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, 2025
Q1 2025
|
Cvfg LLC
Shelbyville, IN |
BUY
|
- |
164+ 8.26% |
$30.9K - $38.7K
|
2.15K
$511K
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
156+ 2600.0% |
$29.4K - $36.8K
|
162
$38.5K
|
|
May 06, 2025
Q1 2025
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
151+ 0.88% |
$28.4K - $35.6K
|
17.3K
$4.11M
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$28.2K - $35.4K
|
150
$35.6K
|
|
May 13, 2025
Q1 2025
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
150+ 227.27% |
$28.2K - $35.4K
|
216
$51.3K
|
|
May 12, 2025
Q1 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
146+ 1.51% |
$27.5K - $34.4K
|
9.83K
$2.34M
|
|
May 09, 2025
Q1 2025
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
145+ 27.31% |
$27.3K - $34.2K
|
676
$161K
|
|
May 15, 2025
Q1 2025
|
Fwl Investment Management, LLC
|
BUY
|
- |
138+ 131.43% |
$26K - $32.5K
|
243
$57.7K
|
|
May 09, 2025
Q1 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
BUY
|
- |
133+ 14.32% |
$25K - $31.4K
|
1.06K
$252K
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133+ 63.64% |
$25K - $31.4K
|
342
$81.3K
|
|
May 06, 2025
Q1 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
129+ 6.83% |
$24.3K - $30.4K
|
2.02K
$480K
|
|
May 12, 2025
Q1 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
124+ 7.4% |
$23.3K - $29.2K
|
1.8K
$427K
|
|
May 12, 2025
Q1 2025
|
Meridian Wealth Management, LLC
|
BUY
|
- |
120+ 0.36% |
$22.6K - $28.3K
|
33.5K
$7.96M
|
|
Apr 30, 2025
Q1 2025
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
116+ 6.13% |
$21.8K - $27.4K
|
2.01K
$477K
|
|
May 15, 2025
Q1 2025
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
110+ 6.72% |
$20.7K - $25.9K
|
1.75K
$415K
|
|
May 08, 2025
Q1 2025
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
109+ 2.02% |
$20.5K - $25.7K
|
5.5K
$1.31M
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
108+ 3.22% |
$20.3K - $25.5K
|
3.47K
$823K
|
|
May 15, 2025
Q1 2025
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
107+ 6.81% |
$20.1K - $25.2K
|
1.68K
$399K
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107New |
$20.1K - $25.2K
|
107
$25.4K
|
|
May 01, 2025
Q1 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
105+ 4.23% |
$19.8K - $24.8K
|
2.59K
$615K
|
|
Apr 21, 2025
Q1 2025
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
103+ 2.05% |
$19.4K - $24.3K
|
5.12K
$1.22M
|
|
Apr 30, 2025
Q1 2025
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
97+ 1.68% |
$18.3K - $22.9K
|
5.86K
$1.39M
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
92+ 6.84% |
$17.3K - $21.7K
|
1.44K
$341K
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
82+ 7.67% |
$15.4K - $19.3K
|
1.15K
$274K
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
78New |
$14.7K - $18.4K
|
78
$18.5K
|
|
Apr 10, 2025
Q1 2025
|
Cypress Wealth Services, LLC
|
BUY
|
- |
78+ 4.79% |
$14.7K - $18.4K
|
1.71K
$406K
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$14.1K - $17.7K
|
75
$17.8K
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
70+ 50.0% |
$13.2K - $16.5K
|
210
$49.9K
|
|
Apr 15, 2025
Q1 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
67+ 4.32% |
$12.6K - $15.8K
|
1.62K
$384K
|
|
May 02, 2025
Q1 2025
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
63+ 2.24% |
$11.9K - $14.9K
|
2.87K
$682K
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 146.51% |
$11.9K - $14.9K
|
106
$25.2K
|
|
May 06, 2025
Q1 2025
|
Ae Wealth Management LLC
|
BUY
|
- |
62+ 1.46% |
$11.7K - $14.6K
|
4.31K
$1.02M
|
|
May 01, 2025
Q1 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
61New |
$11.5K - $14.4K
|
61
$14.5K
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$11.3K - $14.1K
|
60
$14.3K
|
|
Apr 24, 2025
Q1 2025
|
Money Concepts Capital Corp
|
BUY
|
- |
58+ 0.53% |
$10.9K - $13.7K
|
11.1K
$2.64M
|
|
May 09, 2025
Q1 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
BUY
|
- |
55New |
$10.3K - $13K
|
55
$13.1K
|
|
May 15, 2025
Q1 2025
|
Signature Estate & Investment Advisors LLC
|
BUY
|
- |
54+ 4.74% |
$10.2K - $12.7K
|
1.19K
$284K
|
|
Apr 25, 2025
Q1 2025
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
51+ 2.54% |
$9.6K - $12K
|
2.06K
$489K
|
|
May 13, 2025
Q1 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
50+ 1.51% |
$9.41K - $11.8K
|
3.36K
$798K
|
|
May 02, 2025
Q1 2025
|
Armor Investment Advisors, LLC
|
BUY
|
- |
49+ 0.41% |
$9.22K - $11.6K
|
11.9K
$2.82M
|
|
May 08, 2025
Q1 2025
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
47+ 2.44% |
$8.84K - $11.1K
|
1.97K
$468K
|
|
Apr 28, 2025
Q1 2025
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
47+ 3.97% |
$8.84K - $11.1K
|
1.23K
$293K
|
|
May 09, 2025
Q1 2025
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
46+ 1.45% |
$8.66K - $10.8K
|
3.22K
$766K
|
|
Apr 30, 2025
Q1 2025
|
Principal Securities, Inc.
Des Moines, IA |
BUY
|
- |
45+ 0.81% |
$8.47K - $10.6K
|
5.62K
$1.33M
|
|
Apr 25, 2025
Q1 2025
|
Westside Investment Management, Inc.
|
BUY
|
- |
40+ 1.44% |
$7.53K - $9.43K
|
2.82K
$670K
|
|
May 09, 2025
Q1 2025
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
38+ 3.35% |
$7.15K - $8.96K
|
1.17K
$278K
|
|
Apr 23, 2025
Q1 2025
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
38+ 2.16% |
$7.15K - $8.96K
|
1.8K
$428K
|
|
May 02, 2025
Q1 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
37+ 2.82% |
$6.96K - $8.72K
|
1.35K
$320K
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 11.74% |
$6.59K - $8.25K
|
333
$79.1K
|
|
May 15, 2025
Q1 2025
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
32+ 2.5% |
$6.02K - $7.55K
|
1.31K
$312K
|