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 15, 2024
Q4 2023
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.08KNew |
$475K - $630K
|
1.08K
$235K
|
|
|
Feb 09, 2024
Q4 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.05K+ 11.37% |
$460K - $611K
|
10.3K
$2.23M
|
|
|
Jan 26, 2024
Q4 2023
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.05KNew |
$459K - $609K
|
1.05K
$227K
|
|
|
Feb 08, 2024
Q4 2023
|
Meridian Wealth Management, LLC
|
BUY
|
- |
1.03K+ 9.97% |
$453K - $601K
|
11.4K
$2.47M
|
|
|
Feb 09, 2024
Q4 2023
|
Mai Capital Management
|
BUY
|
- |
1.02KNew |
$445K - $591K
|
1.02K
$220K
|
|
|
Feb 08, 2024
Q4 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
995+ 12.9% |
$436K - $579K
|
8.71K
$1.88M
|
|
|
Feb 05, 2024
Q4 2023
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
990+ 50.38% |
$434K - $576K
|
2.96K
$639K
|
|
|
Feb 14, 2024
Q4 2023
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
984New |
$431K - $572K
|
984
$213K
|
|
|
Feb 13, 2024
Q4 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
965+ 17.74% |
$423K - $561K
|
6.4K
$1.39M
|
|
|
Apr 15, 2024
Q4 2023
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
948New |
$416K - $551K
|
948
$205K
|
|
|
Feb 14, 2024
Q4 2023
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
941New |
$413K - $547K
|
941
$204K
|
|
|
Feb 06, 2024
Q4 2023
|
Spire Wealth Management
|
BUY
|
- |
921+ 14.06% |
$404K - $536K
|
7.47K
$1.62M
|
|
|
Feb 09, 2024
Q4 2023
|
X Square Capital, LLC
|
BUY
|
- |
919New |
$403K - $534K
|
919
$199K
|
|
|
Jan 22, 2024
Q4 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
915+ 4.92% |
$401K - $532K
|
19.5K
$4.22M
|
|
|
Feb 12, 2024
Q4 2023
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
870New |
$381K - $506K
|
870
$188K
|
|
|
Feb 02, 2024
Q4 2023
|
Truist Financial Corp
|
BUY
|
- |
837+ 3.36% |
$367K - $487K
|
25.7K
$5.57M
|
|
|
Feb 14, 2024
Q4 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
833+ 13.74% |
$365K - $484K
|
6.9K
$1.49M
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
820New |
$359K - $477K
|
820
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
819New |
$359K - $476K
|
819
$177K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
809New |
$355K - $470K
|
809
$175K
|
|
|
Feb 14, 2024
Q4 2023
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
801New |
$351K - $466K
|
801
$173K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
800New |
$351K - $465K
|
800
$173K
|
|
|
Feb 13, 2024
Q4 2023
|
360 Financial, Inc.
|
BUY
|
- |
791+ 4.47% |
$347K - $460K
|
18.5K
$4M
|
|
|
Feb 14, 2024
Q4 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
790+ 14.44% |
$346K - $459K
|
6.26K
$1.35M
|
|
|
Feb 13, 2024
Q4 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
772+ 87.63% |
$338K - $449K
|
1.65K
$358K
|
|
|
Feb 13, 2024
Q4 2023
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
763New |
$334K - $444K
|
763
$165K
|
|
|
Feb 12, 2024
Q4 2023
|
Scotia Capital Inc.
|
BUY
|
- |
727+ 42.82% |
$319K - $423K
|
2.43K
$525K
|
|
|
Feb 07, 2024
Q4 2023
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
706+ 35300.0% |
$309K - $411K
|
708
$153K
|
|
|
Mar 05, 2024
Q4 2023
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
700New |
$307K - $407K
|
700
$151K
|
|
|
Feb 14, 2024
Q4 2023
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
694New |
$304K - $404K
|
694
$150K
|
|
|
Feb 14, 2024
Q4 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
BUY
|
- |
661+ 270.9% |
$290K - $384K
|
905
$196K
|
|
|
Feb 15, 2024
Q4 2023
|
Townsquare Capital LLC
|
BUY
|
- |
659+ 59.53% |
$289K - $383K
|
1.77K
$382K
|
|
|
Jan 26, 2024
Q4 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
656+ 4.49% |
$288K - $381K
|
15.3K
$3.3M
|
|
|
Jan 09, 2024
Q4 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
647+ 78.52% |
$284K - $376K
|
1.47K
$318K
|
|
|
Jan 12, 2024
Q4 2023
|
Advisor Resource Council
|
BUY
|
- |
640New |
$281K - $372K
|
640
$138K
|
|
|
Feb 14, 2024
Q4 2023
|
Atom Investors LP
Austin, TX |
BUY
|
- |
629New |
$276K - $366K
|
629
$136K
|
|
|
Jan 10, 2024
Q4 2023
|
Park Avenue Securities LLC
|
BUY
|
- |
605New |
$265K - $352K
|
605
$131K
|
|
|
Apr 03, 2024
Q4 2023
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
590New |
$259K - $343K
|
590
$128K
|
|
|
Jan 29, 2024
Q4 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
569+ 120.55% |
$249K - $331K
|
1.04K
$225K
|
|
|
Feb 01, 2024
Q4 2023
|
Qcm Cayman, Ltd.
|
BUY
|
- |
562New |
$246K - $327K
|
562
$122K
|
|
|
Feb 07, 2024
Q4 2023
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
559New |
$245K - $325K
|
559
$121K
|
|
|
Feb 05, 2024
Q4 2023
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
547New |
$240K - $318K
|
547
$118K
|
|
|
Feb 12, 2024
Q4 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
530+ 5.86% |
$232K - $308K
|
9.57K
$2.07M
|
|
|
Feb 07, 2024
Q4 2023
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
526+ 7.8% |
$231K - $306K
|
7.27K
$1.57M
|
|
|
Feb 06, 2024
Q4 2023
|
Concentrum Wealth Management
|
BUY
|
- |
520+ 7.19% |
$228K - $302K
|
7.76K
$1.68M
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
511+ 3.47% |
$224K - $297K
|
15.2K
$3.29M
|
|
|
Jan 31, 2024
Q4 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
500New |
$219K - $291K
|
500
$108K
|
|
|
Jan 30, 2024
Q4 2023
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
500New |
$219K - $291K
|
500
$108K
|
|
|
Jan 25, 2024
Q4 2023
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
495New |
$217K - $288K
|
495
$107K
|
|
|
Feb 13, 2024
Q4 2023
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
484New |
$212K - $281K
|
484
$105K
|