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 08, 2025
Q1 2025
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
836+ 19.6% |
$157K - $197K
|
5.1K
$1.21M
|
|
May 08, 2025
Q1 2025
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
390+ 5.3% |
$73.4K - $92K
|
7.74K
$1.84M
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-163- 5.07% |
$30.7K - $38.4K
|
3.05K
$725K
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 2.43% |
$5.65K - $7.07K
|
1.2K
$286K
|
|
May 08, 2025
Q1 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
1.57KNew |
$295K - $370K
|
1.57K
$373K
|
|
May 08, 2025
Q1 2025
|
Us Bancorp \De\
|
BUY
|
- |
255+ 1.88% |
$48K - $60.1K
|
13.8K
$3.29M
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-28- 1.35% |
$5.27K - $6.6K
|
2.04K
$486K
|
|
May 08, 2025
Q1 2025
|
Spc Financial, Inc.
|
SELL
|
- |
-483- 10.01% |
$90.9K - $114K
|
4.34K
$1.03M
|
|
May 08, 2025
Q1 2025
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31+ 0.06% |
$5.83K - $7.31K
|
47.8K
$11.4M
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
70+ 50.0% |
$13.2K - $16.5K
|
210
$49.9K
|
|
May 08, 2025
Q1 2025
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-6- 0.52% |
$1.13K - $1.41K
|
1.15K
$274K
|
|
May 08, 2025
Q1 2025
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
SELL
|
- |
-366K- 96.43% |
$69M - $86.4M
|
13.6K
$3.23M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 2.44% |
$8.84K - $11.1K
|
1.97K
$468K
|
|
May 07, 2025
Q1 2025
|
Cloud Alpha Capital Management Limited
Hong Kong, K3 |
BUY
|
PUT |
75KNew |
$14.1M - $17.7M
|
75K
$17.8M
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-88- 2.36% |
$16.6K - $20.8K
|
3.64K
$865K
|
|
May 07, 2025
Q1 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-10- 0.31% |
$1.88K - $2.36K
|
3.24K
$769K
|
|
May 07, 2025
Q1 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.11% |
$376 - $472
|
1.8K
$428K
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39- 1.05% |
$7.34K - $9.2K
|
3.69K
$877K
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-57- 15.97% |
$10.7K - $13.4K
|
300
$71.3K
|
|
May 07, 2025
Q1 2025
|
Hallmark Capital Management Inc
|
SELL
|
- |
-1.13K- 11.63% |
$213K - $267K
|
8.6K
$2.04M
|
|
May 07, 2025
Q1 2025
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
57.4K+ 7.29% |
$10.8M - $13.5M
|
844K
$201M
|
|
May 07, 2025
Q1 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
817+ 24.99% |
$154K - $193K
|
4.09K
$971K
|
|
May 07, 2025
Q1 2025
|
Prosperity Consulting Group, LLC
|
SELL
|
- |
-2.88K- 18.44% |
$542K - $680K
|
12.8K
$3.03M
|
|
May 07, 2025
Q1 2025
|
Concentrum Wealth Management
|
SELL
|
- |
-5.06K- 24.1% |
$953K - $1.19M
|
15.9K
$3.79M
|
|
May 07, 2025
Q1 2025
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-882- 19.34% |
$166K - $208K
|
3.68K
$874K
|
|
May 07, 2025
Q1 2025
|
Brio Consultants, LLC
|
BUY
|
- |
15.9KNew |
$3M - $3.76M
|
15.9K
$3.79M
|
|
May 07, 2025
Q1 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
616+ 25.63% |
$116K - $145K
|
3.02K
$717K
|
|
May 06, 2025
Q1 2025
|
Wedbush Securities Inc
|
SELL
|
- |
-2.16K- 32.68% |
$406K - $509K
|
4.45K
$1.06M
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
129+ 6.83% |
$24.3K - $30.4K
|
2.02K
$480K
|
|
May 06, 2025
Q1 2025
|
Accredited Investors Inc.
|
SELL
|
- |
-349- 14.76% |
$65.7K - $82.3K
|
2.02K
$479K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 1.46% |
$11.7K - $14.6K
|
4.31K
$1.02M
|
|
May 06, 2025
Q1 2025
|
Pinnacle Associates LTD
|
BUY
|
- |
4.7K+ 401.37% |
$885K - $1.11M
|
5.88K
$1.4M
|
|
May 06, 2025
Q1 2025
|
Kovack Advisors, Inc.
|
SELL
|
- |
-1- 0.02% |
$188 - $236
|
5.14K
$1.22M
|
|
May 06, 2025
Q1 2025
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.88K+ 8.12% |
$354K - $444K
|
25.1K
$5.95M
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-142- 3.03% |
$26.7K - $33.5K
|
4.54K
$1.08M
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
151+ 0.88% |
$28.4K - $35.6K
|
17.3K
$4.11M
|
|
May 06, 2025
Q1 2025
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
20.5K+ 13.29% |
$3.85M - $4.83M
|
175K
$41.5M
|
|
May 06, 2025
Q1 2025
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
191+ 8.7% |
$35.9K - $45K
|
2.39K
$567K
|
|
May 06, 2025
Q1 2025
|
Principle Wealth Partners LLC
|
SELL
|
- |
-1.69K- 36.99% |
$318K - $398K
|
2.88K
$683K
|
|
May 06, 2025
Q1 2025
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-674- 22.71% |
$127K - $159K
|
2.29K
$545K
|
|
May 06, 2025
Q1 2025
|
Assetmark, Inc
|
BUY
|
- |
310+ 24.37% |
$58.3K - $73.1K
|
1.58K
$376K
|
|
May 05, 2025
Q1 2025
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
711+ 0.66% |
$134K - $168K
|
108K
$25.6M
|
|
May 05, 2025
Q1 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-421- 7.07% |
$79.2K - $99.3K
|
5.54K
$1.32M
|
|
May 05, 2025
Q1 2025
|
Willner & Heller, LLC
|
SELL
|
- |
-208- 13.22% |
$39.1K - $49K
|
1.37K
$324K
|
|
May 05, 2025
Q1 2025
|
Private Advisor Group, LLC
|
SELL
|
- |
-2.03K- 5.32% |
$382K - $479K
|
36.1K
$8.59M
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$9.41K - $11.8K
|
6.25K
$1.49M
|
|
May 05, 2025
Q1 2025
|
Csenge Advisory Group
|
BUY
|
- |
4.13KNew |
$776K - $973K
|
4.13K
$980K
|
|
May 05, 2025
Q1 2025
|
Conservest Capital Advisors, Inc.
|
BUY
|
- |
2.89K+ 211.58% |
$543K - $681K
|
4.25K
$1.01M
|
|
May 05, 2025
Q1 2025
|
Kestra Private Wealth Services, LLC
|
SELL
|
- |
-693- 1.58% |
$130K - $163K
|
43.2K
$10.3M
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 1.73% |
$11.3K - $14.1K
|
3.41K
$811K
|