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, 2025
Q1 2025
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
795+ 18.75% |
$150K - $187K
|
5.04K
$1.29M
|
|
|
May 09, 2025
Q1 2025
|
Wbh Advisory Inc
|
BUY
|
- |
600+ 52.45% |
$113K - $141K
|
1.74K
$446K
|
|
|
May 02, 2025
Q1 2025
|
Graybill Bartz & Assoc LTD
|
BUY
|
- |
575New |
$108K - $136K
|
575
$147K
|
|
|
May 15, 2025
Q1 2025
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
500+ 12.82% |
$94.1K - $118K
|
4.4K
$1.13M
|
|
|
Apr 24, 2025
Q1 2025
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
497+ 35.02% |
$93.5K - $117K
|
1.92K
$490K
|
|
|
Apr 28, 2025
Q1 2025
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
463+ 36.72% |
$87.1K - $109K
|
1.72K
$441K
|
|
|
May 01, 2025
Q1 2025
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
253+ 9.92% |
$47.6K - $59.7K
|
2.8K
$717K
|
|
|
May 08, 2025
Q1 2025
|
Parkside Financial Bank & Trust
|
BUY
|
- |
240New |
$45.2K - $56.6K
|
240
$61.4K
|
|
|
Apr 14, 2025
Q1 2025
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
222+ 23.87% |
$41.8K - $52.3K
|
1.15K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Ameriflex Group, Inc.
Las Vegas, NV |
BUY
|
- |
198New |
$37.3K - $46.7K
|
198
$50.6K
|
|
|
May 13, 2025
Q1 2025
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
188+ 2.64% |
$35.4K - $44.3K
|
7.32K
$1.87M
|
|
|
May 12, 2025
Q1 2025
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
186+ 33.63% |
$35K - $43.9K
|
739
$189K
|
|
|
Apr 25, 2025
Q1 2025
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
156+ 2600.0% |
$29.4K - $36.8K
|
162
$41.4K
|
|
|
Aug 14, 2025
Q1 2025
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
154New |
$29K - $36.3K
|
154
$39.4K
|
|
|
May 15, 2025
Q1 2025
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
BUY
|
- |
150New |
$28.2K - $35.4K
|
150
$38.3K
|
|
|
Apr 16, 2025
Q1 2025
|
Iag Wealth Partners, LLC
|
BUY
|
- |
133+ 63.64% |
$25K - $31.4K
|
342
$87.4K
|
|
|
May 15, 2025
Q1 2025
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
108+ 3.22% |
$20.3K - $25.5K
|
3.47K
$886K
|
|
|
Apr 22, 2025
Q1 2025
|
Garde Capital, Inc.
Seattle, WA |
BUY
|
- |
107New |
$20.1K - $25.2K
|
107
$27.4K
|
|
|
May 14, 2025
Q1 2025
|
Pks Advisory Services, LLC
Albany, NY |
BUY
|
- |
92+ 6.84% |
$17.3K - $21.7K
|
1.44K
$367K
|
|
|
Apr 21, 2025
Q1 2025
|
Well Done, LLC
|
BUY
|
- |
82+ 7.67% |
$15.4K - $19.3K
|
1.15K
$294K
|
|
|
May 15, 2025
Q1 2025
|
Rise Advisors, LLC
|
BUY
|
- |
78New |
$14.7K - $18.4K
|
78
$19.9K
|
|
|
Apr 25, 2025
Q1 2025
|
Morton Brown Family Wealth, LLC
|
BUY
|
- |
75New |
$14.1K - $17.7K
|
75
$19.2K
|
|
|
May 08, 2025
Q1 2025
|
Hopwood Financial Services, Inc.
Reston, VA |
BUY
|
- |
70+ 50.0% |
$13.2K - $16.5K
|
210
$53.7K
|
|
|
Apr 29, 2025
Q1 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
63+ 146.51% |
$11.9K - $14.9K
|
106
$27.1K
|
|
|
Apr 30, 2025
Q1 2025
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$11.3K - $14.1K
|
60
$15.3K
|
|
|
Apr 25, 2025
Q1 2025
|
Valley National Advisers Inc
|
BUY
|
- |
35+ 11.74% |
$6.59K - $8.25K
|
333
$85.1K
|
|
|
May 13, 2025
Q1 2025
|
17 Capital Partners, LLC
|
BUY
|
- |
32+ 2.12% |
$6.02K - $7.55K
|
1.54K
$393K
|
|
|
Apr 24, 2025
Q1 2025
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
30+ 4.76% |
$5.65K - $7.07K
|
660
$169K
|
|
|
May 09, 2025
Q1 2025
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
28+ 1.96% |
$5.27K - $6.6K
|
1.45K
$372K
|
|
|
May 01, 2025
Q1 2025
|
Iron Horse Wealth Management, LLC
|
BUY
|
- |
28New |
$5.27K - $6.6K
|
28
$7.16K
|
|
|
May 09, 2025
Q1 2025
|
Wealth Shield Partners, LLC
Cary, NC |
BUY
|
- |
20New |
$3.76K - $4.72K
|
20
$5.11K
|
|
|
May 05, 2025
Q1 2025
|
Mowery & Schoenfeld Wealth Management, LLC
Lincolnshire, IL |
BUY
|
- |
16New |
$3.01K - $3.77K
|
16
$4.09K
|
|
|
May 15, 2025
Q1 2025
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
12+ 0.42% |
$2.26K - $2.83K
|
2.88K
$736K
|
|
|
May 13, 2025
Q1 2025
|
Lm Advisors LLC
San Diego, CA |
BUY
|
- |
12+ 0.85% |
$2.26K - $2.83K
|
1.43K
$365K
|
|
|
May 05, 2025
Q1 2025
|
Winch Advisory Services, LLC
Appleton, WI |
BUY
|
- |
12New |
$2.26K - $2.83K
|
12
$3.07K
|
|
|
May 15, 2025
Q1 2025
|
Guardian Wealth Advisors, LLC
Raleigh, NC |
BUY
|
- |
10+ 333.33% |
$1.88K - $2.36K
|
13
$3.32K
|
|
|
Apr 29, 2025
Q1 2025
|
Hexagon Capital Partners LLC
|
BUY
|
- |
9New |
$1.69K - $2.12K
|
9
$2.3K
|
|
|
Apr 15, 2025
Q1 2025
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
6+ 5.66% |
$1.13K - $1.41K
|
112
$28.6K
|
|
|
Apr 30, 2025
Q1 2025
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.28K
|
|
|
Apr 23, 2025
Q1 2025
|
Bessemer Group Inc
Woodbridge, NJ |
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.28K
|
|
|
Apr 11, 2025
Q1 2025
|
Cranbrook Wealth Management, LLC
|
BUY
|
- |
5New |
$941 - $1.18K
|
5
$1.28K
|
|
|
May 09, 2025
Q1 2025
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
3+ 16.67% |
$565 - $707
|
21
$5.37K
|
|
|
Apr 30, 2025
Q1 2025
|
Arcadia Investment Management Corp
|
BUY
|
- |
2New |
$376 - $472
|
2
$511
|
|
|
May 12, 2025
Q1 2025
|
Sandy Spring Bank
|
BUY
|
- |
1+ 0.11% |
$188 - $236
|
949
$243K
|
|
| Q4 2024 | |||||||
|
Feb 10, 2025
Q4 2024
|
Brooklyn Fi, LLC
New York, NY |
BUY
|
- |
42.2KNew |
$8.92M - $10.1M
|
42.2K
$10.8M
|
|
|
Feb 14, 2025
Q4 2024
|
Flow Traders U.S. LLC
New York, NY |
BUY
|
- |
29.4KNew |
$6.22M - $7.06M
|
29.4K
$7.53M
|
|
|
Feb 07, 2025
Q4 2024
|
Hollencrest Capital Management
|
BUY
|
PUT |
25KNew |
$5.28M - $6M
|
25K
$6.39M
|
|
|
Feb 07, 2025
Q4 2024
|
Independent Advisor Alliance
|
BUY
|
- |
18.5KNew |
$3.92M - $4.45M
|
18.5K
$4.74M
|
|
|
Feb 14, 2025
Q4 2024
|
Whitford Management LLC
New York, NY |
BUY
|
- |
11.8KNew |
$2.5M - $2.84M
|
11.8K
$3.02M
|
|
|
Feb 13, 2025
Q4 2024
|
Barclays PLC
London, X0 |
BUY
|
PUT |
7.1KNew |
$1.5M - $1.7M
|
7.1K
$1.82M
|
|