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 15, 2024
Q1 2024
|
Kestra Advisory Services, LLC
|
BUY
|
- |
45.6K+ 225.49% |
$9.88M - $31.4M
|
65.8K
$14.2M
|
|
|
May 09, 2024
Q1 2024
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
44.5K+ 213.46% |
$9.64M - $30.7M
|
65.3K
$14.1M
|
|
|
May 01, 2024
Q1 2024
|
Bank Hapoalim Bm
|
BUY
|
- |
43.8K+ 224.61% |
$9.5M - $30.2M
|
63.3K
$13.6M
|
|
|
May 15, 2024
Q1 2024
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
41.5K+ 229.27% |
$9.01M - $28.7M
|
59.7K
$12.9M
|
|
|
May 08, 2024
Q1 2024
|
Barings LLC
|
BUY
|
- |
40.1KNew |
$8.7M - $27.7M
|
40.1K
$8.65M
|
|
|
May 13, 2024
Q1 2024
|
360 Financial, Inc.
|
BUY
|
- |
38.7K+ 209.09% |
$8.38M - $26.7M
|
57.2K
$12.3M
|
|
|
May 13, 2024
Q1 2024
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
38.4K+ 2232.6% |
$8.33M - $26.5M
|
40.1K
$8.65M
|
|
|
May 15, 2024
Q1 2024
|
Clark Capital Management Group, Inc.
Philadelphia, PA |
BUY
|
- |
38.4K+ 1369.26% |
$8.32M - $26.5M
|
41.2K
$8.88M
|
|
|
May 15, 2024
Q1 2024
|
Ubs Oconnor LLC
Chicago, IL |
BUY
|
- |
38KNew |
$8.24M - $26.2M
|
38K
$8.19M
|
|
|
May 13, 2024
Q1 2024
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
37.7K+ 147.48% |
$8.18M - $26M
|
63.3K
$13.6M
|
|
|
Apr 29, 2024
Q1 2024
|
Gray Foundation
Cohoes, NY |
BUY
|
- |
37.5K+ 200.0% |
$8.14M - $25.9M
|
56.3K
$12.1M
|
|
|
Apr 17, 2024
Q1 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
BUY
|
- |
36.7K+ 202.05% |
$7.95M - $25.3M
|
54.9K
$11.8M
|
|
|
May 06, 2024
Q1 2024
|
Sg Americas Securities, LLC
|
BUY
|
- |
36.4K+ 171.07% |
$7.9M - $25.1M
|
57.7K
$12.4M
|
|
|
Aug 14, 2024
Q1 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
36.3K+ 460.47% |
$7.87M - $25M
|
44.2K
$9.52M
|
|
|
Apr 16, 2024
Q1 2024
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
35.2K+ 257.16% |
$7.64M - $24.3M
|
49K
$10.5M
|
|
|
May 07, 2024
Q1 2024
|
Montag A & Associates Inc
Atlanta, GA |
BUY
|
- |
32.3K+ 212.22% |
$6.99M - $22.2M
|
47.4K
$10.2M
|
|
|
May 03, 2024
Q1 2024
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
31.1K+ 201.75% |
$6.74M - $21.5M
|
46.5K
$10M
|
|
|
Apr 16, 2024
Q1 2024
|
Toth Financial Advisory Corp
|
BUY
|
- |
30K+ 196.54% |
$6.5M - $20.7M
|
45.2K
$9.74M
|
|
|
May 03, 2024
Q1 2024
|
Hallmark Capital Management Inc
|
BUY
|
- |
29.3K+ 168.29% |
$6.36M - $20.2M
|
46.8K
$10.1M
|
|
|
May 13, 2024
Q1 2024
|
Fil LTD
Hamilton, D0 |
BUY
|
- |
28.9K+ 90.72% |
$6.26M - $19.9M
|
60.7K
$13.1M
|
|
|
Apr 12, 2024
Q1 2024
|
Cmh Wealth Management LLC
|
BUY
|
- |
28.3K+ 173.51% |
$6.13M - $19.5M
|
44.6K
$9.61M
|
|
|
May 15, 2024
Q1 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
27.9K+ 174.34% |
$6.05M - $19.2M
|
43.9K
$9.46M
|
|
|
May 07, 2024
Q1 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
27.5K+ 210.77% |
$5.97M - $19M
|
40.6K
$8.75M
|
|
|
May 03, 2024
Q1 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
26.8K+ 260.43% |
$5.81M - $18.5M
|
37.1K
$7.99M
|
|
|
Apr 22, 2024
Q1 2024
|
Eagle Strategies LLC
New York, NY |
BUY
|
- |
26.8KNew |
$5.8M - $18.5M
|
26.8K
$5.77M
|
|
|
Apr 10, 2024
Q1 2024
|
Fulton Bank, N.A.
|
BUY
|
- |
26.1K+ 199.7% |
$5.65M - $18M
|
39.2K
$8.44M
|
|
|
May 13, 2024
Q1 2024
|
Banco Bilbao Vizcaya Argentaria, S.A.
|
BUY
|
- |
25.8K+ 131.37% |
$5.59M - $17.8M
|
45.4K
$9.79M
|
|
|
May 02, 2024
Q1 2024
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
24.4K+ 193.99% |
$5.29M - $16.8M
|
37K
$7.97M
|
|
|
May 29, 2024
Q1 2024
|
Alexander Labrunerie & Co., Inc.
Columbia, MO |
BUY
|
- |
24.3KNew |
$5.28M - $16.8M
|
24.3K
$5.24M
|
|
|
Apr 18, 2024
Q1 2024
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
23.9K+ 199.85% |
$5.18M - $16.5M
|
35.9K
$7.72M
|
|
|
May 02, 2024
Q1 2024
|
Absolute Capital Management, LLC
|
BUY
|
- |
23.6KNew |
$5.1M - $16.2M
|
23.6K
$5.07M
|
|
|
May 15, 2024
Q1 2024
|
Gts Securities LLC
New York, NY |
BUY
|
- |
23.4K+ 374.01% |
$5.08M - $16.1M
|
29.7K
$6.39M
|
|
|
May 14, 2024
Q1 2024
|
Kkm Financial LLC
Chicago, IL |
BUY
|
- |
23.3K+ 430.26% |
$5.05M - $16.1M
|
28.7K
$6.19M
|
|
|
May 06, 2024
Q1 2024
|
Novare Capital Management LLC
|
BUY
|
- |
23.1K+ 200.02% |
$5.01M - $15.9M
|
34.7K
$7.47M
|
|
|
Apr 25, 2024
Q1 2024
|
Meridian Wealth Management, LLC
|
BUY
|
- |
22.4K+ 196.17% |
$4.85M - $15.4M
|
33.7K
$7.27M
|
|
|
Apr 25, 2024
Q1 2024
|
Lindbrook Capital, LLC
|
BUY
|
- |
22.3K+ 195.07% |
$4.84M - $15.4M
|
33.8K
$7.28M
|
|
|
Apr 12, 2024
Q1 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
22.2K+ 186.96% |
$4.82M - $15.3M
|
34.1K
$7.36M
|
|
|
May 14, 2024
Q1 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
22.2K+ 269.58% |
$4.82M - $15.3M
|
30.5K
$6.57M
|
|
|
May 06, 2024
Q1 2024
|
Concord Investment Counsel Inc.
Irvine, CA |
BUY
|
- |
22KNew |
$4.76M - $15.1M
|
22K
$4.73M
|
|
|
Apr 11, 2024
Q1 2024
|
Royal Fund Management, LLC
|
BUY
|
- |
21.9K+ 200.32% |
$4.74M - $15.1M
|
32.8K
$7.07M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
21.9K+ 341.3% |
$4.74M - $15.1M
|
28.3K
$6.09M
|
|
|
Apr 23, 2024
Q1 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
21.5K+ 213.95% |
$4.67M - $14.8M
|
31.6K
$6.81M
|
|
|
Apr 15, 2024
Q1 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
21.3K+ 232.27% |
$4.62M - $14.7M
|
30.5K
$6.57M
|
|
|
Apr 12, 2024
Q1 2024
|
Dynamic Advisor Solutions LLC
|
BUY
|
- |
21.2K+ 277.14% |
$4.61M - $14.7M
|
28.9K
$6.23M
|
|
|
May 14, 2024
Q1 2024
|
Cetera Investment Advisers
Schaumburg, IL |
BUY
|
- |
21.2K+ 182.5% |
$4.61M - $14.7M
|
32.9K
$7.09M
|
|
|
Apr 30, 2024
Q1 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
19.4K+ 221.81% |
$4.2M - $13.4M
|
28.1K
$6.05M
|
|
|
May 08, 2024
Q1 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
19.3K+ 265.65% |
$4.19M - $13.3M
|
26.6K
$5.73M
|
|
|
Apr 24, 2024
Q1 2024
|
Spire Wealth Management
|
BUY
|
- |
18.5K+ 247.99% |
$4.02M - $12.8M
|
26K
$5.6M
|
|
|
May 14, 2024
Q1 2024
|
Quadrature Capital LTD
London, X0 |
BUY
|
- |
18.3KNew |
$3.96M - $12.6M
|
18.3K
$3.94M
|
|
|
Apr 11, 2024
Q1 2024
|
David J Yvars Group
|
BUY
|
- |
18.2K+ 212.98% |
$3.94M - $12.5M
|
26.7K
$5.76M
|