Purchases and Sales Made in Q3 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 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 |
|---|---|---|---|---|---|---|---|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
523+ 1.23% |
$104K - $139K
|
43K
$9.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
518+ 5.01% |
$103K - $138K
|
10.9K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
516+ 4.39% |
$103K - $137K
|
12.3K
$2.67M
|
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
502+ 34.79% |
$100K - $133K
|
1.95K
$424K
|
|
|
Oct 21, 2024
Q3 2024
|
Eastern Bank
|
BUY
|
- |
498New |
$99.2K - $132K
|
498
$109K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
495+ 8.38% |
$98.6K - $131K
|
6.4K
$1.4M
|
|
|
Nov 12, 2024
Q3 2024
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
495+ 12.6% |
$98.6K - $131K
|
4.42K
$965K
|
|
|
Oct 17, 2024
Q3 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
487+ 7.91% |
$97.1K - $129K
|
6.64K
$1.45M
|
|
|
Nov 12, 2024
Q3 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
486+ 8.85% |
$96.9K - $129K
|
5.98K
$1.3M
|
|
|
Oct 17, 2024
Q3 2024
|
Merit Financial Group, LLC
|
BUY
|
- |
469+ 4.52% |
$93.5K - $125K
|
10.8K
$2.37M
|
|
|
Oct 21, 2024
Q3 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
458+ 1.03% |
$91.3K - $122K
|
44.9K
$9.79M
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$89.7K - $119K
|
450
$98.2K
|
|
|
Oct 31, 2024
Q3 2024
|
Spinnaker Trust
|
BUY
|
- |
444+ 2.14% |
$88.5K - $118K
|
21.2K
$4.62M
|
|
|
Nov 14, 2024
Q3 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
412New |
$82.1K - $109K
|
412
$89.9K
|
|
|
Nov 01, 2024
Q3 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
401+ 6.18% |
$79.9K - $106K
|
6.89K
$1.5M
|
|
|
Oct 21, 2024
Q3 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
400+ 264.9% |
$79.7K - $106K
|
551
$120K
|
|
|
Nov 25, 2024
Q3 2024
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
398New |
$79.3K - $106K
|
398
$86.8K
|
|
|
Nov 13, 2024
Q3 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
376+ 0.94% |
$74.9K - $99.8K
|
40.6K
$8.85M
|
|
|
Oct 11, 2024
Q3 2024
|
Org Wealth Partners, LLC
Dallas, TX |
BUY
|
- |
375New |
$74.7K - $99.6K
|
375
$81.8K
|
|
|
Oct 08, 2024
Q3 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
374+ 29.78% |
$74.5K - $99.3K
|
1.63K
$356K
|
|
|
Nov 14, 2024
Q3 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
372+ 24.05% |
$74.1K - $98.8K
|
1.92K
$419K
|
|
|
Nov 15, 2024
Q3 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
372+ 5.63% |
$74.1K - $98.8K
|
6.97K
$1.52M
|
|
|
Oct 08, 2024
Q3 2024
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
369+ 10.26% |
$73.5K - $98K
|
3.96K
$865K
|
|
|
Nov 14, 2024
Q3 2024
|
True Private Wealth Advisors
|
BUY
|
- |
366+ 6.67% |
$72.9K - $97.2K
|
5.86K
$1.28M
|
|
|
Nov 13, 2024
Q3 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
352+ 5.03% |
$70.2K - $93.5K
|
7.35K
$1.6M
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
344+ 14.4% |
$68.6K - $91.3K
|
2.73K
$596K
|
|
|
Nov 01, 2024
Q3 2024
|
17 Capital Partners, LLC
|
BUY
|
- |
342+ 33.27% |
$68.2K - $90.8K
|
1.37K
$299K
|
|
|
Nov 13, 2024
Q3 2024
|
Parallel Advisors, LLC
|
BUY
|
- |
340+ 755.56% |
$67.8K - $90.3K
|
385
$84K
|
|
|
Oct 15, 2024
Q3 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
338+ 119.86% |
$67.4K - $89.7K
|
620
$135K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
336+ 8.76% |
$67K - $89.2K
|
4.17K
$910K
|
|
|
Nov 14, 2024
Q3 2024
|
Twin Focus Capital Partners, LLC
Boston, MA |
BUY
|
- |
330+ 3.69% |
$65.8K - $87.6K
|
9.29K
$2.03M
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
328+ 1.49% |
$65.4K - $87.1K
|
22.3K
$4.86M
|
|
|
Oct 17, 2024
Q3 2024
|
Fifth Third Bancorp
|
BUY
|
- |
315New |
$62.8K - $83.6K
|
315
$68.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
311+ 5.88% |
$62K - $82.6K
|
5.6K
$1.22M
|
|
|
Oct 16, 2024
Q3 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
307+ 9.21% |
$61.2K - $81.5K
|
3.64K
$794K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
306New |
$61K - $81.2K
|
306
$66.7K
|
|
|
Oct 21, 2024
Q3 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
300+ 18.18% |
$59.8K - $79.6K
|
1.95K
$425K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
299+ 14.59% |
$59.6K - $79.4K
|
2.35K
$512K
|
|
|
Nov 14, 2024
Q3 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
297+ 10.53% |
$59.2K - $78.9K
|
3.12K
$680K
|
|
|
Oct 23, 2024
Q3 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
296+ 19.38% |
$59K - $78.6K
|
1.82K
$398K
|
|
|
Oct 04, 2024
Q3 2024
|
Hbw Advisory Services LLC
|
BUY
|
- |
293+ 24.94% |
$58.4K - $77.8K
|
1.47K
$320K
|
|
|
Oct 10, 2024
Q3 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
292+ 5.33% |
$58.2K - $77.5K
|
5.77K
$1.26M
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
285+ 9.13% |
$56.8K - $75.7K
|
3.41K
$743K
|
|
|
Nov 12, 2024
Q3 2024
|
Advisory Alpha, LLC
|
BUY
|
- |
283+ 8.79% |
$56.4K - $75.1K
|
3.5K
$764K
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 2.7% |
$55.8K - $74.3K
|
10.7K
$2.33M
|
|
|
Nov 13, 2024
Q3 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
280+ 0.44% |
$55.8K - $74.3K
|
64.2K
$14M
|
|
|
Oct 22, 2024
Q3 2024
|
Brighton Jones LLC
|
BUY
|
- |
279+ 18.36% |
$55.6K - $74.1K
|
1.8K
$392K
|
|
|
Oct 30, 2024
Q3 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
277+ 33.45% |
$55.2K - $73.5K
|
1.11K
$241K
|
|
|
Oct 10, 2024
Q3 2024
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
263+ 2.71% |
$52.4K - $69.8K
|
9.98K
$2.18M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
257+ 94.49% |
$51.2K - $68.2K
|
529
$115K
|