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
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$2.26K - $2.83K
|
12
$3.07K
|
|
|
May 02, 2025
Q1 2025
|
Blue Pointe Capital Management, LLC
San Mateo, CA |
BUY
|
- |
1.55KNew |
$291K - $365K
|
1.55K
$396K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
575New |
$108K - $136K
|
575
$147K
|
|
|
May 02, 2025
Q1 2025
|
Creekmur Asset Management LLC
Morton, IL |
SELL
|
- |
-24- 8.08% |
$4.52K - $5.66K
|
273
$69.8K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-80- 45.45% |
$15.1K - $18.9K
|
96
$24.5K
|
|
|
May 01, 2025
Q1 2025
|
Nikulski Financial, Inc.
|
SELL
|
- |
-3.44K- 42.72% |
$647K - $811K
|
4.61K
$1.18M
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.27K - $6.6K
|
28
$7.16K
|
|
|
May 01, 2025
Q1 2025
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
870+ 129.66% |
$164K - $205K
|
1.54K
$394K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
253+ 9.92% |
$47.6K - $59.7K
|
2.8K
$717K
|
|
|
Apr 30, 2025
Q1 2025
|
Fundamentun, LLC
Beachwood, OH |
BUY
|
- |
1.07KNew |
$202K - $253K
|
1.07K
$274K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2New |
$376 - $472
|
2
$511
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.28K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$11.3K - $14.1K
|
60
$15.3K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 146.51% |
$11.9K - $14.9K
|
106
$27.1K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.69K - $2.12K
|
9
$2.3K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
463+ 36.72% |
$87.1K - $109K
|
1.72K
$441K
|
|
|
Apr 25, 2025
Q1 2025
|
New Wave Wealth Advisors LLC
Springdale, AR |
SELL
|
- |
-5.05K- 69.41% |
$951K - $1.19M
|
2.23K
$569K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
156+ 2600.0% |
$29.4K - $36.8K
|
162
$41.4K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 11.74% |
$6.59K - $8.25K
|
333
$85.1K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$14.1K - $17.7K
|
75
$19.2K
|
|
|
Apr 25, 2025
Q1 2025
|
Essex LLC
|
SELL
|
- |
-425- 26.22% |
$80K - $100K
|
1.2K
$306K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 8.89% |
$6.21K - $7.78K
|
338
$86.4K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.76% |
$5.65K - $7.07K
|
660
$169K
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
497+ 35.02% |
$93.5K - $117K
|
1.92K
$490K
|
|
|
Apr 24, 2025
Q1 2025
|
Wall Street Financial Group, Inc.
Carlinville, IL |
SELL
|
- |
-1.56K- 5.59% |
$294K - $368K
|
26.4K
$6.74M
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 24.65% |
$13.2K - $16.5K
|
214
$54.7K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-128- 9.43% |
$24.1K - $30.2K
|
1.23K
$314K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.28K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107New |
$20.1K - $25.2K
|
107
$27.4K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
82+ 7.67% |
$15.4K - $19.3K
|
1.15K
$294K
|
|
|
Apr 21, 2025
Q1 2025
|
Advisor Resource Council
|
BUY
|
- |
1.14KNew |
$214K - $269K
|
1.14K
$291K
|
|
|
Apr 18, 2025
Q1 2025
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
SELL
|
- |
-15- 1.26% |
$2.82K - $3.54K
|
1.18K
$301K
|
|
|
Apr 17, 2025
Q1 2025
|
Sound Income Strategies, LLC
|
BUY
|
- |
1.26KNew |
$236K - $296K
|
1.26K
$321K
|
|
|
Apr 17, 2025
Q1 2025
|
Access Financial Services, Inc.
|
BUY
|
- |
5.91KNew |
$1.11M - $1.39M
|
5.91K
$1.51M
|
|
|
Apr 17, 2025
Q1 2025
|
Fny Investment Advisers, LLC
|
BUY
|
- |
1.3KNew |
$245K - $307K
|
1.3K
$332K
|
|
|
Apr 16, 2025
Q1 2025
|
Rockland Trust CO
|
SELL
|
- |
-336- 4.49% |
$63.2K - $79.2K
|
7.14K
$1.83M
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133+ 63.64% |
$25K - $31.4K
|
342
$87.4K
|
|
|
Apr 16, 2025
Q1 2025
|
Grant Private Wealth Management Inc
Pleasanton, CA |
SELL
|
- |
-246- 17.36% |
$46.3K - $58K
|
1.17K
$299K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 5.66% |
$1.13K - $1.41K
|
112
$28.6K
|
|
|
Apr 15, 2025
Q1 2025
|
Ironwood Financial, LLC
|
SELL
|
- |
-10- 0.29% |
$1.88K - $2.36K
|
3.49K
$893K
|
|
|
Apr 15, 2025
Q1 2025
|
Zhang Financial LLC
|
SELL
|
- |
-426- 16.26% |
$80.2K - $100K
|
2.19K
$561K
|
|
|
Apr 15, 2025
Q1 2025
|
Fifth Third Bancorp
|
SELL
|
- |
-300- 99.01% |
$56.5K - $70.7K
|
3
$767
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
222+ 23.87% |
$41.8K - $52.3K
|
1.15K
$294K
|
|
|
Apr 14, 2025
Q1 2025
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-238- 2.71% |
$44.8K - $56.1K
|
8.56K
$2.19M
|
|
|
Apr 14, 2025
Q1 2025
|
Imc Chicago, LLC
|
SELL
|
- |
-24.7K- 18.27% |
$4.65M - $5.83M
|
111K
$28.3M
|
|
|
Apr 14, 2025
Q1 2025
|
Gamma Investing LLC
Foster City, CA |
SELL
|
- |
-34.8K- 99.47% |
$6.55M - $8.21M
|
186
$47.5K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.28K
|
|
|
Apr 11, 2025
Q1 2025
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.79KNew |
$525K - $658K
|
2.79K
$713K
|
|
|
Apr 10, 2025
Q1 2025
|
Bremer Bank National Association
|
BUY
|
- |
25.2KNew |
$4.74M - $5.93M
|
25.2K
$6.43M
|
|
|
Apr 10, 2025
Q1 2025
|
Secure Asset Management, LLC
|
SELL
|
- |
-8- 0.59% |
$1.51K - $1.89K
|
1.36K
$347K
|