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 |
---|---|---|---|---|---|---|---|
Jul 29, 2025
Q2 2025
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-150- 18.59% |
$23.2K - $35.9K
|
657
$168K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
21+ 1.94% |
$3.25K - $5.02K
|
1.11K
$282K
|
|
Jul 29, 2025
Q2 2025
|
Dale Q Rice Investment Management LTD
Vancouver, WA |
SELL
|
- |
-1.03K- 48.24% |
$159K - $246K
|
1.1K
$282K
|
|
Jul 29, 2025
Q2 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
273+ 1.04% |
$42.3K - $65.3K
|
26.5K
$6.76M
|
|
Jul 29, 2025
Q2 2025
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-752- 7.23% |
$116K - $180K
|
9.64K
$2.47M
|
|
Jul 29, 2025
Q2 2025
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-330- 26.48% |
$51.1K - $78.9K
|
916
$234K
|
|
Jul 29, 2025
Q2 2025
|
Ballast, Inc.
|
BUY
|
- |
5.88KNew |
$911K - $1.41M
|
5.88K
$1.5M
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.29% |
$2.32K - $3.59K
|
5.27K
$1.35M
|
|
Jul 29, 2025
Q2 2025
|
International Assets Investment Management, LLC
Orlando, FL |
SELL
|
- |
-337- 7.83% |
$52.2K - $80.6K
|
3.97K
$1.01M
|
|
Jul 29, 2025
Q2 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
93+ 7.79% |
$14.4K - $22.2K
|
1.29K
$329K
|
|
Jul 29, 2025
Q2 2025
|
Novare Capital Management LLC
|
SELL
|
- |
-21.3K- 64.64% |
$3.3M - $5.1M
|
11.7K
$2.98M
|
|
Jul 29, 2025
Q2 2025
|
Sigma Investment Counselors Inc
|
SELL
|
- |
-434- 29.71% |
$67.2K - $104K
|
1.03K
$263K
|
|
Jul 29, 2025
Q2 2025
|
Chicago Partners Investment Group LLC
|
SELL
|
- |
-1.07K- 21.61% |
$166K - $256K
|
3.88K
$991K
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 1.17% |
$3.87K - $5.98K
|
2.17K
$553K
|
|
Jul 29, 2025
Q2 2025
|
Stephens Inc
|
SELL
|
- |
-20.2K- 70.7% |
$3.12M - $4.82M
|
8.36K
$2.14M
|
|
Jul 29, 2025
Q2 2025
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
2.13KNew |
$330K - $509K
|
2.13K
$544K
|
|
Jul 29, 2025
Q2 2025
|
Bogart Wealth, LLC
|
BUY
|
- |
100New |
$15.5K - $23.9K
|
100
$25.6K
|
|
Jul 29, 2025
Q2 2025
|
Schnieders Capital Management LLC
|
BUY
|
- |
1.77K+ 102.61% |
$274K - $423K
|
3.5K
$893K
|
|
Jul 29, 2025
Q2 2025
|
First Interstate Bank
Billings, MT |
SELL
|
- |
-402- 1.54% |
$62.3K - $96.1K
|
25.7K
$6.57M
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-50- 3.18% |
$7.74K - $12K
|
1.52K
$389K
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
SELL
|
- |
-21.2K- 81.68% |
$3.28M - $5.07M
|
4.76K
$1.22M
|
|
Jul 28, 2025
Q2 2025
|
Credit Industriel Et Commercial
Paris France, I0 |
BUY
|
PUT |
2.5K+ 4.81% |
$387K - $598K
|
54.5K
$13.9M
|
|
Jul 28, 2025
Q2 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1+ 0.25% |
$155 - $239
|
400
$102K
|
|
Jul 28, 2025
Q2 2025
|
Rfg Advisory, LLC
Birmingham, AL |
SELL
|
- |
-7.19K- 49.4% |
$1.11M - $1.72M
|
7.37K
$1.88M
|
|
Jul 28, 2025
Q2 2025
|
Equitable Trust CO
|
SELL
|
- |
-762- 19.36% |
$118K - $182K
|
3.17K
$811K
|
|
Jul 28, 2025
Q2 2025
|
J.Safra Asset Management Corp
|
BUY
|
- |
665New |
$103K - $159K
|
665
$170K
|
|
Jul 28, 2025
Q2 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
114+ 6.67% |
$17.7K - $27.3K
|
1.82K
$466K
|
|
Jul 28, 2025
Q2 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
943+ 12.18% |
$146K - $225K
|
8.69K
$2.22M
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 5.52% |
$10.5K - $16.3K
|
1.16K
$297K
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
BUY
|
- |
44.4K+ 19.94% |
$6.87M - $10.6M
|
267K
$68.2M
|
|
Jul 28, 2025
Q2 2025
|
Twin Tree Management, LP
Dallas, TX |
SELL
|
PUT |
-124K- 24.05% |
$19.1M - $29.5M
|
390K
$99.8M
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33+ 0.38% |
$5.11K - $7.89K
|
8.69K
$2.22M
|
|
Jul 28, 2025
Q2 2025
|
Patten & Patten Inc
|
BUY
|
- |
2.02KNew |
$312K - $482K
|
2.02K
$515K
|
|
Jul 28, 2025
Q2 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
137+ 3.72% |
$21.2K - $32.8K
|
3.82K
$976K
|
|
Jul 25, 2025
Q2 2025
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
624+ 57.62% |
$96.6K - $149K
|
1.71K
$436K
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.03% |
$465 - $717
|
10.6K
$2.7M
|
|
Jul 25, 2025
Q2 2025
|
Summa Corp.
Tomball, TX |
BUY
|
- |
1.25KNew |
$194K - $299K
|
1.25K
$320K
|
|
Jul 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.04% |
$155 - $239
|
2.28K
$583K
|
|
Jul 25, 2025
Q2 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-1.69K- 38.84% |
$261K - $403K
|
2.66K
$679K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
49+ 1.02% |
$7.59K - $11.7K
|
4.85K
$1.24M
|
|
Jul 25, 2025
Q2 2025
|
Transcendent Capital Group LLC
Edmond, OK |
SELL
|
- |
-2.81K- 25.64% |
$435K - $671K
|
8.14K
$2.08M
|
|
Jul 25, 2025
Q2 2025
|
Prostatis Group LLC
Hanover, MD |
BUY
|
- |
99+ 1.98% |
$15.3K - $23.7K
|
5.09K
$1.3M
|
|
Jul 25, 2025
Q2 2025
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
31.1KNew |
$4.81M - $7.43M
|
31.1K
$7.94M
|
|
Jul 25, 2025
Q2 2025
|
Lion Street Advisors, LLC
|
BUY
|
- |
2.4KNew |
$372K - $574K
|
2.4K
$614K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.44% |
$774 - $1.2K
|
1.15K
$294K
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-73- 2.3% |
$11.3K - $17.5K
|
3.1K
$791K
|
|
Jul 25, 2025
Q2 2025
|
Yarger Wealth Strategies, LLC
Westerville, OH |
BUY
|
- |
944New |
$146K - $226K
|
944
$241K
|
|
Jul 25, 2025
Q2 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
226+ 20.53% |
$35K - $54K
|
1.33K
$339K
|
|
Jul 25, 2025
Q2 2025
|
Round Angle Advisors LLC
Red Bank, NJ |
BUY
|
- |
144+ 3.44% |
$22.3K - $34.4K
|
4.33K
$1.11M
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.37% |
$774 - $1.2K
|
1.35K
$346K
|