Purchases and Sales Made in Q1 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2023. 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 |
|---|---|---|---|---|---|---|---|
|
Jun 05, 2023
Q1 2023
|
Ep Wealth Advisors, LLC
Torrance, CA |
BUY
|
- |
452KNew |
$156M - $201M
|
452K
$97.5M
|
|
|
May 01, 2023
Q1 2023
|
Money Concepts Capital Corp
|
BUY
|
- |
142K+ 2508.22% |
$48.8M - $63M
|
147K
$31.7M
|
|
|
May 12, 2023
Q1 2023
|
Ubs Group Ag
|
BUY
|
- |
119K+ 30.18% |
$41.1M - $53M
|
514K
$111M
|
|
|
May 15, 2023
Q1 2023
|
Nissay Asset Management Corp
Tokyo, M0 |
BUY
|
- |
91.3KNew |
$31.4M - $40.6M
|
91.3K
$19.7M
|
|
|
May 12, 2023
Q1 2023
|
Wells Fargo & Company
San Francisco, CA |
BUY
|
- |
56.2K+ 26.85% |
$19.4M - $25M
|
265K
$57.2M
|
|
|
May 11, 2023
Q1 2023
|
Avalon Trust CO
Santa Fe, NM |
BUY
|
- |
51.5KNew |
$17.7M - $22.9M
|
51.5K
$11.1M
|
|
|
May 15, 2023
Q1 2023
|
Morgan Stanley
New York, NY |
BUY
|
- |
48.8K+ 6.95% |
$16.8M - $21.7M
|
751K
$162M
|
|
|
May 03, 2023
Q1 2023
|
Jump Financial, LLC
Chicago, IL |
BUY
|
- |
45.4KNew |
$15.7M - $20.2M
|
45.4K
$9.79M
|
|
|
May 11, 2023
Q1 2023
|
Jpmorgan Chase & CO
New York, NY |
BUY
|
- |
39.4K+ 14.34% |
$13.6M - $17.5M
|
314K
$67.6M
|
|
|
May 15, 2023
Q1 2023
|
Ken Griffin
Citadel Advisors LLC | Chicago, Il
|
BUY
|
- |
39.1K+ 702.77% |
$13.5M - $17.4M
|
44.6K
$9.61M
|
|
|
May 15, 2023
Q1 2023
|
Ameriprise Financial Inc
Minneapolis, MN |
BUY
|
- |
38.3K+ 53.91% |
$13.2M - $17M
|
109K
$23.6M
|
|
|
May 03, 2023
Q1 2023
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
36.6K+ 883.05% |
$12.6M - $16.3M
|
40.7K
$8.77M
|
|
|
May 15, 2023
Q1 2023
|
Royal Bank Of Canada
Toronto, A6 |
BUY
|
- |
33.7K+ 22.12% |
$11.6M - $15M
|
186K
$40M
|
|
|
May 12, 2023
Q1 2023
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
32.9K+ 185.33% |
$11.3M - $14.6M
|
50.6K
$10.9M
|
|
|
May 12, 2023
Q1 2023
|
Wellington Management Group LLP
Boston, MA |
BUY
|
- |
27KNew |
$9.32M - $12M
|
27K
$5.82M
|
|
|
May 11, 2023
Q1 2023
|
High Tower Advisors, LLC
Chicago, IL |
BUY
|
- |
24.9K+ 78.41% |
$8.58M - $11.1M
|
56.6K
$12.2M
|
|
|
May 11, 2023
Q1 2023
|
Envestnet Asset Management Inc
|
BUY
|
- |
24.7K+ 45.69% |
$8.53M - $11M
|
78.9K
$17M
|
|
|
May 11, 2023
Q1 2023
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
22.6KNew |
$7.79M - $10M
|
22.6K
$4.87M
|
|
|
May 16, 2023
Q1 2023
|
Susquehanna International Group, LLP
Bala Cynwyd, PA |
BUY
|
- |
21K+ 46.19% |
$7.25M - $9.35M
|
66.6K
$14.3M
|
|
|
May 04, 2023
Q1 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
20.8K+ 111.09% |
$7.18M - $9.26M
|
39.6K
$8.52M
|
|
|
May 15, 2023
Q1 2023
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
16.5KNew |
$5.7M - $7.36M
|
16.5K
$3.56M
|
|
|
Apr 14, 2023
Q1 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
16.3KNew |
$5.6M - $7.23M
|
16.3K
$3.5M
|
|
|
May 02, 2023
Q1 2023
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
15.9K+ 188.46% |
$5.48M - $7.07M
|
24.3K
$5.24M
|
|
|
May 05, 2023
Q1 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
15KNew |
$5.18M - $6.69M
|
15K
$3.24M
|
|
|
Apr 10, 2023
Q1 2023
|
Northstar Advisory Group, LLC
|
BUY
|
- |
14.6KNew |
$5.04M - $6.51M
|
14.6K
$3.15M
|
|
|
Apr 19, 2023
Q1 2023
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
14.5K+ 4692.56% |
$5M - $6.45M
|
14.8K
$3.19M
|
|
|
May 12, 2023
Q1 2023
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
BUY
|
- |
14.4K+ 18.29% |
$4.97M - $6.41M
|
93.3K
$20.1M
|
|
|
May 09, 2023
Q1 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
12.2KNew |
$4.19M - $5.41M
|
12.2K
$2.62M
|
|
|
Apr 26, 2023
Q1 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
11.9KNew |
$4.11M - $5.31M
|
11.9K
$2.57M
|
|
|
May 10, 2023
Q1 2023
|
Lpl Financial LLC
Fort Mill, SC |
BUY
|
- |
11.9K+ 7.69% |
$4.09M - $5.28M
|
166K
$35.8M
|
|
|
May 15, 2023
Q1 2023
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
11.8K+ 287.38% |
$4.05M - $5.23M
|
15.8K
$3.41M
|
|
|
May 12, 2023
Q1 2023
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
11.3KNew |
$3.91M - $5.04M
|
11.3K
$2.44M
|
|
|
May 10, 2023
Q1 2023
|
Private Advisor Group, LLC
|
BUY
|
- |
10.9KNew |
$3.77M - $4.86M
|
10.9K
$2.36M
|
|
|
May 09, 2023
Q1 2023
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
10.6K+ 33.93% |
$3.65M - $4.71M
|
41.8K
$9.01M
|
|
|
May 15, 2023
Q1 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
10.3KNew |
$3.53M - $4.56M
|
10.3K
$2.21M
|
|
|
May 11, 2023
Q1 2023
|
Commonwealth Equity Services, LLC
|
BUY
|
- |
9.54K+ 19.85% |
$3.29M - $4.24M
|
57.6K
$12.4M
|
|
|
Apr 20, 2023
Q1 2023
|
Well Done, LLC
|
BUY
|
- |
9.2KNew |
$3.17M - $4.09M
|
9.2K
$1.98M
|
|
|
May 11, 2023
Q1 2023
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
7.22KNew |
$2.49M - $3.21M
|
7.22K
$1.55M
|
|
|
May 08, 2023
Q1 2023
|
Greenup Street Wealth Management LLC
|
BUY
|
- |
7.03K+ 90.59% |
$2.42M - $3.12M
|
14.8K
$3.18M
|
|
|
Jul 17, 2024
Q1 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
6.9K+ 69000.0% |
$2.38M - $3.07M
|
6.91K
$1.49M
|
|
|
May 09, 2023
Q1 2023
|
Spire Wealth Management
|
BUY
|
- |
6.34K+ 1339.32% |
$2.18M - $2.82M
|
6.81K
$1.47M
|
|
|
May 10, 2023
Q1 2023
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
4.57KNew |
$1.57M - $2.03M
|
4.57K
$984K
|
|
|
May 12, 2023
Q1 2023
|
Sowell Financial Services LLC
North Little Rock, AR |
BUY
|
- |
4.44KNew |
$1.53M - $1.98M
|
4.44K
$957K
|
|
|
May 11, 2023
Q1 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
4.41KNew |
$1.52M - $1.96M
|
4.41K
$951K
|
|
|
Apr 25, 2023
Q1 2023
|
Bank Hapoalim Bm
|
BUY
|
- |
4.06K+ 25.83% |
$1.4M - $1.81M
|
19.8K
$4.26M
|
|
|
May 15, 2023
Q1 2023
|
Manufacturers Life Insurance Company, The
Toronto, A6 |
BUY
|
- |
3.87KNew |
$1.33M - $1.72M
|
3.87K
$833K
|
|
|
May 17, 2023
Q1 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
3.56K+ 30.14% |
$1.23M - $1.58M
|
15.4K
$3.31M
|
|
|
May 11, 2023
Q1 2023
|
True Private Wealth Advisors
|
BUY
|
- |
3.51KNew |
$1.21M - $1.56M
|
3.51K
$755K
|
|
|
May 11, 2023
Q1 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
3.3K+ 58.42% |
$1.14M - $1.47M
|
8.96K
$1.93M
|
|
|
Apr 07, 2023
Q1 2023
|
Capital Cs Group, LLC
|
BUY
|
- |
3.2KNew |
$1.1M - $1.42M
|
3.2K
$689K
|