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 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 10.46% |
$17.3K - $23.1K
|
919
$200K
|
|
|
Oct 29, 2024
Q3 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
BUY
|
- |
82+ 8.89% |
$16.3K - $21.8K
|
1K
$219K
|
|
|
Oct 21, 2024
Q3 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
81+ 0.32% |
$16.1K - $21.5K
|
25.4K
$5.53M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
78+ 2.51% |
$15.5K - $20.7K
|
3.18K
$694K
|
|
|
Oct 10, 2024
Q3 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
78+ 9.45% |
$15.5K - $20.7K
|
903
$197K
|
|
|
Nov 08, 2024
Q3 2024
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
77+ 8.85% |
$15.3K - $20.4K
|
947
$207K
|
|
|
Oct 21, 2024
Q3 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
76+ 1.64% |
$15.1K - $20.2K
|
4.72K
$1.03M
|
|
|
Oct 07, 2024
Q3 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
75+ 22.46% |
$14.9K - $19.9K
|
409
$89.2K
|
|
|
Oct 09, 2024
Q3 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
73+ 2.1% |
$14.5K - $19.4K
|
3.55K
$773K
|
|
|
Oct 31, 2024
Q3 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
BUY
|
- |
72+ 0.61% |
$14.3K - $19.1K
|
11.9K
$2.59M
|
|
|
Oct 07, 2024
Q3 2024
|
Diversified Trust CO
|
BUY
|
- |
71+ 4.11% |
$14.1K - $18.8K
|
1.8K
$392K
|
|
|
Nov 08, 2024
Q3 2024
|
Anfield Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
70New |
$14K - $18.6K
|
70
$15.3K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
65+ 15.82% |
$13K - $17.3K
|
476
$104K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
64+ 7.36% |
$12.8K - $17K
|
934
$204K
|
|
|
Oct 15, 2024
Q3 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
60+ 2.17% |
$12K - $15.9K
|
2.83K
$617K
|
|
|
Oct 31, 2024
Q3 2024
|
Hollencrest Capital Management
|
BUY
|
- |
60+ 56.07% |
$12K - $15.9K
|
167
$36.4K
|
|
|
Nov 06, 2024
Q3 2024
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
59+ 3.51% |
$11.8K - $15.7K
|
1.74K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
55+ 83.33% |
$11K - $14.6K
|
121
$26.4K
|
|
|
Nov 14, 2024
Q3 2024
|
Fwl Investment Management, LLC
|
BUY
|
- |
55+ 916.67% |
$11K - $14.6K
|
61
$13.3K
|
|
|
Oct 21, 2024
Q3 2024
|
Integrity Financial Corp
|
BUY
|
- |
53+ 34.42% |
$10.6K - $14.1K
|
207
$45.2K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$10.6K - $14.1K
|
53
$11.6K
|
|
|
Nov 06, 2024
Q3 2024
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
53+ 4.93% |
$10.6K - $14.1K
|
1.13K
$246K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 242.86% |
$10.2K - $13.5K
|
72
$15.7K
|
|
|
Nov 12, 2024
Q3 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
50+ 0.21% |
$9.96K - $13.3K
|
24.2K
$5.28M
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
46+ 85.19% |
$9.17K - $12.2K
|
100
$21.8K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
45+ 1.69% |
$8.97K - $11.9K
|
2.7K
$589K
|
|
|
Nov 06, 2024
Q3 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
45+ 10.71% |
$8.97K - $11.9K
|
465
$101K
|
|
|
Oct 04, 2024
Q3 2024
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
44+ 0.41% |
$8.77K - $11.7K
|
10.8K
$2.37M
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
41+ 4.06% |
$8.17K - $10.9K
|
1.05K
$229K
|
|
|
Nov 07, 2024
Q3 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
36+ 2.94% |
$7.17K - $9.56K
|
1.26K
$275K
|
|
|
Nov 12, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
34+ 2.86% |
$6.78K - $9.03K
|
1.22K
$267K
|
|
|
Nov 15, 2024
Q3 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
34+ 89.47% |
$6.78K - $9.03K
|
72
$15.7K
|
|
|
Oct 15, 2024
Q3 2024
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
33+ 2.57% |
$6.58K - $8.76K
|
1.32K
$287K
|
|
|
Nov 05, 2024
Q3 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
31+ 3.14% |
$6.18K - $8.23K
|
1.02K
$222K
|
|
|
Nov 04, 2024
Q3 2024
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
31+ 0.94% |
$6.18K - $8.23K
|
3.34K
$729K
|
|
|
Nov 14, 2024
Q3 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
28+ 0.28% |
$5.58K - $7.43K
|
10.2K
$2.23M
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28New |
$5.58K - $7.43K
|
28
$6.11K
|
|
|
Nov 12, 2024
Q3 2024
|
Certified Advisory Corp
Altamonte Springs, FL |
BUY
|
- |
27+ 2.97% |
$5.38K - $7.17K
|
937
$204K
|
|
|
Nov 08, 2024
Q3 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
25+ 2.25% |
$4.98K - $6.64K
|
1.13K
$247K
|
|
|
Oct 03, 2024
Q3 2024
|
Apella Capital, LLC
|
BUY
|
- |
24+ 1.23% |
$4.78K - $6.37K
|
1.98K
$431K
|
|
|
Nov 14, 2024
Q3 2024
|
Apeiron Ria LLC
|
BUY
|
- |
23+ 0.31% |
$4.58K - $6.11K
|
7.53K
$1.64M
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.38K - $5.84K
|
22
$4.8K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
21+ 52.5% |
$4.19K - $5.58K
|
61
$13.3K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.96% |
$4.19K - $5.58K
|
2.21K
$482K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 1.81% |
$3.39K - $4.51K
|
957
$209K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16+ 0.6% |
$3.19K - $4.25K
|
2.67K
$581K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14+ 700.0% |
$2.79K - $3.72K
|
16
$3.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13+ 1.39% |
$2.59K - $3.45K
|
945
$206K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.39K - $3.19K
|
5.25K
$1.15M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.71% |
$2.39K - $3.19K
|
1.69K
$369K
|