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 09, 2024
Q4 2023
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
18New |
$7.89K - $10.5K
|
18
$3.9K
|
|
|
Feb 14, 2024
Q4 2023
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
18New |
$7.89K - $10.5K
|
18
$3.9K
|
|
|
Jan 23, 2024
Q4 2023
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
16+ 2.93% |
$7.01K - $9.3K
|
562
$122K
|
|
|
Jan 09, 2024
Q4 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
16+ 28.57% |
$7.01K - $9.3K
|
72
$15.6K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$7.01K - $9.3K
|
16
$3.46K
|
|
|
Feb 05, 2024
Q4 2023
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
15New |
$6.58K - $8.72K
|
15
$3.25K
|
|
|
Feb 07, 2024
Q4 2023
|
Accredited Investors Inc.
|
BUY
|
- |
14+ 1.82% |
$6.14K - $8.14K
|
784
$170K
|
|
|
Feb 05, 2024
Q4 2023
|
Russell Investments Group, Ltd.
|
BUY
|
- |
14New |
$6.14K - $8.14K
|
14
$3.03K
|
|
|
Feb 01, 2024
Q4 2023
|
Cwm, LLC
|
BUY
|
- |
13+ 2.11% |
$5.7K - $7.56K
|
628
$136K
|
|
|
Feb 14, 2024
Q4 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
13+ 2.21% |
$5.7K - $7.56K
|
601
$130K
|
|
|
Jan 16, 2024
Q4 2023
|
Cva Family Office, LLC
|
BUY
|
- |
13New |
$5.7K - $7.56K
|
13
$2.81K
|
|
|
Feb 15, 2024
Q4 2023
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
12New |
$5.26K - $6.98K
|
12
$2.6K
|
|
|
Jan 30, 2024
Q4 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
11+ 0.72% |
$4.82K - $6.4K
|
1.53K
$332K
|
|
|
Feb 05, 2024
Q4 2023
|
Principle Wealth Partners LLC
|
BUY
|
- |
10+ 0.66% |
$4.38K - $5.81K
|
1.52K
$329K
|
|
|
Jul 22, 2024
Q4 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
10+ 2.09% |
$4.38K - $5.81K
|
488
$106K
|
|
|
Jan 18, 2024
Q4 2023
|
Wealth Care Investment Partners, LLC
|
BUY
|
- |
10+ 1.78% |
$4.38K - $5.81K
|
572
$124K
|
|
|
Jan 30, 2024
Q4 2023
|
Archer Investment Corp
|
BUY
|
- |
10+ 5.85% |
$4.38K - $5.81K
|
181
$39.2K
|
|
|
Jan 12, 2024
Q4 2023
|
Cx Institutional
|
BUY
|
- |
9New |
$3.95K - $5.23K
|
9
$1.95K
|
|
|
Jan 31, 2024
Q4 2023
|
Heirloom Wealth Management
Greenwood Village, CO |
BUY
|
- |
8+ 1.84% |
$3.51K - $4.65K
|
443
$95.9K
|
|
|
Feb 16, 2024
Q4 2023
|
Vima LLC
Troy, MI |
BUY
|
- |
7New |
$3.07K - $4.07K
|
7
$1.51K
|
|
|
Feb 06, 2024
Q4 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
7+ 4.07% |
$3.07K - $4.07K
|
179
$38.7K
|
|
|
Feb 07, 2024
Q4 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
7+ 1.36% |
$3.07K - $4.07K
|
521
$113K
|
|
|
Feb 13, 2024
Q4 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
6+ 600.0% |
$2.63K - $3.49K
|
7
$1.51K
|
|
|
Feb 02, 2024
Q4 2023
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
5+ 1.1% |
$2.19K - $2.91K
|
458
$99.1K
|
|
|
Jan 10, 2024
Q4 2023
|
Kesler, Norman & Wride, LLC
|
BUY
|
- |
5+ 0.27% |
$2.19K - $2.91K
|
1.87K
$405K
|
|
|
Jan 10, 2024
Q4 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
5+ 0.51% |
$2.19K - $2.91K
|
986
$213K
|
|
|
Feb 06, 2024
Q4 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
5+ 0.42% |
$2.19K - $2.91K
|
1.2K
$261K
|
|
|
Feb 05, 2024
Q4 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
5+ 0.39% |
$2.19K - $2.91K
|
1.3K
$282K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$2.19K - $2.91K
|
5
$1.08K
|
|
|
Jan 11, 2024
Q4 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
5+ 0.14% |
$2.19K - $2.91K
|
3.51K
$759K
|
|
|
Jul 19, 2024
Q4 2023
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
5+ 1.19% |
$2.19K - $2.91K
|
426
$92.2K
|
|
|
Jan 23, 2024
Q4 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
5+ 11.63% |
$2.19K - $2.91K
|
48
$10.4K
|
|
|
Jan 10, 2024
Q4 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
4+ 0.56% |
$1.75K - $2.33K
|
724
$157K
|
|
|
Feb 02, 2024
Q4 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.54% |
$1.75K - $2.33K
|
748
$162K
|
|
|
Feb 05, 2024
Q4 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
4+ 4.55% |
$1.75K - $2.33K
|
92
$19.9K
|
|
|
Feb 09, 2024
Q4 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
3+ 0.54% |
$1.32K - $1.74K
|
558
$121K
|
|
|
Jan 19, 2024
Q4 2023
|
Activest Wealth Management
|
BUY
|
- |
3+ 0.58% |
$1.32K - $1.74K
|
517
$112K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3New |
$1.32K - $1.74K
|
3
$649
|
|
|
Feb 14, 2024
Q4 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
2+ 0.57% |
$877 - $1.16K
|
352
$76.2K
|
|
|
Jan 18, 2024
Q4 2023
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
2+ 5.41% |
$877 - $1.16K
|
39
$8.44K
|
|
|
Feb 09, 2024
Q4 2023
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2+ 3.7% |
$877 - $1.16K
|
56
$12.1K
|
|
|
Feb 07, 2024
Q4 2023
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
2New |
$877 - $1.16K
|
2
$433
|
|
|
Feb 05, 2024
Q4 2023
|
Rb Capital Management, LLC
|
BUY
|
- |
2+ 0.34% |
$877 - $1.16K
|
590
$128K
|
|
|
Jan 19, 2024
Q4 2023
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
2New |
$877 - $1.16K
|
2
$433
|
|
|
Feb 02, 2024
Q4 2023
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.98% |
$438 - $581
|
103
$22.3K
|
|
|
Jan 23, 2024
Q4 2023
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
1+ 0.5% |
$438 - $581
|
201
$43.5K
|
|
|
Feb 02, 2024
Q4 2023
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
1+ 7.14% |
$438 - $581
|
15
$3.25K
|
|
|
Jan 29, 2024
Q4 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.2% |
$438 - $581
|
496
$107K
|
|
|
Jan 18, 2024
Q4 2023
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1+ 0.24% |
$438 - $581
|
412
$89.2K
|
|
|
Feb 13, 2024
Q4 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1+ 0.08% |
$438 - $581
|
1.22K
$263K
|