Purchases and Sales Made in Q4 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2023
Q4 2022
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
235+ 27.74% |
$23.4K - $91.2K
|
1.08K
$234K
|
|
|
Jan 25, 2023
Q4 2022
|
Stephens Inc
|
BUY
|
- |
206+ 15.09% |
$20.5K - $79.9K
|
1.57K
$340K
|
|
|
Jan 31, 2023
Q4 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
195+ 25.29% |
$19.4K - $75.7K
|
966
$209K
|
|
|
Feb 03, 2023
Q4 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
194+ 352.73% |
$19.3K - $75.3K
|
249
$53.9K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
190+ 3800.0% |
$18.9K - $73.7K
|
195
$42.2K
|
|
|
Feb 06, 2023
Q4 2022
|
Hollencrest Capital Management
|
BUY
|
- |
186New |
$18.5K - $72.2K
|
186
$40.3K
|
|
|
Feb 03, 2023
Q4 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
182+ 1.4% |
$18.1K - $70.6K
|
13.2K
$2.86M
|
|
|
Feb 13, 2023
Q4 2022
|
Us Bancorp \De\
|
BUY
|
- |
173+ 4.72% |
$17.2K - $67.1K
|
3.84K
$831K
|
|
|
Feb 13, 2023
Q4 2022
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
166New |
$16.5K - $64.4K
|
166
$35.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
164+ 3.97% |
$16.3K - $63.6K
|
4.3K
$929K
|
|
|
Jan 17, 2023
Q4 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
157+ 21.93% |
$15.6K - $60.9K
|
873
$189K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
145New |
$14.4K - $56.3K
|
145
$31.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
140+ 6.72% |
$13.9K - $54.3K
|
2.22K
$481K
|
|
|
Feb 14, 2023
Q4 2022
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
133New |
$13.2K - $51.6K
|
133
$28.8K
|
|
|
Feb 10, 2023
Q4 2022
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
132+ 16.46% |
$13.1K - $51.2K
|
934
$202K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 10.61% |
$12.8K - $50.1K
|
1.35K
$291K
|
|
|
Feb 15, 2023
Q4 2022
|
Retirement Group, LLC
|
BUY
|
- |
121+ 127.37% |
$12K - $47K
|
216
$46.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$11.9K - $46.6K
|
120
$26K
|
|
|
Jan 24, 2023
Q4 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
119+ 1.15% |
$11.8K - $46.2K
|
10.5K
$2.26M
|
|
|
Feb 01, 2023
Q4 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
111+ 43.53% |
$11.1K - $43.1K
|
366
$79.2K
|
|
|
Feb 10, 2023
Q4 2022
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
107New |
$10.7K - $41.5K
|
107
$23.2K
|
|
|
Jan 10, 2023
Q4 2022
|
Rb Capital Management, LLC
|
BUY
|
- |
104+ 16.3% |
$10.4K - $40.4K
|
742
$161K
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
100+ 10.56% |
$9.96K - $38.8K
|
1.05K
$227K
|
|
|
Jan 31, 2023
Q4 2022
|
Wfa Of San Diego, LLC
|
BUY
|
- |
100New |
$9.96K - $38.8K
|
100
$21.6K
|
|
|
Nov 13, 2023
Q4 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
99+ 0.55% |
$9.86K - $38.4K
|
18.2K
$3.94M
|
|
|
Feb 08, 2023
Q4 2022
|
Mercer Global Advisors Inc
Denver, CO |
BUY
|
- |
96+ 7.36% |
$9.56K - $37.3K
|
1.4K
$303K
|
|
|
Feb 14, 2023
Q4 2022
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
95+ 14.35% |
$9.46K - $36.9K
|
757
$164K
|
|
|
Jan 11, 2023
Q4 2022
|
Accurate Wealth Management, LLC
|
BUY
|
- |
91New |
$9.06K - $35.3K
|
91
$19.7K
|
|
|
Feb 14, 2023
Q4 2022
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
91+ 9.25% |
$9.06K - $35.3K
|
1.08K
$233K
|
|
|
Feb 09, 2023
Q4 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
88+ 6.0% |
$8.76K - $34.1K
|
1.56K
$337K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
82+ 2.81% |
$8.16K - $31.8K
|
3K
$650K
|
|
|
Feb 10, 2023
Q4 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
78+ 1.02% |
$7.77K - $30.3K
|
7.7K
$1.67M
|
|
|
Feb 14, 2023
Q4 2022
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
76+ 506.67% |
$7.57K - $29.5K
|
91
$19.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
74+ 5.05% |
$7.37K - $28.7K
|
1.54K
$333K
|
|
|
Jan 26, 2023
Q4 2022
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
69+ 0.87% |
$6.87K - $26.8K
|
7.99K
$1.73M
|
|
|
Feb 08, 2023
Q4 2022
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
68+ 0.35% |
$6.77K - $26.4K
|
19.4K
$4.2M
|
|
|
Feb 14, 2023
Q4 2022
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
62+ 1.54% |
$6.17K - $24.1K
|
4.09K
$885K
|
|
|
Feb 14, 2023
Q4 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
56+ 136.59% |
$5.58K - $21.7K
|
97
$21K
|
|
|
Feb 10, 2023
Q4 2022
|
South State Corp
|
BUY
|
- |
56+ 22.31% |
$5.58K - $21.7K
|
307
$66.4K
|
|
|
Jan 30, 2023
Q4 2022
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
50+ 55.56% |
$4.98K - $19.4K
|
140
$30.3K
|
|
|
Feb 14, 2023
Q4 2022
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
50New |
$4.98K - $19.4K
|
50
$10.8K
|
|
|
Feb 15, 2023
Q4 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
47+ 2.96% |
$4.68K - $18.2K
|
1.63K
$354K
|
|
|
Feb 14, 2023
Q4 2022
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
41New |
$4.08K - $15.9K
|
41
$8.87K
|
|
|
Jan 13, 2023
Q4 2022
|
Allworth Financial LP
|
BUY
|
- |
40+ 1.18% |
$3.98K - $15.5K
|
3.44K
$744K
|
|
|
Feb 02, 2023
Q4 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
40+ 0.79% |
$3.98K - $15.5K
|
5.08K
$1.1M
|
|
|
Feb 08, 2023
Q4 2022
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
38+ 38.38% |
$3.78K - $14.7K
|
137
$29.6K
|
|
|
Feb 08, 2023
Q4 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
37+ 1.17% |
$3.68K - $14.4K
|
3.19K
$691K
|
|
|
Jan 17, 2023
Q4 2022
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
34New |
$3.39K - $13.2K
|
34
$7.36K
|
|
|
Feb 14, 2023
Q4 2022
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
33+ 1.7% |
$3.29K - $12.8K
|
1.97K
$427K
|
|
|
Jan 30, 2023
Q4 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
30+ 4.69% |
$2.99K - $11.6K
|
669
$145K
|