Purchases and Sales Made in Q1 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2022. The information is specifically focused on institutions that hold shares of ISHARES SEMICONDUCTOR ETF.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
May 13, 2022
Q1 2022
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
BUY
|
- |
320+ 6.06% |
$135K - $177K
|
5.6K
$1.22M
|
|
May 04, 2022
Q1 2022
|
Stephens Inc
|
BUY
|
- |
317+ 49.0% |
$133K - $175K
|
964
$210K
|
|
Apr 13, 2022
Q1 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
312+ 2.23% |
$131K - $173K
|
14.3K
$3.12M
|
|
May 13, 2022
Q1 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
307+ 14.54% |
$129K - $170K
|
2.42K
$527K
|
|
Apr 29, 2022
Q1 2022
|
Parker Investment Management, LLC
|
BUY
|
- |
295+ 18.43% |
$124K - $163K
|
1.9K
$414K
|
|
Apr 26, 2022
Q1 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
289+ 21.03% |
$121K - $160K
|
1.66K
$363K
|
|
Apr 07, 2022
Q1 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
281New |
$118K - $155K
|
281
$61.3K
|
|
May 13, 2022
Q1 2022
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
272+ 8.16% |
$114K - $150K
|
3.61K
$787K
|
|
May 09, 2022
Q1 2022
|
Scotia Capital Inc.
|
BUY
|
- |
266+ 11.17% |
$112K - $147K
|
2.65K
$577K
|
|
May 16, 2022
Q1 2022
|
Personal Capital Advisors Corp
|
BUY
|
- |
259+ 24.74% |
$109K - $143K
|
1.31K
$285K
|
|
May 10, 2022
Q1 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
BUY
|
- |
259New |
$109K - $143K
|
259
$56.5K
|
|
Apr 27, 2022
Q1 2022
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
258+ 5.4% |
$108K - $143K
|
5.03K
$1.1M
|
|
May 06, 2022
Q1 2022
|
South State Corp
|
BUY
|
- |
251New |
$106K - $139K
|
251
$54.8K
|
|
May 05, 2022
Q1 2022
|
National Bank Of Canada
|
BUY
|
- |
250+ 1.03% |
$105K - $138K
|
24.4K
$5.33M
|
|
May 16, 2022
Q1 2022
|
Schroder Investment Management Group
London, X0 |
BUY
|
- |
250New |
$105K - $138K
|
250
$54.5K
|
|
May 02, 2022
Q1 2022
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
243+ 5.78% |
$102K - $134K
|
4.45K
$970K
|
|
May 05, 2022
Q1 2022
|
American Planning Services, Inc.
Sun City Center, FL |
BUY
|
- |
241+ 2.08% |
$101K - $133K
|
11.9K
$2.59M
|
|
Apr 22, 2022
Q1 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
240+ 13.14% |
$101K - $133K
|
2.07K
$451K
|
|
May 13, 2022
Q1 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
233+ 1.26% |
$97.9K - $129K
|
18.8K
$4.1M
|
|
May 13, 2022
Q1 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
232+ 16.56% |
$97.5K - $128K
|
1.63K
$356K
|
|
May 09, 2022
Q1 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
224+ 28.32% |
$94.2K - $124K
|
1.02K
$221K
|
|
May 04, 2022
Q1 2022
|
Prospera Financial Services Inc
|
BUY
|
- |
215+ 25.93% |
$90.4K - $119K
|
1.04K
$228K
|
|
May 04, 2022
Q1 2022
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
200New |
$84.1K - $111K
|
200
$43.6K
|
|
May 04, 2022
Q1 2022
|
Crescent Grove Advisors, LLC
|
BUY
|
- |
196+ 23.03% |
$82.4K - $108K
|
1.05K
$228K
|
|
May 16, 2022
Q1 2022
|
Golden State Wealth Management, LLC
Santa Ana, CA |
BUY
|
- |
188+ 39.75% |
$79K - $104K
|
661
$144K
|
|
May 13, 2022
Q1 2022
|
Keystone Financial Group
|
BUY
|
- |
174+ 15.73% |
$73.1K - $96.2K
|
1.28K
$279K
|
|
Jan 02, 2024
Q1 2022
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
172+ 6.38% |
$72.3K - $95.1K
|
2.87K
$626K
|
|
May 13, 2022
Q1 2022
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
164+ 8.51% |
$68.9K - $90.7K
|
2.09K
$456K
|
|
May 02, 2022
Q1 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
160+ 3.16% |
$67.3K - $88.5K
|
5.22K
$1.14M
|
|
May 05, 2022
Q1 2022
|
Foresight Capital Management Advisors, Inc.
|
BUY
|
- |
151+ 3.23% |
$63.5K - $83.5K
|
4.83K
$1.05M
|
|
May 10, 2022
Q1 2022
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
149+ 18.0% |
$62.6K - $82.4K
|
977
$213K
|
|
May 12, 2022
Q1 2022
|
Quent Capital, LLC
|
BUY
|
- |
120New |
$50.4K - $66.4K
|
120
$26.2K
|
|
Apr 20, 2022
Q1 2022
|
Psi Advisors, LLC
|
BUY
|
- |
115+ 8.55% |
$48.3K - $63.6K
|
1.46K
$318K
|
|
May 13, 2022
Q1 2022
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
114+ 1.8% |
$47.9K - $63.1K
|
6.45K
$1.41M
|
|
May 04, 2022
Q1 2022
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
113+ 8.95% |
$47.5K - $62.5K
|
1.38K
$300K
|
|
May 11, 2022
Q1 2022
|
Heritage Wealth Advisors
|
BUY
|
- |
108New |
$45.4K - $59.7K
|
108
$23.6K
|
|
Apr 21, 2022
Q1 2022
|
Lindbrook Capital, LLC
|
BUY
|
- |
100+ 13.05% |
$42K - $55.3K
|
866
$189K
|
|
Apr 18, 2022
Q1 2022
|
Hbw Advisory Services LLC
|
BUY
|
- |
99+ 19.45% |
$41.6K - $54.8K
|
608
$133K
|
|
May 03, 2022
Q1 2022
|
Fin Trust Capital Advisors, LLC
|
BUY
|
- |
93New |
$39.1K - $51.4K
|
93
$20.3K
|
|
May 16, 2022
Q1 2022
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
92+ 19.17% |
$38.7K - $50.9K
|
572
$125K
|
|
Apr 14, 2022
Q1 2022
|
Advisor Net Financial, Inc
|
BUY
|
- |
90+ 32.85% |
$37.8K - $49.8K
|
364
$79.4K
|
|
May 03, 2022
Q1 2022
|
Cookson Peirce & CO Inc
|
BUY
|
- |
89+ 4.36% |
$37.4K - $49.2K
|
2.13K
$464K
|
|
May 05, 2022
Q1 2022
|
Spectrum Management Group, LLC
|
BUY
|
- |
86+ 2.72% |
$36.1K - $47.6K
|
3.25K
$708K
|
|
May 26, 2022
Q1 2022
|
Gradient Investments LLC
|
BUY
|
- |
85+ 500.0% |
$35.7K - $47K
|
102
$22.2K
|
|
May 02, 2022
Q1 2022
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
82+ 2.73% |
$34.5K - $45.4K
|
3.09K
$673K
|
|
May 16, 2022
Q1 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
81+ 1.66% |
$34K - $44.8K
|
4.98K
$1.09M
|
|
May 12, 2022
Q1 2022
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
80New |
$33.6K - $44.2K
|
80
$17.5K
|
|
May 13, 2022
Q1 2022
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
78+ 222.86% |
$32.8K - $43.1K
|
113
$24.6K
|
|
May 02, 2022
Q1 2022
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
75+ 50.0% |
$31.5K - $41.5K
|
225
$49.1K
|
|
May 13, 2022
Q1 2022
|
Almanack Investment Partners, Llc.
Wayne, PA |
BUY
|
- |
75+ 15.0% |
$31.5K - $41.5K
|
575
$125K
|