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 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
24New |
$5.2K - $16.6K
|
24
$6.14K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22+ 200.0% |
$4.77K - $15.2K
|
33
$8.44K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$7.67K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$7.67K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 228.57% |
$3.47K - $11K
|
23
$5.88K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 200.0% |
$3.47K - $11K
|
24
$6.14K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$1.73K - $5.52K
|
12
$3.07K
|
|
|
Aug 09, 2024
Q1 2024
|
Tucker Asset Management LLC
Littleton, CO |
BUY
|
- |
6New |
$1.3K - $4.14K
|
6
$1.53K
|
|
|
Apr 17, 2024
Q1 2024
|
Barrett & Company, Inc.
Providence, RI |
BUY
|
- |
6+ 200.0% |
$1.3K - $4.14K
|
9
$2.3K
|
|
|
May 09, 2024
Q1 2024
|
Northwest Financial Advisors
Herndon, VA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.53K
|
|
|
Apr 19, 2024
Q1 2024
|
Caldwell Sutter Capital, Inc.
Sausalito, CA |
BUY
|
- |
4+ 200.0% |
$867 - $2.76K
|
6
$1.53K
|
|
|
May 14, 2024
Q1 2024
|
Macquarie Group LTD
Australia, C3 |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$767
|
|
|
May 10, 2024
Q1 2024
|
Vision Point Advisory Group, LLC
Dallas, TX |
BUY
|
- |
3New |
$650 - $2.07K
|
3
$767
|
|
| Q4 2023 | |||||||
|
Feb 14, 2024
Q4 2023
|
Polar Asset Management Partners Inc.
Toronto, A6 |
BUY
|
PUT |
36K+ 62.07% |
$15.8M - $20.9M
|
94K
$24M
|
|
|
Feb 14, 2024
Q4 2023
|
Troluce Capital Advisors LLC
Dorado, PR |
BUY
|
- |
22.2KNew |
$9.73M - $12.9M
|
22.2K
$5.68M
|
|
|
Feb 13, 2024
Q4 2023
|
Himension Capital (Singapore) Pte. Ltd.
Singapore, U0 |
BUY
|
- |
5.2KNew |
$2.28M - $3.02M
|
5.2K
$1.33M
|
|
|
Feb 12, 2024
Q4 2023
|
Focus Financial Network Inc /Adv
Minneapolis, MN |
BUY
|
- |
1.54KNew |
$675K - $895K
|
1.54K
$394K
|
|
|
Feb 13, 2024
Q4 2023
|
Crabel Capital Management, LLC
Milwaukee, WI |
BUY
|
- |
1.15KNew |
$504K - $668K
|
1.15K
$294K
|
|
|
Feb 13, 2024
Q4 2023
|
Annex Advisory Services, LLC
|
BUY
|
- |
809New |
$355K - $470K
|
809
$207K
|
|
|
Feb 08, 2024
Q4 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
511+ 3.47% |
$224K - $297K
|
15.2K
$3.89M
|
|
|
Jan 18, 2024
Q4 2023
|
Ritholtz Wealth Management
|
BUY
|
- |
471New |
$206K - $274K
|
471
$120K
|
|
|
Jan 30, 2024
Q4 2023
|
Sfi Advisors, LLC
Montclair, NJ |
BUY
|
- |
411New |
$180K - $239K
|
411
$105K
|
|
|
Jan 19, 2024
Q4 2023
|
Mendota Financial Group, LLC
Madison, WI |
BUY
|
- |
285New |
$125K - $166K
|
285
$72.9K
|
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
278+ 5.03% |
$122K - $162K
|
5.81K
$1.48M
|
|
|
Jan 08, 2024
Q4 2023
|
Bartlett & Co. LLC
|
BUY
|
- |
221New |
$96.9K - $129K
|
221
$56.5K
|
|
|
Feb 01, 2024
Q4 2023
|
Telemus Capital, LLC
|
BUY
|
- |
92+ 10.61% |
$40.3K - $53.5K
|
959
$245K
|
|
|
Jan 26, 2024
Q4 2023
|
Janiczek Wealth Management, LLC
|
BUY
|
- |
28New |
$12.3K - $16.3K
|
28
$7.16K
|
|
|
Jan 26, 2024
Q4 2023
|
Ghp Investment Advisors, Inc.
Denver, CO |
BUY
|
- |
24New |
$10.5K - $14K
|
24
$6.14K
|
|
|
Jan 18, 2024
Q4 2023
|
Moisand Fitzgerald Tamayo, LLC
|
BUY
|
- |
16New |
$7.01K - $9.3K
|
16
$4.09K
|
|
|
Feb 20, 2024
Q4 2023
|
Able Wealth Management LLC
Lakewood, NJ |
BUY
|
- |
5New |
$2.19K - $2.91K
|
5
$1.28K
|
|
|
Feb 15, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
- |
3New |
$1.32K - $1.74K
|
3
$767
|
|
|
Feb 14, 2024
Q4 2023
|
Punch & Associates Investment Management, Inc.
Edina, MN |
BUY
|
CALL |
3New |
$1.32K - $1.74K
|
3
$767
|
|
| Q3 2023 | |||||||
|
Nov 14, 2023
Q3 2023
|
Michael Burry
Scion Asset Management, LLC
|
BUY
|
PUT |
100KNew |
$45.9M - $53.6M
|
100K
$25.6M
|
|
|
Nov 13, 2023
Q3 2023
|
Gmt Capital Corp
Atlanta, GA |
BUY
|
- |
78.3KNew |
$36M - $41.9M
|
78.3K
$20M
|
|
|
Nov 14, 2023
Q3 2023
|
David A. Siegel
Two Sigma Advisers, LP | New York, Ny
|
BUY
|
- |
46.3KNew |
$21.3M - $24.8M
|
46.3K
$11.8M
|
|
|
Nov 08, 2023
Q3 2023
|
Horizon Family Wealth, Inc.
|
BUY
|
- |
17.7KNew |
$8.13M - $9.48M
|
17.7K
$4.53M
|
|
|
Oct 31, 2023
Q3 2023
|
Parametrica Management LTD
|
BUY
|
- |
1.6KNew |
$735K - $857K
|
1.6K
$409K
|
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1K+ 66.67% |
$459K - $536K
|
2.5K
$639K
|
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
560New |
$257K - $300K
|
560
$143K
|
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
213+ 6.36% |
$97.8K - $114K
|
3.56K
$911K
|
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
122New |
$56K - $65.3K
|
122
$31.2K
|
|
|
Nov 06, 2023
Q3 2023
|
Buck Wealth Strategies, LLC
Denver, CO |
BUY
|
- |
97New |
$44.6K - $52K
|
97
$24.8K
|
|
|
Oct 23, 2023
Q3 2023
|
Sheets Smith Wealth Management
|
BUY
|
- |
65New |
$29.9K - $34.8K
|
65
$16.6K
|
|
|
Oct 24, 2023
Q3 2023
|
Legacy Financial Group LLC
|
BUY
|
- |
35New |
$16.1K - $18.7K
|
35
$8.95K
|
|
|
Nov 13, 2023
Q3 2023
|
Glassman Wealth Services
|
BUY
|
- |
25New |
$11.5K - $13.4K
|
25
$6.39K
|
|
|
Nov 08, 2023
Q3 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10+ 0.46% |
$4.59K - $5.36K
|
2.17K
$554K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Counsel, Inc
|
BUY
|
- |
7New |
$3.22K - $3.75K
|
7
$1.79K
|
|
|
Dec 11, 2023
Q3 2023
|
Headinvest, LLC
Portland, ME |
BUY
|
- |
2New |
$919 - $1.07K
|
2
$511
|
|
| Q2 2023 | |||||||
|
Aug 14, 2023
Q2 2023
|
Valley Financial Management, Inc.
New York, NY |
BUY
|
- |
12.5K+ 171.47% |
$5.02M - $6.46M
|
19.8K
$5.06M
|
|
|
Aug 02, 2023
Q2 2023
|
Otter Creek Advisors, LLC
Palm Beach Gardens, FL |
BUY
|
PUT |
12.5KNew |
$5.01M - $6.46M
|
12.5K
$3.2M
|
|