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 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
245+ 163.33% |
$48.6K - $63.5K
|
395
$83.8K
|
|
|
Jul 31, 2024
Q2 2024
|
Rinkey Investments
San Diego, CA |
BUY
|
- |
50+ 3.71% |
$9.92K - $13K
|
1.4K
$296K
|
|
|
Jul 31, 2024
Q2 2024
|
Jpl Wealth Management, LLC
Highlands Ranch, CO |
BUY
|
- |
594+ 5.62% |
$118K - $154K
|
11.2K
$2.37M
|
|
|
Jul 30, 2024
Q2 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
30+ 1.61% |
$5.95K - $7.78K
|
1.89K
$401K
|
|
|
Jul 30, 2024
Q2 2024
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-473K- 99.56% |
$93.9M - $123M
|
2.08K
$441K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-33- 3.19% |
$6.55K - $8.56K
|
1K
$213K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-44- 60.27% |
$8.73K - $11.4K
|
29
$6.15K
|
|
|
Jul 30, 2024
Q2 2024
|
Ifg Advisory, LLC
|
BUY
|
- |
3.21KNew |
$637K - $833K
|
3.21K
$682K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-823- 16.36% |
$163K - $213K
|
4.21K
$893K
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.37K- 8.19% |
$470K - $614K
|
26.5K
$5.63M
|
|
|
Jul 26, 2024
Q2 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
201+ 446.67% |
$39.9K - $52.1K
|
246
$52.2K
|
|
|
Jul 25, 2024
Q2 2024
|
Harbor Advisory Corp
|
SELL
|
- |
-40- 0.23% |
$7.94K - $10.4K
|
17.1K
$3.63M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$2.98K - $3.89K
|
15
$3.18K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-82- 2.77% |
$16.3K - $21.3K
|
2.88K
$610K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.31KNew |
$260K - $340K
|
1.31K
$278K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
246New |
$48.8K - $63.8K
|
246
$52.2K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
716+ 200.0% |
$142K - $186K
|
1.07K
$228K
|
|
|
Jul 23, 2024
Q2 2024
|
Rockland Trust CO
|
SELL
|
- |
-4- 0.05% |
$794 - $1.04K
|
7.93K
$1.68M
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
150New |
$29.8K - $38.9K
|
150
$31.8K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.79K - $2.33K
|
9
$1.91K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-310- 1.93% |
$61.5K - $80.4K
|
15.8K
$3.34M
|
|
|
Jul 19, 2024
Q2 2024
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-18- 0.78% |
$3.57K - $4.67K
|
2.3K
$488K
|
|
|
Jul 18, 2024
Q2 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
SELL
|
- |
-240- 44.44% |
$47.6K - $62.2K
|
300
$63.6K
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
306New |
$60.7K - $79.3K
|
306
$64.9K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.59KNew |
$315K - $412K
|
1.59K
$337K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
450New |
$89.3K - $117K
|
450
$95.5K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$1.98K - $2.59K
|
3.98K
$843K
|
|
|
Jul 18, 2024
Q2 2024
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-45- 0.45% |
$8.93K - $11.7K
|
9.91K
$2.1M
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
855New |
$170K - $222K
|
855
$181K
|
|
|
Jul 18, 2024
Q2 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
25+ 2.22% |
$4.96K - $6.48K
|
1.15K
$244K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25.3KNew |
$5.01M - $6.55M
|
25.3K
$5.36M
|
|
|
Jul 16, 2024
Q2 2024
|
Cornerstone Wealth Management, LLC
|
SELL
|
- |
-81- 7.56% |
$16.1K - $21K
|
990
$210K
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
221+ 4.17% |
$43.8K - $57.3K
|
5.52K
$1.17M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1New |
$198 - $259
|
1
$212
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.78K+ 20.45% |
$353K - $461K
|
10.5K
$2.22M
|
|
|
Jul 15, 2024
Q2 2024
|
Imc Chicago, LLC
|
SELL
|
- |
-11.5K- 50.73% |
$2.29M - $2.99M
|
11.2K
$2.38M
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.11KNew |
$220K - $287K
|
1.11K
$235K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-1.76K- 24.71% |
$348K - $455K
|
5.35K
$1.14M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84+ 1.93% |
$16.7K - $21.8K
|
4.44K
$942K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.24KNew |
$245K - $320K
|
1.24K
$262K
|
|
|
Jul 12, 2024
Q2 2024
|
Optimum Investment Advisors
|
BUY
|
- |
130+ 56.28% |
$25.8K - $33.7K
|
361
$76.6K
|
|
|
Jul 12, 2024
Q2 2024
|
Opal Wealth Advisors, LLC
Jericho, NY |
BUY
|
- |
182New |
$36.1K - $47.2K
|
182
$38.6K
|
|
|
Jul 11, 2024
Q2 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-30- 7.94% |
$5.95K - $7.78K
|
348
$73.8K
|
|
|
Jul 10, 2024
Q2 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
5+ 2.01% |
$992 - $1.3K
|
254
$53.9K
|
|
|
Jul 09, 2024
Q2 2024
|
Lowe Wealth Advisors, LLC
|
BUY
|
- |
50New |
$9.92K - $13K
|
50
$10.6K
|
|
|
Jul 05, 2024
Q2 2024
|
Thurston, Springer, Miller, Herd & Titak, Inc.
Indianapolis, IN |
BUY
|
- |
161New |
$31.9K - $41.7K
|
161
$34.2K
|
|
|
Jul 02, 2024
Q2 2024
|
Global Wealth Strategies & Associates
Denver, CO |
SELL
|
- |
-55- 11.11% |
$10.9K - $14.3K
|
440
$93.3K
|
|
| Q1 2024 | |||||||
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60+ 58.82% |
$13K - $41.4K
|
162
$34.4K
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5K+ 200.0% |
$1.08M - $3.45M
|
7.5K
$1.59M
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$1.3K - $4.14K
|
6
$1.27K
|
|