Purchases and Sales Made in Q1 2024 in Ishares Semiconductor ETF (SOXX)

SOXX Quotes by TradingView

This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2024. 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
Apr 24, 2024 Q1 2024
Buttonwood Financial Advisors Inc.

BUY
 -
1.03K
+ 198.07%
$222K - $708K
1.54K $333K
May 13, 2024 Q1 2024
Cedar Wealth Management, LLC

Walnut Creek, CA
BUY
 -
1.03K
New
$222K - $707K
1.03K $221K
Apr 30, 2024 Q1 2024
Mission Wealth Management, LP

BUY
 -
1.02K
New
$222K - $705K
1.02K $220K
May 13, 2024 Q1 2024
Neuberger Berman Group LLC

New York, NY
BUY
 -
1.01K
New
$220K - $699K
1.01K $218K
May 15, 2024 Q1 2024
Hilltop Holdings Inc.

Dallas, TX
BUY
 -
1.01K
+ 194.22%
$218K - $695K
1.53K $329K
May 13, 2024 Q1 2024
Holderness Investments CO

Greensboro, NC
BUY
 -
1.01K
+ 200.0%
$218K - $694K
1.51K $325K
Apr 17, 2024 Q1 2024
Merrion Investment Management Co, LLC

BUY
 -
1K
+ 200.0%
$217K - $690K
1.5K $323K
Apr 11, 2024 Q1 2024
Rfg Advisory, LLC

Birmingham, AL
BUY
 -
1K
+ 202.02%
$217K - $690K
1.5K $322K
May 03, 2024 Q1 2024
Southern Capital Advisors, LLC

BUY
 -
989
New
$214K - $682K
989 $213K
May 08, 2024 Q1 2024
Interchange Capital Partners, LLC

BUY
 -
973
New
$211K - $671K
973 $210K
May 14, 2024 Q1 2024
Modera Wealth Management, LLC

BUY
 -
964
+ 200.0%
$209K - $665K
1.45K $312K
Apr 19, 2024 Q1 2024
Tempus Wealth Planning, LLC

BUY
 -
963
New
$209K - $664K
963 $207K
May 14, 2024 Q1 2024
Creative One Wealth, LLC

Overland Park, KS
BUY
 -
960
New
$208K - $662K
960 $207K
Apr 17, 2024 Q1 2024
Cedar Brook Financial Partners, LLC

Cleveland, OH
BUY
 -
957
New
$207K - $660K
957 $206K
Apr 22, 2024 Q1 2024
Strategies Wealth Advisors, LLC

Grand Rapids, MI
BUY
 -
955
New
$207K - $659K
955 $206K
May 14, 2024 Q1 2024
Stelac Advisory Services LLC

New York, NY
BUY
 -
950
+ 200.0%
$206K - $655K
1.43K $307K
May 15, 2024 Q1 2024
Lm Advisors LLC

San Diego, CA
BUY
 -
944
+ 200.0%
$205K - $651K
1.42K $305K
May 03, 2024 Q1 2024
Wbi Investments, Inc.

BUY
 -
942
New
$204K - $650K
942 $203K
Apr 29, 2024 Q1 2024
Yarger Wealth Strategies, LLC

Westerville, OH
BUY
 -
941
New
$204K - $649K
941 $203K
Apr 15, 2024 Q1 2024
Chicago Capital, LLC

BUY
 -
939
New
$204K - $648K
939 $202K
May 09, 2024 Q1 2024
Orion Portfolio Solutions, LLC

BUY
 -
936
New
$203K - $645K
936 $202K
May 02, 2024 Q1 2024
Welch & Forbes LLC

BUY
 -
932
+ 200.0%
$202K - $643K
1.4K $301K
May 15, 2024 Q1 2024
Whalerock Point Partners, LLC

Providence, RI
BUY
 -
930
+ 200.0%
$202K - $641K
1.4K $301K
May 06, 2024 Q1 2024
Shared Vision Wealth Group LLC

Carlsbad, X1
BUY
 -
927
New
$201K - $639K
927 $200K
May 10, 2024 Q1 2024
Boston Financial Mangement LLC

Boston, MA
BUY
 -
920
New
$199K - $634K
920 $198K
May 15, 2024 Q1 2024
Oliver Lagore Vanvalin Investment Group

Flint, MI
BUY
 -
911
New
$197K - $628K
911 $196K
Apr 23, 2024 Q1 2024
Swisher Financial Concepts, Inc.

Westerville, OH
BUY
 -
905
New
$196K - $624K
905 $195K
May 15, 2024 Q1 2024
Novak & Powell Financial Services, Inc.

St. Petersburg, FL
BUY
 -
900
+ 200.0%
$195K - $621K
1.35K $291K
May 14, 2024 Q1 2024
Arrowroot Family Office, LLC

Marina Del Rey, CA
BUY
 -
900
New
$195K - $621K
900 $194K
May 13, 2024 Q1 2024
Legacy Financial Group, Inc.

Tulsa, OK
BUY
 -
900
New
$195K - $621K
900 $194K
May 10, 2024 Q1 2024
Lowery Thomas, LLC

San Francisco, CA
BUY
 -
899
New
$195K - $620K
899 $194K
May 02, 2024 Q1 2024
Rinkey Investments

San Diego, CA
BUY
 -
898
+ 200.0%
$195K - $619K
1.35K $290K
Apr 15, 2024 Q1 2024
Procyon Advisors, LLC

BUY
 -
888
New
$192K - $612K
888 $191K
May 02, 2024 Q1 2024
Liberty Wealth Management LLC

Oakland, CA
BUY
 -
886
+ 238.81%
$192K - $611K
1.26K $271K
May 02, 2024 Q1 2024
Financial Counselors Inc

BUY
 -
885
+ 210.71%
$192K - $610K
1.31K $281K
May 09, 2024 Q1 2024
Leo Wealth, LLC

Hurst, TX
BUY
 -
885
New
$192K - $610K
885 $191K
May 13, 2024 Q1 2024
Fernwood Investment Management, LLC

Quincy, MA
BUY
 -
885
New
$192K - $610K
885 $191K
May 07, 2024 Q1 2024
Kcm Investment Advisors LLC

Greenbrae, CA
BUY
 -
885
+ 186.71%
$192K - $610K
1.36K $293K
Apr 15, 2024 Q1 2024
Sound Income Strategies, LLC

BUY
 -
881
New
$191K - $608K
881 $190K
May 10, 2024 Q1 2024
Edgestream Partners, L.P.

Princeton, NJ
BUY
 -
879
+ 72.23%
$191K - $606K
2.1K $452K
May 10, 2024 Q1 2024
Brown Brothers Harriman & CO

New York, NY
BUY
 -
879
+ 14650.0%
$191K - $606K
885 $191K
Apr 19, 2024 Q1 2024
Trust Point Inc.

La Crosse, WI
BUY
 -
864
+ 200.0%
$187K - $596K
1.3K $279K
May 15, 2024 Q1 2024
Sweeney & Michel, LLC

Chico, CA
BUY
 -
855
+ 164.42%
$185K - $590K
1.38K $296K
May 10, 2024 Q1 2024
Beaumont Financial Advisors, LLC

Needham, DE
BUY
 -
849
+ 67.87%
$184K - $585K
2.1K $452K
Apr 23, 2024 Q1 2024
Busey Wealth Management

BUY
 -
848
+ 200.0%
$184K - $585K
1.27K $274K
Apr 24, 2024 Q1 2024
Heirloom Wealth Management

Greenwood Village, CO
BUY
 -
834
+ 188.26%
$181K - $575K
1.28K $275K
May 09, 2024 Q1 2024
Nwam LLC

Mercer Island, WA
BUY
 -
815
+ 200.25%
$177K - $562K
1.22K $263K
May 15, 2024 Q1 2024
Icon Wealth Advisors, LLC

Houston, TX
BUY
 -
804
+ 200.0%
$174K - $554K
1.21K $260K
Apr 16, 2024 Q1 2024
Wbh Advisory Inc

BUY
 -
800
+ 200.0%
$173K - $552K
1.2K $259K

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