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 |
|---|---|---|---|---|---|---|---|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 2.38% |
$13.5K - $15.5K
|
2.45K
$707K
|
|
|
Oct 27, 2025
Q3 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-218- 4.4% |
$51.7K - $59.1K
|
4.74K
$1.37M
|
|
|
Oct 27, 2025
Q3 2025
|
Eastern Bank
|
SELL
|
- |
-40- 7.43% |
$9.48K - $10.8K
|
498
$144K
|
|
|
Oct 27, 2025
Q3 2025
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
9.1KNew |
$2.16M - $2.47M
|
9.1K
$2.63M
|
|
|
Oct 27, 2025
Q3 2025
|
Stephens Inc
|
SELL
|
- |
-88- 1.05% |
$20.8K - $23.9K
|
8.27K
$2.39M
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
707+ 5.2% |
$168K - $192K
|
14.3K
$4.13M
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
97+ 8.43% |
$23K - $26.3K
|
1.25K
$361K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
23+ 0.19% |
$5.45K - $6.24K
|
11.8K
$3.42M
|
|
|
Oct 27, 2025
Q3 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.22K- 31.1% |
$763K - $873K
|
7.13K
$2.06M
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
170+ 1.57% |
$40.3K - $46.1K
|
11K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2+ 0.16% |
$474 - $542
|
1.27K
$366K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
3+ 0.19% |
$711 - $813
|
1.57K
$454K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65New |
$15.4K - $17.6K
|
65
$18.8K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.09% |
$237 - $271
|
1.14K
$330K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.51% |
$948 - $1.08K
|
785
$227K
|
|
|
Oct 24, 2025
Q3 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-47- 0.24% |
$11.1K - $12.7K
|
19.2K
$5.55M
|
|
|
Oct 24, 2025
Q3 2025
|
Aspiriant, LLC
|
BUY
|
- |
1.48KNew |
$351K - $402K
|
1.48K
$429K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
719+ 83.12% |
$170K - $195K
|
1.58K
$458K
|
|
|
Oct 24, 2025
Q3 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
SELL
|
- |
-82- 10.21% |
$19.4K - $22.2K
|
721
$208K
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
533+ 40.17% |
$126K - $145K
|
1.86K
$538K
|
|
|
Oct 24, 2025
Q3 2025
|
First Horizon Corp
Memphis, TN |
BUY
|
- |
2.38KNew |
$565K - $646K
|
2.38K
$689K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
46+ 306.67% |
$10.9K - $12.5K
|
61
$17.6K
|
|
|
Oct 23, 2025
Q3 2025
|
Park Avenue Securities LLC
|
BUY
|
- |
2.42K+ 13.21% |
$573K - $656K
|
20.7K
$5.99M
|
|
|
Oct 23, 2025
Q3 2025
|
Cx Institutional
|
SELL
|
- |
-1.71K- 89.69% |
$406K - $464K
|
197
$56.9K
|
|
|
Oct 23, 2025
Q3 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-255- 1.41% |
$60.4K - $69.1K
|
17.9K
$5.16M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
306+ 13.99% |
$72.5K - $83K
|
2.49K
$720K
|
|
|
Oct 23, 2025
Q3 2025
|
Spire Wealth Management
|
SELL
|
- |
-770- 7.72% |
$182K - $209K
|
9.2K
$2.66M
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
91New |
$21.6K - $24.7K
|
91
$26.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Sg Americas Securities, LLC
|
BUY
|
- |
12K+ 11.74% |
$2.84M - $3.25M
|
114K
$33M
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
232+ 1.58% |
$55K - $62.9K
|
14.9K
$4.3M
|
|
|
Oct 23, 2025
Q3 2025
|
United Asset Strategies, Inc.
Garden City, NY |
BUY
|
- |
8.43K+ 16.6% |
$2M - $2.28M
|
59.2K
$17.1M
|
|
|
Oct 23, 2025
Q3 2025
|
Independent Solutions Wealth Management, LLC
Williamsville, NY |
BUY
|
- |
1.26KNew |
$298K - $341K
|
1.26K
$363K
|
|
|
Oct 23, 2025
Q3 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.06K+ 58.29% |
$251K - $287K
|
2.87K
$830K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-10- 0.4% |
$2.37K - $2.71K
|
2.49K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Ferguson Wellman Capital Management, Inc
|
BUY
|
- |
1.29KNew |
$306K - $350K
|
1.29K
$373K
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
645New |
$153K - $175K
|
645
$186K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-11- 0.43% |
$2.61K - $2.98K
|
2.55K
$738K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$237 - $271
|
865
$250K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 1.2% |
$13K - $14.9K
|
4.65K
$1.34M
|
|
|
Oct 22, 2025
Q3 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
1.7K+ 0.61% |
$402K - $460K
|
280K
$80.9M
|
|
|
Oct 22, 2025
Q3 2025
|
City Holding CO
|
SELL
|
- |
-1.18K- 19.95% |
$280K - $320K
|
4.73K
$1.37M
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
331+ 8.66% |
$78.4K - $89.7K
|
4.15K
$1.2M
|
|
|
Oct 22, 2025
Q3 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-124- 1.31% |
$29.4K - $33.6K
|
9.34K
$2.7M
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$474 - $542
|
3.1K
$895K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
196+ 16.21% |
$46.4K - $53.1K
|
1.41K
$406K
|
|
|
Oct 22, 2025
Q3 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-328- 11.4% |
$77.7K - $88.9K
|
2.55K
$737K
|
|
|
Oct 22, 2025
Q3 2025
|
Geneos Wealth Management Inc.
|
SELL
|
- |
-405- 7.15% |
$96K - $110K
|
5.26K
$1.52M
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
773New |
$183K - $210K
|
773
$223K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.16% |
$474 - $542
|
1.23K
$355K
|
|
|
Oct 22, 2025
Q3 2025
|
Grandview Asset Management LLC
|
BUY
|
- |
1.53K+ 34.12% |
$363K - $415K
|
6.01K
$1.74M
|