Purchases and Sales Made in Q4 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2023. 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 14, 2024
Q4 2023
|
Toroso Investments, LLC
Massapequa, NY |
BUY
|
- |
3.02KNew |
$1.32M - $1.75M
|
3.02K
$653K
|
|
|
Feb 09, 2024
Q4 2023
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
2.96KNew |
$1.3M - $1.72M
|
2.96K
$641K
|
|
|
Jan 17, 2024
Q4 2023
|
Family Legacy, Inc.
|
BUY
|
- |
2.88KNew |
$1.26M - $1.68M
|
2.88K
$624K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
2.85K+ 3.54% |
$1.25M - $1.65M
|
83.1K
$18M
|
|
|
Feb 14, 2024
Q4 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
2.8KNew |
$1.23M - $1.63M
|
2.8K
$607K
|
|
|
Jan 16, 2024
Q4 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
2.76K+ 9.67% |
$1.21M - $1.6M
|
31.3K
$6.77M
|
|
|
Feb 14, 2024
Q4 2023
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
2.68KNew |
$1.17M - $1.56M
|
2.68K
$579K
|
|
|
Feb 13, 2024
Q4 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
2.51K+ 4.32% |
$1.1M - $1.46M
|
60.7K
$13.1M
|
|
|
Sep 30, 2024
Q4 2023
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
2.5KNew |
$1.1M - $1.45M
|
2.5K
$541K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.47KNew |
$1.08M - $1.44M
|
2.47K
$534K
|
|
|
Feb 09, 2024
Q4 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
2.32K+ 7.86% |
$1.02M - $1.35M
|
31.8K
$6.89M
|
|
|
Feb 12, 2024
Q4 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
2.32K+ 4.2% |
$1.02M - $1.35M
|
57.6K
$12.5M
|
|
|
Feb 13, 2024
Q4 2023
|
Northwestern Mutual Wealth Management CO
|
BUY
|
- |
2.31K+ 5.62% |
$1.01M - $1.35M
|
43.5K
$9.41M
|
|
|
Jan 25, 2024
Q4 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
2.22K+ 28.28% |
$972K - $1.29M
|
10.1K
$2.18M
|
|
|
Feb 26, 2024
Q4 2023
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
2.18KNew |
$954K - $1.27M
|
2.18K
$471K
|
|
|
Jan 29, 2024
Q4 2023
|
Koshinski Asset Management, Inc.
|
BUY
|
- |
2.14K+ 67.91% |
$939K - $1.25M
|
5.3K
$1.15M
|
|
|
Feb 02, 2024
Q4 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
2.12K+ 9.03% |
$929K - $1.23M
|
25.6K
$5.54M
|
|
|
Feb 09, 2024
Q4 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
2.1K+ 0.89% |
$922K - $1.22M
|
239K
$51.7M
|
|
|
Jan 30, 2024
Q4 2023
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
2K+ 27.88% |
$878K - $1.16M
|
9.18K
$1.99M
|
|
|
Jan 12, 2024
Q4 2023
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.97K+ 364.14% |
$864K - $1.15M
|
2.51K
$543K
|
|
|
Jan 31, 2024
Q4 2023
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.81K+ 117.14% |
$794K - $1.05M
|
3.36K
$726K
|
|
|
Feb 08, 2024
Q4 2023
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.8KNew |
$788K - $1.04M
|
1.8K
$389K
|
|
|
Feb 14, 2024
Q4 2023
|
Walleye Capital LLC
Plymouth, MN |
BUY
|
- |
1.77K+ 126.34% |
$774K - $1.03M
|
3.16K
$684K
|
|
|
Feb 12, 2024
Q4 2023
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
1.74KNew |
$764K - $1.01M
|
1.74K
$377K
|
|
|
Mar 14, 2024
Q4 2023
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
1.72KNew |
$754K - $1M
|
1.72K
$372K
|
|
|
Feb 14, 2024
Q4 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
1.71K+ 21.1% |
$750K - $994K
|
9.81K
$2.12M
|
|
|
Feb 05, 2024
Q4 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.69K+ 15.55% |
$743K - $985K
|
12.6K
$2.72M
|
|
|
Feb 12, 2024
Q4 2023
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
1.68KNew |
$737K - $978K
|
1.68K
$364K
|
|
|
Jan 10, 2024
Q4 2023
|
Creative Financial Designs Inc
|
BUY
|
- |
1.63K+ 995.73% |
$716K - $950K
|
1.8K
$389K
|
|
|
Feb 13, 2024
Q4 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
BUY
|
- |
1.6KNew |
$701K - $930K
|
1.6K
$346K
|
|
|
Feb 05, 2024
Q4 2023
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
1.57KNew |
$689K - $913K
|
1.57K
$340K
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.54KNew |
$675K - $895K
|
1.54K
$333K
|
|
|
Feb 13, 2024
Q4 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
1.52K+ 9.85% |
$667K - $884K
|
17K
$3.67M
|
|
|
Jan 22, 2024
Q4 2023
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
1.52KNew |
$665K - $883K
|
1.52K
$328K
|
|
|
Feb 14, 2024
Q4 2023
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
1.5K+ 2.84% |
$657K - $871K
|
54.3K
$11.7M
|
|
|
Jan 18, 2024
Q4 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.49K+ 41.54% |
$652K - $865K
|
5.07K
$1.1M
|
|
|
Feb 12, 2024
Q4 2023
|
Wedbush Securities Inc
|
BUY
|
- |
1.44KNew |
$632K - $838K
|
1.44K
$312K
|
|
|
Feb 09, 2024
Q4 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.41K+ 42.22% |
$619K - $821K
|
4.76K
$1.03M
|
|
|
Feb 06, 2024
Q4 2023
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
1.4KNew |
$615K - $815K
|
1.4K
$303K
|
|
|
Feb 14, 2024
Q4 2023
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.4KNew |
$614K - $814K
|
1.4K
$303K
|
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
BUY
|
- |
1.35KNew |
$593K - $787K
|
1.35K
$293K
|
|
|
Feb 09, 2024
Q4 2023
|
Cambridge Investment Research Advisors, Inc.
|
BUY
|
- |
1.33K+ 2.36% |
$581K - $771K
|
57.5K
$12.4M
|
|
|
Feb 09, 2024
Q4 2023
|
Congress Wealth Management LLC
Boston, MA |
BUY
|
- |
1.26KNew |
$553K - $733K
|
1.26K
$273K
|
|
|
Feb 26, 2024
Q4 2023
|
Centaurus Financial, Inc.
|
BUY
|
- |
1.24K+ 297.84% |
$543K - $720K
|
1.66K
$358K
|
|
|
Jan 18, 2024
Q4 2023
|
First National Corp
|
BUY
|
- |
1.21K+ 8.47% |
$531K - $705K
|
15.5K
$3.36M
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.15KNew |
$504K - $668K
|
1.15K
$249K
|
|
|
Feb 13, 2024
Q4 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
1.15K+ 407.83% |
$502K - $666K
|
1.43K
$309K
|
|
|
Feb 07, 2024
Q4 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
1.14K+ 8.14% |
$502K - $665K
|
15.2K
$3.29M
|
|
|
Jan 17, 2024
Q4 2023
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
1.11KNew |
$486K - $644K
|
1.11K
$240K
|
|
|
Feb 13, 2024
Q4 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
1.1KNew |
$482K - $640K
|
1.1K
$238K
|