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 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
21+ 52.5% |
$4.19K - $5.58K
|
61
$13K
|
|
|
Nov 07, 2024
Q3 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
21+ 0.96% |
$4.19K - $5.58K
|
2.21K
$472K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 1.81% |
$3.39K - $4.51K
|
957
$204K
|
|
|
Nov 13, 2024
Q3 2024
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
16+ 0.6% |
$3.19K - $4.25K
|
2.67K
$569K
|
|
|
Nov 14, 2024
Q3 2024
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
14+ 700.0% |
$2.79K - $3.72K
|
16
$3.42K
|
|
|
Nov 14, 2024
Q3 2024
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
BUY
|
- |
13+ 1.39% |
$2.59K - $3.45K
|
945
$202K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.39K - $3.19K
|
5.25K
$1.12M
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.71% |
$2.39K - $3.19K
|
1.69K
$361K
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
11New |
$2.19K - $2.92K
|
11
$2.35K
|
|
|
Nov 12, 2024
Q3 2024
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
10+ 0.47% |
$1.99K - $2.65K
|
2.16K
$460K
|
|
|
Nov 14, 2024
Q3 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
10+ 0.82% |
$1.99K - $2.65K
|
1.23K
$263K
|
|
|
Nov 13, 2024
Q3 2024
|
Townsquare Capital LLC
|
BUY
|
- |
8+ 0.16% |
$1.59K - $2.12K
|
5K
$1.07M
|
|
|
Nov 12, 2024
Q3 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
8+ 0.21% |
$1.59K - $2.12K
|
3.78K
$807K
|
|
|
Nov 01, 2024
Q3 2024
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7+ 0.24% |
$1.4K - $1.86K
|
2.97K
$635K
|
|
|
Nov 14, 2024
Q3 2024
|
Financial Gravity Companies, Inc.
Lakeway, TX |
BUY
|
- |
5New |
$996 - $1.33K
|
5
$1.07K
|
|
|
Oct 08, 2024
Q3 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
5+ 0.23% |
$996 - $1.33K
|
2.18K
$465K
|
|
|
May 07, 2025
Q3 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
BUY
|
- |
5New |
$996 - $1.33K
|
5
$1.07K
|
|
|
Nov 13, 2024
Q3 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
4+ 0.23% |
$797 - $1.06K
|
1.78K
$380K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.25% |
$797 - $1.06K
|
1.59K
$340K
|
|
|
Oct 07, 2024
Q3 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.22% |
$598 - $796
|
1.36K
$291K
|
|
|
Nov 14, 2024
Q3 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
3+ 0.23% |
$598 - $796
|
1.29K
$276K
|
|
|
Nov 12, 2024
Q3 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
3+ 0.04% |
$598 - $796
|
8.41K
$1.8M
|
|
|
Oct 07, 2024
Q3 2024
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
3+ 0.3% |
$598 - $796
|
989
$211K
|
|
|
Nov 12, 2024
Q3 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
3+ 0.13% |
$598 - $796
|
2.26K
$483K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$399 - $531
|
992
$212K
|
|
|
Nov 13, 2024
Q3 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.11% |
$399 - $531
|
1.85K
$394K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.33% |
$399 - $531
|
606
$129K
|
|
|
Nov 13, 2024
Q3 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
2+ 0.04% |
$399 - $531
|
4.56K
$975K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.18% |
$199 - $265
|
552
$118K
|
|
|
Nov 01, 2024
Q3 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
1+ 0.14% |
$199 - $265
|
728
$156K
|
|
|
Nov 04, 2024
Q3 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
1+ 5.88% |
$199 - $265
|
18
$3.85K
|
|
|
Nov 05, 2024
Q3 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1+ 0.05% |
$199 - $265
|
2.19K
$468K
|
|
|
Oct 30, 2024
Q3 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1+ 0.06% |
$199 - $265
|
1.69K
$360K
|
|
|
Oct 21, 2024
Q3 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
1+ 0.1% |
$199 - $265
|
1.05K
$225K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 13, 2024
Q3 2024
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-1- 2.38% |
$199 - $265
|
41
$8.76K
|
|
|
Feb 19, 2025
Q3 2024
|
Keystone Financial Group
|
SELL
|
- |
-1- 0.02% |
$199 - $265
|
5.1K
$1.09M
|
|
|
Nov 13, 2024
Q3 2024
|
Horizon Investments, LLC
Charlotte, NC |
SELL
|
- |
-1- 20.0% |
$199 - $265
|
4
$854
|
|
|
Nov 14, 2024
Q3 2024
|
Aqr Capital Management LLC
Greenwich, CT |
SELL
|
- |
-3- 0.25% |
$598 - $796
|
1.18K
$251K
|
|
|
Oct 10, 2024
Q3 2024
|
Sound Income Strategies, LLC
|
SELL
|
- |
-3- 12.5% |
$598 - $796
|
21
$4.49K
|
|
|
Nov 14, 2024
Q3 2024
|
Coppell Advisory Solutions LLC
Coppell, TX |
SELL
|
- |
-5- 9.43% |
$996 - $1.33K
|
48
$10.3K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.13% |
$1.4K - $1.86K
|
5.34K
$1.14M
|
|
|
Oct 15, 2024
Q3 2024
|
Terra Nova Asset Management LLC
|
SELL
|
- |
-8- 0.52% |
$1.59K - $2.12K
|
1.53K
$326K
|
|
|
Oct 15, 2024
Q3 2024
|
Rda Financial Network
|
SELL
|
- |
-8- 0.29% |
$1.59K - $2.12K
|
2.76K
$589K
|
|
|
Nov 04, 2024
Q3 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-9- 0.68% |
$1.79K - $2.39K
|
1.32K
$283K
|
|
|
Nov 05, 2024
Q3 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-9- 0.16% |
$1.79K - $2.39K
|
5.53K
$1.18M
|
|
|
Nov 14, 2024
Q3 2024
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-9- 0.61% |
$1.79K - $2.39K
|
1.47K
$314K
|
|
|
Oct 07, 2024
Q3 2024
|
Ignite Planners, LLC
|
SELL
|
- |
-10- 0.63% |
$1.99K - $2.65K
|
1.57K
$336K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 1.77% |
$2.19K - $2.92K
|
610
$130K
|