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 06, 2025
Q2 2025
|
Adviser Investments LLC
|
BUY
|
- |
1.68KNew |
$259K - $400K
|
1.68K
$428K
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 1.33% |
$6.97K - $10.8K
|
3.33K
$851K
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-57- 93.44% |
$8.83K - $13.6K
|
4
$1.02K
|
|
Aug 06, 2025
Q2 2025
|
Florin Court Capital LLP
|
BUY
|
- |
2.6K+ 89.66% |
$403K - $622K
|
5.5K
$1.41M
|
|
Aug 06, 2025
Q2 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.95K- 66.41% |
$457K - $706K
|
1.49K
$382K
|
|
Aug 06, 2025
Q2 2025
|
Ae Wealth Management LLC
|
SELL
|
- |
-239- 5.54% |
$37K - $57.1K
|
4.07K
$1.04M
|
|
Aug 06, 2025
Q2 2025
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
27.9K+ 295.28% |
$4.32M - $6.67M
|
37.3K
$9.54M
|
|
Aug 05, 2025
Q2 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-396- 25.73% |
$61.3K - $94.7K
|
1.14K
$292K
|
|
Aug 05, 2025
Q2 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-935- 47.34% |
$145K - $224K
|
1.04K
$266K
|
|
Aug 05, 2025
Q2 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-105- 7.83% |
$16.3K - $25.1K
|
1.24K
$316K
|
|
Aug 05, 2025
Q2 2025
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
8.37K+ 93.06% |
$1.3M - $2M
|
17.4K
$4.44M
|
|
Aug 05, 2025
Q2 2025
|
X Square Capital, LLC
|
BUY
|
- |
1.75KNew |
$270K - $417K
|
1.75K
$446K
|
|
Aug 05, 2025
Q2 2025
|
Telos Capital Management, Inc.
|
BUY
|
- |
127+ 2.5% |
$19.7K - $30.4K
|
5.21K
$1.33M
|
|
Aug 05, 2025
Q2 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-13.5K- 57.83% |
$2.09M - $3.23M
|
9.84K
$2.52M
|
|
Aug 05, 2025
Q2 2025
|
Tsfg, LLC
|
SELL
|
- |
-8.02K- 79.7% |
$1.24M - $1.92M
|
2.04K
$522K
|
|
Aug 05, 2025
Q2 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
55+ 1.95% |
$8.52K - $13.1K
|
2.87K
$734K
|
|
Aug 05, 2025
Q2 2025
|
Bank Of Montreal
Toronto, A6 |
SELL
|
- |
-10.1K- 18.82% |
$1.57M - $2.42M
|
43.6K
$11.2M
|
|
Aug 05, 2025
Q2 2025
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1.76K+ 28.19% |
$272K - $420K
|
7.99K
$2.04M
|
|
Aug 05, 2025
Q2 2025
|
Crestwood Advisors Group LLC
|
BUY
|
- |
2.24KNew |
$347K - $536K
|
2.24K
$573K
|
|
Aug 05, 2025
Q2 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
SELL
|
- |
-20.5K- 46.51% |
$3.18M - $4.91M
|
23.6K
$6.03M
|
|
Aug 05, 2025
Q2 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-3.34K- 26.15% |
$516K - $797K
|
9.42K
$2.41M
|
|
Aug 05, 2025
Q2 2025
|
Simplex Trading, LLC
|
BUY
|
- |
1.72KNew |
$266K - $411K
|
1.72K
$439K
|
|
Aug 05, 2025
Q2 2025
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
382+ 38200.0% |
$59.2K - $91.3K
|
383
$97.9K
|
|
Aug 05, 2025
Q2 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
BUY
|
- |
536+ 15.7% |
$83K - $128K
|
3.95K
$1.01M
|
|
Aug 05, 2025
Q2 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-560- 8.96% |
$86.7K - $134K
|
5.69K
$1.45M
|
|
Aug 05, 2025
Q2 2025
|
Gps Wealth Strategies Group, LLC
|
SELL
|
- |
-104- 6.17% |
$16.1K - $24.9K
|
1.58K
$404K
|
|
Aug 05, 2025
Q2 2025
|
Arrowroot Family Office, LLC
Marina Del Rey, CA |
SELL
|
- |
-710- 23.95% |
$110K - $170K
|
2.26K
$576K
|
|
Aug 05, 2025
Q2 2025
|
Csenge Advisory Group
|
SELL
|
- |
-802- 19.44% |
$124K - $192K
|
3.32K
$849K
|
|
Aug 05, 2025
Q2 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-576- 7.32% |
$89.2K - $138K
|
7.29K
$1.86M
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49+ 1.35% |
$7.59K - $11.7K
|
3.68K
$942K
|
|
Aug 05, 2025
Q2 2025
|
360 Financial, Inc.
|
SELL
|
- |
-454- 3.11% |
$70.3K - $109K
|
14.1K
$3.61M
|
|
Aug 05, 2025
Q2 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-192- 15.96% |
$29.7K - $45.9K
|
1.01K
$258K
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-12- 0.22% |
$1.86K - $2.87K
|
5.52K
$1.41M
|
|
Aug 04, 2025
Q2 2025
|
Analyst Ims Investment Management Services Ltd.
|
BUY
|
- |
9.27K+ 6.48% |
$1.43M - $2.21M
|
152K
$38.9M
|
|
Aug 04, 2025
Q2 2025
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-119- 0.61% |
$18.4K - $28.4K
|
19.3K
$4.92M
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26- 0.49% |
$4.03K - $6.22K
|
5.33K
$1.36M
|
|
Aug 04, 2025
Q2 2025
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
840New |
$130K - $201K
|
840
$215K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.35% |
$1.08K - $1.67K
|
2.01K
$515K
|
|
Aug 04, 2025
Q2 2025
|
Spire Wealth Management
|
SELL
|
- |
-4.7K- 32.03% |
$727K - $1.12M
|
9.97K
$2.55M
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13New |
$2.01K - $3.11K
|
13
$3.32K
|
|
Aug 04, 2025
Q2 2025
|
Spinnaker Trust
|
BUY
|
- |
974+ 3.82% |
$151K - $233K
|
26.4K
$6.76M
|
|
Aug 04, 2025
Q2 2025
|
Savvy Advisors, Inc.
New York, NY |
BUY
|
- |
284+ 20.78% |
$44K - $67.9K
|
1.65K
$422K
|
|
Aug 04, 2025
Q2 2025
|
Assetmark, Inc
|
BUY
|
- |
4.16K+ 263.02% |
$644K - $995K
|
5.74K
$1.47M
|
|
Aug 04, 2025
Q2 2025
|
Keybank National Association
|
BUY
|
- |
9.25KNew |
$1.43M - $2.21M
|
9.25K
$2.36M
|
|
Aug 04, 2025
Q2 2025
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
11.2K+ 486.22% |
$1.73M - $2.67M
|
13.4K
$3.44M
|
|
Aug 04, 2025
Q2 2025
|
Mesirow Financial Investment Management, Inc.
|
SELL
|
- |
-6.31K- 43.5% |
$977K - $1.51M
|
8.2K
$2.1M
|
|
Aug 04, 2025
Q2 2025
|
Pinnacle Associates LTD
|
SELL
|
- |
-4.75K- 80.84% |
$736K - $1.14M
|
1.13K
$288K
|
|
Aug 04, 2025
Q2 2025
|
Kovack Advisors, Inc.
|
BUY
|
- |
486+ 9.46% |
$75.3K - $116K
|
5.62K
$1.44M
|
|
Aug 04, 2025
Q2 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-445- 14.59% |
$68.9K - $106K
|
2.6K
$666K
|
|
Aug 04, 2025
Q2 2025
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
409+ 7.47% |
$63.3K - $97.8K
|
5.88K
$1.5M
|