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 |
|---|---|---|---|---|---|---|---|
|
Aug 12, 2024
Q2 2024
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
SELL
|
- |
-994- 11.84% |
$197K - $258K
|
7.4K
$1.76M
|
|
|
Aug 12, 2024
Q2 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
154+ 11.3% |
$30.6K - $39.9K
|
1.52K
$360K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.07KNew |
$608K - $795K
|
3.07K
$729K
|
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
837New |
$166K - $217K
|
837
$199K
|
|
|
Aug 09, 2024
Q2 2024
|
Greenwoods Asset Management Hong Kong Ltd.
Hong Kong, K3 |
SELL
|
- |
-142K- 70.04% |
$28.1M - $36.7M
|
60.6K
$14.4M
|
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
821New |
$163K - $213K
|
821
$195K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
931New |
$185K - $241K
|
931
$221K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.23KNew |
$243K - $318K
|
1.23K
$292K
|
|
|
Aug 08, 2024
Q2 2024
|
Sym Financial Corp
|
BUY
|
- |
83New |
$16.5K - $21.5K
|
83
$19.7K
|
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
PUT |
300New |
$59.5K - $77.8K
|
300
$71.3K
|
|
|
Aug 08, 2024
Q2 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
SELL
|
- |
-90- 83.33% |
$17.9K - $23.3K
|
18
$4.28K
|
|
|
Aug 07, 2024
Q2 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
66+ 5.3% |
$13.1K - $17.1K
|
1.31K
$312K
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
4KNew |
$794K - $1.04M
|
4K
$950K
|
|
|
Aug 06, 2024
Q2 2024
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-1.19K- 56.39% |
$236K - $309K
|
921
$219K
|
|
|
Aug 06, 2024
Q2 2024
|
Gray Foundation
Cohoes, NY |
SELL
|
- |
-21.9K- 38.95% |
$4.35M - $5.69M
|
34.4K
$8.17M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.24KNew |
$1.04M - $1.36M
|
5.24K
$1.25M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
22.5KNew |
$4.46M - $5.83M
|
22.5K
$5.35M
|
|
|
Aug 02, 2024
Q2 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
PUT |
44.8KNew |
$8.89M - $11.6M
|
44.8K
$10.6M
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
927New |
$184K - $240K
|
927
$220K
|
|
|
Aug 02, 2024
Q2 2024
|
Foundations Investment Advisors, LLC
|
SELL
|
- |
-1.48K- 23.83% |
$293K - $383K
|
4.72K
$1.12M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.14KNew |
$1.22M - $1.59M
|
6.14K
$1.46M
|
|
|
Aug 01, 2024
Q2 2024
|
Crestwood Advisors Group LLC
|
BUY
|
- |
821New |
$163K - $213K
|
821
$195K
|
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
902New |
$179K - $234K
|
902
$214K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
995New |
$197K - $258K
|
995
$236K
|
|
|
Aug 01, 2024
Q2 2024
|
Oxinas Partners Wealth Management LLC
|
BUY
|
- |
7+ 0.3% |
$1.39K - $1.81K
|
2.34K
$555K
|
|
|
Jul 31, 2024
Q2 2024
|
Sawyer & Company, Inc
|
BUY
|
- |
21New |
$4.17K - $5.44K
|
21
$4.99K
|
|
|
Jul 31, 2024
Q2 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
245+ 163.33% |
$48.6K - $63.5K
|
395
$93.9K
|
|
|
Jul 30, 2024
Q2 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-33- 3.19% |
$6.55K - $8.56K
|
1K
$238K
|
|
|
Jul 30, 2024
Q2 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
SELL
|
- |
-44- 60.27% |
$8.73K - $11.4K
|
29
$6.89K
|
|
|
Jul 29, 2024
Q2 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
SELL
|
- |
-823- 16.36% |
$163K - $213K
|
4.21K
$1M
|
|
|
Jul 26, 2024
Q2 2024
|
Sterling Manor Financial, LLC
|
SELL
|
- |
-2.37K- 8.19% |
$470K - $614K
|
26.5K
$6.31M
|
|
|
Jul 25, 2024
Q2 2024
|
Rfp Financial Group LLC
Atlanta, GA |
BUY
|
- |
15New |
$2.98K - $3.89K
|
15
$3.56K
|
|
|
Jul 25, 2024
Q2 2024
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-82- 2.77% |
$16.3K - $21.3K
|
2.88K
$683K
|
|
|
Jul 24, 2024
Q2 2024
|
Family Firm, Inc.
|
BUY
|
- |
246New |
$48.8K - $63.8K
|
246
$58.5K
|
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
716+ 200.0% |
$142K - $186K
|
1.07K
$255K
|
|
|
Jul 23, 2024
Q2 2024
|
Cultivar Capital, Inc.
Denton, TX |
BUY
|
- |
150New |
$29.8K - $38.9K
|
150
$35.6K
|
|
|
Jul 23, 2024
Q2 2024
|
1620 Investment Advisors, Inc.
Plymouth, MA |
BUY
|
- |
9New |
$1.79K - $2.33K
|
9
$2.14K
|
|
|
Jul 22, 2024
Q2 2024
|
Grant
|
SELL
|
- |
-310- 1.93% |
$61.5K - $80.4K
|
15.8K
$3.74M
|
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
306New |
$60.7K - $79.3K
|
306
$72.7K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.59KNew |
$315K - $412K
|
1.59K
$377K
|
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
450New |
$89.3K - $117K
|
450
$107K
|
|
|
Jul 18, 2024
Q2 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
10+ 0.25% |
$1.98K - $2.59K
|
3.98K
$945K
|
|
|
Jul 18, 2024
Q2 2024
|
Winthrop Advisory Group LLC
|
BUY
|
- |
855New |
$170K - $222K
|
855
$203K
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25.3KNew |
$5.01M - $6.55M
|
25.3K
$6M
|
|
|
Jul 16, 2024
Q2 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
221+ 4.17% |
$43.8K - $57.3K
|
5.52K
$1.31M
|
|
|
Jul 16, 2024
Q2 2024
|
West Paces Advisors Inc.
Atlanta, GA |
BUY
|
- |
1New |
$198 - $259
|
1
$238
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.11KNew |
$220K - $287K
|
1.11K
$263K
|
|
|
Jul 12, 2024
Q2 2024
|
Gimbal Financial
Carmel, IN |
SELL
|
- |
-1.76K- 24.71% |
$348K - $455K
|
5.35K
$1.27M
|
|
|
Jul 12, 2024
Q2 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
84+ 1.93% |
$16.7K - $21.8K
|
4.44K
$1.06M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.24KNew |
$245K - $320K
|
1.24K
$294K
|