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 25, 2025
Q2 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-30.9K- 68.82% |
$4.79M - $7.39M
|
14K
$3.58M
|
|
Jul 25, 2025
Q2 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.07K+ 42.12% |
$165K - $255K
|
3.6K
$920K
|
|
Jul 24, 2025
Q2 2025
|
Wealthstar Advisors, LLC
Plano, TX |
SELL
|
- |
-158- 7.68% |
$24.5K - $37.8K
|
1.9K
$485K
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 1.73% |
$4.34K - $6.69K
|
1.59K
$406K
|
|
Jul 24, 2025
Q2 2025
|
Blair William & CO
Chicago, IL |
BUY
|
- |
8.39K+ 39.71% |
$1.3M - $2.01M
|
29.5K
$7.55M
|
|
Jul 24, 2025
Q2 2025
|
Mainstay Capital Management LLC
|
BUY
|
- |
2.05KNew |
$317K - $489K
|
2.05K
$523K
|
|
Jul 24, 2025
Q2 2025
|
Gfg Capital, LLC
|
BUY
|
- |
135New |
$20.9K - $32.3K
|
135
$34.5K
|
|
Jul 24, 2025
Q2 2025
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
1+ 0.32% |
$155 - $239
|
311
$79.5K
|
|
Jul 24, 2025
Q2 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
100+ 0.73% |
$15.5K - $23.9K
|
13.8K
$3.52M
|
|
Jul 24, 2025
Q2 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-665- 9.5% |
$103K - $159K
|
6.33K
$1.62M
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.11% |
$619 - $956
|
3.73K
$955K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
40+ 8.03% |
$6.19K - $9.56K
|
538
$138K
|
|
Jul 24, 2025
Q2 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
20.6K+ 19.13% |
$3.19M - $4.93M
|
128K
$32.8M
|
|
Jul 24, 2025
Q2 2025
|
Trust CO Of Toledo Na
Holland, OH |
BUY
|
- |
450New |
$69.7K - $108K
|
450
$115K
|
|
Jul 24, 2025
Q2 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
BUY
|
- |
120+ 1.11% |
$18.6K - $28.7K
|
10.9K
$2.8M
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.04% |
$155 - $239
|
2.59K
$662K
|
|
Jul 23, 2025
Q2 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1+ 0.08% |
$155 - $239
|
1.19K
$304K
|
|
Jul 23, 2025
Q2 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
1+ 0.08% |
$155 - $239
|
1.26K
$323K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.25% |
$310 - $478
|
803
$205K
|
|
Jul 23, 2025
Q2 2025
|
1 North Wealth Services LLC
Annapolis, MD |
SELL
|
- |
-3.4K- 23.98% |
$526K - $812K
|
10.8K
$2.75M
|
|
Jul 23, 2025
Q2 2025
|
First Financial Group Corp
Raleigh, NC |
BUY
|
- |
873New |
$135K - $209K
|
873
$223K
|
|
Jul 23, 2025
Q2 2025
|
Family Legacy, Inc.
|
BUY
|
- |
390+ 2.2% |
$60.4K - $93.2K
|
18.1K
$4.64M
|
|
Jul 23, 2025
Q2 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1.14KNew |
$177K - $273K
|
1.14K
$292K
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-14K- 44.74% |
$2.17M - $3.35M
|
17.3K
$4.43M
|
|
Jul 23, 2025
Q2 2025
|
Vontobel Holding Ltd.
|
BUY
|
CALL |
600New |
$92.9K - $143K
|
600
$153K
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2+ 0.13% |
$310 - $478
|
1.57K
$401K
|
|
Jul 23, 2025
Q2 2025
|
Ignite Planners, LLC
|
SELL
|
- |
-1.74K- 43.48% |
$269K - $415K
|
2.26K
$577K
|
|
Jul 23, 2025
Q2 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
864New |
$134K - $207K
|
864
$221K
|
|
Jul 23, 2025
Q2 2025
|
Us Bancorp \De\
|
BUY
|
- |
815+ 5.89% |
$126K - $195K
|
14.7K
$3.75M
|
|
Jul 23, 2025
Q2 2025
|
Leo Wealth, LLC
Hurst, TX |
BUY
|
- |
917New |
$142K - $219K
|
917
$234K
|
|
Jul 22, 2025
Q2 2025
|
Bank Hapoalim Bm
|
BUY
|
- |
8.89K+ 19.43% |
$1.38M - $2.13M
|
54.7K
$14M
|
|
Jul 22, 2025
Q2 2025
|
Apexium Financial, LP
|
SELL
|
- |
-843- 19.31% |
$131K - $202K
|
3.52K
$900K
|
|
Jul 22, 2025
Q2 2025
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-1.48K- 10.06% |
$229K - $353K
|
13.2K
$3.38M
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-46- 75.41% |
$7.12K - $11K
|
15
$3.83K
|
|
Jul 22, 2025
Q2 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
3.7K+ 48.65% |
$572K - $883K
|
11.3K
$2.89M
|
|
Jul 22, 2025
Q2 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.8K+ 11.22% |
$279K - $431K
|
17.9K
$4.56M
|
|
Jul 22, 2025
Q2 2025
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
405+ 23.64% |
$62.7K - $96.8K
|
2.12K
$541K
|
|
Jul 22, 2025
Q2 2025
|
Olistico Wealth, LLC
Tulsa, OK |
BUY
|
- |
1+ 0.13% |
$155 - $239
|
789
$202K
|
|
Jul 22, 2025
Q2 2025
|
Valeo Financial Advisors, LLC
|
SELL
|
- |
-1.26K- 21.49% |
$195K - $301K
|
4.6K
$1.18M
|
|
Jul 22, 2025
Q2 2025
|
Davenport & CO LLC
|
BUY
|
- |
926New |
$143K - $221K
|
926
$237K
|
|
Jul 22, 2025
Q2 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
3.85K+ 21.77% |
$596K - $920K
|
21.5K
$5.5M
|
|
Jul 22, 2025
Q2 2025
|
Grimes & Company, Inc.
|
BUY
|
- |
2.7KNew |
$418K - $645K
|
2.7K
$689K
|
|
Jul 22, 2025
Q2 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4.14K- 66.54% |
$641K - $989K
|
2.08K
$532K
|
|
Jul 22, 2025
Q2 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
319+ 2.72% |
$49.4K - $76.3K
|
12.1K
$3.08M
|
|
Jul 22, 2025
Q2 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-728- 20.76% |
$113K - $174K
|
2.78K
$710K
|
|
Jul 22, 2025
Q2 2025
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-3.27K- 24.65% |
$506K - $782K
|
10K
$2.56M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.79% |
$4.65K - $7.17K
|
3.83K
$979K
|
|
Jul 21, 2025
Q2 2025
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
16.8K+ 43.06% |
$2.61M - $4.03M
|
56K
$14.3M
|
|
Jul 21, 2025
Q2 2025
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
150+ 1666.67% |
$23.2K - $35.9K
|
159
$40.6K
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-19- 0.92% |
$2.94K - $4.54K
|
2.04K
$522K
|