Purchases and Sales Made in Q4 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2024. 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 06, 2025
Q4 2024
|
Clal Insurance Enterprises Holdings LTD
Tel Aviv, L3 |
BUY
|
- |
1.34MNew |
$284M - $322M
|
1.34M
$291M
|
|
|
Feb 06, 2025
Q4 2024
|
Raymond James Financial Inc
St. Petersburg, FL |
BUY
|
- |
323KNew |
$68.3M - $77.5M
|
323K
$70.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
254K+ 22093.55% |
$53.6M - $60.8M
|
255K
$55.3M
|
|
|
Feb 10, 2025
Q4 2024
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
215K+ 458.91% |
$45.4M - $51.5M
|
262K
$56.7M
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
135KNew |
$28.6M - $32.4M
|
135K
$29.3M
|
|
|
Feb 05, 2025
Q4 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
29.7K+ 61.04% |
$6.28M - $7.13M
|
78.5K
$17M
|
|
|
Jan 16, 2025
Q4 2024
|
Alpha Cubed Investments, LLC
|
BUY
|
- |
27.3K+ 2615.52% |
$5.77M - $6.55M
|
28.4K
$6.15M
|
|
|
Jan 15, 2025
Q4 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
23.3KNew |
$4.92M - $5.58M
|
23.3K
$5.05M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.5KNew |
$3.92M - $4.45M
|
18.5K
$4.02M
|
|
|
Jan 03, 2025
Q4 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
14.5K+ 1302.79% |
$3.06M - $3.47M
|
15.6K
$3.38M
|
|
|
Feb 10, 2025
Q4 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
10.9K+ 15.51% |
$2.31M - $2.62M
|
81.5K
$17.7M
|
|
|
Feb 07, 2025
Q4 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
10.5K+ 3.48% |
$2.22M - $2.52M
|
312K
$67.8M
|
|
|
Feb 04, 2025
Q4 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
10.1K+ 288.89% |
$2.14M - $2.43M
|
13.7K
$2.96M
|
|
|
Jan 31, 2025
Q4 2024
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
10KNew |
$2.11M - $2.4M
|
10K
$2.17M
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9.43KNew |
$1.99M - $2.26M
|
9.43K
$2.04M
|
|
|
Feb 07, 2025
Q4 2024
|
Barings LLC
|
BUY
|
- |
7.97KNew |
$1.68M - $1.91M
|
7.97K
$1.73M
|
|
|
Feb 10, 2025
Q4 2024
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
7.91K+ 3.49% |
$1.67M - $1.9M
|
235K
$50.9M
|
|
|
Jan 31, 2025
Q4 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
7.48K+ 190.75% |
$1.58M - $1.79M
|
11.4K
$2.47M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.09KNew |
$1.5M - $1.7M
|
7.09K
$1.54M
|
|
|
Feb 10, 2025
Q4 2024
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
7.07K+ 6.46% |
$1.49M - $1.69M
|
116K
$25.3M
|
|
|
Jan 29, 2025
Q4 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
6.9K+ 283.79% |
$1.46M - $1.65M
|
9.33K
$2.02M
|
|
|
Jan 29, 2025
Q4 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
6.61K+ 49.07% |
$1.4M - $1.58M
|
20.1K
$4.35M
|
|
|
Feb 04, 2025
Q4 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.99K+ 71.18% |
$1.27M - $1.44M
|
14.4K
$3.12M
|
|
|
Jan 10, 2025
Q4 2024
|
Aprio Wealth Management, LLC
|
BUY
|
- |
5.77K+ 38.12% |
$1.22M - $1.38M
|
20.9K
$4.53M
|
|
|
Jan 13, 2025
Q4 2024
|
Brookstone Capital Management
|
BUY
|
- |
5.73K+ 92.42% |
$1.21M - $1.37M
|
11.9K
$2.59M
|
|
|
Feb 07, 2025
Q4 2024
|
Altfest L J & CO Inc
|
BUY
|
- |
5.7K+ 74.62% |
$1.2M - $1.37M
|
13.3K
$2.89M
|
|
|
Feb 10, 2025
Q4 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
5.25K+ 47.04% |
$1.11M - $1.26M
|
16.4K
$3.56M
|
|
|
Jan 23, 2025
Q4 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
5.25K+ 548.07% |
$1.11M - $1.26M
|
6.2K
$1.35M
|
|
|
Jan 21, 2025
Q4 2024
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
4.94K+ 15.6% |
$1.04M - $1.19M
|
36.6K
$7.94M
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.03KNew |
$852K - $967K
|
4.03K
$875K
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Investment Counselors Inc
|
BUY
|
- |
4.01KNew |
$848K - $962K
|
4.01K
$870K
|
|
|
Feb 04, 2025
Q4 2024
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
3.91K+ 59.94% |
$826K - $938K
|
10.4K
$2.26M
|
|
|
Jan 16, 2025
Q4 2024
|
Wall Street Financial Group, Inc.
Carlinville, IL |
BUY
|
- |
3.86K+ 16.05% |
$816K - $927K
|
27.9K
$6.06M
|
|
|
Jan 16, 2025
Q4 2024
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
3.51KNew |
$742K - $842K
|
3.51K
$762K
|
|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.32K+ 8.17% |
$700K - $795K
|
43.9K
$9.51M
|
|
|
Jan 14, 2025
Q4 2024
|
Park Avenue Securities LLC
|
BUY
|
- |
3.27K+ 26.03% |
$691K - $785K
|
15.8K
$3.44M
|
|
|
Jan 17, 2025
Q4 2024
|
Janney Montgomery Scott LLC
|
BUY
|
- |
3.18K+ 12.39% |
$672K - $762K
|
28.8K
$6.25M
|
|
|
Jan 30, 2025
Q4 2024
|
Spinnaker Trust
|
BUY
|
- |
2.95K+ 13.91% |
$623K - $707K
|
24.1K
$5.24M
|
|
|
Feb 06, 2025
Q4 2024
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
2.79K+ 28.36% |
$588K - $668K
|
12.6K
$2.73M
|
|
|
Feb 03, 2025
Q4 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
2.61K+ 12.5% |
$551K - $626K
|
23.5K
$5.09M
|
|
|
Feb 06, 2025
Q4 2024
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
2.55KNew |
$539K - $612K
|
2.55K
$553K
|
|
|
Jan 10, 2025
Q4 2024
|
Matrix Trust CO
|
BUY
|
- |
2.44K+ 33.57% |
$516K - $585K
|
9.71K
$2.11M
|
|
|
Jan 22, 2025
Q4 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
2.29K+ 83.9% |
$483K - $549K
|
5.02K
$1.09M
|
|
|
Jan 14, 2025
Q4 2024
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
2.16KNew |
$456K - $518K
|
2.16K
$468K
|
|
|
Jan 13, 2025
Q4 2024
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
BUY
|
- |
2.13KNew |
$450K - $511K
|
2.13K
$462K
|
|
|
Jan 29, 2025
Q4 2024
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
2.11KNew |
$446K - $506K
|
2.11K
$458K
|
|
|
Jan 17, 2025
Q4 2024
|
Finley Financial, LLC
Las Vegas, NV |
BUY
|
- |
2.09KNew |
$440K - $500K
|
2.09K
$452K
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.01KNew |
$424K - $481K
|
2.01K
$435K
|
|
|
Jan 15, 2025
Q4 2024
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
1.99KNew |
$420K - $476K
|
1.99K
$431K
|
|
|
Feb 10, 2025
Q4 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.95K+ 5.0% |
$412K - $468K
|
41K
$8.88M
|