |
$20.9K - $23.4K
|
477
$103K
|
|
|
Nov 12, 2021
Q3 2021
|
Scotia Capital Inc.
|
SELL
|
- |
-49- 2.3% |
$20.9K - $23.4K
|
2.09K
$451K
|
|
|
Nov 16, 2021
Q3 2021
|
Analyst Ims Investment Management Services Ltd.
|
SELL
|
- |
-50- 0.57% |
$21.3K - $23.8K
|
8.72K
$1.89M
|
|
|
Nov 15, 2021
Q3 2021
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
SELL
|
- |
-57- 3.76% |
$24.3K - $27.2K
|
1.46K
$315K
|
|
|
Oct 25, 2021
Q3 2021
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-63- 1.19% |
$26.9K - $30K
|
5.25K
$1.14M
|
|
|
Oct 29, 2021
Q3 2021
|
Paragon Wealth Strategies, LLC
|
SELL
|
- |
-65Closed |
$27.7K - $31K
|
0
$0
|
|
|
Nov 15, 2021
Q3 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-71- 5.07% |
$30.3K - $33.8K
|
1.33K
$288K
|
|
|
Nov 10, 2021
Q3 2021
|
Princeton Capital Management LLC
Red Bank, NJ |
SELL
|
- |
-78- 11.68% |
$33.3K - $37.2K
|
590
$128K
|
|
|
Nov 02, 2021
Q3 2021
|
Ironwood Financial, LLC
|
SELL
|
- |
-81- 5.57% |
$34.5K - $38.6K
|
1.37K
$297K
|
|
|
Nov 09, 2021
Q3 2021
|
Mgo One Seven LLC
Beachwood, OH |
SELL
|
- |
-88- 13.35% |
$37.5K - $41.9K
|
571
$124K
|
|
|
Nov 12, 2021
Q3 2021
|
Pekin Hardy Strauss, Inc.
|
SELL
|
- |
-100- 8.37% |
$42.6K - $47.7K
|
1.1K
$237K
|
|
|
Oct 20, 2021
Q3 2021
|
Flagship Private Wealth, LLC
|
SELL
|
- |
-106Closed |
$45.2K - $50.5K
|
0
$0
|
|
|
Nov 03, 2021
Q3 2021
|
Duncker Streett & CO Inc
|
SELL
|
- |
-125- 38.46% |
$53.3K - $59.6K
|
200
$43.3K
|
|
|
Nov 15, 2021
Q3 2021
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-126- 0.19% |
$53.7K - $60.1K
|
66K
$14.3M
|
|
|
Nov 10, 2021
Q3 2021
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-243- 7.82% |
$104K - $116K
|
2.86K
$620K
|