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 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 0.29% |
$1.88K - $2.36K
|
3.49K
$830K
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-426- 16.26% |
$80.2K - $100K
|
2.19K
$521K
|
|
Apr 15, 2025
Q1 2025
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
182+ 12.1% |
$34.2K - $42.9K
|
1.69K
$401K
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 99.01% |
$56.5K - $70.7K
|
3
$713
|
|
Apr 14, 2025
Q1 2025
|
Miracle Mile Advisors, LLC
|
BUY
|
- |
3.78K+ 34.63% |
$711K - $891K
|
14.7K
$3.49M
|
|
Apr 14, 2025
Q1 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
652+ 20.72% |
$123K - $154K
|
3.8K
$902K
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
222+ 23.87% |
$41.8K - $52.3K
|
1.15K
$274K
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-238- 2.71% |
$44.8K - $56.1K
|
8.56K
$2.03M
|
|
Apr 14, 2025
Q1 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
SELL
|
- |
-1.18K- 49.87% |
$222K - $279K
|
1.19K
$282K
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-24.7K- 18.27% |
$4.65M - $5.83M
|
111K
$26.3M
|
|
Apr 14, 2025
Q1 2025
|
Wealthcare Advisory Partners LLC
West Chester, PA |
SELL
|
- |
-3.36K- 30.65% |
$632K - $792K
|
7.6K
$1.8M
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-34.8K- 99.47% |
$6.55M - $8.21M
|
186
$44.2K
|
|
Apr 11, 2025
Q1 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
23+ 0.37% |
$4.33K - $5.42K
|
6.23K
$1.48M
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.19K
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.79KNew |
$525K - $658K
|
2.79K
$663K
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
25.2KNew |
$4.74M - $5.93M
|
25.2K
$5.98M
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8- 0.59% |
$1.51K - $1.89K
|
1.36K
$322K
|
|
Apr 10, 2025
Q1 2025
|
Retirement Planning Group
|
SELL
|
- |
-2.58K- 31.26% |
$486K - $609K
|
5.68K
$1.35M
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78+ 4.79% |
$14.7K - $18.4K
|
1.71K
$406K
|
|
Apr 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$475K - $595K
|
2.52K
$600K
|
|
Apr 09, 2025
Q1 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
19+ 0.16% |
$3.58K - $4.48K
|
11.7K
$2.79M
|
|
Apr 09, 2025
Q1 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-22.1K- 60.25% |
$4.15M - $5.2M
|
14.6K
$3.46M
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.6KNew |
$300K - $376K
|
1.6K
$379K
|
|
Q4 2024 | |||||||
Jun 06, 2025
Q4 2024
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
2.18K+ 1.17% |
$461K - $523K
|
189K
$44.9M
|
|
May 28, 2025
Q4 2024
|
Provida Pension Fund Administrator
Santiago, F3 |
BUY
|
- |
244KNew |
$51.5M - $58.5M
|
244K
$57.9M
|
|
May 07, 2025
Q4 2024
|
Mb, Levis & Associates, LLC
Center Valley, PA |
SELL
|
- |
-5Closed |
$1.06K - $1.2K
|
0
$0
|
|
Mar 27, 2025
Q4 2024
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
950New |
$201K - $228K
|
950
$226K
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
578New |
$122K - $139K
|
578
$137K
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-134- 2.51% |
$28.3K - $32.1K
|
5.21K
$1.24M
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
108New |
$22.8K - $25.9K
|
108
$25.7K
|
|
Feb 26, 2025
Q4 2024
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
BUY
|
- |
1.13KNew |
$238K - $270K
|
1.13K
$267K
|
|
Feb 25, 2025
Q4 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
548+ 9.33% |
$116K - $131K
|
6.42K
$1.53M
|
|
Feb 25, 2025
Q4 2024
|
National Asset Management, Inc.
Boca Raton, FL |
SELL
|
- |
-4.81K- 32.41% |
$1.02M - $1.15M
|
10K
$2.38M
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.73KNew |
$366K - $415K
|
1.73K
$411K
|
|
Feb 21, 2025
Q4 2024
|
Gould Capital, LLC
|
SELL
|
- |
-5- 7.94% |
$1.06K - $1.2K
|
58
$13.8K
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-510- 25.37% |
$108K - $122K
|
1.5K
$356K
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
100+ 3.23% |
$21.1K - $24K
|
3.2K
$760K
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
860+ 39.78% |
$182K - $206K
|
3.02K
$718K
|
|
Feb 14, 2025
Q4 2024
|
Williams Jones Wealth Management, Llc.
New York, NY |
BUY
|
- |
1.05KNew |
$222K - $252K
|
1.05K
$250K
|
|
Feb 14, 2025
Q4 2024
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
1.01K+ 13.2% |
$212K - $241K
|
8.62K
$2.05M
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$6.22M - $7.06M
|
29.4K
$7M
|
|
Feb 14, 2025
Q4 2024
|
Hrt Financial LP
New York, NY |
SELL
|
- |
-28.4K- 77.79% |
$5.99M - $6.8M
|
8.1K
$1.92M
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
272New |
$57.5K - $65.2K
|
272
$64.6K
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-10.8K- 49.49% |
$2.27M - $2.58M
|
11K
$2.61M
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3KNew |
$634K - $719K
|
3K
$713K
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-5.66K- 38.02% |
$1.2M - $1.36M
|
9.22K
$2.19M
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-3.07K- 4.41% |
$649K - $736K
|
66.6K
$15.8M
|
|
Feb 14, 2025
Q4 2024
|
J. Goldman & CO LP
New York, NY |
BUY
|
- |
69.2KNew |
$14.6M - $16.6M
|
69.2K
$16.4M
|
|
Feb 14, 2025
Q4 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
980New |
$207K - $235K
|
980
$233K
|
|
Feb 14, 2025
Q4 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
261+ 6.39% |
$55.1K - $62.6K
|
4.35K
$1.03M
|