Latest Institutional Purchases of Ishares Semiconductor ETF (SOXX)
This list provides information on the latest institutional transactions involving Ishares Semiconductor ETF (SOXX) stock that were buys. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the purchase has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$28.7K - $38.2K
|
144
$32.1K
|
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
142+ 1.97% |
$28.3K - $37.7K
|
7.34K
$1.64M
|
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 1.09% |
$23.7K - $31.6K
|
11.1K
$2.47M
|
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
116+ 44.96% |
$23.1K - $30.8K
|
374
$83.4K
|
|
|
Oct 25, 2024
Q3 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
112+ 4.82% |
$22.3K - $29.7K
|
2.43K
$543K
|
|
|
Oct 23, 2024
Q3 2024
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
87+ 10.46% |
$17.3K - $23.1K
|
919
$205K
|
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
65+ 15.82% |
$13K - $17.3K
|
476
$106K
|
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
64+ 7.36% |
$12.8K - $17K
|
934
$208K
|
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$10.6K - $14.1K
|
53
$11.8K
|
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 242.86% |
$10.2K - $13.5K
|
72
$16.1K
|
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
46+ 85.19% |
$9.17K - $12.2K
|
100
$22.3K
|
|
|
Oct 11, 2024
Q3 2024
|
Patriot Investment Management Inc.
|
BUY
|
- |
45+ 1.69% |
$8.97K - $11.9K
|
2.7K
$603K
|
|
|
Oct 15, 2024
Q3 2024
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
41+ 4.06% |
$8.17K - $10.9K
|
1.05K
$234K
|
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28New |
$5.58K - $7.43K
|
28
$6.25K
|
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.38K - $5.84K
|
22
$4.91K
|
|
|
Oct 15, 2024
Q3 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
21+ 52.5% |
$4.19K - $5.58K
|
61
$13.6K
|
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.71% |
$2.39K - $3.19K
|
1.69K
$377K
|
|
|
Nov 06, 2024
Q3 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
12+ 0.23% |
$2.39K - $3.19K
|
5.25K
$1.17M
|
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
11New |
$2.19K - $2.92K
|
11
$2.45K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.25% |
$797 - $1.06K
|
1.59K
$355K
|
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.33% |
$399 - $531
|
606
$135K
|
|
|
Nov 01, 2024
Q3 2024
|
Capital Performance Advisors LLP
|
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Oct 09, 2024
Q3 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
| Q2 2024 | |||||||
|
Aug 14, 2024
Q2 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
123K+ 670.19% |
$24.3M - $31.8M
|
141K
$31.4M
|
|
|
Aug 14, 2024
Q2 2024
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
PUT |
120KNew |
$23.8M - $31.1M
|
120K
$26.8M
|
|
|
Aug 02, 2024
Q2 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
PUT |
44.8KNew |
$8.89M - $11.6M
|
44.8K
$9.99M
|
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25.3KNew |
$5.01M - $6.55M
|
25.3K
$5.63M
|
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
25KNew |
$4.96M - $6.48M
|
25K
$5.58M
|
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
22.5KNew |
$4.46M - $5.83M
|
22.5K
$5.02M
|
|
|
Aug 14, 2024
Q2 2024
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
15KNew |
$2.98M - $3.89M
|
15K
$3.35M
|
|
|
Aug 14, 2024
Q2 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
14K+ 34.08% |
$2.79M - $3.64M
|
55.2K
$12.3M
|
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
13.5KNew |
$2.68M - $3.5M
|
13.5K
$3.01M
|
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.14KNew |
$1.22M - $1.59M
|
6.14K
$1.37M
|
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.24KNew |
$1.04M - $1.36M
|
5.24K
$1.17M
|
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
4KNew |
$794K - $1.04M
|
4K
$892K
|
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.07KNew |
$608K - $795K
|
3.07K
$684K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.78K+ 20.45% |
$353K - $461K
|
10.5K
$2.34M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.67KNew |
$332K - $433K
|
1.67K
$373K
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.59KNew |
$315K - $412K
|
1.59K
$354K
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.31KNew |
$260K - $340K
|
1.31K
$292K
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.24KNew |
$245K - $320K
|
1.24K
$276K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.23KNew |
$243K - $318K
|
1.23K
$274K
|
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.17KNew |
$232K - $303K
|
1.17K
$261K
|
|
|
Jul 12, 2024
Q2 2024
|
Lion Street Advisors, LLC
|
BUY
|
- |
1.11KNew |
$220K - $287K
|
1.11K
$247K
|
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.02KNew |
$202K - $264K
|
1.02K
$228K
|
|
|
Aug 14, 2024
Q2 2024
|
Principal Street Partners, LLC
Memphis, TN |
BUY
|
- |
1KNew |
$198K - $259K
|
1K
$223K
|
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
CALL |
1KNew |
$198K - $259K
|
1K
$223K
|
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
995New |
$197K - $258K
|
995
$222K
|
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
931New |
$185K - $241K
|
931
$208K
|
|
|
Aug 02, 2024
Q2 2024
|
Resources Investment Advisors, Llc.
Overland Park, KS |
BUY
|
- |
927New |
$184K - $240K
|
927
$207K
|
|