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 |
|---|---|---|---|---|---|---|---|
|
May 03, 2024
Q1 2024
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
120+ 250.0% |
$26K - $82.8K
|
168
$36.2K
|
|
|
May 14, 2024
Q1 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
110+ 200.0% |
$23.8K - $75.9K
|
165
$35.6K
|
|
|
Jul 03, 2024
Q1 2024
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
105New |
$22.8K - $72.4K
|
105
$22.6K
|
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
BUY
|
- |
105New |
$22.8K - $72.4K
|
105
$22.6K
|
|
|
Apr 30, 2024
Q1 2024
|
Bok Financial Private Wealth, Inc.
Denver, CO |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$32.3K
|
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
100+ 200.0% |
$21.7K - $69K
|
150
$32.3K
|
|
|
May 13, 2024
Q1 2024
|
Morling Financial Advisors, LLC
|
BUY
|
- |
84+ 200.0% |
$18.2K - $57.9K
|
126
$27.1K
|
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
BUY
|
- |
76+ 200.0% |
$16.5K - $52.4K
|
114
$24.6K
|
|
|
Apr 23, 2024
Q1 2024
|
Venturi Wealth Management, LLC
Austin, TX |
BUY
|
- |
76+ 1520.0% |
$16.5K - $52.4K
|
81
$17.5K
|
|
|
May 02, 2024
Q1 2024
|
Central Pacific Bank Trust Division
Honolulu, HI |
BUY
|
- |
73New |
$15.8K - $50.3K
|
73
$15.7K
|
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
72+ 184.62% |
$15.6K - $49.7K
|
111
$23.9K
|
|
|
Apr 24, 2024
Q1 2024
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
72+ 200.0% |
$15.6K - $49.7K
|
108
$23.3K
|
|
|
May 02, 2024
Q1 2024
|
Integrity Financial Corp
|
BUY
|
- |
70+ 291.67% |
$15.2K - $48.3K
|
94
$20.3K
|
|
|
May 10, 2024
Q1 2024
|
Black Rock Inc.
New York, NY |
BUY
|
- |
70+ 200.0% |
$15.2K - $48.3K
|
105
$22.6K
|
|
|
Apr 26, 2024
Q1 2024
|
Yhb Investment Advisors, Inc.
|
BUY
|
- |
69New |
$15K - $47.6K
|
69
$14.9K
|
|
|
Apr 30, 2024
Q1 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
69+ 255.56% |
$15K - $47.6K
|
96
$20.7K
|
|
|
May 14, 2024
Q1 2024
|
Ica Group Wealth Management, LLC
Denver, CO |
BUY
|
- |
67+ 163.41% |
$14.5K - $46.2K
|
108
$23.3K
|
|
|
May 06, 2024
Q1 2024
|
South State Corp
|
BUY
|
- |
64+ 200.0% |
$13.9K - $44.1K
|
96
$20.7K
|
|
|
Oct 28, 2024
Q1 2024
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
BUY
|
- |
60+ 58.82% |
$13K - $41.4K
|
162
$34.9K
|
|
|
Apr 12, 2024
Q1 2024
|
Harbor Investment Advisory, LLC
|
BUY
|
- |
60+ 200.0% |
$13K - $41.4K
|
90
$19.4K
|
|
|
May 13, 2024
Q1 2024
|
Joseph Group Capital Management
Columbus, OH |
BUY
|
- |
60New |
$13K - $41.4K
|
60
$12.9K
|
|
|
Apr 12, 2024
Q1 2024
|
First Premier Bank
|
BUY
|
- |
50+ 200.0% |
$10.8K - $34.5K
|
75
$16.2K
|
|
|
Apr 17, 2024
Q1 2024
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
BUY
|
- |
47New |
$10.2K - $32.4K
|
47
$10.1K
|
|
|
Jul 26, 2024
Q1 2024
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
45New |
$9.75K - $31K
|
45
$9.7K
|
|
|
May 14, 2024
Q1 2024
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
44+ 200.0% |
$9.54K - $30.3K
|
66
$14.2K
|
|
|
Jun 11, 2024
Q1 2024
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
43+ 134.38% |
$9.32K - $29.7K
|
75
$16.2K
|
|
|
May 15, 2024
Q1 2024
|
Family Management Corp
New York, NY |
BUY
|
- |
42New |
$9.1K - $29K
|
42
$9.05K
|
|
|
May 13, 2024
Q1 2024
|
Tidemark, LLC
San Diego, CA |
BUY
|
- |
36+ 200.0% |
$7.8K - $24.8K
|
54
$11.6K
|
|
|
May 16, 2024
Q1 2024
|
Fsa Wealth Management LLC
Needham, MA |
BUY
|
- |
36+ 200.0% |
$7.8K - $24.8K
|
54
$11.6K
|
|
|
May 15, 2024
Q1 2024
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
34New |
$7.37K - $23.4K
|
34
$7.33K
|
|
|
May 13, 2024
Q1 2024
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
34+ 226.67% |
$7.37K - $23.4K
|
49
$10.6K
|
|
|
May 17, 2024
Q1 2024
|
Vima LLC
Troy, MI |
BUY
|
- |
29+ 30.21% |
$6.29K - $20K
|
125
$26.9K
|
|
|
May 08, 2024
Q1 2024
|
Russell Investments Group, Ltd.
|
BUY
|
- |
28+ 200.0% |
$6.07K - $19.3K
|
42
$9.05K
|
|
|
Apr 10, 2024
Q1 2024
|
Cva Family Office, LLC
|
BUY
|
- |
26+ 200.0% |
$5.64K - $17.9K
|
39
$8.4K
|
|
|
Apr 26, 2024
Q1 2024
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
25+ 208.33% |
$5.42K - $17.2K
|
37
$7.97K
|
|
|
Apr 29, 2024
Q1 2024
|
Field & Main Bank
|
BUY
|
- |
24New |
$5.2K - $16.6K
|
24
$5.17K
|
|
|
May 17, 2024
Q1 2024
|
Aspect Partners, LLC
Fairfax, VA |
BUY
|
- |
24+ 200.0% |
$5.2K - $16.6K
|
36
$7.76K
|
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
BUY
|
- |
22+ 200.0% |
$4.77K - $15.2K
|
33
$7.11K
|
|
|
Apr 29, 2024
Q1 2024
|
Princeton Global Asset Management LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$6.46K
|
|
|
May 02, 2024
Q1 2024
|
Centerpoint Advisors, LLC
|
BUY
|
- |
20+ 200.0% |
$4.34K - $13.8K
|
30
$6.46K
|
|
|
May 15, 2024
Q1 2024
|
Aptus Capital Advisors, LLC
|
BUY
|
- |
18+ 200.0% |
$3.9K - $12.4K
|
27
$5.82K
|
|
|
Apr 18, 2024
Q1 2024
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
16+ 200.0% |
$3.47K - $11K
|
24
$5.17K
|
|
|
Apr 08, 2024
Q1 2024
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
16New |
$3.47K - $11K
|
16
$3.45K
|
|
|
May 13, 2024
Q1 2024
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
16+ 228.57% |
$3.47K - $11K
|
23
$4.96K
|
|
|
May 15, 2024
Q1 2024
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
16+ 200.0% |
$3.47K - $11K
|
24
$5.17K
|
|
|
May 03, 2024
Q1 2024
|
Larson Financial Group LLC
|
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$3.88K
|
|
|
May 13, 2024
Q1 2024
|
Ritter Daniher Financial Advisory LLC
Cincinnati, OH |
BUY
|
- |
12+ 200.0% |
$2.6K - $8.28K
|
18
$3.88K
|
|
|
Aug 08, 2024
Q1 2024
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
12New |
$2.6K - $8.28K
|
12
$2.59K
|
|
|
Nov 14, 2024
Q1 2024
|
Neuberger Berman Group LLC
New York, NY |
BUY
|
- |
11+ 1.1% |
$2.38K - $7.59K
|
1.01K
$218K
|
|
|
Apr 23, 2024
Q1 2024
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
8+ 200.0% |
$1.73K - $5.52K
|
12
$2.59K
|