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 13, 2024
Q1 2024
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
5.4K+ 678.02% |
$1.17M - $3.72M
|
6.19K
$1.33M
|
|
|
Apr 29, 2024
Q1 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
5.34K+ 158.98% |
$1.16M - $3.68M
|
8.69K
$1.87M
|
|
|
May 14, 2024
Q1 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
5.24K+ 291.49% |
$1.14M - $3.61M
|
7.04K
$1.52M
|
|
|
May 13, 2024
Q1 2024
|
Retirement Capital Strategies
|
BUY
|
- |
5.17KNew |
$1.12M - $3.57M
|
5.17K
$1.11M
|
|
|
May 03, 2024
Q1 2024
|
Forte Asset Management LLC
|
BUY
|
- |
5.15K+ 181.67% |
$1.12M - $3.55M
|
7.98K
$1.72M
|
|
|
May 06, 2024
Q1 2024
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
5.13K+ 182.13% |
$1.11M - $3.53M
|
7.94K
$1.71M
|
|
|
Apr 15, 2024
Q1 2024
|
Apeiron Ria LLC
|
BUY
|
- |
5.09K+ 195.1% |
$1.1M - $3.51M
|
7.7K
$1.66M
|
|
|
Apr 25, 2024
Q1 2024
|
Zurcher Kantonalbank (Zurich Cantonalbank)
Zurich, V8 |
BUY
|
- |
5.03KNew |
$1.09M - $3.47M
|
5.03K
$1.08M
|
|
|
Oct 15, 2024
Q1 2024
|
Mirabaud & Cie Sa
Geneva, V8 |
BUY
|
- |
5K+ 200.0% |
$1.08M - $3.45M
|
7.5K
$1.62M
|
|
|
Apr 22, 2024
Q1 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
4.96K+ 475.98% |
$1.07M - $3.42M
|
6K
$1.29M
|
|
|
Apr 18, 2024
Q1 2024
|
Nikulski Financial, Inc.
|
BUY
|
- |
4.88K+ 246.17% |
$1.06M - $3.36M
|
6.86K
$1.48M
|
|
|
Apr 30, 2024
Q1 2024
|
Hartline Investment Corp
Winnetka, IL |
BUY
|
- |
4.82KNew |
$1.05M - $3.33M
|
4.82K
$1.04M
|
|
|
May 06, 2024
Q1 2024
|
Howard Capital Management Inc.
|
BUY
|
- |
4.8K+ 256.74% |
$1.04M - $3.31M
|
6.67K
$1.44M
|
|
|
Apr 11, 2024
Q1 2024
|
City Holding CO
|
BUY
|
- |
4.63K+ 141.28% |
$1M - $3.2M
|
7.91K
$1.71M
|
|
|
Apr 11, 2024
Q1 2024
|
Rockland Trust CO
|
BUY
|
- |
4.58K+ 137.04% |
$994K - $3.16M
|
7.93K
$1.71M
|
|
|
May 14, 2024
Q1 2024
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
4.57K+ 225.38% |
$991K - $3.15M
|
6.6K
$1.42M
|
|
|
May 14, 2024
Q1 2024
|
Jones Financial Companies Lllp
|
BUY
|
- |
4.54K+ 1020.67% |
$985K - $3.13M
|
4.99K
$1.07M
|
|
|
May 15, 2024
Q1 2024
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
4.4K+ 152.41% |
$954K - $3.03M
|
7.29K
$1.57M
|
|
|
May 10, 2024
Q1 2024
|
Insight Wealth Partners, LLC
|
BUY
|
- |
4.28K+ 259.17% |
$929K - $2.95M
|
5.94K
$1.28M
|
|
|
Apr 05, 2024
Q1 2024
|
Capital Market Strategies LLC
|
BUY
|
- |
4.28K+ 201.46% |
$928K - $2.95M
|
6.4K
$1.38M
|
|
|
May 01, 2024
Q1 2024
|
Lincoln National Corp
|
BUY
|
- |
4.26K+ 326.3% |
$922K - $2.93M
|
5.56K
$1.2M
|
|
|
May 03, 2024
Q1 2024
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
4.24K+ 200.14% |
$918K - $2.92M
|
6.35K
$1.37M
|
|
|
Apr 10, 2024
Q1 2024
|
Banque Cantonale Vaudoise
|
BUY
|
- |
4.19K+ 94.37% |
$908K - $2.89M
|
8.62K
$1.86M
|
|
|
Apr 15, 2024
Q1 2024
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
4.13K+ 197.23% |
$895K - $2.85M
|
6.22K
$1.34M
|
|
|
May 10, 2024
Q1 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
4.1K+ 176.37% |
$888K - $2.83M
|
6.42K
$1.38M
|
|
|
Apr 30, 2024
Q1 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
4.08K+ 197.82% |
$884K - $2.81M
|
6.14K
$1.32M
|
|
|
Apr 19, 2024
Q1 2024
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
4.08K+ 701.72% |
$884K - $2.81M
|
4.66K
$1M
|
|
|
Apr 19, 2024
Q1 2024
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
4.06K+ 280.59% |
$881K - $2.8M
|
5.51K
$1.19M
|
|
|
Jul 22, 2024
Q1 2024
|
Harbour Investments, Inc.
Madison, WI |
BUY
|
- |
3.92K+ 192.58% |
$850K - $2.7M
|
5.96K
$1.28M
|
|
|
May 06, 2024
Q1 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
3.89K+ 98.14% |
$844K - $2.69M
|
7.86K
$1.69M
|
|
|
May 07, 2024
Q1 2024
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
3.89K+ 194.69% |
$843K - $2.68M
|
5.89K
$1.27M
|
|
|
May 10, 2024
Q1 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
BUY
|
- |
3.88KNew |
$841K - $2.68M
|
3.88K
$836K
|
|
|
May 10, 2024
Q1 2024
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
3.81K+ 239.3% |
$826K - $2.63M
|
5.41K
$1.16M
|
|
|
May 14, 2024
Q1 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
3.79K+ 500.92% |
$822K - $2.61M
|
4.55K
$980K
|
|
|
May 13, 2024
Q1 2024
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
3.75K+ 164.14% |
$813K - $2.59M
|
6.03K
$1.3M
|
|
|
Apr 16, 2024
Q1 2024
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
3.74K+ 188.45% |
$810K - $2.58M
|
5.72K
$1.23M
|
|
|
Apr 18, 2024
Q1 2024
|
Steele Capital Management, Inc.
Dubuque, IA |
BUY
|
- |
3.73K+ 237.49% |
$809K - $2.57M
|
5.3K
$1.14M
|
|
|
May 13, 2024
Q1 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
3.73KNew |
$809K - $2.57M
|
3.73K
$804K
|
|
|
Apr 30, 2024
Q1 2024
|
Washburn Capital Management, Inc.
|
BUY
|
- |
3.73K+ 174.71% |
$809K - $2.57M
|
5.87K
$1.26M
|
|
|
May 13, 2024
Q1 2024
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
3.73K+ 197.61% |
$807K - $2.57M
|
5.61K
$1.21M
|
|
|
May 15, 2024
Q1 2024
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
3.68KNew |
$797K - $2.54M
|
3.68K
$793K
|
|
|
May 14, 2024
Q1 2024
|
Eqis Capital Management, Inc.
San Rafael, CA |
BUY
|
- |
3.65K+ 52.88% |
$791K - $2.51M
|
10.5K
$2.27M
|
|
|
Apr 19, 2024
Q1 2024
|
Kovack Advisors, Inc.
|
BUY
|
- |
3.6K+ 194.96% |
$781K - $2.48M
|
5.45K
$1.17M
|
|
|
May 10, 2024
Q1 2024
|
Symmetry Investments LP
|
BUY
|
- |
3.56KNew |
$772K - $2.45M
|
3.56K
$767K
|
|
|
Apr 24, 2024
Q1 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
3.55K+ 196.46% |
$769K - $2.45M
|
5.36K
$1.15M
|
|
|
May 03, 2024
Q1 2024
|
Geneos Wealth Management Inc.
|
BUY
|
- |
3.55K+ 195.64% |
$769K - $2.45M
|
5.36K
$1.15M
|
|
|
May 14, 2024
Q1 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
3.51K+ 334.86% |
$760K - $2.42M
|
4.55K
$981K
|
|
|
May 10, 2024
Q1 2024
|
Sargent Investment Group, LLC
|
BUY
|
- |
3.5K+ 200.0% |
$759K - $2.41M
|
5.25K
$1.13M
|
|
|
May 08, 2024
Q1 2024
|
Wealthstream Advisors, Inc.
|
BUY
|
- |
3.49K+ 200.4% |
$757K - $2.41M
|
5.24K
$1.13M
|
|
|
Apr 05, 2024
Q1 2024
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
3.46K+ 206.01% |
$751K - $2.39M
|
5.14K
$1.11M
|