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 |
---|---|---|---|---|---|---|---|
Aug 29, 2025
Q2 2025
|
Evolution Wealth Management Inc.
Fort Myers, FL |
BUY
|
- |
50New |
$7.74K - $12K
|
50
$12.8K
|
|
Aug 05, 2025
Q2 2025
|
First Horizon Advisors, Inc.
|
BUY
|
- |
49+ 1.35% |
$7.59K - $11.7K
|
3.68K
$942K
|
|
Jul 25, 2025
Q2 2025
|
Cwm, LLC
|
BUY
|
- |
49+ 1.02% |
$7.59K - $11.7K
|
4.85K
$1.24M
|
|
Aug 08, 2025
Q2 2025
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
43+ 0.44% |
$6.66K - $10.3K
|
9.88K
$2.52M
|
|
Jul 30, 2025
Q2 2025
|
Mid American Wealth Advisory Group, Inc.
Kansas City, MO |
BUY
|
- |
42New |
$6.5K - $10K
|
42
$10.7K
|
|
Jul 15, 2025
Q2 2025
|
Patriot Investment Management Inc.
|
BUY
|
- |
41+ 1.49% |
$6.35K - $9.8K
|
2.8K
$716K
|
|
Aug 07, 2025
Q2 2025
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
40+ 1.43% |
$6.19K - $9.56K
|
2.83K
$724K
|
|
Jul 24, 2025
Q2 2025
|
Eastern Bank
|
BUY
|
- |
40+ 8.03% |
$6.19K - $9.56K
|
538
$138K
|
|
Aug 12, 2025
Q2 2025
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
35+ 1.73% |
$5.42K - $8.37K
|
2.05K
$525K
|
|
Jul 30, 2025
Q2 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
33+ 0.91% |
$5.11K - $7.89K
|
3.67K
$939K
|
|
Jul 28, 2025
Q2 2025
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
33+ 0.38% |
$5.11K - $7.89K
|
8.69K
$2.22M
|
|
Aug 11, 2025
Q2 2025
|
Alteri Wealth LLC
Westlake Village, CA |
BUY
|
- |
32+ 0.78% |
$4.96K - $7.65K
|
4.12K
$1.05M
|
|
Jul 21, 2025
Q2 2025
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
30+ 0.79% |
$4.65K - $7.17K
|
3.83K
$979K
|
|
Jul 16, 2025
Q2 2025
|
St Germain D J CO Inc
Springfield, MA |
BUY
|
- |
29New |
$4.49K - $6.93K
|
29
$7.41K
|
|
Aug 12, 2025
Q2 2025
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
28+ 2.49% |
$4.34K - $6.69K
|
1.15K
$295K
|
|
Jul 11, 2025
Q2 2025
|
Diversified Trust CO
|
BUY
|
- |
26+ 1.67% |
$4.03K - $6.22K
|
1.59K
$406K
|
|
Jul 29, 2025
Q2 2025
|
Madison Wealth Partners, Inc
|
BUY
|
- |
25+ 1.17% |
$3.87K - $5.98K
|
2.17K
$553K
|
|
Aug 18, 2025
Q2 2025
|
Hollencrest Capital Management
|
BUY
|
- |
23+ 20.91% |
$3.56K - $5.5K
|
133
$34K
|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
23+ 1.73% |
$3.56K - $5.5K
|
1.35K
$345K
|
|
Aug 13, 2025
Q2 2025
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
22+ 1.86% |
$3.41K - $5.26K
|
1.21K
$309K
|
|
Aug 14, 2025
Q2 2025
|
Toronto Dominion Bank
Toronto, Ontario, A6 |
BUY
|
- |
21+ 50.0% |
$3.25K - $5.02K
|
63
$16.1K
|
|
Aug 13, 2025
Q2 2025
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
21+ 4.48% |
$3.25K - $5.02K
|
490
$125K
|
|
Jul 29, 2025
Q2 2025
|
Riverbend Wealth Management, LLC
Myrtle Beach, SC |
BUY
|
- |
21+ 1.94% |
$3.25K - $5.02K
|
1.11K
$282K
|
|
Aug 06, 2025
Q2 2025
|
South State Corp
|
BUY
|
- |
19New |
$2.94K - $4.54K
|
19
$4.86K
|
|
Aug 15, 2025
Q2 2025
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
16+ 0.89% |
$2.48K - $3.83K
|
1.81K
$463K
|
|
Jul 29, 2025
Q2 2025
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
15+ 0.29% |
$2.32K - $3.59K
|
5.27K
$1.35M
|
|
Aug 11, 2025
Q2 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
BUY
|
- |
14+ 0.84% |
$2.17K - $3.35K
|
1.69K
$431K
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
14+ 4.47% |
$2.17K - $3.35K
|
327
$83.6K
|
|
Aug 04, 2025
Q2 2025
|
Hantz Financial Services, Inc.
|
BUY
|
- |
13New |
$2.01K - $3.11K
|
13
$3.32K
|
|
Aug 01, 2025
Q2 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
12+ 1.04% |
$1.86K - $2.87K
|
1.16K
$298K
|
|
Aug 11, 2025
Q2 2025
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
10+ 12.82% |
$1.55K - $2.39K
|
88
$22.5K
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10+ 0.87% |
$1.55K - $2.39K
|
1.17K
$298K
|
|
Aug 04, 2025
Q2 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
7+ 0.35% |
$1.08K - $1.67K
|
2.01K
$515K
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.47% |
$1.08K - $1.67K
|
1.49K
$382K
|
|
Jul 30, 2025
Q2 2025
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
6+ 0.33% |
$929 - $1.43K
|
1.81K
$461K
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.18% |
$929 - $1.43K
|
3.39K
$867K
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6+ 0.2% |
$929 - $1.43K
|
2.99K
$764K
|
|
Aug 14, 2025
Q2 2025
|
10 Elms LLP
Tulsa, OK |
BUY
|
- |
5+ 0.15% |
$774 - $1.2K
|
3.37K
$860K
|
|
Jul 25, 2025
Q2 2025
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
5+ 0.44% |
$774 - $1.2K
|
1.15K
$294K
|
|
Jul 25, 2025
Q2 2025
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
5+ 0.37% |
$774 - $1.2K
|
1.35K
$346K
|
|
Aug 07, 2025
Q2 2025
|
New England Private Wealth Advisors LLC
Wellesley, MA |
BUY
|
- |
4+ 0.18% |
$619 - $956
|
2.2K
$563K
|
|
Jul 31, 2025
Q2 2025
|
Brighton Jones LLC
|
BUY
|
- |
4+ 0.24% |
$619 - $956
|
1.65K
$421K
|
|
Jul 24, 2025
Q2 2025
|
Cyndeo Wealth Partners, LLC
St. Petersburg, FL |
BUY
|
- |
4+ 0.11% |
$619 - $956
|
3.73K
$955K
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4+ 0.26% |
$619 - $956
|
1.57K
$401K
|
|
Aug 14, 2025
Q2 2025
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
3+ 0.17% |
$465 - $717
|
1.8K
$461K
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.22% |
$465 - $717
|
1.35K
$346K
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$465 - $717
|
1.63K
$417K
|
|
Aug 12, 2025
Q2 2025
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
2+ 0.11% |
$310 - $478
|
1.8K
$461K
|
|
Jul 23, 2025
Q2 2025
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
2+ 0.25% |
$310 - $478
|
803
$205K
|
|
Jul 23, 2025
Q2 2025
|
Mullooly Asset Management, Inc.
Wall Township, NJ |
BUY
|
- |
2+ 0.13% |
$310 - $478
|
1.57K
$401K
|