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 |
|---|---|---|---|---|---|---|---|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
16New |
$3.01K - $3.77K
|
16
$3.8K
|
|
|
May 05, 2025
Q1 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-2- 1.12% |
$376 - $472
|
177
$42.1K
|
|
|
May 05, 2025
Q1 2025
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
3.25K+ 31.63% |
$612K - $766K
|
13.5K
$3.21M
|
|
|
May 05, 2025
Q1 2025
|
Ifp Advisors, Inc
|
BUY
|
- |
15+ 0.11% |
$2.82K - $3.54K
|
13.7K
$3.25M
|
|
|
May 05, 2025
Q1 2025
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
469+ 3.01% |
$88.3K - $111K
|
16.1K
$3.81M
|
|
|
May 05, 2025
Q1 2025
|
Lindbrook Capital, LLC
|
SELL
|
- |
-233- 0.85% |
$43.8K - $54.9K
|
27.3K
$6.48M
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 27.78% |
$5.65K - $7.07K
|
78
$18.5K
|
|
|
May 05, 2025
Q1 2025
|
Pfg Advisors
|
BUY
|
- |
5.3K+ 30.9% |
$998K - $1.25M
|
22.5K
$5.34M
|
|
|
May 05, 2025
Q1 2025
|
Ignite Planners, LLC
|
BUY
|
- |
2.42K+ 153.68% |
$455K - $570K
|
3.99K
$949K
|
|
|
May 05, 2025
Q1 2025
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.98KNew |
$372K - $466K
|
1.98K
$469K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$2.26K - $2.83K
|
12
$2.85K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.55KNew |
$291K - $365K
|
1.55K
$368K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
575New |
$108K - $136K
|
575
$137K
|
|
|
May 02, 2025
Q1 2025
|
Wealthfront Advisers LLC
|
BUY
|
- |
16.1K+ 55.35% |
$3.03M - $3.8M
|
45.2K
$10.7M
|
|
|
May 02, 2025
Q1 2025
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-10.7K- 49.5% |
$2.02M - $2.53M
|
10.9K
$2.6M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-45- 2.62% |
$8.47K - $10.6K
|
1.67K
$397K
|
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
63+ 2.24% |
$11.9K - $14.9K
|
2.87K
$682K
|
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
37+ 2.82% |
$6.96K - $8.72K
|
1.35K
$320K
|
|
|
May 02, 2025
Q1 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
SELL
|
- |
-12.6K- 53.64% |
$2.37M - $2.97M
|
10.9K
$2.59M
|
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
49+ 0.41% |
$9.22K - $11.6K
|
11.9K
$2.82M
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 8.08% |
$4.52K - $5.66K
|
273
$64.9K
|
|
|
May 02, 2025
Q1 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
SELL
|
- |
-279- 1.1% |
$52.5K - $65.8K
|
25.2K
$5.98M
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-80- 45.45% |
$15.1K - $18.9K
|
96
$22.8K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-151- 11.87% |
$28.4K - $35.6K
|
1.12K
$266K
|
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
61New |
$11.5K - $14.4K
|
61
$14.5K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.44K- 42.72% |
$647K - $811K
|
4.61K
$1.1M
|
|
|
May 01, 2025
Q1 2025
|
Stephens Inc
|
BUY
|
- |
15.3K+ 115.67% |
$2.88M - $3.61M
|
28.5K
$6.77M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.27K - $6.6K
|
28
$6.65K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
870+ 129.66% |
$164K - $205K
|
1.54K
$366K
|
|
|
May 01, 2025
Q1 2025
|
Cwm, LLC
|
SELL
|
- |
-337- 6.56% |
$63.4K - $79.5K
|
4.8K
$1.14M
|
|
|
May 01, 2025
Q1 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
728+ 10.59% |
$137K - $172K
|
7.6K
$1.81M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-149- 0.63% |
$28K - $35.1K
|
23.3K
$5.54M
|
|
|
May 01, 2025
Q1 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-13.1K- 54.76% |
$2.47M - $3.09M
|
10.8K
$2.57M
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
253+ 9.92% |
$47.6K - $59.7K
|
2.8K
$666K
|
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
105+ 4.23% |
$19.8K - $24.8K
|
2.59K
$615K
|
|
|
May 01, 2025
Q1 2025
|
Transcendent Capital Group LLC
Edmond, OK |
BUY
|
- |
514+ 4.93% |
$96.7K - $121K
|
11K
$2.6M
|
|
|
Apr 30, 2025
Q1 2025
|
Bank Hapoalim Bm
|
SELL
|
- |
-4.04K- 8.1% |
$759K - $951K
|
45.8K
$10.9M
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
116+ 6.13% |
$21.8K - $27.4K
|
2.01K
$477K
|
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-1.16K- 8.37% |
$217K - $272K
|
12.6K
$3M
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07KNew |
$202K - $253K
|
1.07K
$254K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2New |
$376 - $472
|
2
$475
|
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
97+ 1.68% |
$18.3K - $22.9K
|
5.86K
$1.39M
|
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 0.81% |
$8.47K - $10.6K
|
5.62K
$1.33M
|
|
|
Apr 30, 2025
Q1 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1+ 0.06% |
$188 - $236
|
1.57K
$374K
|
|
|
Apr 30, 2025
Q1 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-453- 1.71% |
$85.2K - $107K
|
26.1K
$6.2M
|
|
|
Apr 30, 2025
Q1 2025
|
Allworth Financial LP
|
SELL
|
- |
-279- 4.39% |
$52.5K - $65.8K
|
6.08K
$1.44M
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.19K
|
|
|
Apr 30, 2025
Q1 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
279+ 5.81% |
$52.5K - $65.8K
|
5.08K
$1.21M
|
|
|
Apr 30, 2025
Q1 2025
|
Cerity Partners LLC
New York, NY |
SELL
|
- |
-1.2K- 18.31% |
$225K - $282K
|
5.34K
$1.27M
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$11.3K - $14.1K
|
60
$14.3K
|