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 12, 2022
Q1 2022
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
62+ 23.75% |
$26.1K - $34.3K
|
323
$70.5K
|
|
Apr 19, 2022
Q1 2022
|
Apeiron Ria LLC
|
BUY
|
- |
59+ 3.28% |
$24.8K - $32.6K
|
1.86K
$406K
|
|
May 13, 2022
Q1 2022
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
BUY
|
- |
58+ 100.0% |
$24.4K - $32.1K
|
116
$25.3K
|
|
May 04, 2022
Q1 2022
|
Carl Stuart Investment Advisor, Inc
Austin, TX |
BUY
|
- |
56New |
$23.5K - $31K
|
56
$12.2K
|
|
Apr 19, 2022
Q1 2022
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
56+ 5.23% |
$23.5K - $31K
|
1.13K
$246K
|
|
May 12, 2022
Q1 2022
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
54+ 2.01% |
$22.7K - $29.9K
|
2.74K
$598K
|
|
May 03, 2022
Q1 2022
|
Center For Financial Planning, Inc.
Southfied, MI |
BUY
|
- |
53New |
$22.3K - $29.3K
|
53
$11.6K
|
|
Apr 13, 2022
Q1 2022
|
Executive Wealth Management, LLC
|
BUY
|
- |
52+ 7.1% |
$21.9K - $28.8K
|
784
$171K
|
|
May 12, 2022
Q1 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
BUY
|
- |
50+ 12.5% |
$21K - $27.7K
|
450
$98.2K
|
|
May 16, 2022
Q1 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
50+ 24.88% |
$21K - $27.7K
|
251
$54.8K
|
|
May 04, 2022
Q1 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
44+ 6.01% |
$18.5K - $24.3K
|
776
$169K
|
|
May 16, 2022
Q1 2022
|
Cibc Private Wealth Group, LLC
|
BUY
|
- |
43New |
$18.1K - $23.8K
|
43
$9.38K
|
|
Apr 14, 2022
Q1 2022
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
43+ 9.89% |
$18.1K - $23.8K
|
478
$104K
|
|
May 16, 2022
Q1 2022
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
41New |
$17.2K - $22.7K
|
41
$8.94K
|
|
May 02, 2022
Q1 2022
|
Hudock, Inc.
|
BUY
|
- |
40+ 444.44% |
$16.8K - $22.1K
|
49
$10.7K
|
|
May 13, 2022
Q1 2022
|
Brown Brothers Harriman & CO
New York, NY |
BUY
|
- |
40New |
$16.8K - $22.1K
|
40
$8.73K
|
|
Jul 14, 2022
Q1 2022
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
37+ 1.7% |
$15.6K - $20.5K
|
2.22K
$483K
|
|
Apr 15, 2022
Q1 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
36+ 4.76% |
$15.1K - $19.9K
|
792
$173K
|
|
May 10, 2022
Q1 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
30+ 6.04% |
$12.6K - $16.6K
|
527
$115K
|
|
Apr 20, 2022
Q1 2022
|
Gemmer Asset Management LLC
|
BUY
|
- |
30+ 20.0% |
$12.6K - $16.6K
|
180
$39.3K
|
|
May 16, 2022
Q1 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
28+ 3.26% |
$11.8K - $15.5K
|
887
$193K
|
|
May 10, 2022
Q1 2022
|
Stonebridge Financial Planning Group, LLC
|
BUY
|
- |
25+ 0.36% |
$10.5K - $13.8K
|
6.9K
$1.51M
|
|
May 10, 2022
Q1 2022
|
Meeder Asset Management Inc
|
BUY
|
- |
24New |
$10.1K - $13.3K
|
24
$5.24K
|
|
May 16, 2022
Q1 2022
|
Paradigm Financial Partners, LLC
|
BUY
|
- |
24+ 5.16% |
$10.1K - $13.3K
|
489
$107K
|
|
May 11, 2022
Q1 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24+ 5.52% |
$10.1K - $13.3K
|
459
$100K
|
|
Apr 28, 2022
Q1 2022
|
Avitas Wealth Management LLC
|
BUY
|
- |
23+ 1.24% |
$9.67K - $12.7K
|
1.88K
$410K
|
|
May 16, 2022
Q1 2022
|
Hutchens & Kramer Investment Management Group, LLC
Carmel, IN |
BUY
|
- |
22+ 0.67% |
$9.25K - $12.2K
|
3.28K
$716K
|
|
Jul 05, 2022
Q1 2022
|
Willner & Heller, LLC
|
BUY
|
- |
21+ 3.07% |
$8.83K - $11.6K
|
704
$154K
|
|
May 12, 2022
Q1 2022
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
19+ 3.61% |
$7.99K - $10.5K
|
545
$119K
|
|
May 16, 2022
Q1 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
BUY
|
- |
18+ 1.95% |
$7.57K - $9.96K
|
940
$205K
|
|
Apr 27, 2022
Q1 2022
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
18+ 45.0% |
$7.57K - $9.96K
|
58
$12.7K
|
|
May 12, 2022
Q1 2022
|
Bison Wealth, LLC
|
BUY
|
- |
15+ 187.5% |
$6.31K - $8.3K
|
23
$5.02K
|
|
Apr 24, 2024
Q1 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
15+ 0.05% |
$6.31K - $8.3K
|
29.9K
$6.52M
|
|
May 10, 2022
Q1 2022
|
San Luis Wealth Advisors LLC
San Luis Obispo, CA |
BUY
|
- |
15New |
$6.31K - $8.3K
|
15
$3.27K
|
|
May 16, 2022
Q1 2022
|
Wagner Wealth Management, LLC
Greenville, SC |
BUY
|
- |
14+ 100.0% |
$5.88K - $7.74K
|
28
$6.11K
|
|
May 06, 2022
Q1 2022
|
Mufg Americas Holdings Corp
|
BUY
|
- |
14New |
$5.88K - $7.74K
|
14
$3.05K
|
|
May 25, 2022
Q1 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
12+ 1.18% |
$5.04K - $6.64K
|
1.03K
$224K
|
|
Apr 20, 2022
Q1 2022
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
12New |
$5.04K - $6.64K
|
12
$2.62K
|
|
Apr 21, 2022
Q1 2022
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
11+ 5.5% |
$4.62K - $6.08K
|
211
$46K
|
|
May 10, 2022
Q1 2022
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
10+ 1.02% |
$4.2K - $5.53K
|
991
$216K
|
|
Apr 19, 2022
Q1 2022
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$4.2K - $5.53K
|
10
$2.18K
|
|
May 04, 2022
Q1 2022
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
9+ 5.59% |
$3.78K - $4.98K
|
170
$37.1K
|
|
Apr 18, 2022
Q1 2022
|
Capital Market Strategies LLC
|
BUY
|
- |
8+ 0.31% |
$3.36K - $4.42K
|
2.56K
$558K
|
|
May 10, 2022
Q1 2022
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
6+ 1.7% |
$2.52K - $3.32K
|
359
$78.3K
|
|
Apr 26, 2022
Q1 2022
|
Activest Wealth Management
|
BUY
|
- |
6+ 1.2% |
$2.52K - $3.32K
|
507
$111K
|
|
May 03, 2022
Q1 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
6New |
$2.52K - $3.32K
|
6
$1.31K
|
|
May 27, 2022
Q1 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
6+ 60.0% |
$2.52K - $3.32K
|
16
$3.49K
|
|
Apr 20, 2022
Q1 2022
|
Ironwood Financial, LLC
|
BUY
|
- |
6+ 0.45% |
$2.52K - $3.32K
|
1.33K
$291K
|
|
Apr 25, 2022
Q1 2022
|
Tradewinds Capital Management, LLC
|
BUY
|
- |
5New |
$2.1K - $2.77K
|
5
$1.09K
|
|
Apr 18, 2022
Q1 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
5New |
$2.1K - $2.77K
|
5
$1.09K
|