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 |
|---|---|---|---|---|---|---|---|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
234+ 312.0% |
$50.7K - $161K
|
309
$66.6K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
232+ 200.0% |
$50.3K - $160K
|
348
$75K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
230New |
$49.9K - $159K
|
230
$49.6K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
206+ 200.0% |
$44.7K - $142K
|
309
$66.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
205+ 199.03% |
$44.4K - $141K
|
308
$66.4K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
198+ 200.0% |
$42.9K - $137K
|
297
$64K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
177New |
$38.4K - $122K
|
177
$38.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
170+ 200.0% |
$36.8K - $117K
|
255
$54.9K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
160+ 200.0% |
$34.7K - $110K
|
240
$51.7K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$48.5K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
142+ 200.0% |
$30.8K - $97.9K
|
213
$45.9K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
124+ 200.0% |
$26.9K - $85.5K
|
186
$40.1K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
105New |
$22.8K - $72.4K
|
105
$22.6K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$32.3K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$32.3K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
84+ 200.0% |
$18.2K - $57.9K
|
126
$27.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 200.0% |
$16.5K - $52.4K
|
114
$24.6K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 184.62% |
$15.6K - $49.7K
|
111
$23.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 200.0% |
$15.6K - $49.7K
|
108
$23.3K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
69New |
$15K - $47.6K
|
69
$14.9K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
64+ 200.0% |
$13.9K - $44.1K
|
96
$20.7K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60+ 58.82% |
$13K - $41.4K
|
162
$34.9K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$13K - $41.4K
|
60
$12.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 200.0% |
$13K - $41.4K
|
90
$19.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
50+ 200.0% |
$10.8K - $34.5K
|
75
$16.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
47New |
$10.2K - $32.4K
|
47
$10.1K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
42New |
$9.1K - $29K
|
42
$9.05K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 200.0% |
$7.8K - $24.8K
|
54
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34New |
$7.37K - $23.4K
|
34
$7.33K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
29+ 30.21% |
$6.29K - $20K
|
125
$26.9K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 200.0% |
$5.64K - $17.9K
|
39
$8.4K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
24New |
$5.2K - $16.6K
|
24
$5.17K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22+ 200.0% |
$4.77K - $15.2K
|
33
$7.11K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$6.46K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$6.46K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 228.57% |
$3.47K - $11K
|
23
$4.96K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 200.0% |
$3.47K - $11K
|
24
$5.17K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$2.6K - $8.28K
|
12
$2.59K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$3.88K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$3.88K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$1.73K - $5.52K
|
12
$2.59K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$1.3K - $4.14K
|
6
$1.29K
|
|
|
Apr 29, 2024
Q1 2024
|
Financial Advisory Service, Inc.
|
BUY
|
- |
6+ 1.29% |
$1.3K - $4.14K
|
471
$101K
|
|
|
Apr 18, 2024
Q1 2024
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
6New |
$1.3K - $4.14K
|
6
$1.29K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 200.0% |
$1.3K - $4.14K
|
9
$1.94K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.29K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.29K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$646
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$646
|
|
|
May 15, 2024
Q1 2024
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
2+ 200.0% |
$434 - $1.38K
|
3
$646
|