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 |
---|---|---|---|---|---|---|---|
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
Feb 14, 2025
Q4 2024
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-5- 2.72% |
$1.06K - $1.2K
|
179
$43.6K
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 4.55% |
$1.06K - $1.2K
|
105
$25.6K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-5- 7.94% |
$1.06K - $1.2K
|
58
$14.1K
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8- 0.8% |
$1.69K - $1.92K
|
996
$243K
|
|
Jan 06, 2025
Q4 2024
|
Capital Market Strategies LLC
|
SELL
|
- |
-9- 0.14% |
$1.9K - $2.16K
|
6.52K
$1.59M
|
|
Jan 10, 2025
Q4 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-10- 9.8% |
$2.11K - $2.4K
|
92
$22.4K
|
|
Jan 31, 2025
Q4 2024
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-12- 66.67% |
$2.54K - $2.88K
|
6
$1.46K
|
|
Jan 30, 2025
Q4 2024
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-12- 0.21% |
$2.54K - $2.88K
|
5.76K
$1.4M
|
|
Feb 04, 2025
Q4 2024
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-12- 0.71% |
$2.54K - $2.88K
|
1.68K
$408K
|
|
Feb 07, 2025
Q4 2024
|
New England Private Wealth Advisors LLC
Wellesley, MA |
SELL
|
- |
-12- 0.54% |
$2.54K - $2.88K
|
2.2K
$535K
|
|
Jan 21, 2025
Q4 2024
|
Fifth Third Bancorp
|
SELL
|
- |
-12- 3.81% |
$2.54K - $2.88K
|
303
$73.8K
|
|
Jan 28, 2025
Q4 2024
|
Essex LLC
|
SELL
|
- |
-14- 0.86% |
$2.96K - $3.36K
|
1.62K
$395K
|
|
Feb 11, 2025
Q4 2024
|
Fountainhead Am, LLC
Warren, NJ |
SELL
|
- |
-15- 1.13% |
$3.17K - $3.6K
|
1.31K
$319K
|
|
Feb 05, 2025
Q4 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-17- 0.78% |
$3.59K - $4.08K
|
2.17K
$529K
|
|
Feb 04, 2025
Q4 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-18- 1.13% |
$3.8K - $4.32K
|
1.57K
$383K
|
|
Feb 10, 2025
Q4 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-18- 1.13% |
$3.8K - $4.32K
|
1.57K
$383K
|
|
Jan 17, 2025
Q4 2024
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-18- 15.25% |
$3.8K - $4.32K
|
100
$24.4K
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-19- 1.16% |
$4.01K - $4.56K
|
1.62K
$394K
|
|
Feb 14, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
SELL
|
- |
-20- 0.64% |
$4.23K - $4.8K
|
3.1K
$754K
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 0.91% |
$4.65K - $5.28K
|
2.38K
$581K
|
|
Jan 16, 2025
Q4 2024
|
Ironwood Financial, LLC
|
SELL
|
- |
-24- 0.68% |
$5.07K - $5.76K
|
3.5K
$853K
|
|
Feb 12, 2025
Q4 2024
|
Thoroughbred Financial Services, LLC
|
SELL
|
- |
-27- 0.84% |
$5.7K - $6.47K
|
3.18K
$773K
|
|
Feb 14, 2025
Q4 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-30- 1.8% |
$6.34K - $7.19K
|
1.64K
$398K
|
|
Jan 13, 2025
Q4 2024
|
Advisor Net Financial, Inc
|
SELL
|
- |
-30- 4.84% |
$6.34K - $7.19K
|
590
$144K
|
|
Feb 10, 2025
Q4 2024
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30- 2.53% |
$6.34K - $7.19K
|
1.16K
$281K
|
|
Jan 13, 2025
Q4 2024
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-31- 1.09% |
$6.55K - $7.43K
|
2.82K
$687K
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 0.82% |
$6.76K - $7.67K
|
3.87K
$942K
|
|
Feb 03, 2025
Q4 2024
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-35- 0.85% |
$7.39K - $8.39K
|
4.11K
$1M
|
|
Feb 07, 2025
Q4 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-37- 3.1% |
$7.82K - $8.87K
|
1.16K
$282K
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-38- 52.78% |
$8.03K - $9.11K
|
34
$8.28K
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 9.29% |
$8.03K - $9.11K
|
371
$90.4K
|
|
Feb 11, 2025
Q4 2024
|
Heritage Wealth Advisors
|
SELL
|
- |
-40- 40.0% |
$8.45K - $9.59K
|
60
$14.6K
|
|
Jan 13, 2025
Q4 2024
|
David J Yvars Group
|
SELL
|
- |
-43- 0.14% |
$9.08K - $10.3K
|
29.7K
$7.23M
|
|
Jan 10, 2025
Q4 2024
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-44- 11.73% |
$9.3K - $10.6K
|
331
$80.6K
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-45- 2.7% |
$9.51K - $10.8K
|
1.62K
$394K
|
|
Feb 05, 2025
Q4 2024
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
SELL
|
- |
-46- 40.71% |
$9.72K - $11K
|
67
$16.3K
|
|
Feb 04, 2025
Q4 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-46- 2.49% |
$9.72K - $11K
|
1.8K
$438K
|
|
Feb 06, 2025
Q4 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-47- 1.24% |
$9.93K - $11.3K
|
3.73K
$909K
|
|
Feb 12, 2025
Q4 2024
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 21.74% |
$10.6K - $12K
|
180
$43.8K
|
|
Feb 10, 2025
Q4 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
SELL
|
- |
-55- 45.45% |
$11.6K - $13.2K
|
66
$16.1K
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
SELL
|
- |
-57- 34.13% |
$12K - $13.7K
|
110
$26.8K
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-59- 0.49% |
$12.5K - $14.1K
|
12K
$2.92M
|
|
Jan 17, 2025
Q4 2024
|
Madrona Financial Services, LLC
|
SELL
|
- |
-60- 3.8% |
$12.7K - $14.4K
|
1.52K
$370K
|
|
Feb 14, 2025
Q4 2024
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-69- 1.4% |
$14.6K - $16.5K
|
4.86K
$1.18M
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 3.05% |
$14.6K - $16.5K
|
2.2K
$535K
|
|
Feb 13, 2025
Q4 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-75- 5.64% |
$15.8K - $18K
|
1.26K
$306K
|
|
Jan 15, 2025
Q4 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-76- 7.06% |
$16.1K - $18.2K
|
1K
$244K
|
|
Feb 11, 2025
Q4 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-76- 3.94% |
$16.1K - $18.2K
|
1.85K
$451K
|
|
Feb 12, 2025
Q4 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
SELL
|
- |
-88- 3.94% |
$18.6K - $21.1K
|
2.15K
$523K
|
|
Feb 10, 2025
Q4 2024
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-94- 0.79% |
$19.9K - $22.5K
|
11.8K
$2.87M
|