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 17, 2025
Q4 2024
|
Brighton Jones LLC
|
SELL
|
- |
-157- 8.73% |
$33.2K - $37.6K
|
1.64K
$366K
|
|
|
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
$1.79M
|
|
|
Feb 14, 2025
Q4 2024
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-162- 2.77% |
$34.2K - $38.8K
|
5.68K
$1.26M
|
|
|
Jan 15, 2025
Q4 2024
|
Astoria Portfolio Advisors Llc.
|
SELL
|
- |
-167- 12.4% |
$35.3K - $40K
|
1.18K
$263K
|
|
|
Feb 13, 2025
Q4 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
- |
-184- 98.92% |
$38.9K - $44.1K
|
2
$446
|
|
|
Feb 06, 2025
Q4 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-189- 3.93% |
$39.9K - $45.3K
|
4.62K
$1.03M
|
|
|
Feb 10, 2025
Q4 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-195- 26.32% |
$41.2K - $46.8K
|
546
$122K
|
|
|
Jan 29, 2025
Q4 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-196- 6.4% |
$41.4K - $47K
|
2.87K
$639K
|
|
|
Jan 22, 2025
Q4 2024
|
Forte Asset Management LLC
|
SELL
|
- |
-209- 2.07% |
$44.2K - $50.1K
|
9.9K
$2.21M
|
|
|
Jan 14, 2025
Q4 2024
|
Outlook Wealth Advisors, LLC
|
SELL
|
- |
-220- 19.13% |
$46.5K - $52.8K
|
930
$207K
|
|
|
Jan 22, 2025
Q4 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-237- 4.82% |
$50.1K - $56.8K
|
4.68K
$1.04M
|
|
|
Feb 13, 2025
Q4 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
SELL
|
- |
-240- 10.67% |
$50.7K - $57.6K
|
2.01K
$448K
|
|
|
Jan 17, 2025
Q4 2024
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-240- 5.76% |
$50.7K - $57.6K
|
3.93K
$875K
|
|
|
Feb 06, 2025
Q4 2024
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-245- 3.56% |
$51.8K - $58.8K
|
6.65K
$1.48M
|
|
|
Jan 16, 2025
Q4 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-259- 14.14% |
$54.7K - $62.1K
|
1.57K
$351K
|
|
|
Feb 13, 2025
Q4 2024
|
Ae Wealth Management LLC
|
SELL
|
- |
-277- 6.12% |
$58.5K - $66.4K
|
4.25K
$947K
|
|
|
Feb 11, 2025
Q4 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-283- 8.77% |
$59.8K - $67.9K
|
2.95K
$656K
|
|
|
Feb 13, 2025
Q4 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-301- 33.33% |
$63.6K - $72.2K
|
602
$134K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-316- 4.97% |
$66.8K - $75.8K
|
6.05K
$1.35M
|
|
|
Feb 05, 2025
Q4 2024
|
Jacobi Capital Management LLC
|
SELL
|
- |
-329- 17.14% |
$69.5K - $78.9K
|
1.59K
$354K
|
|
|
Feb 06, 2025
Q4 2024
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-330- 0.98% |
$69.7K - $79.1K
|
33.4K
$7.44M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 14.74% |
$73.7K - $83.7K
|
2.02K
$450K
|
|
|
Jan 13, 2025
Q4 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-374- 4.08% |
$79K - $89.7K
|
8.8K
$1.96M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-375- 16.56% |
$79.2K - $89.9K
|
1.89K
$421K
|
|
|
Jan 15, 2025
Q4 2024
|
Rda Financial Network
|
SELL
|
- |
-375- 13.6% |
$79.2K - $89.9K
|
2.38K
$531K
|
|
|
Feb 04, 2025
Q4 2024
|
Kovack Advisors, Inc.
|
SELL
|
- |
-396- 7.16% |
$83.7K - $95K
|
5.14K
$1.14M
|
|
|
Jan 17, 2025
Q4 2024
|
Albion Financial Group
|
SELL
|
- |
-414- 5.26% |
$87.5K - $99.3K
|
7.46K
$1.66M
|
|
|
Feb 13, 2025
Q4 2024
|
Ep Wealth Advisors, LLC
Torrance, CA |
SELL
|
- |
-421- 4.13% |
$88.9K - $101K
|
9.78K
$2.18M
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-428- 9.18% |
$90.4K - $103K
|
4.24K
$944K
|
|
|
Jan 14, 2025
Q4 2024
|
Rockland Trust CO
|
SELL
|
- |
-450- 5.68% |
$95.1K - $108K
|
7.48K
$1.67M
|
|
|
Jan 16, 2025
Q4 2024
|
Zhang Financial LLC
|
SELL
|
- |
-451- 14.69% |
$95.3K - $108K
|
2.62K
$584K
|
|
|
Feb 12, 2025
Q4 2024
|
Envestnet Asset Management Inc
|
SELL
|
- |
-457- 0.39% |
$96.6K - $110K
|
118K
$26.2M
|
|
|
Feb 14, 2025
Q4 2024
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-463- 15.78% |
$97.8K - $111K
|
2.47K
$551K
|
|
|
Jan 07, 2025
Q4 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-494- 0.98% |
$104K - $118K
|
50K
$11.1M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-535- 6.96% |
$113K - $128K
|
7.15K
$1.59M
|
|
|
Feb 06, 2025
Q4 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-617- 2.2% |
$130K - $148K
|
27.5K
$6.13M
|
|
|
Jan 15, 2025
Q4 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-628- 28.05% |
$133K - $151K
|
1.61K
$359K
|
|
|
Jan 28, 2025
Q4 2024
|
Stephens Inc
|
SELL
|
- |
-662- 4.77% |
$140K - $159K
|
13.2K
$2.95M
|
|
|
Jan 28, 2025
Q4 2024
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-663- 10.02% |
$140K - $159K
|
5.96K
$1.33M
|
|
|
Feb 06, 2025
Q4 2024
|
Assetmark, Inc
|
SELL
|
- |
-673- 34.6% |
$142K - $161K
|
1.27K
$283K
|
|
|
Jan 28, 2025
Q4 2024
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-718- 2.97% |
$152K - $172K
|
23.5K
$5.23M
|
|
|
Jan 08, 2025
Q4 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-730- 2.25% |
$154K - $175K
|
31.8K
$7.08M
|
|
|
Jan 15, 2025
Q4 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-801- 5.61% |
$169K - $192K
|
13.5K
$3.01M
|
|
|
Jan 14, 2025
Q4 2024
|
Fermata Advisors, LLC
Sonoma, CA |
SELL
|
- |
-804- 42.34% |
$170K - $193K
|
1.1K
$244K
|
|
|
Jan 17, 2025
Q4 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-812- 22.91% |
$172K - $195K
|
2.73K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
SELL
|
- |
-823- 3.46% |
$174K - $197K
|
23K
$5.12M
|
|
|
Jan 22, 2025
Q4 2024
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-839- 1.84% |
$177K - $201K
|
44.7K
$9.95M
|
|
|
Feb 07, 2025
Q4 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-883- 5.74% |
$187K - $212K
|
14.5K
$3.23M
|
|
|
Feb 13, 2025
Q4 2024
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-931- 5.31% |
$197K - $223K
|
16.6K
$3.7M
|
|
|
Jan 31, 2025
Q4 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-1.05K- 4.64% |
$221K - $251K
|
21.5K
$4.79M
|