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 |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$28.7K - $38.2K
|
144
$36.8K
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 1.09% |
$23.7K - $31.6K
|
11.1K
$2.83M
|
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.02KNew |
$203K - $270K
|
1.02K
$260K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Nov 01, 2024
Q3 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
285+ 9.13% |
$56.8K - $75.7K
|
3.41K
$870K
|
|
|
Oct 31, 2024
Q3 2024
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
450New |
$89.7K - $119K
|
450
$115K
|
|
|
Oct 31, 2024
Q3 2024
|
Cozad Asset Management Inc
Champaign, IL |
BUY
|
- |
1.07KNew |
$212K - $283K
|
1.07K
$272K
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-987- 50.03% |
$197K - $262K
|
986
$252K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 242.86% |
$10.2K - $13.5K
|
72
$18.4K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.38K - $5.84K
|
22
$5.62K
|
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
582New |
$116K - $155K
|
582
$149K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.33% |
$399 - $531
|
606
$155K
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
336+ 8.76% |
$67K - $89.2K
|
4.17K
$1.07M
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
170+ 8.17% |
$33.9K - $45.1K
|
2.25K
$576K
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
306New |
$61K - $81.2K
|
306
$78.2K
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-255- 85.0% |
$50.8K - $67.7K
|
45
$11.5K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.28KNew |
$255K - $340K
|
1.28K
$327K
|
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$211K - $281K
|
1.06K
$271K
|
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
884New |
$176K - $235K
|
884
$226K
|
|
|
Oct 23, 2024
Q3 2024
|
Heritage Oak Wealth Advisors LLC
Santa Rosa Beach, FL |
BUY
|
- |
6.13KNew |
$1.22M - $1.63M
|
6.13K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Macroview Investment Management LLC
|
SELL
|
- |
-41- 12.58% |
$8.17K - $10.9K
|
285
$72.9K
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-144- 18.32% |
$28.7K - $38.2K
|
642
$164K
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
54.3K+ 50.07% |
$10.8M - $14.4M
|
163K
$41.6M
|
|
|
Oct 18, 2024
Q3 2024
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
40.8K+ 29.09% |
$8.13M - $10.8M
|
181K
$46.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
257+ 94.49% |
$51.2K - $68.2K
|
529
$135K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
64+ 7.36% |
$12.8K - $17K
|
934
$239K
|
|
|
Oct 16, 2024
Q3 2024
|
Heritage Family Offices, LLP
Scottsdale, AZ |
SELL
|
- |
-110- 10.98% |
$21.9K - $29.2K
|
892
$228K
|
|
|
Oct 16, 2024
Q3 2024
|
Heirloom Wealth Management
Greenwood Village, CO |
SELL
|
- |
-105- 9.01% |
$20.9K - $27.9K
|
1.06K
$271K
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-125- 23.81% |
$24.9K - $33.2K
|
400
$102K
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-225- 91.84% |
$44.8K - $59.7K
|
20
$5.11K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$10.6K - $14.1K
|
53
$13.5K
|
|
|
Oct 11, 2024
Q3 2024
|
Org Partners LLC
Roanoke, IN |
SELL
|
- |
-11- 1.77% |
$2.19K - $2.92K
|
610
$156K
|
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.06KNew |
$211K - $281K
|
1.06K
$271K
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
116+ 44.96% |
$23.1K - $30.8K
|
374
$95.6K
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.19K- 30.31% |
$237K - $315K
|
2.73K
$698K
|
|
|
Oct 04, 2024
Q3 2024
|
Red Spruce Capital, LLC
|
SELL
|
- |
-100- 6.68% |
$19.9K - $26.5K
|
1.4K
$357K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28New |
$5.58K - $7.43K
|
28
$7.16K
|
|
|
Oct 04, 2024
Q3 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
344+ 14.4% |
$68.6K - $91.3K
|
2.73K
$699K
|
|
| Q2 2024 | |||||||
|
May 12, 2025
Q2 2024
|
Allianz Se
Munich, 2M |
SELL
|
- |
-104- 81.25% |
$20.6K - $27K
|
24
$6.14K
|
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
711New |
$141K - $184K
|
711
$182K
|
|
|
Nov 22, 2024
Q2 2024
|
Freestone Capital Holdings, LLC
Seattle, WA |
SELL
|
- |
-226- 20.25% |
$44.8K - $58.6K
|
890
$228K
|
|
|
Aug 15, 2024
Q2 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
10+ 41.67% |
$1.98K - $2.59K
|
34
$8.69K
|
|
|
Aug 14, 2024
Q2 2024
|
Windsor Advisory Group, LLC
Columbus, OH |
BUY
|
- |
243New |
$48.2K - $63K
|
243
$62.1K
|
|
|
Aug 14, 2024
Q2 2024
|
Ubs Oconnor LLC
Chicago, IL |
SELL
|
- |
-5.15K- 13.55% |
$1.02M - $1.34M
|
32.9K
$8.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Walleye Capital LLC
Plymouth, MN |
SELL
|
PUT |
-48K- 76.19% |
$9.52M - $12.4M
|
15K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Valiant Capital Management, L.P.
San Francisco, CA |
SELL
|
PUT |
-340K- 45.33% |
$67.5M - $88.2M
|
410K
$105M
|
|
|
Aug 14, 2024
Q2 2024
|
Toroso Investments, LLC
Massapequa, NY |
SELL
|
- |
-6.35K- 66.75% |
$1.26M - $1.65M
|
3.17K
$809K
|
|
|
Aug 14, 2024
Q2 2024
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
15KNew |
$2.98M - $3.89M
|
15K
$3.83M
|
|
|
Aug 14, 2024
Q2 2024
|
Financial Network Wealth Advisors LLC
Murray, UT |
BUY
|
- |
15New |
$2.98K - $3.89K
|
15
$3.83K
|
|