Purchases and Sales Made in Q3 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Nov 17, 2023
Q3 2022
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1+ 0.14% |
$106 - $423
|
702
$153K
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.16% |
$106 - $423
|
639
$139K
|
|
|
Oct 12, 2022
Q3 2022
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.17% |
$106 - $423
|
587
$128K
|
|
|
Oct 26, 2022
Q3 2022
|
Spc Financial, Inc.
|
SELL
|
- |
-4- 0.55% |
$425 - $1.69K
|
725
$158K
|
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4- 22.22% |
$425 - $1.69K
|
14
$3.05K
|
|
|
Oct 27, 2022
Q3 2022
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-5- 0.64% |
$531 - $2.12K
|
774
$169K
|
|
|
Oct 13, 2022
Q3 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-8Closed |
$850 - $3.39K
|
0
$0
|
|
|
Oct 04, 2022
Q3 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-9- 2.49% |
$956 - $3.81K
|
352
$76.8K
|
|
|
Oct 25, 2022
Q3 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-10- 1.45% |
$1.06K - $4.23K
|
678
$148K
|
|
|
Nov 14, 2022
Q3 2022
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-11- 1.63% |
$1.17K - $4.66K
|
665
$145K
|
|
|
Nov 14, 2022
Q3 2022
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-11- 1.62% |
$1.17K - $4.66K
|
670
$146K
|
|
|
Oct 13, 2022
Q3 2022
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-13- 5.14% |
$1.38K - $5.5K
|
240
$52.4K
|
|
|
Nov 14, 2022
Q3 2022
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-15- 13.16% |
$1.59K - $6.35K
|
99
$21.6K
|
|
|
Oct 31, 2022
Q3 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-16- 1.94% |
$1.7K - $6.77K
|
808
$176K
|
|
|
Nov 14, 2022
Q3 2022
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-16- 0.31% |
$1.7K - $6.77K
|
5.13K
$1.12M
|
|
|
Oct 26, 2022
Q3 2022
|
Ironwood Financial, LLC
|
SELL
|
- |
-20- 1.53% |
$2.12K - $8.47K
|
1.29K
$280K
|
|
|
Nov 09, 2022
Q3 2022
|
Sanford Advisory Services, LLC
|
SELL
|
- |
-22- 0.75% |
$2.34K - $9.31K
|
2.92K
$637K
|
|
|
Nov 10, 2022
Q3 2022
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-23- 0.38% |
$2.44K - $9.74K
|
6.03K
$1.32M
|
|
|
Nov 14, 2022
Q3 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-33- 0.59% |
$3.51K - $14K
|
5.58K
$1.22M
|
|
|
Nov 14, 2022
Q3 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-34- 11.49% |
$3.61K - $14.4K
|
262
$57.2K
|
|
|
Nov 10, 2022
Q3 2022
|
Heritage Wealth Advisors
|
SELL
|
- |
-35- 24.48% |
$3.72K - $14.8K
|
108
$23.6K
|
|
|
Oct 20, 2022
Q3 2022
|
Psi Advisors, LLC
|
SELL
|
- |
-36- 2.4% |
$3.82K - $15.2K
|
1.47K
$320K
|
|
|
Oct 24, 2022
Q3 2022
|
Optimum Investment Advisors
|
SELL
|
- |
-40- 34.19% |
$4.25K - $16.9K
|
77
$16.8K
|
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-42- 17.21% |
$4.46K - $17.8K
|
202
$44.1K
|
|
|
Oct 04, 2022
Q3 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-44- 0.89% |
$4.67K - $18.6K
|
4.9K
$1.07M
|
|
|
Nov 15, 2022
Q3 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-45- 1.64% |
$4.78K - $19K
|
2.7K
$588K
|
|
|
Nov 09, 2022
Q3 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-48- 15.84% |
$5.1K - $20.3K
|
255
$55.6K
|
|
|
Nov 08, 2022
Q3 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-53- 6.35% |
$5.63K - $22.4K
|
781
$170K
|
|
|
Oct 28, 2022
Q3 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-55- 2.78% |
$5.84K - $23.3K
|
1.92K
$419K
|
|
|
Oct 27, 2022
Q3 2022
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-56- 4.07% |
$5.95K - $23.7K
|
1.32K
$288K
|
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-61- 7.16% |
$6.48K - $25.8K
|
791
$173K
|
|
|
Oct 24, 2022
Q3 2022
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-64- 0.59% |
$6.8K - $27.1K
|
10.8K
$2.36M
|
|
|
Nov 08, 2022
Q3 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-69- 3.44% |
$7.33K - $29.2K
|
1.94K
$423K
|
|
|
Oct 27, 2022
Q3 2022
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-72- 4.85% |
$7.65K - $30.5K
|
1.41K
$308K
|
|
|
Oct 13, 2022
Q3 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-72- 2.64% |
$7.65K - $30.5K
|
2.66K
$580K
|
|
|
Oct 21, 2022
Q3 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-73- 9.97% |
$7.76K - $30.9K
|
659
$144K
|
|
|
Nov 14, 2022
Q3 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-75- 5.73% |
$7.97K - $31.7K
|
1.24K
$269K
|
|
|
Nov 10, 2022
Q3 2022
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-78- 8.43% |
$8.29K - $33K
|
847
$185K
|
|
|
Nov 03, 2022
Q3 2022
|
Srs Capital Advisors, Inc.
Denver, CO |
SELL
|
- |
-82- 25.95% |
$8.71K - $34.7K
|
234
$51.1K
|
|
|
Nov 14, 2022
Q3 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-91- 12.08% |
$9.67K - $38.5K
|
662
$144K
|
|
|
Oct 25, 2022
Q3 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-95- 0.21% |
$10.1K - $40.2K
|
44.7K
$9.76M
|
|
|
Oct 21, 2022
Q3 2022
|
Rb Capital Management, LLC
|
SELL
|
- |
-100- 13.55% |
$10.6K - $42.3K
|
638
$139K
|
|
|
Nov 01, 2022
Q3 2022
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-114- 1.36% |
$12.1K - $48.3K
|
8.27K
$1.8M
|
|
|
Feb 14, 2024
Q3 2022
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-115Closed |
$12.2K - $48.7K
|
0
$0
|
|
|
Nov 04, 2022
Q3 2022
|
X Square Capital, LLC
|
SELL
|
- |
-117- 9.32% |
$12.4K - $49.5K
|
1.14K
$249K
|
|
|
Oct 18, 2022
Q3 2022
|
Allworth Financial LP
|
SELL
|
- |
-117- 3.33% |
$12.4K - $49.5K
|
3.4K
$741K
|
|
|
Nov 14, 2022
Q3 2022
|
Retirement Group, LLC
|
SELL
|
- |
-120- 55.81% |
$12.7K - $50.8K
|
95
$20.7K
|
|
|
Nov 14, 2022
Q3 2022
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-121- 10.95% |
$12.9K - $51.2K
|
984
$215K
|
|
|
Oct 13, 2022
Q3 2022
|
National Bank Of Canada
|
SELL
|
- |
-122- 0.54% |
$13K - $51.6K
|
22.4K
$4.88M
|
|
|
Oct 28, 2022
Q3 2022
|
Benjamin Edwards Inc
Clayton, MO |
SELL
|
- |
-153- 95.03% |
$16.3K - $64.8K
|
8
$1.75K
|