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 |
---|---|---|---|---|---|---|---|
Aug 08, 2025
Q2 2025
|
Larson Financial Group LLC
|
BUY
|
- |
660+ 3666.67% |
$102K - $158K
|
678
$173K
|
|
Aug 08, 2025
Q2 2025
|
Biondo Investment Advisors, LLC
Milford, PA |
BUY
|
- |
100+ 3.92% |
$15.5K - $23.9K
|
2.65K
$677K
|
|
Aug 08, 2025
Q2 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
86+ 39.81% |
$13.3K - $20.6K
|
302
$77.2K
|
|
Aug 08, 2025
Q2 2025
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-1.05K- 37.5% |
$163K - $251K
|
1.75K
$447K
|
|
Aug 08, 2025
Q2 2025
|
L & S Advisors Inc
Los Angeles, CA |
BUY
|
- |
99.2KNew |
$15.4M - $23.7M
|
99.2K
$25.4M
|
|
Aug 08, 2025
Q2 2025
|
Evolution Wealth Advisors, LLC
|
SELL
|
- |
-1.4K- 12.11% |
$216K - $334K
|
10.1K
$2.59M
|
|
Aug 08, 2025
Q2 2025
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
SELL
|
- |
-379- 0.76% |
$58.7K - $90.6K
|
49.4K
$12.6M
|
|
Aug 08, 2025
Q2 2025
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
1.2KNew |
$186K - $287K
|
1.2K
$307K
|
|
Aug 08, 2025
Q2 2025
|
Meridian Wealth Management, LLC
|
SELL
|
- |
-258- 0.77% |
$40K - $61.7K
|
33.2K
$8.5M
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
43+ 0.44% |
$6.66K - $10.3K
|
9.88K
$2.52M
|
|
Aug 08, 2025
Q2 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-251- 12.61% |
$38.9K - $60K
|
1.74K
$445K
|
|
Aug 08, 2025
Q2 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
309+ 1.79% |
$47.9K - $73.9K
|
17.6K
$4.5M
|
|
Aug 08, 2025
Q2 2025
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-25.7K- 14.7% |
$3.97M - $6.14M
|
149K
$38.1M
|
|
Aug 08, 2025
Q2 2025
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
40.7K+ 12.7% |
$6.3M - $9.73M
|
361K
$92.4M
|
|
Aug 08, 2025
Q2 2025
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-700- 3.51% |
$108K - $167K
|
19.2K
$4.92M
|
|
Aug 08, 2025
Q2 2025
|
Sculati Wealth Management, LLC
Bloomfield Hills, MI |
SELL
|
- |
-262- 23.29% |
$40.6K - $62.6K
|
863
$221K
|
|
Aug 08, 2025
Q2 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
9.48K+ 294.2% |
$1.47M - $2.27M
|
12.7K
$3.25M
|
|
Aug 08, 2025
Q2 2025
|
Citizens Financial Group Inc
|
SELL
|
- |
-450- 34.22% |
$69.7K - $108K
|
865
$221K
|
|
Aug 08, 2025
Q2 2025
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
4.39K+ 40.29% |
$680K - $1.05M
|
15.3K
$3.91M
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 87.5% |
$1.08K - $1.67K
|
1
$256
|
|
Aug 08, 2025
Q2 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-523- 10.62% |
$81K - $125K
|
4.4K
$1.13M
|
|
Aug 08, 2025
Q2 2025
|
Waratah Capital Advisors Ltd.
Toronto, A6 |
BUY
|
PUT |
21.1KNew |
$3.27M - $5.04M
|
21.1K
$5.39M
|
|
Aug 07, 2025
Q2 2025
|
Midwest Trust CO
Overland Park, KS |
BUY
|
- |
3.74KNew |
$579K - $893K
|
3.74K
$955K
|
|
Aug 07, 2025
Q2 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-2.94K- 6.81% |
$455K - $703K
|
40.2K
$10.3M
|
|
Aug 07, 2025
Q2 2025
|
Commerce Bank
Kansas City, MO |
SELL
|
- |
-724- 1.51% |
$112K - $173K
|
47.1K
$12M
|
|
Aug 07, 2025
Q2 2025
|
Apeiron Ria LLC
|
SELL
|
- |
-196- 3.97% |
$30.4K - $46.9K
|
4.74K
$1.21M
|
|
Aug 07, 2025
Q2 2025
|
Traynor Capital Management, Inc.
|
SELL
|
- |
-1.11K- 3.51% |
$172K - $265K
|
30.5K
$7.79M
|
|
Aug 07, 2025
Q2 2025
|
Lom Asset Management LTD
Hamilton, |
BUY
|
- |
4.9KNew |
$759K - $1.17M
|
4.9K
$1.25M
|
|
Aug 07, 2025
Q2 2025
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
1.27KNew |
$196K - $303K
|
1.27K
$324K
|
|
Aug 07, 2025
Q2 2025
|
Donaldson Capital Management, LLC
Evansville, IN |
SELL
|
- |
-25.1K- 7.87% |
$3.89M - $6.01M
|
294K
$75.2M
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-66- 6.21% |
$10.2K - $15.8K
|
996
$255K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.43% |
$6.19K - $9.56K
|
2.83K
$724K
|
|
Aug 07, 2025
Q2 2025
|
Central Trust CO
Jefferson City, MO |
SELL
|
- |
-162- 24.62% |
$25.1K - $38.7K
|
496
$127K
|
|
Aug 07, 2025
Q2 2025
|
Montag A & Associates Inc
Atlanta, GA |
SELL
|
- |
-15.8K- 80.13% |
$2.45M - $3.79M
|
3.93K
$1M
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.18% |
$619 - $956
|
2.2K
$563K
|
|
Aug 07, 2025
Q2 2025
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$155K - $239K
|
1K
$256K
|
|
Aug 07, 2025
Q2 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
210+ 9.77% |
$32.5K - $50.2K
|
2.36K
$603K
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-42- 1.46% |
$6.5K - $10K
|
2.83K
$723K
|
|
Aug 07, 2025
Q2 2025
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
6.43KNew |
$996K - $1.54M
|
6.43K
$1.64M
|
|
Aug 07, 2025
Q2 2025
|
Allworth Financial LP
|
BUY
|
- |
110+ 1.81% |
$17K - $26.3K
|
6.19K
$1.58M
|
|
Aug 07, 2025
Q2 2025
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-170- 7.44% |
$26.3K - $40.6K
|
2.12K
$541K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
19New |
$2.94K - $4.54K
|
19
$4.86K
|
|
Aug 06, 2025
Q2 2025
|
Atlantic Union Bankshares Corp
|
BUY
|
- |
949New |
$147K - $227K
|
949
$243K
|
|
Aug 06, 2025
Q2 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
225K+ 300.0% |
$34.8M - $53.8M
|
300K
$76.7M
|
|
Aug 06, 2025
Q2 2025
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
47.7K+ 20.69% |
$7.39M - $11.4M
|
278K
$71.2M
|
|
Aug 06, 2025
Q2 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
963New |
$149K - $230K
|
963
$246K
|
|
Aug 06, 2025
Q2 2025
|
Soltis Investment Advisors LLC
St. George, UT |
BUY
|
- |
1.23KNew |
$190K - $294K
|
1.23K
$314K
|
|
Aug 06, 2025
Q2 2025
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
1+ 0.08% |
$155 - $239
|
1.23K
$314K
|
|
Aug 06, 2025
Q2 2025
|
Hallmark Capital Management Inc
|
BUY
|
- |
509+ 5.92% |
$78.8K - $122K
|
9.11K
$2.33M
|
|
Aug 06, 2025
Q2 2025
|
Savant Capital, LLC
|
SELL
|
- |
-794- 32.2% |
$123K - $190K
|
1.67K
$427K
|