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 |
---|---|---|---|---|---|---|---|
Jan 31, 2023
Q4 2022
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-185- 23.69% |
$18.4K - $71.8K
|
596
$129K
|
|
Jan 10, 2023
Q4 2022
|
Vigilare Wealth Management
|
SELL
|
- |
-201- 25.19% |
$20K - $78K
|
597
$129K
|
|
Feb 07, 2023
Q4 2022
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-210- 10.94% |
$20.9K - $81.5K
|
1.71K
$370K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-230- 39.32% |
$22.9K - $89.2K
|
355
$76.8K
|
|
Feb 06, 2023
Q4 2022
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-233- 1.95% |
$23.2K - $90.4K
|
11.7K
$2.53M
|
|
Feb 01, 2023
Q4 2022
|
Cwm, LLC
|
SELL
|
- |
-249- 17.88% |
$24.8K - $96.6K
|
1.14K
$248K
|
|
Feb 14, 2023
Q4 2022
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-250- 20.24% |
$24.9K - $97K
|
985
$213K
|
|
Jan 13, 2023
Q4 2022
|
Advisor Net Financial, Inc
|
SELL
|
- |
-257- 73.01% |
$25.6K - $99.7K
|
95
$20.6K
|
|
Feb 09, 2023
Q4 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-295- 8.81% |
$29.4K - $114K
|
3.06K
$661K
|
|
Feb 10, 2023
Q4 2022
|
Essex Financial Services, Inc.
|
SELL
|
- |
-335- 13.24% |
$33.4K - $130K
|
2.2K
$475K
|
|
Jan 26, 2023
Q4 2022
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-340- 3.87% |
$33.9K - $132K
|
8.44K
$1.83M
|
|
Jan 19, 2023
Q4 2022
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-362- 6.93% |
$36K - $140K
|
4.86K
$1.05M
|
|
Feb 02, 2023
Q4 2022
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-424- 14.4% |
$42.2K - $165K
|
2.52K
$546K
|
|
Feb 14, 2023
Q4 2022
|
Lowe Brockenbrough & CO Inc
|
SELL
|
- |
-444- 5.85% |
$44.2K - $172K
|
7.14K
$1.55M
|
|
Feb 08, 2023
Q4 2022
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-465- 4.89% |
$46.3K - $180K
|
9.04K
$1.96M
|
|
Feb 03, 2023
Q4 2022
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-479- 5.82% |
$47.7K - $186K
|
7.75K
$1.68M
|
|
Jan 20, 2023
Q4 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-528- 20.49% |
$52.6K - $205K
|
2.05K
$443K
|
|
Feb 14, 2023
Q4 2022
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-569- 0.93% |
$56.6K - $221K
|
60.5K
$13.1M
|
|
Feb 01, 2023
Q4 2022
|
Janney Montgomery Scott LLC
|
SELL
|
- |
-570- 7.84% |
$56.7K - $221K
|
6.7K
$1.45M
|
|
Aug 30, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-588- 2.59% |
$58.5K - $228K
|
22.1K
$4.79M
|
|
Feb 13, 2023
Q4 2022
|
Credit Suisse Ag
Zurich, V8 |
SELL
|
- |
-641- 2.59% |
$63.8K - $249K
|
24.1K
$5.22M
|
|
Jan 30, 2023
Q4 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
SELL
|
- |
-654- 18.73% |
$65.1K - $254K
|
2.84K
$614K
|
|
Feb 06, 2023
Q4 2022
|
Meitav Dash Investments LTD
|
SELL
|
- |
-717- 7.6% |
$71.4K - $278K
|
8.72K
$1.89M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-722- 78.31% |
$71.9K - $280K
|
200
$43.3K
|
|
Jan 24, 2023
Q4 2022
|
Milestone Advisory Partners
|
SELL
|
- |
-733- 25.43% |
$73K - $284K
|
2.15K
$465K
|
|
Feb 09, 2023
Q4 2022
|
Bank Of Nova Scotia
|
SELL
|
- |
-745- 10.46% |
$74.2K - $289K
|
6.38K
$1.38M
|
|
Jan 18, 2023
Q4 2022
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-809- 14.82% |
$80.5K - $314K
|
4.65K
$1.01M
|
|
Feb 16, 2023
Q4 2022
|
Ascent Group, LLC
|
SELL
|
- |
-900- 13.39% |
$89.6K - $349K
|
5.82K
$1.26M
|
|
Jul 19, 2024
Q4 2022
|
Pathway Financial Advisers, LLC
Auburn, IN |
SELL
|
- |
-930- 70.29% |
$92.6K - $361K
|
393
$85K
|
|
Dec 13, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-954- 32.73% |
$95K - $370K
|
1.96K
$424K
|
|
Feb 10, 2023
Q4 2022
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-954- 32.73% |
$95K - $370K
|
1.96K
$424K
|
|
Feb 10, 2023
Q4 2022
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-1.02K- 1.83% |
$101K - $395K
|
54.4K
$11.8M
|
|
Feb 14, 2023
Q4 2022
|
Hsbc Holdings PLC
London, X0 |
SELL
|
- |
-1.04K- 32.59% |
$103K - $402K
|
2.14K
$464K
|
|
Feb 08, 2023
Q4 2022
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
SELL
|
- |
-1.05K- 2.34% |
$104K - $407K
|
43.7K
$9.45M
|
|
Feb 06, 2023
Q4 2022
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.08K- 28.3% |
$107K - $418K
|
2.73K
$591K
|
|
Feb 14, 2023
Q4 2022
|
Qube Research & Technologies LTD
London, X0 |
SELL
|
- |
-1.09K- 95.21% |
$109K - $424K
|
55
$11.9K
|
|
Jan 30, 2023
Q4 2022
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-1.09K- 19.67% |
$109K - $425K
|
4.47K
$967K
|
|
Feb 07, 2023
Q4 2022
|
Ifp Advisors, Inc
|
SELL
|
- |
-1.32K- 12.09% |
$131K - $510K
|
9.56K
$2.07M
|
|
Feb 02, 2023
Q4 2022
|
Western Wealth Management, LLC
|
SELL
|
- |
-1.44K- 59.11% |
$143K - $558K
|
994
$215K
|
|
Feb 02, 2023
Q4 2022
|
Sg Americas Securities, LLC
|
SELL
|
- |
-1.59K- 18.42% |
$158K - $617K
|
7.05K
$1.52M
|
|
Jan 13, 2023
Q4 2022
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-1.62K- 61.01% |
$161K - $629K
|
1.04K
$224K
|
|
Feb 14, 2023
Q4 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-1.64K- 76.78% |
$164K - $638K
|
497
$108K
|
|
Apr 24, 2024
Q4 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
SELL
|
- |
-1.71K- 4.15% |
$171K - $665K
|
39.6K
$8.56M
|
|
Feb 08, 2023
Q4 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-1.81K- 12.46% |
$180K - $701K
|
12.7K
$2.75M
|
|
Feb 13, 2023
Q4 2022
|
Northeast Financial Consultants Inc
Westport, CT |
SELL
|
- |
-1.83K- 67.85% |
$182K - $710K
|
867
$188K
|
|
Feb 13, 2023
Q4 2022
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-1.91K- 7.67% |
$190K - $740K
|
22.9K
$4.97M
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.94K- 5.04% |
$194K - $754K
|
36.6K
$7.93M
|
|
Feb 07, 2023
Q4 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-2K- 7.44% |
$199K - $775K
|
24.9K
$5.38M
|
|
Feb 13, 2023
Q4 2022
|
Barclays PLC
London, X0 |
SELL
|
- |
-2.07K- 1.79% |
$206K - $804K
|
113K
$24.5M
|
|
Feb 13, 2023
Q4 2022
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-2.21K- 35.19% |
$220K - $857K
|
4.07K
$880K
|