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 09, 2025
Q1 2025
|
Scotia Capital Inc.
|
SELL
|
- |
-2.28K- 19.18% |
$428K - $536K
|
9.59K
$2.31M
|
|
May 09, 2025
Q1 2025
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
450+ 19.15% |
$84.7K - $106K
|
2.8K
$676K
|
|
May 09, 2025
Q1 2025
|
New Edge Wealth, LLC
Pittsburgh, PA |
SELL
|
- |
-6.11K- 42.45% |
$1.15M - $1.44M
|
8.29K
$2M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
145+ 27.31% |
$27.3K - $34.2K
|
676
$163K
|
|
May 09, 2025
Q1 2025
|
Td Waterhouse Canada Inc.
Toronto, A6 |
SELL
|
- |
-3.01K- 5.34% |
$566K - $709K
|
53.3K
$12.9M
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
38+ 3.35% |
$7.15K - $8.96K
|
1.17K
$283K
|
|
May 09, 2025
Q1 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
BUY
|
- |
303+ 23.04% |
$57K - $71.5K
|
1.62K
$391K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
46+ 1.45% |
$8.66K - $10.8K
|
3.22K
$778K
|
|
May 09, 2025
Q1 2025
|
Atria Wealth Solutions, Inc.
New York, NY |
SELL
|
- |
-6.89K- 13.3% |
$1.3M - $1.62M
|
44.9K
$10.8M
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 1.96% |
$5.27K - $6.6K
|
1.45K
$351K
|
|
May 09, 2025
Q1 2025
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
165+ 9.04% |
$31K - $38.9K
|
1.99K
$481K
|
|
May 09, 2025
Q1 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.73KNew |
$325K - $407K
|
1.73K
$416K
|
|
May 09, 2025
Q1 2025
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-2.02K- 20.19% |
$379K - $475K
|
7.97K
$1.92M
|
|
May 09, 2025
Q1 2025
|
Comprehensive Financial Planning, Inc./Pa
East Petersburg, PA |
SELL
|
- |
-5.84K- 61.95% |
$1.1M - $1.38M
|
3.59K
$866K
|
|
May 09, 2025
Q1 2025
|
Goldman Sachs Group Inc
New York, NY |
SELL
|
- |
-510K- 17.01% |
$95.9M - $120M
|
2.49M
$600M
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.82% |
$4.89K - $6.13K
|
3.14K
$758K
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 16.67% |
$565 - $707
|
21
$5.07K
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20New |
$3.76K - $4.72K
|
20
$4.83K
|
|
May 09, 2025
Q1 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
1.32KNew |
$247K - $310K
|
1.32K
$317K
|
|
May 09, 2025
Q1 2025
|
Wharton Business Group, LLC
Malvern, PA |
BUY
|
- |
6.19K+ 62.04% |
$1.16M - $1.46M
|
16.2K
$3.9M
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55New |
$10.3K - $13K
|
55
$13.3K
|
|
May 09, 2025
Q1 2025
|
Headlands Technologies LLC
Chicago, IL |
BUY
|
- |
3.08KNew |
$579K - $725K
|
3.08K
$742K
|
|
May 09, 2025
Q1 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
4.15K+ 56.25% |
$780K - $978K
|
11.5K
$2.78M
|
|
May 09, 2025
Q1 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.26K- 20.25% |
$236K - $296K
|
4.95K
$1.19M
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
600+ 52.45% |
$113K - $141K
|
1.74K
$421K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
133+ 14.32% |
$25K - $31.4K
|
1.06K
$256K
|
|
May 08, 2025
Q1 2025
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
2.4KNew |
$451K - $565K
|
2.4K
$578K
|
|
May 08, 2025
Q1 2025
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.52K+ 56.23% |
$851K - $1.07M
|
12.6K
$3.03M
|
|
May 08, 2025
Q1 2025
|
Eastern Bank
|
SELL
|
- |
-195- 28.14% |
$36.7K - $46K
|
498
$120K
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240New |
$45.2K - $56.6K
|
240
$57.9K
|
|
May 08, 2025
Q1 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.01K+ 100.4% |
$189K - $237K
|
2.01K
$484K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
109+ 2.02% |
$20.5K - $25.7K
|
5.5K
$1.33M
|
|
May 08, 2025
Q1 2025
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
7.87K+ 118.36% |
$1.48M - $1.85M
|
14.5K
$3.5M
|
|
May 08, 2025
Q1 2025
|
Savant Capital, LLC
|
SELL
|
- |
-1.77K- 41.78% |
$333K - $417K
|
2.47K
$595K
|
|
May 08, 2025
Q1 2025
|
Howard Capital Management Inc.
|
SELL
|
- |
-2.94K- 41.91% |
$553K - $694K
|
4.08K
$984K
|
|
May 08, 2025
Q1 2025
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-374- 4.54% |
$70.4K - $88.2K
|
7.87K
$1.9M
|
|
May 08, 2025
Q1 2025
|
360 Financial, Inc.
|
SELL
|
- |
-9.35K- 39.05% |
$1.76M - $2.2M
|
14.6K
$3.52M
|
|
May 08, 2025
Q1 2025
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.18K+ 7.76% |
$598K - $749K
|
44.1K
$10.7M
|
|
May 08, 2025
Q1 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
3+ 0.14% |
$565 - $707
|
2.2K
$531K
|
|
May 08, 2025
Q1 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
1.1KNew |
$207K - $260K
|
1.1K
$266K
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 5.3% |
$73.4K - $92K
|
7.74K
$1.87M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-163- 5.07% |
$30.7K - $38.4K
|
3.05K
$736K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 2.43% |
$5.65K - $7.07K
|
1.2K
$290K
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-28- 1.35% |
$5.27K - $6.6K
|
2.04K
$493K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-483- 10.01% |
$90.9K - $114K
|
4.34K
$1.05M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31+ 0.06% |
$5.83K - $7.31K
|
47.8K
$11.6M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
70+ 50.0% |
$13.2K - $16.5K
|
210
$50.7K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6- 0.52% |
$1.13K - $1.41K
|
1.15K
$278K
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366K- 96.43% |
$69M - $86.4M
|
13.6K
$3.28M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 2.44% |
$8.84K - $11.1K
|
1.97K
$476K
|