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 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.33% |
$399 - $531
|
606
$136K
|
|
|
Oct 29, 2024
Q3 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
1+ 0.18% |
$199 - $265
|
552
$124K
|
|
|
Oct 29, 2024
Q3 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
299+ 14.59% |
$59.6K - $79.4K
|
2.35K
$526K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 9.27% |
$132K - $176K
|
6.5K
$1.45M
|
|
|
Oct 28, 2024
Q3 2024
|
Bank Hapoalim Bm
|
SELL
|
- |
-5.03K- 8.64% |
$1M - $1.33M
|
53.1K
$11.9M
|
|
|
Oct 28, 2024
Q3 2024
|
Cambridge Investment Research Advisors, Inc.
|
SELL
|
- |
-25.7K- 10.64% |
$5.12M - $6.82M
|
216K
$48.3M
|
|
|
Oct 28, 2024
Q3 2024
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-30- 1.91% |
$5.98K - $7.96K
|
1.54K
$345K
|
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
586+ 4.6% |
$117K - $156K
|
13.3K
$2.98M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.3K+ 65.87% |
$259K - $345K
|
3.27K
$732K
|
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
786+ 4.14% |
$157K - $209K
|
19.8K
$4.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
7.19K+ 28.91% |
$1.43M - $1.91M
|
32.1K
$7.18M
|
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
786+ 4.14% |
$157K - $209K
|
19.8K
$4.42M
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-319- 14.2% |
$63.6K - $84.7K
|
1.93K
$432K
|
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
866+ 39.44% |
$173K - $230K
|
3.06K
$685K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.57K+ 34.13% |
$512K - $683K
|
10.1K
$2.26M
|
|
|
Oct 28, 2024
Q3 2024
|
Creative Financial Designs Inc
|
BUY
|
- |
280+ 2.7% |
$55.8K - $74.3K
|
10.7K
$2.39M
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.26K+ 19.4% |
$450K - $599K
|
13.9K
$3.11M
|
|
|
Oct 28, 2024
Q3 2024
|
Principal Securities, Inc.
Des Moines, IA |
SELL
|
- |
-3.07K- 40.34% |
$612K - $815K
|
4.54K
$1.02M
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-828- 25.41% |
$165K - $220K
|
2.43K
$544K
|
|
|
Oct 28, 2024
Q3 2024
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
17+ 1.81% |
$3.39K - $4.51K
|
957
$214K
|
|
|
Oct 28, 2024
Q3 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
5.29K+ 625.68% |
$1.05M - $1.4M
|
6.13K
$1.37M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-367- 3.85% |
$73.1K - $97.4K
|
9.17K
$2.05M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 5.85% |
$382K - $509K
|
30.8K
$6.9M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84KNew |
$366K - $487K
|
1.84K
$411K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-996- 31.35% |
$198K - $264K
|
2.18K
$488K
|
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
955+ 17.66% |
$190K - $254K
|
6.36K
$1.42M
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
112+ 4.82% |
$22.3K - $29.7K
|
2.43K
$545K
|
|
|
Oct 25, 2024
Q3 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
SELL
|
- |
-7- 0.13% |
$1.4K - $1.86K
|
5.34K
$1.2M
|
|
|
Oct 25, 2024
Q3 2024
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-35- 2.41% |
$6.98K - $9.29K
|
1.42K
$317K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-550- 33.8% |
$110K - $146K
|
1.08K
$241K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.12KNew |
$422K - $562K
|
2.12K
$474K
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.02K+ 36.04% |
$602K - $802K
|
11.4K
$2.55M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.81K- 76.04% |
$560K - $747K
|
886
$198K
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-454- 2.34% |
$90.5K - $121K
|
18.9K
$4.24M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-657- 38.94% |
$131K - $174K
|
1.03K
$231K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.19K- 13.63% |
$237K - $316K
|
7.54K
$1.69M
|
|
|
Oct 24, 2024
Q3 2024
|
Financial Management Professionals, Inc.
|
BUY
|
- |
336+ 8.76% |
$67K - $89.2K
|
4.17K
$934K
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-558- 91.63% |
$111K - $148K
|
51
$11.4K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
170+ 8.17% |
$33.9K - $45.1K
|
2.25K
$504K
|
|
|
Oct 24, 2024
Q3 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
495+ 8.38% |
$98.6K - $131K
|
6.4K
$1.43M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-370- 12.76% |
$73.7K - $98.2K
|
2.53K
$566K
|
|
|
Oct 24, 2024
Q3 2024
|
Southern Capital Advisors, LLC
|
BUY
|
- |
2+ 0.2% |
$399 - $531
|
992
$222K
|
|
|
Oct 24, 2024
Q3 2024
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-17- 0.35% |
$3.39K - $4.51K
|
4.81K
$1.08M
|
|
|
Oct 24, 2024
Q3 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
205+ 43.99% |
$40.9K - $54.4K
|
671
$150K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-125- 1.22% |
$24.9K - $33.2K
|
10.1K
$2.27M
|
|
|
Oct 24, 2024
Q3 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
78+ 2.51% |
$15.5K - $20.7K
|
3.18K
$712K
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.55K+ 7.5% |
$507K - $676K
|
36.5K
$8.17M
|
|
|
Oct 24, 2024
Q3 2024
|
Boston Financial Mangement LLC
Boston, MA |
BUY
|
- |
109+ 9.59% |
$21.7K - $28.9K
|
1.25K
$279K
|
|
|
Oct 24, 2024
Q3 2024
|
Integrated Advisors Network LLC
Palos Verdes Estates, CA |
BUY
|
- |
5.87KNew |
$1.17M - $1.56M
|
5.87K
$1.32M
|
|
|
Oct 24, 2024
Q3 2024
|
Fortitude Family Office, LLC
Scottsdale, AZ |
BUY
|
- |
306New |
$61K - $81.2K
|
306
$68.5K
|