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 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$636
|
|
|
May 10, 2024
Q1 2024
|
Credit Suisse Ag
Zurich, V8 |
BUY
|
- |
12.4K+ 838.76% |
$2.68M - $8.52M
|
13.8K
$2.93M
|
|
|
May 10, 2024
Q1 2024
|
Gould Capital, LLC
|
SELL
|
- |
-62- 49.6% |
$13.4K - $42.8K
|
63
$13.4K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.22K+ 200.0% |
$265K - $844K
|
1.84K
$389K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.27K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
538+ 144.62% |
$117K - $371K
|
910
$193K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
177New |
$38.4K - $122K
|
177
$37.5K
|
|
|
May 09, 2024
Q1 2024
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
15.4KNew |
$3.34M - $10.6M
|
15.4K
$3.27M
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$244K - $776K
|
1.13K
$239K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.09K+ 195.7% |
$670K - $2.13M
|
4.67K
$991K
|
|
|
May 08, 2024
Q1 2024
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-623- 68.84% |
$135K - $430K
|
282
$59.8K
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
40.1KNew |
$8.7M - $27.7M
|
40.1K
$8.52M
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$595K - $1.89M
|
2.75K
$582K
|
|
|
May 08, 2024
Q1 2024
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
13.5K+ 1044.04% |
$2.92M - $9.3M
|
14.8K
$3.14M
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
142+ 200.0% |
$30.8K - $97.9K
|
213
$45.2K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
780+ 200.0% |
$169K - $538K
|
1.17K
$248K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
790+ 200.0% |
$171K - $545K
|
1.19K
$251K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
64+ 200.0% |
$13.9K - $44.1K
|
96
$20.4K
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
22KNew |
$4.76M - $15.1M
|
22K
$4.66M
|
|
|
May 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.76K+ 273.6% |
$382K - $1.22M
|
2.41K
$510K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
927New |
$201K - $639K
|
927
$197K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39K+ 196.75% |
$302K - $961K
|
2.1K
$446K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
1.07K+ 189.38% |
$232K - $738K
|
1.64K
$347K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$3.82K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$47.7K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$6.36K
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
23.6KNew |
$5.1M - $16.2M
|
23.6K
$5M
|
|
|
May 02, 2024
Q1 2024
|
New England Capital Financial Advisors LLC
Meriden, CT |
SELL
|
- |
-8- 33.33% |
$1.73K - $5.52K
|
16
$3.39K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
885+ 210.71% |
$192K - $610K
|
1.31K
$277K
|
|
|
May 02, 2024
Q1 2024
|
Welch & Forbes LLC
|
BUY
|
- |
932+ 200.0% |
$202K - $643K
|
1.4K
$297K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
724+ 176.59% |
$157K - $499K
|
1.13K
$241K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 184.62% |
$15.6K - $49.7K
|
111
$23.5K
|
|
|
May 01, 2024
Q1 2024
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
2.36K+ 200.0% |
$511K - $1.62M
|
3.53K
$750K
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.26K+ 326.3% |
$922K - $2.93M
|
5.56K
$1.18M
|
|
|
May 01, 2024
Q1 2024
|
Bnp Paribas
New York, NY |
BUY
|
- |
1.87KNew |
$406K - $1.29M
|
1.87K
$398K
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.4K+ 432.72% |
$304K - $967K
|
1.73K
$366K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.02KNew |
$222K - $705K
|
1.02K
$217K
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.82KNew |
$1.05M - $3.33M
|
4.82K
$1.02M
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$31.8K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
1.54KNew |
$334K - $1.06M
|
1.54K
$327K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$6.36K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
763+ 199.74% |
$165K - $526K
|
1.15K
$243K
|
|
|
Apr 29, 2024
Q1 2024
|
Verde Servicos Internacionais S.A.
Sao Paulo, D5 |
BUY
|
- |
6.73KNew |
$1.46M - $4.64M
|
6.73K
$1.43M
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
24New |
$5.2K - $16.6K
|
24
$5.09K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 1.29% |
$1.3K - $4.14K
|
471
$99.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
205+ 199.03% |
$44.4K - $141K
|
308
$65.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
69New |
$15K - $47.6K
|
69
$14.6K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 192.11% |
$274K - $873K
|
1.93K
$408K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
736+ 200.0% |
$160K - $508K
|
1.1K
$234K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.62K+ 200.0% |
$569K - $1.81M
|
3.94K
$835K
|