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 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.7% |
$1.39K - $2.15K
|
1.27K
$324K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11- 0.24% |
$1.7K - $2.63K
|
4.59K
$1.17M
|
|
|
Aug 04, 2025
Q2 2025
|
Continental Investors Services, Inc.
Longview, WA |
SELL
|
- |
-197- 11.73% |
$30.5K - $47.1K
|
1.48K
$379K
|
|
|
Aug 04, 2025
Q2 2025
|
Welch & Forbes LLC
|
BUY
|
- |
95+ 6.72% |
$14.7K - $22.7K
|
1.51K
$386K
|
|
|
Aug 04, 2025
Q2 2025
|
Lifeworks Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
2.3KNew |
$356K - $550K
|
2.3K
$588K
|
|
|
Aug 01, 2025
Q2 2025
|
Transcend Capital Advisors, LLC
|
SELL
|
- |
-2.6K- 15.95% |
$403K - $623K
|
13.7K
$3.51M
|
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12+ 1.04% |
$1.86K - $2.87K
|
1.16K
$298K
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-10- 0.28% |
$1.55K - $2.39K
|
3.53K
$902K
|
|
|
Aug 01, 2025
Q2 2025
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
1.1K+ 4.35% |
$170K - $262K
|
26.3K
$6.72M
|
|
|
Aug 01, 2025
Q2 2025
|
Howard Capital Management Inc.
|
BUY
|
- |
953+ 23.38% |
$148K - $228K
|
5.03K
$1.29M
|
|
|
Aug 01, 2025
Q2 2025
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
6.89KNew |
$1.07M - $1.65M
|
6.89K
$1.76M
|
|
|
Aug 01, 2025
Q2 2025
|
Capital Investment Counsel, LLC
Denver, CO |
SELL
|
- |
-1.26K- 2.94% |
$196K - $302K
|
41.8K
$10.7M
|
|
|
Aug 01, 2025
Q2 2025
|
Gwn Securities Inc.
Palm Beach Gardens, FL |
SELL
|
- |
-3.37K- 40.5% |
$522K - $807K
|
4.96K
$1.27M
|
|
|
Aug 01, 2025
Q2 2025
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
923+ 12.14% |
$143K - $221K
|
8.53K
$2.18M
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 50.0% |
$7.74K - $12K
|
50
$12.8K
|
|
|
Jul 31, 2025
Q2 2025
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-22.8K- 11.91% |
$3.53M - $5.45M
|
169K
$43.1M
|
|
|
Jul 31, 2025
Q2 2025
|
Carrera Capital Advisors
Troy, MI |
BUY
|
- |
1.88KNew |
$291K - $449K
|
1.88K
$480K
|
|
|
Jul 31, 2025
Q2 2025
|
Insight Wealth Partners, LLC
|
BUY
|
- |
296+ 3.86% |
$45.8K - $70.8K
|
7.97K
$2.04M
|
|
|
Jul 31, 2025
Q2 2025
|
Buckingham Strategic Partners
Saint Louis, MO |
SELL
|
- |
-312- 21.67% |
$48.3K - $74.6K
|
1.13K
$288K
|
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.24% |
$619 - $956
|
1.65K
$421K
|
|
|
Jul 31, 2025
Q2 2025
|
Interchange Capital Partners, LLC
|
BUY
|
- |
864+ 179.63% |
$134K - $207K
|
1.35K
$344K
|
|
|
Jul 31, 2025
Q2 2025
|
Oppenheimer & CO Inc
New York, NY |
BUY
|
- |
806+ 1.12% |
$125K - $193K
|
73K
$18.7M
|
|
|
Jul 31, 2025
Q2 2025
|
Waldron Private Wealth LLC
|
BUY
|
- |
1.08KNew |
$168K - $259K
|
1.08K
$277K
|
|
|
Jul 31, 2025
Q2 2025
|
Conservest Capital Advisors, Inc.
|
SELL
|
- |
-1.95K- 45.81% |
$302K - $465K
|
2.3K
$589K
|
|
|
Jul 31, 2025
Q2 2025
|
Forte Asset Management LLC
|
SELL
|
- |
-3.84K- 30.08% |
$595K - $918K
|
8.93K
$2.28M
|
|
|
Jul 31, 2025
Q2 2025
|
Wealthfront Advisers LLC
|
SELL
|
- |
-12.9K- 28.58% |
$2M - $3.09M
|
32.3K
$8.26M
|
|
|
Jul 31, 2025
Q2 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-388- 19.86% |
$60.1K - $92.8K
|
1.57K
$400K
|
|
|
Jul 31, 2025
Q2 2025
|
Envestnet Asset Management Inc
|
BUY
|
- |
35.7K+ 27.54% |
$5.52M - $8.52M
|
165K
$42.2M
|
|
|
Jul 31, 2025
Q2 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-3.23K- 23.78% |
$500K - $772K
|
10.4K
$2.65M
|
|
|
Jul 31, 2025
Q2 2025
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
BUY
|
- |
1.06KNew |
$164K - $253K
|
1.06K
$270K
|
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
33+ 0.91% |
$5.11K - $7.89K
|
3.67K
$939K
|
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
42New |
$6.5K - $10K
|
42
$10.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Whittier Trust CO Of Nevada Inc
|
BUY
|
- |
261New |
$40.4K - $62.4K
|
261
$66.7K
|
|
|
Jul 30, 2025
Q2 2025
|
Pacific Sun Financial Corp
|
BUY
|
- |
745+ 15.01% |
$115K - $178K
|
5.71K
$1.46M
|
|
|
Jul 30, 2025
Q2 2025
|
Retirement Planning Group
|
SELL
|
- |
-182- 3.2% |
$28.2K - $43.5K
|
5.5K
$1.41M
|
|
|
Jul 30, 2025
Q2 2025
|
D.A. Davidson & Co.
|
SELL
|
- |
-75- 0.79% |
$11.6K - $17.9K
|
9.47K
$2.42M
|
|
|
Jul 30, 2025
Q2 2025
|
Brookstone Capital Management
|
SELL
|
- |
-839- 14.92% |
$130K - $201K
|
4.79K
$1.22M
|
|
|
Jul 30, 2025
Q2 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-749- 23.86% |
$116K - $179K
|
2.39K
$611K
|
|
|
Jul 30, 2025
Q2 2025
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-301- 26.13% |
$46.6K - $72K
|
851
$218K
|
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6+ 0.33% |
$929 - $1.43K
|
1.81K
$461K
|
|
|
Jul 30, 2025
Q2 2025
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-4.2K- 18.83% |
$651K - $1M
|
18.1K
$4.63M
|
|
|
Jul 30, 2025
Q2 2025
|
Principle Wealth Partners LLC
|
BUY
|
- |
323+ 11.23% |
$50K - $77.2K
|
3.2K
$818K
|
|
|
Jul 30, 2025
Q2 2025
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-331- 11.4% |
$51.3K - $79.1K
|
2.57K
$658K
|
|
|
Jul 30, 2025
Q2 2025
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
2.97K+ 103.06% |
$459K - $709K
|
5.84K
$1.49M
|
|
|
Jul 30, 2025
Q2 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
861+ 72.47% |
$133K - $206K
|
2.05K
$524K
|
|
|
Jul 29, 2025
Q2 2025
|
Activest Wealth Management
|
BUY
|
- |
337+ 9.42% |
$52.2K - $80.6K
|
3.92K
$1M
|
|
|
Jul 29, 2025
Q2 2025
|
Private Trust CO Na
|
BUY
|
- |
190+ 36.4% |
$29.4K - $45.4K
|
712
$182K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
90+ 4.48% |
$13.9K - $21.5K
|
2.1K
$537K
|
|
|
Jul 29, 2025
Q2 2025
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
385+ 3.05% |
$59.6K - $92K
|
13K
$3.33M
|
|
|
Jul 29, 2025
Q2 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
2.04KNew |
$315K - $487K
|
2.04K
$520K
|