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 17, 2025
Q3 2025
|
Institute For Wealth Management, Llc.
|
BUY
|
- |
822New |
$195K - $223K
|
822
$238K
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-26- 0.05% |
$6.16K - $7.05K
|
49.5K
$14.3M
|
|
|
Oct 17, 2025
Q3 2025
|
Warren Street Wealth Advisors, LLC
|
BUY
|
- |
800New |
$190K - $217K
|
800
$231K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 39.64% |
$10.4K - $11.9K
|
155
$44.8K
|
|
|
Oct 16, 2025
Q3 2025
|
Silverleafe Capital Partners, LLC
Memphis, TN |
BUY
|
- |
4.81K+ 24.8% |
$1.14M - $1.3M
|
24.2K
$7M
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
9New |
$2.13K - $2.44K
|
9
$2.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20- 2.2% |
$4.74K - $5.42K
|
891
$257K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
117+ 12.53% |
$27.7K - $31.7K
|
1.05K
$304K
|
|
|
Oct 16, 2025
Q3 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-140- 5.44% |
$33.2K - $38K
|
2.43K
$703K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-139- 1.27% |
$32.9K - $37.7K
|
10.8K
$3.12M
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
17+ 0.66% |
$4.03K - $4.61K
|
2.61K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Davenport & CO LLC
|
SELL
|
- |
-100- 10.8% |
$23.7K - $27.1K
|
826
$239K
|
|
|
Oct 15, 2025
Q3 2025
|
Cypress Wealth Services, LLC
|
SELL
|
- |
-70- 3.84% |
$16.6K - $19K
|
1.75K
$506K
|
|
|
Oct 15, 2025
Q3 2025
|
Vontobel Holding Ltd.
|
SELL
|
- |
-8.65K- 49.97% |
$2.05M - $2.35M
|
8.66K
$2.5M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
141+ 19.8% |
$33.4K - $38.2K
|
853
$246K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.32% |
$4.03K - $4.61K
|
5.35K
$1.55M
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.5% |
$5.69K - $6.51K
|
4.76K
$1.38M
|
|
|
Oct 15, 2025
Q3 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-100- 9.07% |
$23.7K - $27.1K
|
1K
$290K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
241+ 5.77% |
$57.1K - $65.3K
|
4.42K
$1.28M
|
|
|
Oct 15, 2025
Q3 2025
|
Patriot Investment Management Inc.
|
SELL
|
- |
-205- 7.32% |
$48.6K - $55.6K
|
2.6K
$750K
|
|
|
Oct 15, 2025
Q3 2025
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
16.4K+ 349.31% |
$3.88M - $4.44M
|
21.1K
$6.09M
|
|
|
Oct 15, 2025
Q3 2025
|
Cwm, LLC
|
BUY
|
- |
1.1K+ 22.72% |
$261K - $299K
|
5.95K
$1.72M
|
|
|
Oct 15, 2025
Q3 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
8.34K+ 142.69% |
$1.98M - $2.26M
|
14.2K
$4.1M
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.18% |
$711 - $813
|
1.65K
$477K
|
|
|
Oct 14, 2025
Q3 2025
|
Somerset Trust CO
|
BUY
|
- |
3KNew |
$710K - $813K
|
3K
$866K
|
|
|
Oct 14, 2025
Q3 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-362- 6.86% |
$85.8K - $98.1K
|
4.92K
$1.42M
|
|
|
Oct 14, 2025
Q3 2025
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
2.94K+ 26.67% |
$697K - $798K
|
14K
$4.04M
|
|
|
Oct 14, 2025
Q3 2025
|
Matrix Trust CO
|
SELL
|
- |
-938- 9.01% |
$222K - $254K
|
9.47K
$2.74M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
16+ 1.19% |
$3.79K - $4.34K
|
1.37K
$394K
|
|
|
Oct 14, 2025
Q3 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-597- 12.59% |
$141K - $162K
|
4.14K
$1.2M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-19- 45.24% |
$4.5K - $5.15K
|
23
$6.65K
|
|
|
Oct 14, 2025
Q3 2025
|
Kelly Financial Services LLC
Braintree, MA |
SELL
|
- |
-1.11K- 4.17% |
$263K - $300K
|
25.4K
$7.35M
|
|
|
Oct 10, 2025
Q3 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
SELL
|
- |
-104- 2.79% |
$24.6K - $28.2K
|
3.63K
$1.05M
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 550.0% |
$15.6K - $17.9K
|
78
$22.5K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
512+ 22.28% |
$121K - $139K
|
2.81K
$812K
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
53+ 1.22% |
$12.6K - $14.4K
|
4.41K
$1.28M
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 3.56% |
$8.53K - $9.76K
|
1.05K
$302K
|
|
|
Oct 10, 2025
Q3 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
SELL
|
- |
-145- 3.35% |
$34.4K - $39.3K
|
4.18K
$1.21M
|
|
|
Oct 09, 2025
Q3 2025
|
Dynamic Advisor Solutions LLC
|
SELL
|
- |
-323- 1.35% |
$76.5K - $87.6K
|
23.6K
$6.82M
|
|
|
Oct 09, 2025
Q3 2025
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-438- 6.44% |
$104K - $119K
|
6.36K
$1.84M
|
|
|
Oct 09, 2025
Q3 2025
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
808New |
$191K - $219K
|
808
$233K
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
46New |
$10.9K - $12.5K
|
46
$13.3K
|
|
|
Oct 09, 2025
Q3 2025
|
Toth Financial Advisory Corp
|
BUY
|
- |
8.5K+ 26.81% |
$2.01M - $2.3M
|
40.2K
$11.6M
|
|
|
Oct 09, 2025
Q3 2025
|
Secure Asset Management, LLC
|
BUY
|
- |
833New |
$197K - $226K
|
833
$241K
|
|
|
Oct 09, 2025
Q3 2025
|
Independence Bank Of Kentucky
|
SELL
|
- |
-230- 6.58% |
$54.5K - $62.4K
|
3.27K
$944K
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
374+ 3.67% |
$88.6K - $101K
|
10.6K
$3.05M
|
|
|
Oct 08, 2025
Q3 2025
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
1.91KNew |
$452K - $517K
|
1.91K
$551K
|
|
|
Oct 08, 2025
Q3 2025
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-1.29K- 33.78% |
$306K - $351K
|
2.54K
$733K
|
|
|
Oct 08, 2025
Q3 2025
|
Sheets Smith Investment Management
Houston, TX |
BUY
|
- |
988New |
$234K - $268K
|
988
$286K
|
|
|
Oct 07, 2025
Q3 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
BUY
|
- |
1.7K+ 54.86% |
$403K - $461K
|
4.8K
$1.39M
|