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 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 0.82% |
$6.76K - $7.67K
|
3.87K
$839K
|
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 0.85% |
$7.39K - $8.39K
|
4.11K
$890K
|
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-37- 3.1% |
$7.82K - $8.87K
|
1.16K
$251K
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 9.29% |
$8.03K - $9.11K
|
371
$80.5K
|
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-43- 0.14% |
$9.08K - $10.3K
|
29.7K
$6.43M
|
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-44- 11.73% |
$9.3K - $10.6K
|
331
$71.8K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-45- 2.7% |
$9.51K - $10.8K
|
1.62K
$351K
|
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-46- 2.49% |
$9.72K - $11K
|
1.8K
$390K
|
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-46- 40.71% |
$9.72K - $11K
|
67
$14.5K
|
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-47- 1.24% |
$9.93K - $11.3K
|
3.73K
$809K
|
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 45.45% |
$11.6K - $13.2K
|
66
$14.3K
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-57- 34.13% |
$12K - $13.7K
|
110
$23.9K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-59- 0.49% |
$12.5K - $14.1K
|
12K
$2.6M
|
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-60- 3.8% |
$12.7K - $14.4K
|
1.52K
$330K
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 3.05% |
$14.6K - $16.5K
|
2.2K
$476K
|
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-76- 7.06% |
$16.1K - $18.2K
|
1K
$217K
|
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 0.79% |
$19.9K - $22.5K
|
11.8K
$2.55M
|
|
|
Jan 30, 2025
Q4 2024
|
Beacon Capital Management, LLC
|
SELL
|
- |
-96- 12.57% |
$20.3K - $23K
|
668
$145K
|
|
|
Jan 29, 2025
Q4 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-97- 0.51% |
$20.5K - $23.3K
|
18.8K
$4.08M
|
|
|
Feb 07, 2025
Q4 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-99- 7.67% |
$20.9K - $23.7K
|
1.19K
$258K
|
|
|
Jan 28, 2025
Q4 2024
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-100- 1.56% |
$21.1K - $24K
|
6.3K
$1.37M
|
|
|
Feb 04, 2025
Q4 2024
|
Nwam LLC
Mercer Island, WA |
SELL
|
- |
-115- 9.41% |
$24.3K - $27.6K
|
1.11K
$240K
|
|
|
Jan 02, 2025
Q4 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-116- 1.41% |
$24.5K - $27.8K
|
8.12K
$1.76M
|
|
|
Feb 05, 2025
Q4 2024
|
Private Trust CO Na
|
SELL
|
- |
-120- 17.83% |
$25.4K - $28.8K
|
553
$120K
|
|
|
Feb 05, 2025
Q4 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-128- 6.68% |
$27K - $30.7K
|
1.79K
$388K
|
|
|
Feb 10, 2025
Q4 2024
|
Iag Wealth Partners, LLC
|
SELL
|
- |
-130- 38.35% |
$27.5K - $31.2K
|
209
$45.3K
|
|
|
Jan 29, 2025
Q4 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-130- 1.72% |
$27.5K - $31.2K
|
7.41K
$1.61M
|
|
|
Feb 07, 2025
Q4 2024
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-133- 9.74% |
$28.1K - $31.9K
|
1.23K
$267K
|
|
|
Jan 15, 2025
Q4 2024
|
Hb Wealth Management, LLC
|
SELL
|
- |
-138- 4.88% |
$29.2K - $33.1K
|
2.69K
$583K
|
|
|
Jan 15, 2025
Q4 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-140- 3.71% |
$29.6K - $33.6K
|
3.64K
$789K
|
|
|
Jan 29, 2025
Q4 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-147- 0.86% |
$31.1K - $35.3K
|
17K
$3.68M
|
|
|
Jan 17, 2025
Q4 2024
|
Dakota Wealth Management
|
SELL
|
- |
-150- 11.55% |
$31.7K - $36K
|
1.15K
$249K
|
|
|
Jan 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-157- 8.73% |
$33.2K - $37.6K
|
1.64K
$356K
|
|
|
Jan 17, 2025
Q4 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-160- 1.95% |
$33.8K - $38.4K
|
8.04K
$1.74M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-167- 12.4% |
$35.3K - $40K
|
1.18K
$256K
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-189- 3.93% |
$39.9K - $45.3K
|
4.62K
$1M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-195- 26.32% |
$41.2K - $46.8K
|
546
$118K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-196- 6.4% |
$41.4K - $47K
|
2.87K
$622K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-209- 2.07% |
$44.2K - $50.1K
|
9.9K
$2.15M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-220- 19.13% |
$46.5K - $52.8K
|
930
$202K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-237- 4.82% |
$50.1K - $56.8K
|
4.68K
$1.02M
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-240- 5.76% |
$50.7K - $57.6K
|
3.93K
$851K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-245- 3.56% |
$51.8K - $58.8K
|
6.65K
$1.44M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-259- 14.14% |
$54.7K - $62.1K
|
1.57K
$341K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-316- 4.97% |
$66.8K - $75.8K
|
6.05K
$1.31M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-329- 17.14% |
$69.5K - $78.9K
|
1.59K
$345K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 0.98% |
$69.7K - $79.1K
|
33.4K
$7.24M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 14.74% |
$73.7K - $83.7K
|
2.02K
$438K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-374- 4.08% |
$79K - $89.7K
|
8.8K
$1.91M
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-375- 13.6% |
$79.2K - $89.9K
|
2.38K
$517K
|