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 |
|---|---|---|---|---|---|---|---|
|
Oct 31, 2025
Q3 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.87KNew |
$443K - $507K
|
1.87K
$540K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
40+ 4.15% |
$9.48K - $10.8K
|
1K
$290K
|
|
|
Oct 31, 2025
Q3 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-363- 2.35% |
$86K - $98.4K
|
15.1K
$4.36M
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6+ 0.19% |
$1.42K - $1.63K
|
3.19K
$922K
|
|
|
Oct 31, 2025
Q3 2025
|
Acorn Wealth Advisors, LLC
Grand Blanc, MI |
BUY
|
- |
1.01K+ 114.29% |
$239K - $273K
|
1.89K
$546K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4- 0.19% |
$948 - $1.08K
|
2.08K
$600K
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
105+ 5.21% |
$24.9K - $28.5K
|
2.12K
$613K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.43% |
$1.18K - $1.36K
|
1.17K
$338K
|
|
|
Oct 31, 2025
Q3 2025
|
Ewa, LLC
Pittsbugh, PA |
SELL
|
- |
-373- 2.29% |
$88.4K - $101K
|
15.9K
$4.59M
|
|
|
Oct 31, 2025
Q3 2025
|
Alaska Permanent Capital Management
|
BUY
|
- |
62.5KNew |
$14.8M - $16.9M
|
62.5K
$18.1M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
239+ 8.43% |
$56.6K - $64.8K
|
3.07K
$888K
|
|
|
Oct 31, 2025
Q3 2025
|
Sovran Advisors, LLC
San Diego, CA |
BUY
|
- |
1.67K+ 54.31% |
$396K - $453K
|
4.75K
$1.37M
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-12- 11.11% |
$2.84K - $3.25K
|
96
$27.7K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
23+ 1.06% |
$5.45K - $6.24K
|
2.2K
$634K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
62New |
$14.7K - $16.8K
|
62
$17.9K
|
|
|
Oct 30, 2025
Q3 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-432- 7.82% |
$102K - $117K
|
5.09K
$1.47M
|
|
|
Oct 30, 2025
Q3 2025
|
Rakuten Investment Management, Inc.
Tokyo, M0 |
BUY
|
- |
13.8K+ 93.64% |
$3.26M - $3.73M
|
28.5K
$8.23M
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
750New |
$178K - $203K
|
750
$217K
|
|
|
Oct 30, 2025
Q3 2025
|
Detalus Advisors, LLC
|
BUY
|
- |
919New |
$218K - $249K
|
919
$266K
|
|
|
Oct 30, 2025
Q3 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-40- 1.98% |
$9.48K - $10.8K
|
1.98K
$571K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
299+ 14.59% |
$70.8K - $81.1K
|
2.35K
$679K
|
|
|
Oct 30, 2025
Q3 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-371- 37.25% |
$87.9K - $101K
|
625
$181K
|
|
|
Oct 30, 2025
Q3 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-1.32K- 14.76% |
$312K - $357K
|
7.61K
$2.2M
|
|
|
Oct 30, 2025
Q3 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-378- 10.51% |
$89.6K - $102K
|
3.22K
$930K
|
|
|
Oct 29, 2025
Q3 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
3.26K+ 5.97% |
$773K - $884K
|
57.9K
$16.7M
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.5% |
$3.32K - $3.8K
|
2.79K
$807K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-5- 0.57% |
$1.18K - $1.36K
|
868
$251K
|
|
|
Oct 29, 2025
Q3 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-90- 19.15% |
$21.3K - $24.4K
|
380
$110K
|
|
|
Oct 29, 2025
Q3 2025
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-790- 1.83% |
$187K - $214K
|
42.5K
$12.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 3.63% |
$17.3K - $19.8K
|
2.09K
$603K
|
|
|
Oct 29, 2025
Q3 2025
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
5.6KNew |
$1.33M - $1.52M
|
5.6K
$1.62M
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
453New |
$107K - $123K
|
453
$131K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
59+ 5.6% |
$14K - $16K
|
1.11K
$322K
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
230+ 8.3% |
$54.5K - $62.4K
|
3K
$867K
|
|
|
Oct 29, 2025
Q3 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-313- 1.22% |
$74.2K - $84.9K
|
25.4K
$7.34M
|
|
|
Oct 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
783New |
$186K - $212K
|
783
$226K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
422+ 10.88% |
$100K - $114K
|
4.3K
$1.24M
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1+ 0.25% |
$237 - $271
|
401
$116K
|
|
|
Oct 28, 2025
Q3 2025
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-157- 7.73% |
$37.2K - $42.6K
|
1.88K
$542K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
569+ 5.62% |
$135K - $154K
|
10.7K
$3.09M
|
|
|
Oct 28, 2025
Q3 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-194- 18.89% |
$46K - $52.6K
|
833
$241K
|
|
|
Oct 28, 2025
Q3 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
2.41KNew |
$570K - $653K
|
2.41K
$696K
|
|
|
Oct 28, 2025
Q3 2025
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
3.6K+ 27.2% |
$852K - $975K
|
16.8K
$4.86M
|
|
|
Oct 28, 2025
Q3 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-91- 1.36% |
$21.6K - $24.7K
|
6.62K
$1.91M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
155+ 6.77% |
$36.7K - $42K
|
2.44K
$706K
|
|
|
Oct 27, 2025
Q3 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.76K+ 8.37% |
$654K - $748K
|
35.7K
$10.3M
|
|
|
Oct 27, 2025
Q3 2025
|
Grimes & Company, Inc.
|
SELL
|
- |
-409- 15.17% |
$96.9K - $111K
|
2.29K
$661K
|
|
|
Oct 27, 2025
Q3 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
3.62K+ 34.27% |
$857K - $980K
|
14.2K
$4.09M
|
|
|
Oct 27, 2025
Q3 2025
|
Retirement Planning Group
|
SELL
|
- |
-821- 14.94% |
$195K - $223K
|
4.68K
$1.35M
|
|
|
Oct 27, 2025
Q3 2025
|
Klingman & Associates, LLC
|
SELL
|
- |
-216- 1.52% |
$51.2K - $58.6K
|
14K
$4.04M
|