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 |
|---|---|---|---|---|---|---|---|
|
Jul 15, 2025
Q2 2025
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
3.27K+ 13.38% |
$506K - $781K
|
27.7K
$6.58M
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-348- 11.16% |
$53.9K - $83.2K
|
2.77K
$658K
|
|
|
Jul 15, 2025
Q2 2025
|
Surience Private Wealth LLC
|
BUY
|
- |
25.4KNew |
$3.93M - $6.07M
|
25.4K
$6.03M
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 1.37% |
$2.63K - $4.06K
|
1.23K
$292K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-74- 5.87% |
$11.5K - $17.7K
|
1.19K
$282K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-247- 2.23% |
$38.3K - $59.1K
|
10.8K
$2.57M
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 3.18% |
$7.74K - $12K
|
1.52K
$362K
|
|
|
Jul 15, 2025
Q2 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
99+ 3.64% |
$15.3K - $23.7K
|
2.82K
$670K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-281- 9.88% |
$43.5K - $67.2K
|
2.56K
$609K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-28- 0.24% |
$4.34K - $6.69K
|
11.8K
$2.8M
|
|
|
Jul 15, 2025
Q2 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
90+ 2.08% |
$13.9K - $21.5K
|
4.41K
$1.05M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-413- 2.21% |
$64K - $98.7K
|
18.3K
$4.35M
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 29.41% |
$774 - $1.2K
|
12
$2.85K
|
|
|
Jul 14, 2025
Q2 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
1.01KNew |
$156K - $241K
|
1.01K
$240K
|
|
|
Jul 14, 2025
Q2 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-976- 12.56% |
$151K - $233K
|
6.8K
$1.62M
|
|
|
Jul 14, 2025
Q2 2025
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
1.03KNew |
$159K - $246K
|
1.03K
$244K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9Closed |
$1.39K - $2.15K
|
0
$0
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 27.55% |
$15.5K - $23.9K
|
263
$62.5K
|
|
|
Jul 14, 2025
Q2 2025
|
Signature Securities Group Corporation
|
SELL
|
- |
-1.52K- 52.24% |
$235K - $363K
|
1.39K
$330K
|
|
|
Jul 14, 2025
Q2 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
2.4K+ 8.2% |
$372K - $574K
|
31.7K
$7.53M
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-461- 50.88% |
$71.4K - $110K
|
445
$106K
|
|
|
Jul 14, 2025
Q2 2025
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
6.8K+ 442.67% |
$1.05M - $1.62M
|
8.33K
$1.98M
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 31.85% |
$7.74K - $12K
|
107
$25.4K
|
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 1.67% |
$4.03K - $6.22K
|
1.59K
$377K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-413- 1.41% |
$64K - $98.7K
|
28.9K
$6.87M
|
|
|
Jul 11, 2025
Q2 2025
|
Cx Institutional
|
BUY
|
- |
1.87K+ 5205.56% |
$290K - $448K
|
1.91K
$454K
|
|
|
Jul 11, 2025
Q2 2025
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
SELL
|
- |
-4.41K- 60.55% |
$682K - $1.05M
|
2.87K
$682K
|
|
|
Jul 11, 2025
Q2 2025
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
139+ 7.11% |
$21.5K - $33.2K
|
2.09K
$497K
|
|
|
Jul 11, 2025
Q2 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
481+ 4.56% |
$74.5K - $115K
|
11K
$2.62M
|
|
|
Jul 11, 2025
Q2 2025
|
Wealth Management Partners, LLC
|
SELL
|
- |
-1.81K- 65.27% |
$281K - $433K
|
964
$229K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-177- 17.46% |
$27.4K - $42.3K
|
837
$199K
|
|
|
Jul 11, 2025
Q2 2025
|
Matrix Trust CO
|
BUY
|
- |
694+ 7.15% |
$107K - $166K
|
10.4K
$2.47M
|
|
|
Jul 11, 2025
Q2 2025
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
5.66K+ 52.66% |
$877K - $1.35M
|
16.4K
$3.9M
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 2.73% |
$2.94K - $4.54K
|
677
$161K
|
|
|
Jul 10, 2025
Q2 2025
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
15.9K+ 57.78% |
$2.45M - $3.79M
|
43.3K
$10.3M
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-300- 1.06% |
$46.5K - $71.7K
|
28.1K
$6.67M
|
|
|
Jul 10, 2025
Q2 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
856New |
$133K - $205K
|
856
$203K
|
|
|
Jul 10, 2025
Q2 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
401+ 21.14% |
$62.1K - $95.9K
|
2.3K
$546K
|
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
23+ 1.73% |
$3.56K - $5.5K
|
1.35K
$321K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.47% |
$1.08K - $1.67K
|
1.49K
$355K
|
|
|
Jul 09, 2025
Q2 2025
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
25.1KNew |
$3.89M - $6M
|
25.1K
$5.97M
|
|
|
Jul 09, 2025
Q2 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-2.39K- 9.09% |
$371K - $572K
|
23.9K
$5.69M
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6+ 0.2% |
$929 - $1.43K
|
2.99K
$710K
|
|
|
Jul 09, 2025
Q2 2025
|
Pines Wealth Management, LLC
Southern Pines, NC |
BUY
|
- |
1.1K+ 35.78% |
$170K - $262K
|
4.16K
$987K
|
|
|
Jul 09, 2025
Q2 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
551+ 5.72% |
$85.3K - $132K
|
10.2K
$2.42M
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-523- 14.53% |
$81K - $125K
|
3.08K
$731K
|
|
|
Jul 08, 2025
Q2 2025
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
55+ 21.65% |
$8.52K - $13.1K
|
309
$73.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-50- 2.46% |
$7.74K - $12K
|
1.98K
$471K
|
|
|
Jul 08, 2025
Q2 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
19.4KNew |
$3M - $4.64M
|
19.4K
$4.61M
|
|
|
Jul 08, 2025
Q2 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
845New |
$131K - $202K
|
845
$201K
|