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 23, 2025
Q1 2025
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
4.14K+ 199.57% |
$780K - $977K
|
6.22K
$1.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 24.65% |
$13.2K - $16.5K
|
214
$50.9K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-128- 9.43% |
$24.1K - $30.2K
|
1.23K
$292K
|
|
|
Apr 23, 2025
Q1 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
1.08KNew |
$204K - $256K
|
1.08K
$258K
|
|
|
Apr 23, 2025
Q1 2025
|
Spire Wealth Management
|
SELL
|
- |
-1.37K- 8.53% |
$257K - $322K
|
14.7K
$3.48M
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.19K
|
|
|
Apr 23, 2025
Q1 2025
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
165+ 16.1% |
$31K - $38.9K
|
1.19K
$283K
|
|
|
Apr 23, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
164+ 8.26% |
$30.9K - $38.7K
|
2.15K
$511K
|
|
|
Apr 23, 2025
Q1 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9.9K- 88.57% |
$1.86M - $2.34M
|
1.28K
$304K
|
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38+ 2.16% |
$7.15K - $8.96K
|
1.8K
$428K
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-41- 0.83% |
$7.71K - $9.67K
|
4.93K
$1.17M
|
|
|
Apr 23, 2025
Q1 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.44K+ 5.83% |
$272K - $340K
|
26.2K
$6.22M
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107New |
$20.1K - $25.2K
|
107
$25.4K
|
|
|
Apr 22, 2025
Q1 2025
|
Woodmont Investment Counsel LLC
Nashville, TN |
SELL
|
- |
-27.4K- 60.74% |
$5.15M - $6.45M
|
17.7K
$4.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 2.73% |
$16.7K - $21K
|
3.17K
$753K
|
|
|
Apr 22, 2025
Q1 2025
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-790- 3.0% |
$149K - $186K
|
25.5K
$6.07M
|
|
|
Apr 22, 2025
Q1 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.2K- 10.39% |
$4.17M - $5.23M
|
191K
$45.5M
|
|
|
Apr 22, 2025
Q1 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
3+ 0.14% |
$565 - $707
|
2.14K
$509K
|
|
|
Apr 22, 2025
Q1 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
288+ 0.4% |
$54.2K - $67.9K
|
72.2K
$17.2M
|
|
|
Apr 22, 2025
Q1 2025
|
Continuum Advisory, LLC
Eagle, ID |
SELL
|
- |
-256- 4.66% |
$48.2K - $60.4K
|
5.24K
$1.25M
|
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
103+ 2.05% |
$19.4K - $24.3K
|
5.12K
$1.22M
|
|
|
Apr 21, 2025
Q1 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
26.4K+ 22.68% |
$4.97M - $6.23M
|
143K
$34M
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-29- 1.05% |
$5.46K - $6.84K
|
2.72K
$647K
|
|
|
Apr 21, 2025
Q1 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
SELL
|
- |
-320- 22.81% |
$60.2K - $75.5K
|
1.08K
$257K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
82+ 7.67% |
$15.4K - $19.3K
|
1.15K
$274K
|
|
|
Apr 21, 2025
Q1 2025
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
187+ 7.98% |
$35.2K - $44.1K
|
2.53K
$601K
|
|
|
Apr 21, 2025
Q1 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-15- 0.32% |
$2.82K - $3.54K
|
4.6K
$1.09M
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.14KNew |
$214K - $269K
|
1.14K
$271K
|
|
|
Apr 18, 2025
Q1 2025
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
13+ 2.02% |
$2.45K - $3.07K
|
658
$156K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15- 1.26% |
$2.82K - $3.54K
|
1.18K
$279K
|
|
|
Apr 18, 2025
Q1 2025
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.15KNew |
$217K - $272K
|
1.15K
$274K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$236K - $296K
|
1.26K
$298K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
5.91KNew |
$1.11M - $1.39M
|
5.91K
$1.41M
|
|
|
Apr 17, 2025
Q1 2025
|
Brighton Jones LLC
|
BUY
|
- |
2+ 0.12% |
$376 - $472
|
1.64K
$391K
|
|
|
Apr 17, 2025
Q1 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
26+ 0.7% |
$4.89K - $6.13K
|
3.73K
$886K
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3KNew |
$245K - $307K
|
1.3K
$309K
|
|
|
Apr 17, 2025
Q1 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
BUY
|
- |
2.06KNew |
$388K - $486K
|
2.06K
$489K
|
|
|
Apr 17, 2025
Q1 2025
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-862- 10.97% |
$162K - $203K
|
7K
$1.66M
|
|
|
Apr 17, 2025
Q1 2025
|
Insigneo Advisory Services, LLC
Miami, FL |
SELL
|
- |
-326- 8.83% |
$61.3K - $76.9K
|
3.36K
$799K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-336- 4.49% |
$63.2K - $79.2K
|
7.14K
$1.7M
|
|
|
Apr 16, 2025
Q1 2025
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
834+ 4.39% |
$157K - $197K
|
19.8K
$4.71M
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-60- 2.04% |
$11.3K - $14.1K
|
2.88K
$684K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133+ 63.64% |
$25K - $31.4K
|
342
$81.3K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-80- 4.94% |
$15.1K - $18.9K
|
1.54K
$366K
|
|
|
Apr 16, 2025
Q1 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.52K+ 44.18% |
$286K - $359K
|
4.96K
$1.18M
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-246- 17.36% |
$46.3K - $58K
|
1.17K
$278K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 5.66% |
$1.13K - $1.41K
|
112
$26.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
33.9K+ 49.9% |
$6.38M - $8M
|
102K
$24.2M
|
|
|
Apr 15, 2025
Q1 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
6.99K+ 2.24% |
$1.32M - $1.65M
|
319K
$75.9M
|
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
67+ 4.32% |
$12.6K - $15.8K
|
1.62K
$384K
|