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 |
|---|---|---|---|---|---|---|---|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 200.0% |
$234K - $745K
|
1.62K
$385K
|
|
|
Apr 30, 2024
Q1 2024
|
Mission Wealth Management, LP
|
BUY
|
- |
1.02KNew |
$222K - $705K
|
1.02K
$243K
|
|
|
May 13, 2024
Q1 2024
|
Holderness Investments CO
Greensboro, NC |
BUY
|
- |
1.01K+ 200.0% |
$218K - $694K
|
1.51K
$359K
|
|
|
Apr 17, 2024
Q1 2024
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
1K+ 200.0% |
$217K - $690K
|
1.5K
$356K
|
|
|
Apr 19, 2024
Q1 2024
|
Tempus Wealth Planning, LLC
|
BUY
|
- |
963New |
$209K - $664K
|
963
$229K
|
|
|
Apr 17, 2024
Q1 2024
|
Cedar Brook Financial Partners, LLC
Cleveland, OH |
BUY
|
- |
957New |
$207K - $660K
|
957
$227K
|
|
|
Apr 22, 2024
Q1 2024
|
Strategies Wealth Advisors, LLC
Grand Rapids, MI |
BUY
|
- |
955New |
$207K - $659K
|
955
$227K
|
|
|
May 15, 2024
Q1 2024
|
Whalerock Point Partners, LLC
Providence, RI |
BUY
|
- |
930+ 200.0% |
$202K - $641K
|
1.4K
$331K
|
|
|
May 06, 2024
Q1 2024
|
Shared Vision Wealth Group LLC
Carlsbad, X1 |
BUY
|
- |
927New |
$201K - $639K
|
927
$220K
|
|
|
May 15, 2024
Q1 2024
|
Novak & Powell Financial Services, Inc.
St. Petersburg, FL |
BUY
|
- |
900+ 200.0% |
$195K - $621K
|
1.35K
$321K
|
|
|
May 13, 2024
Q1 2024
|
Legacy Financial Group, Inc.
Tulsa, OK |
BUY
|
- |
900New |
$195K - $621K
|
900
$214K
|
|
|
Apr 15, 2024
Q1 2024
|
Procyon Advisors, LLC
|
BUY
|
- |
888New |
$192K - $612K
|
888
$211K
|
|
|
May 02, 2024
Q1 2024
|
Financial Counselors Inc
|
BUY
|
- |
885+ 210.71% |
$192K - $610K
|
1.31K
$310K
|
|
|
Apr 19, 2024
Q1 2024
|
Trust Point Inc.
La Crosse, WI |
BUY
|
- |
864+ 200.0% |
$187K - $596K
|
1.3K
$308K
|
|
|
Apr 23, 2024
Q1 2024
|
Busey Wealth Management
|
BUY
|
- |
848+ 200.0% |
$184K - $585K
|
1.27K
$302K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
763+ 199.74% |
$165K - $526K
|
1.15K
$272K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
736+ 200.0% |
$160K - $508K
|
1.1K
$262K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
724+ 176.59% |
$157K - $499K
|
1.13K
$269K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
623+ 153.07% |
$135K - $430K
|
1.03K
$245K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
538+ 144.62% |
$117K - $371K
|
910
$216K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
511New |
$111K - $352K
|
511
$121K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
500+ 100.0% |
$108K - $345K
|
1K
$238K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
468+ 200.0% |
$101K - $323K
|
702
$167K
|
|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
400+ 200.0% |
$86.7K - $276K
|
600
$143K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
400New |
$86.7K - $276K
|
400
$95K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
390+ 278.57% |
$84.5K - $269K
|
530
$126K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
360+ 200.0% |
$78K - $248K
|
540
$128K
|
|
|
May 13, 2024
Q1 2024
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
PUT |
246+ 200.0% |
$53.3K - $170K
|
369
$87.7K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
234+ 312.0% |
$50.7K - $161K
|
309
$73.4K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
232+ 200.0% |
$50.3K - $160K
|
348
$82.7K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
206+ 200.0% |
$44.7K - $142K
|
309
$73.4K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
177New |
$38.4K - $122K
|
177
$42.1K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
170+ 200.0% |
$36.8K - $117K
|
255
$60.6K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
160+ 200.0% |
$34.7K - $110K
|
240
$57K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$53.5K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
142+ 200.0% |
$30.8K - $97.9K
|
213
$50.6K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$35.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$35.6K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
84+ 200.0% |
$18.2K - $57.9K
|
126
$29.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 200.0% |
$16.5K - $52.4K
|
114
$27.1K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 184.62% |
$15.6K - $49.7K
|
111
$26.4K
|
|
|
Feb 05, 2025
Q1 2024
|
Mma Asset Management LLC
New York, NY |
BUY
|
- |
71New |
$15.4K - $49K
|
71
$16.9K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
69New |
$15K - $47.6K
|
69
$16.4K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
64+ 200.0% |
$13.9K - $44.1K
|
96
$22.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 200.0% |
$13K - $41.4K
|
90
$21.4K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
50+ 200.0% |
$10.8K - $34.5K
|
75
$17.8K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
47New |
$10.2K - $32.4K
|
47
$11.2K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
42New |
$9.1K - $29K
|
42
$9.98K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 200.0% |
$7.8K - $24.8K
|
54
$12.8K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34New |
$7.37K - $23.4K
|
34
$8.08K
|