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 |
|---|---|---|---|---|---|---|---|
|
Jan 28, 2025
Q4 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
3.32K+ 8.17% |
$700K - $795K
|
43.9K
$9.6M
|
|
|
Jan 28, 2025
Q4 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
2.01KNew |
$424K - $481K
|
2.01K
$439K
|
|
|
Jan 28, 2025
Q4 2024
|
Compass Financial Services Inc
West Des Moines, IA |
BUY
|
- |
116New |
$24.5K - $27.8K
|
116
$25.4K
|
|
|
Jan 28, 2025
Q4 2024
|
Activest Wealth Management
|
BUY
|
- |
10+ 0.24% |
$2.11K - $2.4K
|
4.23K
$925K
|
|
|
Jan 28, 2025
Q4 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
649New |
$137K - $156K
|
649
$142K
|
|
|
Jan 28, 2025
Q4 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
318+ 65.03% |
$67.2K - $76.3K
|
807
$177K
|
|
|
Jan 28, 2025
Q4 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.18% |
$211 - $240
|
553
$121K
|
|
|
Jan 28, 2025
Q4 2024
|
Savant Capital, LLC
|
SELL
|
- |
-428- 9.18% |
$90.4K - $103K
|
4.24K
$927K
|
|
|
Jan 28, 2025
Q4 2024
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
BUY
|
- |
9.43KNew |
$1.99M - $2.26M
|
9.43K
$2.06M
|
|
|
Jan 27, 2025
Q4 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-3.3K- 6.21% |
$697K - $791K
|
49.8K
$10.9M
|
|
|
Jan 27, 2025
Q4 2024
|
Sargent Investment Group, LLC
|
SELL
|
- |
-1.91K- 35.63% |
$404K - $458K
|
3.45K
$755K
|
|
|
Jan 27, 2025
Q4 2024
|
Avitas Wealth Management LLC
|
SELL
|
- |
-316- 4.97% |
$66.8K - $75.8K
|
6.05K
$1.32M
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
550+ 4.83% |
$116K - $132K
|
11.9K
$2.61M
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-2.6K- 57.9% |
$550K - $624K
|
1.89K
$414K
|
|
|
Jan 27, 2025
Q4 2024
|
Stratos Wealth Partners, Ltd.
|
SELL
|
- |
-2.12K- 13.32% |
$448K - $508K
|
13.8K
$3.02M
|
|
|
Jan 27, 2025
Q4 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
94+ 0.37% |
$19.9K - $22.5K
|
25.5K
$5.57M
|
|
|
Jan 27, 2025
Q4 2024
|
Mirae Asset Global Investments Co., Ltd.
|
SELL
|
- |
-46.8K- 71.36% |
$9.89M - $11.2M
|
18.8K
$4.11M
|
|
|
Jan 27, 2025
Q4 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-535- 6.96% |
$113K - $128K
|
7.15K
$1.56M
|
|
|
Jan 27, 2025
Q4 2024
|
Tyche Wealth Partners LLC
Plano, TX |
BUY
|
- |
1.03KNew |
$217K - $246K
|
1.03K
$224K
|
|
|
Jan 27, 2025
Q4 2024
|
Money Concepts Capital Corp
|
BUY
|
- |
1.06K+ 10.66% |
$225K - $255K
|
11K
$2.41M
|
|
|
Jan 27, 2025
Q4 2024
|
Choreo, LLC
Minneapolis, MN |
SELL
|
- |
-375- 16.56% |
$79.2K - $89.9K
|
1.89K
$413K
|
|
|
Jan 27, 2025
Q4 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
58+ 4.24% |
$12.3K - $13.9K
|
1.43K
$312K
|
|
|
Jan 27, 2025
Q4 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-8.29K- 51.33% |
$1.75M - $1.99M
|
7.86K
$1.72M
|
|
|
Jan 27, 2025
Q4 2024
|
Trilogy Capital Inc.
|
SELL
|
- |
-349- 14.74% |
$73.7K - $83.7K
|
2.02K
$441K
|
|
|
Jan 27, 2025
Q4 2024
|
Beacon Financial Advisory LLC
|
BUY
|
- |
111+ 3.22% |
$23.5K - $26.6K
|
3.56K
$778K
|
|
|
Jan 27, 2025
Q4 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
340+ 18.53% |
$71.8K - $81.5K
|
2.18K
$476K
|
|
|
Jan 27, 2025
Q4 2024
|
Silver Oak Securities, Inc
Jackson, TN |
BUY
|
- |
1.04KNew |
$220K - $250K
|
1.04K
$228K
|
|
|
Jan 27, 2025
Q4 2024
|
Mc Hugh Group, LLC
Bratenahl, OH |
BUY
|
- |
4.03KNew |
$852K - $967K
|
4.03K
$882K
|
|
|
Jan 27, 2025
Q4 2024
|
Imc Chicago, LLC
|
BUY
|
- |
135KNew |
$28.6M - $32.4M
|
135K
$29.6M
|
|
|
Jan 27, 2025
Q4 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
82+ 1.74% |
$17.3K - $19.7K
|
4.81K
$1.05M
|
|
|
Jan 24, 2025
Q4 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.63K+ 66.1% |
$344K - $391K
|
4.1K
$896K
|
|
|
Jan 24, 2025
Q4 2024
|
Comprehensive Financial Consultants Institutional, Inc.
Bloomington, IN |
BUY
|
- |
1.24KNew |
$262K - $298K
|
1.24K
$271K
|
|
|
Jan 24, 2025
Q4 2024
|
Spire Wealth Management
|
SELL
|
- |
-5.56K- 25.75% |
$1.17M - $1.33M
|
16K
$3.51M
|
|
|
Jan 24, 2025
Q4 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
SELL
|
- |
-69- 3.05% |
$14.6K - $16.5K
|
2.2K
$480K
|
|
|
Jan 24, 2025
Q4 2024
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
1.36KNew |
$287K - $326K
|
1.36K
$297K
|
|
|
Jan 24, 2025
Q4 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
627+ 9.59% |
$132K - $150K
|
7.17K
$1.57M
|
|
|
Jan 24, 2025
Q4 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
22+ 0.94% |
$4.65K - $5.28K
|
2.37K
$518K
|
|
|
Jan 24, 2025
Q4 2024
|
Valley National Advisers Inc
|
BUY
|
- |
247+ 484.31% |
$52.2K - $59.2K
|
298
$65.2K
|
|
|
Jan 24, 2025
Q4 2024
|
Mc Adam, LLC
|
BUY
|
- |
458+ 8.5% |
$96.8K - $110K
|
5.84K
$1.28M
|
|
|
Jan 24, 2025
Q4 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
40+ 2.73% |
$8.45K - $9.59K
|
1.5K
$329K
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-1.85K- 4.31% |
$391K - $444K
|
41.1K
$9M
|
|
|
Jan 24, 2025
Q4 2024
|
Financial Life Planners
Tempe, AZ |
BUY
|
- |
53New |
$11.2K - $12.7K
|
53
$11.6K
|
|
|
Jan 24, 2025
Q4 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-59- 0.49% |
$12.5K - $14.1K
|
12K
$2.62M
|
|
|
Jan 24, 2025
Q4 2024
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-38- 9.29% |
$8.03K - $9.11K
|
371
$81.2K
|
|
|
Jan 23, 2025
Q4 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-2.76K- 8.95% |
$583K - $662K
|
28.1K
$6.14M
|
|
|
Jan 23, 2025
Q4 2024
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
7.09KNew |
$1.5M - $1.7M
|
7.09K
$1.55M
|
|
|
Jan 23, 2025
Q4 2024
|
Synergy Asset Management, LLC
Bellevue, WA |
BUY
|
- |
306New |
$64.6K - $73.4K
|
306
$66.9K
|
|
|
Jan 23, 2025
Q4 2024
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-45- 2.7% |
$9.51K - $10.8K
|
1.62K
$354K
|
|
|
Jan 23, 2025
Q4 2024
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-32- 0.82% |
$6.76K - $7.67K
|
3.87K
$846K
|
|
|
Jan 23, 2025
Q4 2024
|
Crews Bank & Trust
Port Charlotte, FL |
BUY
|
- |
9New |
$1.9K - $2.16K
|
9
$1.97K
|