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 09, 2025
Q1 2025
|
Center Star Asset Management, LLC
|
BUY
|
- |
2.52KNew |
$475K - $595K
|
2.52K
$645K
|
|
|
Apr 02, 2025
Q1 2025
|
Marcum Wealth, LLC
|
BUY
|
- |
1.6KNew |
$300K - $376K
|
1.6K
$408K
|
|
| Q4 2024 | |||||||
|
Aug 25, 2025
Q4 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
1.27K+ 43.6% |
$268K - $304K
|
4.17K
$1.07M
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
SELL
|
- |
-176- 9.08% |
$37.2K - $42.2K
|
1.76K
$450K
|
|
|
Aug 08, 2025
Q4 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
CALL |
100New |
$21.1K - $24K
|
100
$25.6K
|
|
|
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
$243K
|
|
|
Mar 21, 2025
Q4 2024
|
Mascagni Wealth Management, Inc.
Clinton, MS |
BUY
|
- |
578New |
$122K - $139K
|
578
$148K
|
|
|
Mar 10, 2025
Q4 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-134- 2.51% |
$28.3K - $32.1K
|
5.21K
$1.33M
|
|
|
Mar 06, 2025
Q4 2024
|
Copia Wealth Management
Bend, OR |
BUY
|
- |
108New |
$22.8K - $25.9K
|
108
$27.6K
|
|
|
Feb 24, 2025
Q4 2024
|
Liberty Square Wealth Partners LLC
Bethlehem, PA |
BUY
|
- |
1.73KNew |
$366K - $415K
|
1.73K
$443K
|
|
|
Feb 14, 2025
Q4 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-510- 25.37% |
$108K - $122K
|
1.5K
$383K
|
|
|
Feb 14, 2025
Q4 2024
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
CALL |
100+ 3.23% |
$21.1K - $24K
|
3.2K
$818K
|
|
|
Feb 14, 2025
Q4 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
860+ 39.78% |
$182K - $206K
|
3.02K
$773K
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$6.22M - $7.06M
|
29.4K
$7.53M
|
|
|
Feb 14, 2025
Q4 2024
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
272New |
$57.5K - $65.2K
|
272
$69.5K
|
|
|
Feb 14, 2025
Q4 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
SELL
|
- |
-10.8K- 49.49% |
$2.27M - $2.58M
|
11K
$2.81M
|
|
|
Feb 14, 2025
Q4 2024
|
Caption Management, LLC
Oklahoma City, OK |
BUY
|
- |
3KNew |
$634K - $719K
|
3K
$767K
|
|
|
Feb 14, 2025
Q4 2024
|
Vienna Asset Management LLC
Cupertino, CA |
SELL
|
- |
-5.66K- 38.02% |
$1.2M - $1.36M
|
9.22K
$2.36M
|
|
|
Feb 14, 2025
Q4 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
SELL
|
- |
-3.07K- 4.41% |
$649K - $736K
|
66.6K
$17M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
11.8KNew |
$2.5M - $2.84M
|
11.8K
$3.02M
|
|
|
Feb 14, 2025
Q4 2024
|
Stonebrook Private Inc.
Northville, MI |
BUY
|
- |
1.03KNew |
$218K - $247K
|
1.03K
$264K
|
|
|
Feb 14, 2025
Q4 2024
|
Topsail Wealth Management, LLC
Charlotte, NC |
BUY
|
- |
75New |
$15.8K - $18K
|
75
$19.2K
|
|
|
Feb 14, 2025
Q4 2024
|
Sig Brokerage, LP
Bala Cynwyd, PA |
BUY
|
PUT |
2.1KNew |
$444K - $504K
|
2.1K
$537K
|
|
|
Feb 14, 2025
Q4 2024
|
Bison Wealth, LLC
|
BUY
|
- |
933New |
$197K - $224K
|
933
$239K
|
|
|
Feb 14, 2025
Q4 2024
|
Israel Englander
Millennium Management LLC | New York, Ny
|
BUY
|
CALL |
3.1KNew |
$655K - $743K
|
3.1K
$792K
|
|
|
Feb 14, 2025
Q4 2024
|
Schonfeld Strategic Advisors LLC
New York, NY |
SELL
|
- |
-23.2K- 84.36% |
$4.9M - $5.56M
|
4.3K
$1.1M
|
|
|
Feb 14, 2025
Q4 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
21+ 1.61% |
$4.44K - $5.04K
|
1.32K
$338K
|
|
|
Feb 14, 2025
Q4 2024
|
Measured Risk Portfolios, Inc.
San Diego, CA |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Feb 13, 2025
Q4 2024
|
Darden Wealth Group Inc
Ann Arbor, MI |
BUY
|
- |
1.08KNew |
$229K - $260K
|
1.08K
$277K
|
|
|
Feb 13, 2025
Q4 2024
|
Fernwood Investment Management, LLC
Quincy, MA |
SELL
|
- |
-8- 0.8% |
$1.69K - $1.92K
|
996
$255K
|
|
|
Feb 13, 2025
Q4 2024
|
Executive Wealth Management, LLC
|
SELL
|
- |
-19- 1.16% |
$4.01K - $4.56K
|
1.62K
$414K
|
|
|
Feb 13, 2025
Q4 2024
|
Integrity Financial Corp
|
SELL
|
- |
-135- 65.22% |
$28.5K - $32.4K
|
72
$18.4K
|
|
|
Feb 13, 2025
Q4 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
SELL
|
- |
-38- 52.78% |
$8.03K - $9.11K
|
34
$8.69K
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
7.1KNew |
$1.5M - $1.7M
|
7.1K
$1.82M
|
|
|
Feb 13, 2025
Q4 2024
|
Btg Pactual Asset Management Us LLC
New York, NY |
BUY
|
- |
456New |
$96.3K - $109K
|
456
$117K
|
|
|
Feb 13, 2025
Q4 2024
|
Bokf, Na
Tulsa, OK |
SELL
|
- |
-5- 4.55% |
$1.06K - $1.2K
|
105
$26.8K
|
|
|
Feb 13, 2025
Q4 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
SELL
|
- |
-22- 0.91% |
$4.65K - $5.28K
|
2.38K
$609K
|
|
|
Feb 13, 2025
Q4 2024
|
Safe Harbor Fiduciary, LLC
Pensacola, FL |
BUY
|
- |
500New |
$106K - $120K
|
500
$128K
|
|
|
Feb 12, 2025
Q4 2024
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-125- 36.44% |
$26.4K - $30K
|
218
$55.7K
|
|
|
Feb 12, 2025
Q4 2024
|
Assured Partners Investment Advisors, LLC
Tampa, FL |
BUY
|
- |
1.25KNew |
$264K - $300K
|
1.25K
$320K
|
|
|
Feb 12, 2025
Q4 2024
|
Citigroup Inc
|
BUY
|
CALL |
1KNew |
$211K - $240K
|
1K
$256K
|
|
|
Feb 12, 2025
Q4 2024
|
Clearbridge Investments, LLC
New York, NY |
BUY
|
- |
1.05KNew |
$223K - $253K
|
1.05K
$269K
|
|
|
Feb 12, 2025
Q4 2024
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
335+ 2.93% |
$70.8K - $80.3K
|
11.8K
$3.01M
|
|
|
Feb 12, 2025
Q4 2024
|
Prudent Man Investment Management, Inc.
Louisville, CO |
BUY
|
- |
4New |
$845 - $959
|
4
$1.02K
|
|
|
Feb 12, 2025
Q4 2024
|
Nemes Rush Group LLC
Novi, MI |
BUY
|
- |
37New |
$7.82K - $8.87K
|
37
$9.46K
|
|
|
Feb 11, 2025
Q4 2024
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-105- 8.97% |
$22.2K - $25.2K
|
1.07K
$272K
|
|
|
Feb 11, 2025
Q4 2024
|
Whittier Trust CO
|
BUY
|
- |
27New |
$5.7K - $6.47K
|
27
$6.9K
|
|
|
Feb 11, 2025
Q4 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
3.3K+ 14.01% |
$697K - $791K
|
26.9K
$6.86M
|
|
|
Feb 11, 2025
Q4 2024
|
Tcg Advisory Services, LLC
Austin, TX |
BUY
|
- |
1.08KNew |
$227K - $258K
|
1.08K
$275K
|
|