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 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
430+ 200.0% |
$93.2K - $297K
|
645
$137K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 200.0% |
$15.6K - $49.7K
|
108
$22.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
848+ 200.0% |
$184K - $585K
|
1.27K
$270K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
170+ 200.0% |
$36.8K - $117K
|
255
$54.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$1.73K - $5.52K
|
12
$2.55K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
234+ 312.0% |
$50.7K - $161K
|
309
$65.5K
|
|
|
Apr 23, 2024
Q1 2024
|
West Branch Capital LLC
|
SELL
|
- |
-18- 85.71% |
$3.9K - $12.4K
|
3
$636
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.13K+ 209.87% |
$244K - $777K
|
1.66K
$353K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
955New |
$207K - $659K
|
955
$203K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
400+ 200.0% |
$86.7K - $276K
|
600
$127K
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.8KNew |
$5.8M - $18.5M
|
26.8K
$5.68M
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
500+ 100.0% |
$108K - $345K
|
1K
$212K
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
- |
12.1K+ 358.74% |
$2.63M - $8.38M
|
15.5K
$3.3M
|
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
BUY
|
PUT |
26.9K+ 302.25% |
$5.83M - $18.6M
|
35.8K
$7.59M
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
864+ 200.0% |
$187K - $596K
|
1.3K
$275K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
400New |
$86.7K - $276K
|
400
$84.9K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.27K
|
|
|
Apr 19, 2024
Q1 2024
|
Lee Johnson Capital Management, LLC
|
BUY
|
- |
14.3KNew |
$3.09M - $9.84M
|
14.3K
$3.03M
|
|
|
Apr 19, 2024
Q1 2024
|
Westside Investment Management, Inc.
|
BUY
|
- |
1.84K+ 197.11% |
$399K - $1.27M
|
2.78K
$589K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
963New |
$209K - $664K
|
963
$204K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.15K+ 218.79% |
$250K - $795K
|
1.68K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
720+ 200.0% |
$156K - $497K
|
1.08K
$229K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
105New |
$22.8K - $72.4K
|
105
$22.3K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 200.0% |
$3.47K - $11K
|
24
$5.09K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$1.3K - $4.14K
|
6
$1.27K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
957New |
$207K - $660K
|
957
$203K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 200.0% |
$1.3K - $4.14K
|
9
$1.91K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
47New |
$10.2K - $32.4K
|
47
$9.97K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1K+ 200.0% |
$217K - $690K
|
1.5K
$318K
|
|
|
Apr 15, 2024
Q1 2024
|
Chicago Capital, LLC
|
BUY
|
- |
939New |
$204K - $648K
|
939
$199K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.72KNew |
$589K - $1.87M
|
2.72K
$576K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
888New |
$192K - $612K
|
888
$188K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
50+ 200.0% |
$10.8K - $34.5K
|
75
$15.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 200.0% |
$13K - $41.4K
|
90
$19.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 200.0% |
$16.5K - $52.4K
|
114
$24.2K
|
|
|
Apr 10, 2024
Q1 2024
|
Yarbrough Capital, LLC
|
BUY
|
- |
54.9K+ 200.0% |
$11.9M - $37.9M
|
82.4K
$17.5M
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 200.0% |
$5.64K - $17.9K
|
39
$8.27K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
124+ 200.0% |
$26.9K - $85.5K
|
186
$39.5K
|
|
| Q4 2023 | |||||||
|
Aug 13, 2024
Q4 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
SELL
|
- |
-6Closed |
$2.63K - $3.49K
|
0
$0
|
|
|
Jul 22, 2024
Q4 2023
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
9.5K+ 146.15% |
$4.16M - $5.52M
|
16K
$3.39M
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$2.19K - $2.91K
|
5
$1.06K
|
|
|
Feb 15, 2024
Q4 2023
|
Barclays PLC
London, X0 |
SELL
|
PUT |
-12K- 50.0% |
$5.26M - $6.98M
|
12K
$2.55M
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3New |
$1.32K - $1.74K
|
3
$636
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
3New |
$1.32K - $1.74K
|
3
$636
|
|
|
Feb 14, 2024
Q4 2023
|
Scientech Research LLC
Jersey City, NJ |
BUY
|
- |
820New |
$359K - $477K
|
820
$174K
|
|
|
Feb 14, 2024
Q4 2023
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
2.47KNew |
$1.08M - $1.44M
|
2.47K
$524K
|
|
|
Feb 14, 2024
Q4 2023
|
Boothbay Fund Management, LLC
New York, NY |
SELL
|
- |
-1.56K- 74.72% |
$682K - $904K
|
526
$112K
|
|
|
Feb 14, 2024
Q4 2023
|
Amundi
Paris, I0 |
BUY
|
- |
800New |
$351K - $465K
|
800
$170K
|
|
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
36K+ 62.07% |
$15.8M - $20.9M
|
94K
$19.9M
|
|
|
Feb 14, 2024
Q4 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
22.2KNew |
$9.73M - $12.9M
|
22.2K
$4.71M
|
|