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 01, 2024
Q1 2024
|
Gimbal Financial
Carmel, IN |
BUY
|
- |
3.42K+ 92.97% |
$742K - $2.36M
|
7.11K
$1.5M
|
|
|
May 03, 2024
Q1 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
BUY
|
- |
3.4K+ 202.02% |
$737K - $2.34M
|
5.08K
$1.08M
|
|
|
May 13, 2024
Q1 2024
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
3.36K+ 219.61% |
$728K - $2.32M
|
4.89K
$1.03M
|
|
|
May 15, 2024
Q1 2024
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
3.3KNew |
$716K - $2.28M
|
3.3K
$699K
|
|
|
May 03, 2024
Q1 2024
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
3.3K+ 196.42% |
$714K - $2.27M
|
4.97K
$1.05M
|
|
|
May 14, 2024
Q1 2024
|
Wedbush Securities Inc
|
BUY
|
- |
3.29K+ 228.17% |
$713K - $2.27M
|
4.73K
$1M
|
|
|
Apr 30, 2024
Q1 2024
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
3.25K+ 207.26% |
$705K - $2.24M
|
4.82K
$1.02M
|
|
|
May 15, 2024
Q1 2024
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
3.21K+ 64240.0% |
$696K - $2.21M
|
3.22K
$681K
|
|
|
Apr 25, 2024
Q1 2024
|
Allworth Financial LP
|
BUY
|
- |
3.19K+ 228.8% |
$692K - $2.2M
|
4.59K
$971K
|
|
|
Apr 25, 2024
Q1 2024
|
Mesirow Financial Investment Management, Inc.
|
BUY
|
- |
3.19KNew |
$691K - $2.2M
|
3.19K
$675K
|
|
|
Apr 11, 2024
Q1 2024
|
Midwest Financial Group LLC
Overland Park, KS |
BUY
|
- |
3.18KNew |
$688K - $2.19M
|
3.18K
$672K
|
|
|
May 13, 2024
Q1 2024
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.13K+ 165.22% |
$679K - $2.16M
|
5.03K
$1.06M
|
|
|
Apr 23, 2024
Q1 2024
|
Principle Wealth Partners LLC
|
BUY
|
- |
3.12K+ 205.39% |
$677K - $2.15M
|
4.65K
$983K
|
|
|
Apr 30, 2024
Q1 2024
|
Spider Rock Advisors, LLC
|
BUY
|
- |
3.12KNew |
$676K - $2.15M
|
3.12K
$660K
|
|
|
May 15, 2024
Q1 2024
|
Townsquare Capital LLC
|
BUY
|
- |
3.12K+ 176.61% |
$676K - $2.15M
|
4.89K
$1.03M
|
|
|
May 20, 2024
Q1 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
3.11KNew |
$675K - $2.15M
|
3.11K
$659K
|
|
|
Apr 16, 2024
Q1 2024
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
3.1K+ 203.08% |
$673K - $2.14M
|
4.63K
$980K
|
|
|
May 15, 2024
Q1 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
3.1K+ 241.21% |
$672K - $2.14M
|
4.39K
$929K
|
|
|
May 08, 2024
Q1 2024
|
Keystone Financial Group
|
BUY
|
- |
3.09K+ 195.7% |
$670K - $2.13M
|
4.67K
$989K
|
|
|
May 14, 2024
Q1 2024
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
3.08K+ 228.71% |
$668K - $2.13M
|
4.43K
$938K
|
|
|
May 15, 2024
Q1 2024
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
3.07K+ 200.0% |
$666K - $2.12M
|
4.61K
$976K
|
|
|
May 15, 2024
Q1 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
BUY
|
- |
3.05K+ 122.06% |
$662K - $2.11M
|
5.56K
$1.18M
|
|
|
Apr 24, 2024
Q1 2024
|
Telos Capital Management, Inc.
|
BUY
|
- |
3.03K+ 197.78% |
$657K - $2.09M
|
4.57K
$966K
|
|
|
May 06, 2024
Q1 2024
|
Spinnaker Trust
|
BUY
|
- |
3.02K+ 326.52% |
$654K - $2.08M
|
3.94K
$834K
|
|
|
Apr 22, 2024
Q1 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
BUY
|
- |
2.99K+ 197.04% |
$648K - $2.06M
|
4.51K
$954K
|
|
|
May 15, 2024
Q1 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
2.98KNew |
$646K - $2.06M
|
2.98K
$631K
|
|
|
Apr 19, 2024
Q1 2024
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
2.97K+ 202.18% |
$645K - $2.05M
|
4.45K
$941K
|
|
|
Apr 05, 2024
Q1 2024
|
Cwm, LLC
|
BUY
|
- |
2.96K+ 471.18% |
$641K - $2.04M
|
3.59K
$759K
|
|
|
May 03, 2024
Q1 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
2.95K+ 323.79% |
$640K - $2.04M
|
3.87K
$818K
|
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
BUY
|
- |
2.95K+ 187.95% |
$639K - $2.03M
|
4.52K
$956K
|
|
|
May 15, 2024
Q1 2024
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
2.95K+ 178.93% |
$639K - $2.03M
|
4.59K
$972K
|
|
|
May 13, 2024
Q1 2024
|
Balyasny Asset Management LLC
Chicago, IL |
BUY
|
- |
2.89K+ 293.6% |
$626K - $1.99M
|
3.87K
$820K
|
|
|
May 14, 2024
Q1 2024
|
Kovitz Investment Group Partners, LLC
|
BUY
|
- |
2.87KNew |
$622K - $1.98M
|
2.87K
$608K
|
|
|
Apr 24, 2024
Q1 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
2.87KNew |
$621K - $1.98M
|
2.87K
$606K
|
|
|
May 14, 2024
Q1 2024
|
Scotia Capital Inc.
|
BUY
|
- |
2.86K+ 118.1% |
$621K - $1.98M
|
5.29K
$1.12M
|
|
|
Apr 15, 2024
Q1 2024
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2.85KNew |
$619K - $1.97M
|
2.85K
$604K
|
|
|
May 06, 2024
Q1 2024
|
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management
|
BUY
|
- |
2.85K+ 201.06% |
$618K - $1.96M
|
4.27K
$903K
|
|
|
May 03, 2024
Q1 2024
|
Kraematon Investment Advisors, Inc
|
BUY
|
- |
2.84KNew |
$616K - $1.96M
|
2.84K
$601K
|
|
|
Apr 26, 2024
Q1 2024
|
First Horizon Advisors, Inc.
|
BUY
|
- |
2.82K+ 198.31% |
$612K - $1.95M
|
4.25K
$898K
|
|
|
May 06, 2024
Q1 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
2.77K+ 164.35% |
$600K - $1.91M
|
4.45K
$942K
|
|
|
May 08, 2024
Q1 2024
|
Concentric Wealth Management, LLC
Lafayette, CA |
BUY
|
- |
2.75KNew |
$595K - $1.89M
|
2.75K
$581K
|
|
|
May 02, 2024
Q1 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
2.73K+ 197.68% |
$592K - $1.88M
|
4.11K
$871K
|
|
|
Apr 22, 2024
Q1 2024
|
Genesee Capital Advisors, LLC
|
BUY
|
- |
2.73K+ 220.87% |
$592K - $1.88M
|
3.97K
$839K
|
|
|
May 13, 2024
Q1 2024
|
Goldstream Capital Management LTD
|
BUY
|
- |
2.73KNew |
$592K - $1.88M
|
2.73K
$578K
|
|
|
Apr 15, 2024
Q1 2024
|
Ehrlich Financial Group
Laguna Niguel, CA |
BUY
|
- |
2.72KNew |
$589K - $1.87M
|
2.72K
$575K
|
|
|
Apr 22, 2024
Q1 2024
|
Muirfield Wealth Advisors LLC
Charlotte, NC |
BUY
|
- |
2.64K+ 153.28% |
$572K - $1.82M
|
4.36K
$923K
|
|
|
Apr 25, 2024
Q1 2024
|
Equitable Trust CO
|
BUY
|
- |
2.62K+ 200.0% |
$569K - $1.81M
|
3.94K
$833K
|
|
|
Apr 25, 2024
Q1 2024
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2.61K+ 200.38% |
$565K - $1.8M
|
3.91K
$827K
|
|
|
May 20, 2024
Q1 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
2.58K+ 361.29% |
$558K - $1.78M
|
3.29K
$696K
|
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2.56K+ 212.79% |
$555K - $1.77M
|
3.77K
$797K
|