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 |
|---|---|---|---|---|---|---|---|
|
Apr 22, 2024
Q1 2024
|
Oakworth Capital, Inc.
|
BUY
|
- |
400+ 200.0% |
$86.7K - $276K
|
600
$129K
|
|
|
May 15, 2024
Q1 2024
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
390+ 278.57% |
$84.5K - $269K
|
530
$114K
|
|
|
May 22, 2024
Q1 2024
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
BUY
|
- |
384New |
$83.2K - $265K
|
384
$82.7K
|
|
|
May 01, 2024
Q1 2024
|
Hollencrest Capital Management
|
BUY
|
- |
371+ 199.46% |
$80.4K - $256K
|
557
$120K
|
|
|
May 09, 2024
Q1 2024
|
Archer Investment Corp
|
BUY
|
- |
362+ 200.0% |
$78.5K - $250K
|
543
$117K
|
|
|
Apr 24, 2024
Q1 2024
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
360+ 162.16% |
$78K - $248K
|
582
$125K
|
|
|
May 01, 2024
Q1 2024
|
Compagnie Lombard Odier S Cm A
1204 Geneva, V8 |
BUY
|
- |
360+ 200.0% |
$78K - $248K
|
540
$116K
|
|
|
May 14, 2024
Q1 2024
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
360+ 200.0% |
$78K - $248K
|
540
$116K
|
|
|
Apr 01, 2024
Q1 2024
|
Global Wealth Strategies & Associates
Denver, CO |
BUY
|
- |
345+ 230.0% |
$74.8K - $238K
|
495
$107K
|
|
|
May 14, 2024
Q1 2024
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
328+ 183.24% |
$71.1K - $226K
|
507
$109K
|
|
|
May 03, 2024
Q1 2024
|
Trust CO Of Vermont
|
BUY
|
- |
325+ 162.5% |
$70.4K - $224K
|
525
$113K
|
|
|
Aug 12, 2024
Q1 2024
|
Portfolio Strategies, Inc.
|
BUY
|
- |
286+ 0.55% |
$62K - $197K
|
52K
$11.2M
|
|
|
May 15, 2024
Q1 2024
|
Clear Point Advisors Inc.
Melville, NY |
BUY
|
- |
282New |
$61.1K - $194K
|
282
$60.8K
|
|
|
Jun 17, 2024
Q1 2024
|
Tru North Capital Management, LLC
Kalamazoo, MI |
BUY
|
- |
269New |
$58.3K - $186K
|
269
$58K
|
|
|
Apr 11, 2024
Q1 2024
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
252+ 200.0% |
$54.6K - $174K
|
378
$81.4K
|
|
|
May 15, 2024
Q1 2024
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
250New |
$54.2K - $172K
|
250
$53.9K
|
|
|
May 02, 2024
Q1 2024
|
Clear Investment Research, LLC
|
BUY
|
- |
242+ 200.0% |
$52.5K - $167K
|
363
$78.2K
|
|
|
Apr 23, 2024
Q1 2024
|
Washington Trust CO
|
BUY
|
- |
234+ 312.0% |
$50.7K - $161K
|
309
$66.6K
|
|
|
May 13, 2024
Q1 2024
|
Canton Hathaway, LLC
|
BUY
|
- |
232+ 200.0% |
$50.3K - $160K
|
348
$75K
|
|
|
May 14, 2024
Q1 2024
|
Biltmore Family Office, LLC
|
BUY
|
- |
230New |
$49.9K - $159K
|
230
$49.6K
|
|
|
May 14, 2024
Q1 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
BUY
|
- |
229+ 251.65% |
$49.6K - $158K
|
320
$68.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Macroview Investment Management LLC
|
BUY
|
- |
224+ 422.64% |
$48.6K - $154K
|
277
$59.7K
|
|
|
May 23, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
206+ 200.0% |
$44.7K - $142K
|
309
$66.6K
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
206+ 200.0% |
$44.7K - $142K
|
309
$66.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
205+ 199.03% |
$44.4K - $141K
|
308
$66.4K
|
|
|
May 09, 2024
Q1 2024
|
Element Wealth, LLC
|
BUY
|
- |
200+ 200.0% |
$43.4K - $138K
|
300
$64.6K
|
|
|
May 06, 2024
Q1 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
200+ 200.0% |
$43.4K - $138K
|
300
$64.6K
|
|
|
Apr 29, 2024
Q1 2024
|
Silicon Valley Capital Partners
|
BUY
|
- |
199+ 56.53% |
$43.1K - $137K
|
551
$119K
|
|
|
May 15, 2024
Q1 2024
|
Creekmur Asset Management LLC
Morton, IL |
BUY
|
- |
198+ 200.0% |
$42.9K - $137K
|
297
$64K
|
|
|
May 09, 2024
Q1 2024
|
Tortoise Investment Management, LLC
|
BUY
|
- |
177New |
$38.4K - $122K
|
177
$38.1K
|
|
|
May 15, 2024
Q1 2024
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
172+ 186.96% |
$37.3K - $119K
|
264
$56.9K
|
|
|
Apr 23, 2024
Q1 2024
|
Gradient Investments LLC
|
BUY
|
- |
170+ 200.0% |
$36.8K - $117K
|
255
$54.9K
|
|
|
May 08, 2024
Q1 2024
|
Angeles Wealth Management, LLC
|
BUY
|
- |
167+ 52.35% |
$36.2K - $115K
|
486
$105K
|
|
|
May 03, 2024
Q1 2024
|
Signaturefd, LLC
Atlanta, GA |
BUY
|
- |
167+ 334.0% |
$36.2K - $115K
|
217
$46.8K
|
|
|
Apr 05, 2024
Q1 2024
|
Nbc Securities, Inc.
Birmingham, AL |
BUY
|
- |
166+ 200.0% |
$36K - $114K
|
249
$53.6K
|
|
|
May 16, 2024
Q1 2024
|
Beacon Capital Management, LLC
|
BUY
|
- |
164+ 227.78% |
$35.5K - $113K
|
236
$50.8K
|
|
|
May 13, 2024
Q1 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
163+ 291.07% |
$35.3K - $112K
|
219
$47.2K
|
|
|
May 30, 2024
Q1 2024
|
Cambridge Trust CO
Boston, MA |
BUY
|
- |
160+ 200.0% |
$34.7K - $110K
|
240
$51.7K
|
|
|
May 06, 2024
Q1 2024
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
156+ 1418.18% |
$33.8K - $108K
|
167
$36K
|
|
|
Apr 11, 2024
Q1 2024
|
Optimum Investment Advisors
|
BUY
|
- |
154+ 200.0% |
$33.4K - $106K
|
231
$49.8K
|
|
|
Apr 12, 2024
Q1 2024
|
Advisor Net Financial, Inc
|
BUY
|
- |
153+ 184.34% |
$33.2K - $106K
|
236
$50.8K
|
|
|
May 02, 2024
Q1 2024
|
Pittenger & Anderson Inc
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$48.5K
|
|
|
Apr 16, 2024
Q1 2024
|
Asset Dedication, LLC
|
BUY
|
- |
150+ 200.0% |
$32.5K - $103K
|
225
$48.5K
|
|
|
May 14, 2024
Q1 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
150New |
$32.5K - $103K
|
150
$32.3K
|
|
|
Apr 23, 2024
Q1 2024
|
Duncker Streett & CO Inc
|
BUY
|
- |
150New |
$32.5K - $103K
|
150
$32.3K
|
|
|
May 07, 2024
Q1 2024
|
Hamilton Point Investment Advisors, LLC
|
BUY
|
- |
142+ 200.0% |
$30.8K - $97.9K
|
213
$45.9K
|
|
|
May 14, 2024
Q1 2024
|
Epg Wealth Management LLC
Atlanta, GA |
BUY
|
- |
140+ 200.0% |
$30.3K - $96.5K
|
210
$45.2K
|
|
|
May 08, 2024
Q1 2024
|
Heritage Wealth Advisors
|
BUY
|
- |
126+ 116.67% |
$27.3K - $86.9K
|
234
$50.4K
|
|
|
Apr 16, 2024
Q1 2024
|
Tsfg, LLC
|
BUY
|
- |
126+ 190.91% |
$27.3K - $86.9K
|
192
$41.4K
|
|
|
Apr 05, 2024
Q1 2024
|
Gamma Investing LLC
Foster City, CA |
BUY
|
- |
124+ 200.0% |
$26.9K - $85.5K
|
186
$40.1K
|