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 |
|---|---|---|---|---|---|---|---|
|
May 11, 2023
Q1 2023
|
Icon Wealth Partners, LLC
|
BUY
|
- |
400New |
$138K - $178K
|
400
$95K
|
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-411- 42.37% |
$142K - $183K
|
559
$133K
|
|
|
May 10, 2023
Q1 2023
|
Coppell Advisory Solutions Corp.
Coppell, TX |
BUY
|
- |
489New |
$169K - $217K
|
489
$116K
|
|
|
May 10, 2023
Q1 2023
|
Wealth Plan Partners, LLC
Omaha, NE |
BUY
|
- |
101New |
$34.8K - $44.9K
|
101
$24K
|
|
|
May 10, 2023
Q1 2023
|
Disciplined Investments, LLC
Tulsa, OK |
BUY
|
- |
7New |
$2.41K - $3.11K
|
7
$1.66K
|
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-20- 2.94% |
$6.89K - $8.89K
|
660
$157K
|
|
|
May 10, 2023
Q1 2023
|
Amg National Trust Bank
|
BUY
|
- |
500New |
$172K - $222K
|
500
$119K
|
|
|
May 09, 2023
Q1 2023
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
465New |
$160K - $207K
|
465
$110K
|
|
|
May 09, 2023
Q1 2023
|
Hanlon Investment Management, Inc.
|
BUY
|
- |
767New |
$264K - $341K
|
767
$182K
|
|
|
May 09, 2023
Q1 2023
|
Sittner & Nelson, LLC
Eugene, OR |
BUY
|
- |
58New |
$20K - $25.8K
|
58
$13.8K
|
|
|
May 08, 2023
Q1 2023
|
Wealth Plan Investment Management, LLC
Omaha, NE |
BUY
|
- |
12New |
$4.14K - $5.34K
|
12
$2.85K
|
|
|
May 03, 2023
Q1 2023
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Apr 27, 2023
Q1 2023
|
Columbus Macro, LLC
|
BUY
|
- |
1.56KNew |
$539K - $695K
|
1.56K
$372K
|
|
|
Apr 27, 2023
Q1 2023
|
Channel Wealth LLC
Santa Barbara, CA |
BUY
|
- |
481New |
$166K - $214K
|
481
$114K
|
|
|
Apr 24, 2023
Q1 2023
|
Diversified, LLC
|
BUY
|
- |
476New |
$164K - $212K
|
476
$113K
|
|
|
Apr 21, 2023
Q1 2023
|
Ahrens Investment Partners LLC
|
BUY
|
- |
98New |
$33.8K - $43.6K
|
98
$23.3K
|
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-59- 9.88% |
$20.3K - $26.2K
|
538
$128K
|
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.77% |
$2.76K - $3.56K
|
1.03K
$244K
|
|
| Q4 2022 | |||||||
|
Feb 14, 2023
Q4 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
PUT |
4.1KNew |
$408K - $1.59M
|
4.1K
$974K
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.94K- 5.04% |
$194K - $754K
|
36.6K
$8.71M
|
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6New |
$597 - $2.33K
|
6
$1.43K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
145New |
$14.4K - $56.3K
|
145
$34.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$11.9K - $46.6K
|
120
$28.5K
|
|
|
Feb 14, 2023
Q4 2022
|
Southpoint Capital Advisors LP
New York, NY |
BUY
|
- |
80KNew |
$7.96M - $31M
|
80K
$19M
|
|
|
Feb 14, 2023
Q4 2022
|
Allstate Investment Management CO
Northbrook, IL |
BUY
|
- |
3.27KNew |
$325K - $1.27M
|
3.27K
$777K
|
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.99K - $7.76K
|
20
$4.75K
|
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 10.61% |
$12.8K - $50.1K
|
1.35K
$320K
|
|
|
Feb 13, 2023
Q4 2022
|
Truepoint, Inc.
|
BUY
|
- |
801New |
$79.7K - $311K
|
801
$190K
|
|
|
Feb 13, 2023
Q4 2022
|
Rwq Financial Management Services, Inc.
|
BUY
|
- |
9.69KNew |
$965K - $3.76M
|
9.69K
$2.3M
|
|
|
Feb 13, 2023
Q4 2022
|
Rench Wealth Management, Inc.
Denton, TX |
BUY
|
- |
1.47KNew |
$146K - $569K
|
1.47K
$348K
|
|
|
Feb 13, 2023
Q4 2022
|
Anson Funds Management LP
Dallas, TX |
BUY
|
PUT |
10KNew |
$996K - $3.88M
|
10K
$2.38M
|
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
677New |
$67.4K - $263K
|
677
$161K
|
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
277+ 2.62% |
$27.6K - $107K
|
10.9K
$2.58M
|
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3- 3.0% |
$299 - $1.16K
|
97
$23K
|
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
694New |
$69.1K - $269K
|
694
$165K
|
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
82+ 2.81% |
$8.16K - $31.8K
|
3K
$713K
|
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
190+ 3800.0% |
$18.9K - $73.7K
|
195
$46.3K
|
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
586New |
$58.3K - $227K
|
586
$139K
|
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
605New |
$60.2K - $235K
|
605
$144K
|
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$1.1K - $4.27K
|
11
$2.61K
|
|
|
Jan 27, 2023
Q4 2022
|
Welch Group, LLC
|
BUY
|
- |
1.78KNew |
$177K - $689K
|
1.78K
$422K
|
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.69K - $6.6K
|
17
$4.04K
|
|
|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
700New |
$69.7K - $272K
|
700
$166K
|
|
|
Jan 23, 2023
Q4 2022
|
Jb Capital LLC
|
BUY
|
- |
890New |
$88.6K - $345K
|
890
$211K
|
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-230- 39.32% |
$22.9K - $89.2K
|
355
$84.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$2.19K - $8.54K
|
22
$5.23K
|
|
|
Jan 12, 2023
Q4 2022
|
One Ascent Financial Services LLC
Birmingham, AL |
BUY
|
- |
807New |
$80.3K - $313K
|
807
$192K
|
|
|
Jan 12, 2023
Q4 2022
|
Stillwater Capital Advisors, LLC
|
BUY
|
- |
1.09KNew |
$108K - $421K
|
1.09K
$258K
|
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
368+ 46.0% |
$36.6K - $143K
|
1.17K
$278K
|
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.66K
|
|