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 |
|---|---|---|---|---|---|---|---|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
550+ 4.83% |
$116K - $132K
|
11.9K
$2.66M
|
|
|
Jan 10, 2025
Q4 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
534+ 1.8% |
$113K - $128K
|
30.2K
$6.73M
|
|
|
Feb 04, 2025
Q4 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
530+ 2.04% |
$112K - $127K
|
26.6K
$5.92M
|
|
|
Feb 13, 2025
Q4 2024
|
Townsquare Capital LLC
|
BUY
|
- |
529+ 10.59% |
$112K - $127K
|
5.52K
$1.23M
|
|
|
Feb 10, 2025
Q4 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
522+ 4.9% |
$110K - $125K
|
11.2K
$2.49M
|
|
|
Feb 11, 2025
Q4 2024
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
510New |
$108K - $122K
|
510
$114K
|
|
|
Feb 03, 2025
Q4 2024
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
491+ 5.85% |
$104K - $118K
|
8.88K
$1.98M
|
|
|
Jan 31, 2025
Q4 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
487+ 13.38% |
$103K - $117K
|
4.13K
$920K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
485+ 39.37% |
$102K - $116K
|
1.72K
$383K
|
|
|
Feb 07, 2025
Q4 2024
|
Bank Julius Baer & Co. Ltd, Zurich
|
BUY
|
- |
474+ 115.05% |
$100K - $114K
|
886
$197K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
458+ 8.5% |
$96.8K - $110K
|
5.84K
$1.3M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
456New |
$96.3K - $109K
|
456
$102K
|
|
|
Feb 04, 2025
Q4 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
441+ 6.86% |
$93.2K - $106K
|
6.87K
$1.53M
|
|
|
Jan 17, 2025
Q4 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
415+ 10.17% |
$87.7K - $99.5K
|
4.5K
$1M
|
|
|
Feb 13, 2025
Q4 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
413+ 12.6% |
$87.3K - $99K
|
3.69K
$822K
|
|
|
Jan 13, 2025
Q4 2024
|
Kieckhefer Group LLC
Mequon, WI |
BUY
|
- |
399New |
$84.3K - $95.7K
|
399
$88.9K
|
|
|
Jan 17, 2025
Q4 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
393+ 48.88% |
$83K - $94.2K
|
1.2K
$267K
|
|
|
Feb 12, 2025
Q4 2024
|
Family Legacy, Inc.
|
BUY
|
- |
393+ 3.21% |
$83K - $94.2K
|
12.7K
$2.82M
|
|
|
Jan 17, 2025
Q4 2024
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
388+ 3.01% |
$82K - $93K
|
13.3K
$2.96M
|
|
|
Feb 13, 2025
Q4 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
380+ 6.18% |
$80.3K - $91.1K
|
6.53K
$1.46M
|
|
|
Feb 03, 2025
Q4 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
379+ 5.71% |
$80.1K - $90.9K
|
7.02K
$1.56M
|
|
|
Feb 13, 2025
Q4 2024
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
363+ 5.36% |
$76.7K - $87K
|
7.13K
$1.59M
|
|
|
Jan 22, 2025
Q4 2024
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
363+ 2.32% |
$76.7K - $87K
|
16K
$3.56M
|
|
|
Jan 29, 2025
Q4 2024
|
Powell Investment Advisors, LLC
|
BUY
|
- |
350New |
$73.9K - $83.9K
|
350
$78K
|
|
|
Jan 21, 2025
Q4 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
349+ 6.93% |
$73.7K - $83.7K
|
5.38K
$1.2M
|
|
|
Feb 07, 2025
Q4 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
347+ 2.07% |
$73.3K - $83.2K
|
17.1K
$3.82M
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 18.53% |
$71.8K - $81.5K
|
2.18K
$485K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
335+ 2.93% |
$70.8K - $80.3K
|
11.8K
$2.63M
|
|
|
Feb 07, 2025
Q4 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
334+ 13.5% |
$70.6K - $80.1K
|
2.81K
$626K
|
|
|
Feb 12, 2025
Q4 2024
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
333+ 43.02% |
$70.4K - $79.9K
|
1.11K
$247K
|
|
|
Feb 03, 2025
Q4 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
322+ 5.75% |
$68K - $77.2K
|
5.92K
$1.32M
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
318+ 65.03% |
$67.2K - $76.3K
|
807
$180K
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
306New |
$64.6K - $73.4K
|
306
$68.2K
|
|
|
Jan 21, 2025
Q4 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
303+ 4.56% |
$64K - $72.7K
|
6.95K
$1.55M
|
|
|
Jan 14, 2025
Q4 2024
|
Cordant, Inc.
Portland, OR |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$66.9K
|
|
|
Jan 23, 2025
Q4 2024
|
Heck Capital Advisors, LLC
Rhinelander, WI |
BUY
|
- |
300New |
$63.4K - $71.9K
|
300
$66.9K
|
|
|
Jan 16, 2025
Q4 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
283+ 0.97% |
$59.8K - $67.9K
|
29.3K
$6.54M
|
|
|
Feb 04, 2025
Q4 2024
|
Cwm, LLC
|
BUY
|
- |
277+ 5.7% |
$58.5K - $66.4K
|
5.13K
$1.14M
|
|
|
Feb 03, 2025
Q4 2024
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
268+ 8.36% |
$56.6K - $64.3K
|
3.47K
$774K
|
|
|
Feb 05, 2025
Q4 2024
|
Us Bancorp \De\
|
BUY
|
- |
254+ 1.91% |
$53.7K - $60.9K
|
13.6K
$3.03M
|
|
|
Jan 15, 2025
Q4 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
252+ 15.51% |
$53.2K - $60.4K
|
1.88K
$418K
|
|
|
Jan 30, 2025
Q4 2024
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
248New |
$52.4K - $59.5K
|
248
$55.3K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 484.31% |
$52.2K - $59.2K
|
298
$66.4K
|
|
|
Feb 03, 2025
Q4 2024
|
Wealthspire Advisors, LLC
New York, NY |
BUY
|
- |
242+ 2.48% |
$51.1K - $58K
|
9.99K
$2.23M
|
|
|
Jan 13, 2025
Q4 2024
|
Psi Advisors, LLC
|
BUY
|
- |
235+ 9.34% |
$49.6K - $56.4K
|
2.75K
$613K
|
|
|
Jan 16, 2025
Q4 2024
|
City Holding CO
|
BUY
|
- |
233+ 3.64% |
$49.2K - $55.9K
|
6.64K
$1.48M
|
|
|
Jan 23, 2025
Q4 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
229+ 10.53% |
$48.4K - $54.9K
|
2.4K
$535K
|
|
|
Feb 13, 2025
Q4 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
225+ 548.78% |
$47.5K - $54K
|
266
$59.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
225+ 19.1% |
$47.5K - $54K
|
1.4K
$313K
|
|
|
Jan 31, 2025
Q4 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
224+ 2.36% |
$47.3K - $53.7K
|
9.73K
$2.17M
|