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 |
---|---|---|---|---|---|---|---|
Jan 23, 2023
Q4 2022
|
Xr Securities LLC
|
BUY
|
CALL |
700New |
$69.7K - $272K
|
700
$179K
|
|
Feb 07, 2023
Q4 2022
|
Boston Family Office LLC
Boston, MA |
BUY
|
- |
694New |
$69.1K - $269K
|
694
$177K
|
|
Feb 09, 2023
Q4 2022
|
Tocqueville Asset Management L.P.
New York, NY |
BUY
|
- |
677New |
$67.4K - $263K
|
677
$173K
|
|
Jan 31, 2023
Q4 2022
|
Chatham Capital Group, Inc.
|
BUY
|
- |
605New |
$60.2K - $235K
|
605
$155K
|
|
Jan 31, 2023
Q4 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
586New |
$58.3K - $227K
|
586
$150K
|
|
Jan 11, 2023
Q4 2022
|
New England Guild Wealth Advisors, Inc.
|
BUY
|
- |
368+ 46.0% |
$36.6K - $143K
|
1.17K
$299K
|
|
Feb 08, 2023
Q4 2022
|
Manchester Financial Inc
|
BUY
|
- |
277+ 2.62% |
$27.6K - $107K
|
10.9K
$2.78M
|
|
Jan 31, 2023
Q4 2022
|
Clearview Wealth Advisors LLC
|
BUY
|
- |
190+ 3800.0% |
$18.9K - $73.7K
|
195
$49.8K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Asset Management LLC
Richmond, VA |
BUY
|
- |
145New |
$14.4K - $56.3K
|
145
$37.1K
|
|
Feb 14, 2023
Q4 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
129+ 10.61% |
$12.8K - $50.1K
|
1.35K
$344K
|
|
Feb 14, 2023
Q4 2022
|
Cary Street Partners Investment Advisory LLC
Richmond, VA |
BUY
|
- |
120New |
$11.9K - $46.6K
|
120
$30.7K
|
|
Feb 07, 2023
Q4 2022
|
Sanford Advisory Services, LLC
|
BUY
|
- |
82+ 2.81% |
$8.16K - $31.8K
|
3K
$767K
|
|
Jan 17, 2023
Q4 2022
|
Romano Brothers And Company
Evanston, IL |
BUY
|
- |
22New |
$2.19K - $8.54K
|
22
$5.62K
|
|
Feb 14, 2023
Q4 2022
|
Financial Freedom, LLC
Cincinnati, OH |
BUY
|
- |
20New |
$1.99K - $7.76K
|
20
$5.11K
|
|
Jan 11, 2023
Q4 2022
|
My Personal Cfo, LLC
|
BUY
|
- |
18New |
$1.79K - $6.98K
|
18
$4.6K
|
|
Jan 26, 2023
Q4 2022
|
Destiny Wealth Partners, LLC
|
BUY
|
- |
17New |
$1.69K - $6.6K
|
17
$4.35K
|
|
Jan 27, 2023
Q4 2022
|
Arcus Capital Partners, LLC
|
BUY
|
- |
11New |
$1.1K - $4.27K
|
11
$2.81K
|
|
Jan 11, 2023
Q4 2022
|
Mc Elhenny Sheffield Capital Management, LLC
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.79K
|
|
Jan 10, 2023
Q4 2022
|
Ewg Elevate Inc.
|
BUY
|
- |
7New |
$697 - $2.72K
|
7
$1.79K
|
|
Feb 14, 2023
Q4 2022
|
Tectonic Advisors LLC
Plano, TX |
BUY
|
- |
6New |
$597 - $2.33K
|
6
$1.53K
|
|
Jan 09, 2023
Q4 2022
|
Align Wealth Management, LLC
Oklahoma City, OK |
BUY
|
- |
2New |
$199 - $776
|
2
$511
|
|
Q3 2022 | |||||||
Nov 14, 2022
Q3 2022
|
Main Management ETF Advisors, LLC
San Francisco, CA |
BUY
|
- |
95.4KNew |
$10.1M - $40.4M
|
95.4K
$24.4M
|
|
Nov 14, 2022
Q3 2022
|
Select Equity Group, L.P.
New York, NY |
BUY
|
PUT |
59.6KNew |
$6.33M - $25.2M
|
59.6K
$15.2M
|
|
Nov 14, 2022
Q3 2022
|
Nfj Investment Group, LLC
Dallas, TX |
BUY
|
- |
51.4KNew |
$5.46M - $21.7M
|
51.4K
$13.1M
|
|
Nov 14, 2022
Q3 2022
|
Hel Ved Capital Management LTD
Central, K3 |
BUY
|
- |
18.4KNew |
$1.96M - $7.8M
|
18.4K
$4.71M
|
|
Oct 25, 2022
Q3 2022
|
Meritage Portfolio Management
|
BUY
|
- |
16.4KNew |
$1.74M - $6.93M
|
16.4K
$4.19M
|
|
Nov 14, 2022
Q3 2022
|
Fortis Capital Management LLC
|
BUY
|
- |
8.3KNew |
$882K - $3.51M
|
8.3K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Susquehanna International Group Ltd.
Dublin, L2 |
BUY
|
- |
4KNew |
$425K - $1.69M
|
4K
$1.02M
|
|
Nov 02, 2022
Q3 2022
|
Dowling & Yahnke LLC
San Diego, CA |
BUY
|
- |
3.84K+ 9.96% |
$408K - $1.63M
|
42.4K
$10.8M
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.87KNew |
$199K - $792K
|
1.87K
$478K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.42K+ 1461.86% |
$151K - $600K
|
1.52K
$387K
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.17KNew |
$124K - $493K
|
1.17K
$298K
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 0.67% |
$16.4K - $65.2K
|
23.1K
$5.91M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
146+ 20.98% |
$15.5K - $61.8K
|
842
$215K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
142+ 9.42% |
$15.1K - $60.1K
|
1.65K
$422K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
133+ 1.4% |
$14.1K - $56.3K
|
9.64K
$2.46M
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
120New |
$12.7K - $50.8K
|
120
$30.7K
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
25New |
$2.66K - $10.6K
|
25
$6.39K
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16New |
$1.7K - $6.77K
|
16
$4.09K
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 44.44% |
$425 - $1.69K
|
13
$3.32K
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1New |
$106 - $423
|
1
$256
|
|
Q2 2022 | |||||||
Aug 12, 2022
Q2 2022
|
Ergoteles LLC
New York, NY |
BUY
|
- |
39KNew |
$13.6M - $18.4M
|
39K
$9.97M
|
|
Aug 15, 2022
Q2 2022
|
Sassicaia Capital Advisers LLC
Jericho, NY |
BUY
|
- |
15KNew |
$5.24M - $7.07M
|
15K
$3.83M
|
|
Aug 08, 2022
Q2 2022
|
Edge Capital Group, LLC
|
BUY
|
- |
4.92KNew |
$1.72M - $2.32M
|
4.92K
$1.26M
|
|
Aug 15, 2022
Q2 2022
|
Verition Fund Management LLC
Greenwich, CT |
BUY
|
- |
3.15K+ 340.6% |
$1.1M - $1.49M
|
4.08K
$1.04M
|
|
Jul 27, 2022
Q2 2022
|
Jackson Hole Capital Partners, LLC
|
BUY
|
- |
2.6KNew |
$909K - $1.23M
|
2.6K
$665K
|
|
Jul 20, 2022
Q2 2022
|
Consolidated Capital Management, LLC
|
BUY
|
- |
1.72KNew |
$602K - $813K
|
1.72K
$440K
|
|
Aug 10, 2022
Q2 2022
|
Wealthsource Partners, LLC
|
BUY
|
- |
1.39KNew |
$485K - $654K
|
1.39K
$354K
|
|
Aug 11, 2022
Q2 2022
|
Q Pula Trading Management LP
New York, NY |
BUY
|
- |
1.31KNew |
$458K - $618K
|
1.31K
$335K
|
|
Sep 21, 2023
Q2 2022
|
Jefferies Group LLC
New York, NY |
BUY
|
- |
1.2K+ 50.0% |
$420K - $566K
|
3.6K
$920K
|