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 |
|---|---|---|---|---|---|---|---|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-750- 19.5% |
$116K - $179K
|
3.1K
$736K
|
|
|
Jul 18, 2025
Q2 2025
|
Truist Financial Corp
|
SELL
|
- |
-9.09K- 9.66% |
$1.41M - $2.17M
|
85K
$20.2M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-421- 9.92% |
$65.2K - $101K
|
3.82K
$908K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-41- 7.64% |
$6.35K - $9.8K
|
496
$118K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.22% |
$465 - $717
|
1.35K
$322K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.18% |
$929 - $1.43K
|
3.39K
$806K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-168- 7.7% |
$26K - $40.2K
|
2.01K
$478K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-99- 7.57% |
$15.3K - $23.7K
|
1.21K
$287K
|
|
|
Jul 18, 2025
Q2 2025
|
Gold Investment Management Ltd.
Edmonton, A0 |
SELL
|
- |
-5.24K- 43.85% |
$812K - $1.25M
|
6.71K
$1.59M
|
|
|
Jul 18, 2025
Q2 2025
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
563+ 3.58% |
$87.2K - $135K
|
16.3K
$3.87M
|
|
|
Jul 17, 2025
Q2 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
4.48KNew |
$694K - $1.07M
|
4.48K
$1.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-276- 61.33% |
$42.7K - $66K
|
174
$41.3K
|
|
|
Jul 17, 2025
Q2 2025
|
City Holding CO
|
BUY
|
- |
254+ 4.49% |
$39.3K - $60.7K
|
5.91K
$1.41M
|
|
|
Jul 17, 2025
Q2 2025
|
Independence Bank Of Kentucky
|
BUY
|
- |
1K+ 40.06% |
$155K - $239K
|
3.5K
$831K
|
|
|
Jul 17, 2025
Q2 2025
|
Moss Adams Wealth Advisors LLC
Seattle, WA |
SELL
|
- |
-897- 6.49% |
$139K - $214K
|
12.9K
$3.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-318- 8.84% |
$49.2K - $76K
|
3.28K
$779K
|
|
|
Jul 17, 2025
Q2 2025
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
1.48K+ 5.89% |
$229K - $353K
|
26.5K
$6.31M
|
|
|
Jul 17, 2025
Q2 2025
|
Avondale Wealth Management
|
BUY
|
- |
37.7K+ 528.72% |
$5.83M - $9.01M
|
44.8K
$10.6M
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-533- 19.6% |
$82.5K - $127K
|
2.19K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Janney Montgomery Scott LLC
|
BUY
|
- |
2.98K+ 9.93% |
$461K - $712K
|
33K
$7.84M
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$465 - $717
|
1.63K
$387K
|
|
|
Jul 17, 2025
Q2 2025
|
Chicago Capital, LLC
|
BUY
|
- |
939New |
$145K - $224K
|
939
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-2.86K- 24.7% |
$442K - $683K
|
8.7K
$2.07M
|
|
|
Jul 17, 2025
Q2 2025
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
392+ 2.67% |
$60.7K - $93.7K
|
15.1K
$3.58M
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-645- 4.01% |
$99.9K - $154K
|
15.5K
$3.67M
|
|
|
Jul 17, 2025
Q2 2025
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1.35KNew |
$209K - $322K
|
1.35K
$320K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-106- 1.46% |
$16.4K - $25.3K
|
7.14K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Dakota Wealth Management
|
BUY
|
- |
207+ 17.01% |
$32.1K - $49.5K
|
1.42K
$338K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-100- 3.45% |
$15.5K - $23.9K
|
2.8K
$665K
|
|
|
Jul 16, 2025
Q2 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 44.16% |
$223K - $344K
|
4.69K
$1.11M
|
|
|
Jul 16, 2025
Q2 2025
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
879+ 1.59% |
$136K - $210K
|
56K
$13.3M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-273- 22.52% |
$42.3K - $65.3K
|
939
$223K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-137- 5.21% |
$21.2K - $32.8K
|
2.5K
$593K
|
|
|
Jul 16, 2025
Q2 2025
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
1.41K+ 2478.95% |
$219K - $338K
|
1.47K
$349K
|
|
|
Jul 16, 2025
Q2 2025
|
Southern Capital Advisors, LLC
|
BUY
|
- |
995New |
$154K - $238K
|
995
$236K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56- 4.53% |
$8.67K - $13.4K
|
1.18K
$280K
|
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$4.49K - $6.93K
|
29
$6.89K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10+ 0.87% |
$1.55K - $2.39K
|
1.17K
$277K
|
|
|
Jul 16, 2025
Q2 2025
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
516New |
$79.9K - $123K
|
516
$123K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-50- 54.35% |
$7.74K - $12K
|
42
$9.98K
|
|
|
Jul 16, 2025
Q2 2025
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
150+ 25.04% |
$23.2K - $35.9K
|
749
$178K
|
|
|
Jul 16, 2025
Q2 2025
|
Org Wealth Partners, LLC
Dallas, TX |
SELL
|
- |
-3.14K- 90.45% |
$487K - $752K
|
332
$78.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
345+ 9.01% |
$53.4K - $82.5K
|
4.17K
$992K
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-117- 1.69% |
$18.1K - $28K
|
6.8K
$1.61M
|
|
|
Jul 15, 2025
Q2 2025
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
5.99K+ 13.76% |
$927K - $1.43M
|
49.5K
$11.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
247New |
$38.3K - $59.1K
|
247
$58.7K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.12% |
$310 - $478
|
1.67K
$398K
|
|
|
Jul 15, 2025
Q2 2025
|
Bcs Wealth Management
|
BUY
|
- |
855New |
$132K - $204K
|
855
$203K
|
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
41+ 1.49% |
$6.35K - $9.8K
|
2.8K
$665K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.13% |
$310 - $478
|
1.54K
$366K
|