Latest Institutional Transactions on Ishares Semiconductor ETF (SOXX)
This table provides information on the latest institutional transactions involving Ishares Semiconductor ETF (SOXX) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.04K- 8.1% |
$759K - $951K
|
45.8K
$8.41M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
116+ 6.13% |
$21.8K - $27.4K
|
2.01K
$369K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 8.37% |
$217K - $272K
|
12.6K
$2.32M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07KNew |
$202K - $253K
|
1.07K
$197K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2New |
$376 - $472
|
2
$368
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
97+ 1.68% |
$18.3K - $22.9K
|
5.86K
$1.08M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 0.81% |
$8.47K - $10.6K
|
5.62K
$1.03M
|
|
|
Apr 30, 2025
Q1 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-500- 14.71% |
$94.1K - $118K
|
2.9K
$533K
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.06% |
$188 - $236
|
1.57K
$289K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-453- 1.71% |
$85.2K - $107K
|
26.1K
$4.8M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-279- 4.39% |
$52.5K - $65.8K
|
6.08K
$1.12M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$919
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
279+ 5.81% |
$52.5K - $65.8K
|
5.08K
$935K
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 18.31% |
$225K - $282K
|
5.34K
$981K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$11.3K - $14.1K
|
60
$11K
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-51- 3.1% |
$9.6K - $12K
|
1.6K
$293K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-48- 3.46% |
$9.03K - $11.3K
|
1.34K
$247K
|
|
|
Apr 29, 2025
Q1 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.67K+ 18.82% |
$315K - $394K
|
10.6K
$1.94M
|
|
|
Apr 29, 2025
Q1 2025
|
Brookstone Capital Management
|
SELL
|
- |
-6.3K- 52.85% |
$1.19M - $1.49M
|
5.62K
$1.03M
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 146.51% |
$11.9K - $14.9K
|
106
$19.5K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-64- 1.65% |
$12K - $15.1K
|
3.8K
$699K
|
|
|
Apr 29, 2025
Q1 2025
|
Truist Financial Corp
|
SELL
|
- |
-854- 0.9% |
$161K - $201K
|
94.1K
$17.3M
|
|
|
Apr 29, 2025
Q1 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-5.76K- 20.51% |
$1.08M - $1.36M
|
22.3K
$4.1M
|
|
|
Apr 29, 2025
Q1 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
576+ 12.05% |
$108K - $136K
|
5.36K
$985K
|
|
|
Apr 29, 2025
Q1 2025
|
Novare Capital Management LLC
|
BUY
|
- |
289+ 0.88% |
$54.4K - $68.1K
|
33K
$6.07M
|
|
|
Apr 29, 2025
Q1 2025
|
Forte Asset Management LLC
|
BUY
|
- |
2.88K+ 29.05% |
$541K - $678K
|
12.8K
$2.35M
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.69K - $2.12K
|
9
$1.65K
|
|
|
Apr 29, 2025
Q1 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
11.8K+ 10.02% |
$2.22M - $2.78M
|
129K
$23.8M
|
|
|
Apr 29, 2025
Q1 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
605+ 8.44% |
$114K - $143K
|
7.77K
$1.43M
|
|
|
Apr 29, 2025
Q1 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-2.55K- 63.58% |
$480K - $602K
|
1.46K
$269K
|
|
|
Apr 29, 2025
Q1 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-26.1K- 91.94% |
$4.9M - $6.15M
|
2.29K
$420K
|
|
|
Apr 29, 2025
Q1 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
461+ 24.89% |
$86.7K - $109K
|
2.31K
$425K
|
|
|
Apr 29, 2025
Q1 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
415+ 16.86% |
$78.1K - $97.9K
|
2.88K
$529K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-31- 5.61% |
$5.83K - $7.31K
|
522
$96K
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-64- 5.94% |
$12K - $15.1K
|
1.01K
$186K
|
|
|
Apr 28, 2025
Q1 2025
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-470- 11.45% |
$88.4K - $111K
|
3.64K
$668K
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-85- 4.13% |
$16K - $20K
|
1.98K
$363K
|
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 3.97% |
$8.84K - $11.1K
|
1.23K
$226K
|
|
|
Apr 28, 2025
Q1 2025
|
D.A. Davidson & Co.
|
BUY
|
- |
3.39K+ 54.98% |
$637K - $798K
|
9.54K
$1.75M
|
|
|
Apr 28, 2025
Q1 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
5.19K+ 149.94% |
$977K - $1.22M
|
8.66K
$1.59M
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
463+ 36.72% |
$87.1K - $109K
|
1.72K
$317K
|
|
|
Apr 28, 2025
Q1 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.95KNew |
$368K - $461K
|
1.95K
$359K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-165- 2.23% |
$31K - $38.9K
|
7.25K
$1.33M
|
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
51+ 2.54% |
$9.6K - $12K
|
2.06K
$378K
|
|
|
Apr 25, 2025
Q1 2025
|
Albion Financial Group
|
SELL
|
- |
-3.87K- 51.81% |
$727K - $912K
|
3.6K
$661K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.05K- 69.41% |
$951K - $1.19M
|
2.23K
$409K
|
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 1.44% |
$7.53K - $9.43K
|
2.82K
$518K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
156+ 2600.0% |
$29.4K - $36.8K
|
162
$29.8K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 11.74% |
$6.59K - $8.25K
|
333
$61.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Spinnaker Trust
|
BUY
|
- |
1.33K+ 5.49% |
$249K - $312K
|
25.5K
$4.68M
|