Latest Institutional Sells of Ishares Semiconductor ETF (SOXX)
This list provides information on the latest institutional transactions involving Ishares Semiconductor ETF (SOXX) stock that were sells. 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 sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Feb 12, 2024
Q4 2023
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-1- 50.0% |
$438 - $581
|
1
$238
|
|
Jan 29, 2024
Q4 2023
|
Meitav Dash Investments LTD
|
SELL
|
- |
-1- 0.02% |
$438 - $581
|
4.24K
$1.01M
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-13.2K- 17.77% |
$6.08M - $7.09M
|
61.3K
$14.6M
|
|
Nov 08, 2023
Q3 2023
|
Keybank National Association
|
SELL
|
- |
-567- 28.88% |
$260K - $304K
|
1.4K
$332K
|
|
Q2 2023 | |||||||
Feb 10, 2025
Q2 2023
|
Ramiah Investment Group
Brookfield, WI |
SELL
|
- |
-20.4KClosed |
$8.17M - $10.5M
|
0
$0
|
|
Jul 13, 2023
Q2 2023
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-1.89K- 82.53% |
$756K - $974K
|
399
$94.8K
|
|
Jul 31, 2023
Q2 2023
|
Seven Springs Wealth Group, LLC
|
SELL
|
- |
-1.06K- 58.56% |
$427K - $550K
|
753
$179K
|
|
Aug 04, 2023
Q2 2023
|
Insight 2811, Inc.
Chicago, IL |
SELL
|
- |
-287- 28.25% |
$115K - $148K
|
729
$173K
|
|
Jul 24, 2023
Q2 2023
|
Wealthpoint, LLC
|
SELL
|
- |
-207- 31.22% |
$83K - $107K
|
456
$108K
|
|
Jan 12, 2024
Q2 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
SELL
|
- |
-194- 28.49% |
$77.8K - $100K
|
487
$116K
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-18- 3.57% |
$7.22K - $9.3K
|
486
$115K
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4- 0.78% |
$1.6K - $2.07K
|
506
$120K
|
|
Q1 2023 | |||||||
Jan 10, 2025
Q1 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-2.9K- 78.38% |
$999K - $1.29M
|
800
$190K
|
|
May 16, 2023
Q1 2023
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-714- 55.14% |
$246K - $317K
|
581
$138K
|
|
May 11, 2023
Q1 2023
|
Ironwood Investment Counsel, LLC
|
SELL
|
- |
-411- 42.37% |
$142K - $183K
|
559
$133K
|
|
May 12, 2023
Q1 2023
|
Old Mission Capital LLC
|
SELL
|
- |
-179- 3.98% |
$61.7K - $79.6K
|
4.32K
$1.03M
|
|
Apr 17, 2023
Q1 2023
|
Vigilare Wealth Management
|
SELL
|
- |
-59- 9.88% |
$20.3K - $26.2K
|
538
$128K
|
|
May 10, 2023
Q1 2023
|
Redw Wealth LLC
|
SELL
|
- |
-20- 2.94% |
$6.89K - $8.89K
|
660
$157K
|
|
Apr 12, 2023
Q1 2023
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-8- 0.77% |
$2.76K - $3.56K
|
1.03K
$244K
|
|
Q4 2022 | |||||||
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
SELL
|
- |
-1.94K- 5.04% |
$194K - $754K
|
36.6K
$8.71M
|
|
Jan 10, 2023
Q4 2022
|
Phocas Financial Corp.
Alameda, CA |
SELL
|
- |
-722- 78.31% |
$71.9K - $280K
|
200
$47.5K
|
|
Jan 18, 2023
Q4 2022
|
Magnolia Capital Management LTD
|
SELL
|
- |
-230- 39.32% |
$22.9K - $89.2K
|
355
$84.4K
|
|
Feb 08, 2023
Q4 2022
|
Advisors Preferred, LLC
Rockville, MD |
SELL
|
- |
-3- 3.0% |
$299 - $1.16K
|
97
$23K
|
|
Q3 2022 | |||||||
Oct 21, 2022
Q3 2022
|
Demars Financial Group, LLC
|
SELL
|
- |
-8.14K- 91.55% |
$865K - $3.45M
|
751
$178K
|
|
Oct 18, 2022
Q3 2022
|
Karp Capital Management Corp
|
SELL
|
- |
-6.15KClosed |
$653K - $2.6M
|
0
$0
|
|
Oct 25, 2022
Q3 2022
|
Fifth Third Securities, Inc.
|
SELL
|
- |
-1.04K- 24.49% |
$110K - $438K
|
3.19K
$758K
|
|
Nov 14, 2022
Q3 2022
|
Alerus Financial Na
Grand Forks, ND |
SELL
|
- |
-748Closed |
$79.5K - $317K
|
0
$0
|
|
Mar 14, 2023
Q3 2022
|
Private Portfolio Partners LLC
|
SELL
|
- |
-205- 16.36% |
$21.8K - $86.8K
|
1.05K
$249K
|
|
Nov 14, 2022
Q3 2022
|
Pictet Asset Management Sa
Geneva 73, V8 |
SELL
|
- |
-61- 7.16% |
$6.48K - $25.8K
|
791
$188K
|
|
Nov 14, 2022
Q3 2022
|
Covington Capital Management
|
SELL
|
- |
-42- 17.21% |
$4.46K - $17.8K
|
202
$48K
|
|
Nov 14, 2022
Q3 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
SELL
|
- |
-4- 22.22% |
$425 - $1.69K
|
14
$3.33K
|
|
Q2 2022 | |||||||
Jul 25, 2022
Q2 2022
|
Mivtachim The Workers Social Insurance Fund Ltd. (Under Special Management)
|
SELL
|
- |
-99.8KClosed |
$34.9M - $47.1M
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Intrinsic Edge Capital Management LLC
Chicago, IL |
SELL
|
PUT |
-50KClosed |
$17.5M - $23.6M
|
0
$0
|
|
Aug 17, 2022
Q2 2022
|
Castleview Partners, LLC
Dallas, TX |
SELL
|
- |
-16.4K- 99.83% |
$5.73M - $7.74M
|
28
$6.65K
|
|
Aug 15, 2022
Q2 2022
|
American Planning Services, Inc.
Sun City Center, FL |
SELL
|
- |
-10.7K- 90.21% |
$3.74M - $5.04M
|
1.16K
$276K
|
|
Aug 15, 2022
Q2 2022
|
Blue Crest Capital Management LTD
St Helier, Y9 |
SELL
|
PUT |
-5KClosed |
$1.75M - $2.36M
|
0
$0
|
|
Jul 11, 2022
Q2 2022
|
Foresight Capital Management Advisors, Inc.
|
SELL
|
- |
-4.83KClosed |
$1.69M - $2.28M
|
0
$0
|
|
Aug 02, 2022
Q2 2022
|
E Rn Financial, LLC
|
SELL
|
- |
-4.67K- 54.2% |
$1.63M - $2.2M
|
3.95K
$938K
|
|
Jul 29, 2022
Q2 2022
|
Spectrum Management Group, LLC
|
SELL
|
- |
-3.25KClosed |
$1.13M - $1.53M
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Shoker Investment Counsel, Inc.
Oxford, OH |
SELL
|
- |
-3.13KClosed |
$1.1M - $1.48M
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Beck Capital Management, LLC
Austin, TX |
SELL
|
- |
-2.11KClosed |
$737K - $995K
|
0
$0
|
|
Aug 04, 2022
Q2 2022
|
Parker Investment Management, LLC
|
SELL
|
- |
-1.9KClosed |
$663K - $894K
|
0
$0
|
|
Aug 12, 2022
Q2 2022
|
Camarda Financial Advisors, LLC
Fleming Island, FL |
SELL
|
- |
-1.73KClosed |
$604K - $815K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
B&D White Capital Company, LLC
|
SELL
|
- |
-1.41KClosed |
$493K - $665K
|
0
$0
|
|
Jul 28, 2022
Q2 2022
|
Avestar Capital, LLC
|
SELL
|
- |
-1.11KClosed |
$387K - $522K
|
0
$0
|
|
Jul 20, 2022
Q2 2022
|
Crescent Grove Advisors, LLC
|
SELL
|
- |
-1.05KClosed |
$366K - $494K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
SELL
|
- |
-991Closed |
$346K - $467K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Alpha Star Capital Management, LLC
|
SELL
|
- |
-564Closed |
$197K - $266K
|
0
$0
|
|
Aug 05, 2022
Q2 2022
|
Wj Wealth Management, LLC
|
SELL
|
- |
-533Closed |
$186K - $251K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Americana Partners, LLC
Houston, TX |
SELL
|
- |
-525Closed |
$184K - $248K
|
0
$0
|