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 |
---|---|---|---|---|---|---|---|
Oct 18, 2024
Q3 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
257+ 94.49% |
$51.2K - $68.2K
|
529
$135K
|
|
Nov 13, 2024
Q3 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
210New |
$41.9K - $55.8K
|
210
$53.7K
|
|
Oct 24, 2024
Q3 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
170+ 8.17% |
$33.9K - $45.1K
|
2.25K
$576K
|
|
Nov 05, 2024
Q3 2024
|
R Pg Family Wealth Advisory, LLC
Burlington, MA |
BUY
|
- |
144New |
$28.7K - $38.2K
|
144
$36.8K
|
|
Nov 12, 2024
Q3 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
142+ 1.97% |
$28.3K - $37.7K
|
7.34K
$1.88M
|
|
Nov 04, 2024
Q3 2024
|
Ashton Thomas Securities, LLC
Rochester, NY |
BUY
|
- |
119+ 1.09% |
$23.7K - $31.6K
|
11.1K
$2.83M
|
|
Oct 11, 2024
Q3 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
116+ 44.96% |
$23.1K - $30.8K
|
374
$95.6K
|
|
Feb 28, 2025
Q3 2024
|
Dogwood Wealth Management LLC
Lenexa, KS |
BUY
|
- |
85New |
$16.9K - $22.6K
|
85
$21.7K
|
|
Nov 12, 2024
Q3 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
65+ 15.82% |
$13K - $17.3K
|
476
$122K
|
|
Oct 18, 2024
Q3 2024
|
Cedrus LLC
Littleton, CO |
BUY
|
- |
64+ 7.36% |
$12.8K - $17K
|
934
$239K
|
|
Oct 11, 2024
Q3 2024
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
53New |
$10.6K - $14.1K
|
53
$13.5K
|
|
Oct 30, 2024
Q3 2024
|
American Capital Advisory, LLC
Ketchum, ID |
BUY
|
- |
51+ 242.86% |
$10.2K - $13.5K
|
72
$18.4K
|
|
Nov 14, 2024
Q3 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
46+ 85.19% |
$9.17K - $12.2K
|
100
$25.6K
|
|
Oct 04, 2024
Q3 2024
|
Zrc Wealth Management, LLC
Santa Rosa, CA |
BUY
|
- |
28New |
$5.58K - $7.43K
|
28
$7.16K
|
|
Oct 30, 2024
Q3 2024
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
22New |
$4.38K - $5.84K
|
22
$5.62K
|
|
Nov 12, 2024
Q3 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
12+ 0.71% |
$2.39K - $3.19K
|
1.69K
$433K
|
|
Nov 12, 2024
Q3 2024
|
Foster Dykema Cabot & Partners, LLC
Waltham, MA |
BUY
|
- |
11New |
$2.19K - $2.92K
|
11
$2.81K
|
|
Nov 13, 2024
Q3 2024
|
Private Capital Management LLC
|
BUY
|
- |
4+ 0.25% |
$797 - $1.06K
|
1.59K
$407K
|
|
Oct 29, 2024
Q3 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
2+ 0.33% |
$399 - $531
|
606
$155K
|
|
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
|
Owl Creek Asset Management, L.P.
New York, NY |
BUY
|
PUT |
120KNew |
$23.8M - $31.1M
|
120K
$30.7M
|
|
Aug 02, 2024
Q2 2024
|
Nan Fung Trinity (Hk) LTD
Central, Hong Kong, K3 |
BUY
|
PUT |
44.8KNew |
$8.89M - $11.6M
|
44.8K
$11.5M
|
|
Jul 17, 2024
Q2 2024
|
Fsc Wealth Advisors, LLC
|
BUY
|
- |
25.3KNew |
$5.01M - $6.55M
|
25.3K
$6.46M
|
|
Aug 14, 2024
Q2 2024
|
Nomura Holdings Inc
Tokyo, M0 |
BUY
|
PUT |
25KNew |
$4.96M - $6.48M
|
25K
$6.39M
|
|
Aug 05, 2024
Q2 2024
|
Vela Investment Management, LLC
New Albany, OH |
BUY
|
CALL |
22.5KNew |
$4.46M - $5.83M
|
22.5K
$5.75M
|
|
Aug 14, 2024
Q2 2024
|
Candelo Capital Management LP
New York, NY |
BUY
|
PUT |
15KNew |
$2.98M - $3.89M
|
15K
$3.83M
|
|
Aug 13, 2024
Q2 2024
|
Ubs Asset Management Americas Inc
Chicago, IL |
BUY
|
- |
13.5KNew |
$2.68M - $3.5M
|
13.5K
$3.45M
|
|
Aug 02, 2024
Q2 2024
|
Belpointe Asset Management LLC
|
BUY
|
- |
6.14KNew |
$1.22M - $1.59M
|
6.14K
$1.57M
|
|
Aug 06, 2024
Q2 2024
|
Prudential PLC
London, England, X0 |
BUY
|
- |
5.24KNew |
$1.04M - $1.36M
|
5.24K
$1.34M
|
|
Aug 07, 2024
Q2 2024
|
Gruss & Co., LLC
|
BUY
|
- |
4KNew |
$794K - $1.04M
|
4K
$1.02M
|
|
Aug 12, 2024
Q2 2024
|
Bright Financial Advisors, Inc.
Portage, MI |
BUY
|
- |
3.07KNew |
$608K - $795K
|
3.07K
$784K
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.67KNew |
$332K - $433K
|
1.67K
$427K
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.59KNew |
$315K - $412K
|
1.59K
$406K
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.24KNew |
$245K - $320K
|
1.24K
$316K
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.23KNew |
$243K - $318K
|
1.23K
$314K
|
|
Aug 13, 2024
Q2 2024
|
Hamilton Wealth, LLC
|
BUY
|
- |
1.17KNew |
$232K - $303K
|
1.17K
$299K
|
|
Aug 13, 2024
Q2 2024
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
1.02KNew |
$202K - $264K
|
1.02K
$261K
|
|
Aug 12, 2024
Q2 2024
|
Mai Capital Management
|
BUY
|
CALL |
1KNew |
$198K - $259K
|
1K
$256K
|
|
Aug 01, 2024
Q2 2024
|
Tiaa Trust, National Association
Charlotte, NC |
BUY
|
- |
995New |
$197K - $258K
|
995
$254K
|
|
Aug 09, 2024
Q2 2024
|
Stock Yards Bank & Trust CO
Louisville, KY |
BUY
|
- |
931New |
$185K - $241K
|
931
$238K
|
|
Aug 01, 2024
Q2 2024
|
Rice Partnership, LLC
|
BUY
|
- |
902New |
$179K - $234K
|
902
$231K
|
|
Aug 09, 2024
Q2 2024
|
Advisors Capital Management, LLC
Ridgewood, NJ |
BUY
|
- |
837New |
$166K - $217K
|
837
$214K
|
|
Aug 09, 2024
Q2 2024
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
821New |
$163K - $213K
|
821
$210K
|
|
Jul 23, 2024
Q2 2024
|
Essex Savings Bank
|
BUY
|
- |
716+ 200.0% |
$142K - $186K
|
1.07K
$275K
|
|
Apr 22, 2025
Q2 2024
|
North Rock Partners, LLC
|
BUY
|
- |
711New |
$141K - $184K
|
711
$182K
|
|
Jul 18, 2024
Q2 2024
|
Signature Resources Capital Management, LLC
Newport Beach, CA |
BUY
|
- |
450New |
$89.3K - $117K
|
450
$115K
|
|
Jul 18, 2024
Q2 2024
|
Triad Wealth Partners, LLC
Lawrence, KS |
BUY
|
- |
306New |
$60.7K - $79.3K
|
306
$78.2K
|
|
Aug 08, 2024
Q2 2024
|
Element Wealth, LLC
|
BUY
|
PUT |
300New |
$59.5K - $77.8K
|
300
$76.7K
|
|
Aug 13, 2024
Q2 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
255+ 242.86% |
$50.6K - $66.1K
|
360
$92K
|