Purchases and Sales Made in Q1 2024 in Ishares Semiconductor ETF (SOXX)
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 |
|---|---|---|---|---|---|---|---|
|
Aug 08, 2024
Q1 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
799New |
$173K - $551K
|
799
$169K
|
|
|
May 13, 2024
Q1 2024
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
792+ 200.0% |
$172K - $546K
|
1.19K
$251K
|
|
|
May 07, 2024
Q1 2024
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
790+ 200.0% |
$171K - $545K
|
1.19K
$251K
|
|
|
May 14, 2024
Q1 2024
|
Johnson Financial Group, Inc.
Racine, WI |
BUY
|
- |
788+ 194.09% |
$171K - $543K
|
1.19K
$253K
|
|
|
May 13, 2024
Q1 2024
|
Basso Capital Management, L.P.
Stamford, CT |
BUY
|
- |
786+ 140.11% |
$170K - $542K
|
1.35K
$285K
|
|
|
May 07, 2024
Q1 2024
|
All Square Wealth Management LLC
Albany, NY |
BUY
|
- |
780+ 200.0% |
$169K - $538K
|
1.17K
$248K
|
|
|
Apr 29, 2024
Q1 2024
|
Hazlett, Burt & Watson, Inc.
|
BUY
|
- |
763+ 199.74% |
$165K - $526K
|
1.15K
$242K
|
|
|
May 15, 2024
Q1 2024
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
761+ 126.62% |
$165K - $525K
|
1.36K
$288K
|
|
|
May 09, 2024
Q1 2024
|
Journey Advisory Group, LLC
|
BUY
|
- |
760+ 190.0% |
$165K - $524K
|
1.16K
$246K
|
|
|
Apr 10, 2024
Q1 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
757+ 200.26% |
$164K - $522K
|
1.14K
$240K
|
|
|
May 09, 2024
Q1 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
757+ 342.53% |
$164K - $522K
|
978
$207K
|
|
|
Apr 29, 2024
Q1 2024
|
Adviser Investments LLC
|
BUY
|
- |
745+ 196.05% |
$161K - $514K
|
1.13K
$238K
|
|
|
May 10, 2024
Q1 2024
|
Syntegra Private Wealth Group, LLC
Chesterfield, MO |
BUY
|
- |
742+ 200.0% |
$161K - $512K
|
1.11K
$236K
|
|
|
May 08, 2024
Q1 2024
|
Mwa Asset Management
Lexington, MA |
BUY
|
- |
742+ 213.22% |
$161K - $512K
|
1.09K
$231K
|
|
|
Apr 25, 2024
Q1 2024
|
Fielder Capital Group LLC
Nashville, TN |
BUY
|
- |
736+ 200.0% |
$160K - $508K
|
1.1K
$234K
|
|
|
May 14, 2024
Q1 2024
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
725+ 863.1% |
$157K - $500K
|
809
$171K
|
|
|
May 10, 2024
Q1 2024
|
Jacobi Capital Management LLC
|
BUY
|
- |
724+ 192.04% |
$157K - $499K
|
1.1K
$233K
|
|
|
May 01, 2024
Q1 2024
|
Holistic Planning, LLC
Nacogdoches, TX |
BUY
|
- |
724+ 176.59% |
$157K - $499K
|
1.13K
$240K
|
|
|
Apr 19, 2024
Q1 2024
|
Rosenberg Matthew Hamilton
|
BUY
|
- |
720+ 200.0% |
$156K - $497K
|
1.08K
$229K
|
|
|
Apr 15, 2024
Q1 2024
|
Cypress Wealth Services, LLC
|
BUY
|
- |
716+ 200.0% |
$155K - $494K
|
1.07K
$227K
|
|
|
May 09, 2024
Q1 2024
|
Waldron Private Wealth LLC
|
BUY
|
- |
702+ 190.76% |
$152K - $484K
|
1.07K
$226K
|
|
|
May 16, 2024
Q1 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
681+ 180.16% |
$148K - $470K
|
1.06K
$224K
|
|
|
May 08, 2024
Q1 2024
|
Sandy Spring Bank
|
BUY
|
- |
645+ 199.69% |
$140K - $445K
|
968
$205K
|
|
|
Apr 19, 2024
Q1 2024
|
Cornerstone Wealth Management, LLC
|
BUY
|
- |
639+ 147.92% |
$139K - $441K
|
1.07K
$227K
|
|
|
May 10, 2024
Q1 2024
|
Patten & Patten Inc
|
BUY
|
- |
635+ 171.62% |
$138K - $438K
|
1.01K
$213K
|
|
|
Apr 22, 2024
Q1 2024
|
Main Street Financial Solutions, LLC
|
BUY
|
- |
633+ 178.31% |
$137K - $437K
|
988
$209K
|
|
|
Apr 24, 2024
Q1 2024
|
Private Trust CO Na
|
BUY
|
- |
626+ 288.48% |
$136K - $432K
|
843
$178K
|
|
|
May 14, 2024
Q1 2024
|
Glenview Trust CO
Louisville, KY |
BUY
|
- |
623+ 153.07% |
$135K - $430K
|
1.03K
$218K
|
|
|
May 16, 2024
Q1 2024
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
601+ 46.16% |
$130K - $414K
|
1.9K
$403K
|
|
|
Apr 12, 2024
Q1 2024
|
Ignite Planners, LLC
|
BUY
|
- |
595+ 60.78% |
$129K - $410K
|
1.57K
$333K
|
|
|
Apr 22, 2024
Q1 2024
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
592+ 84.57% |
$128K - $408K
|
1.29K
$273K
|
|
|
Apr 30, 2024
Q1 2024
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
552+ 200.73% |
$120K - $381K
|
827
$175K
|
|
|
May 09, 2024
Q1 2024
|
Princeton Capital Management LLC
Red Bank, NJ |
BUY
|
- |
538+ 144.62% |
$117K - $371K
|
910
$193K
|
|
|
Apr 19, 2024
Q1 2024
|
Valley National Advisers Inc
|
BUY
|
- |
536New |
$116K - $370K
|
536
$113K
|
|
|
May 14, 2024
Q1 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
531+ 113.46% |
$115K - $366K
|
999
$211K
|
|
|
May 15, 2024
Q1 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
531+ 44.4% |
$115K - $366K
|
1.73K
$366K
|
|
|
May 13, 2024
Q1 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
BUY
|
- |
519+ 74.78% |
$112K - $358K
|
1.21K
$257K
|
|
|
May 15, 2024
Q1 2024
|
Ancora Advisors, LLC
Cleveland, OH |
BUY
|
- |
511New |
$111K - $352K
|
511
$108K
|
|
|
May 14, 2024
Q1 2024
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
501+ 200.4% |
$109K - $345K
|
751
$159K
|
|
|
Apr 19, 2024
Q1 2024
|
Sumitomo Mitsui Trust Holdings, Inc.
|
BUY
|
- |
500+ 100.0% |
$108K - $345K
|
1K
$212K
|
|
|
May 13, 2024
Q1 2024
|
Farther Finance Advisors, LLC
San Francisco, CA |
BUY
|
- |
482+ 3707.69% |
$104K - $332K
|
495
$105K
|
|
|
May 14, 2024
Q1 2024
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
468+ 200.0% |
$101K - $323K
|
702
$149K
|
|
|
Apr 30, 2024
Q1 2024
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
432+ 82.92% |
$93.6K - $298K
|
953
$202K
|
|
|
Apr 24, 2024
Q1 2024
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
430+ 200.0% |
$93.2K - $297K
|
645
$137K
|
|
|
May 14, 2024
Q1 2024
|
Credit Agricole S A
|
BUY
|
- |
423+ 716.95% |
$91.7K - $292K
|
482
$102K
|
|
|
May 15, 2024
Q1 2024
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
419+ 207.43% |
$90.8K - $289K
|
621
$131K
|
|
|
Apr 02, 2024
Q1 2024
|
Avondale Wealth Management
|
BUY
|
- |
411New |
$89.1K - $283K
|
411
$87K
|
|
|
Apr 24, 2024
Q1 2024
|
Carmichael Hill & Associates, Inc.
|
BUY
|
- |
403+ 200.5% |
$87.4K - $278K
|
604
$128K
|
|
|
May 02, 2024
Q1 2024
|
Elevate Wealth Advisory, Inc
Athens, GA |
BUY
|
- |
400+ 200.0% |
$86.7K - $276K
|
600
$127K
|
|
|
Apr 19, 2024
Q1 2024
|
Jtc Employer Solutions Trustee LTD
|
BUY
|
- |
400New |
$86.7K - $276K
|
400
$84.7K
|