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 06, 2024
Q1 2024
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
1.76K+ 273.6% |
$382K - $1.22M
|
2.41K
$518K
|
|
|
May 02, 2024
Q1 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1.75K+ 200.92% |
$379K - $1.21M
|
2.62K
$564K
|
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
BUY
|
- |
1.75K+ 190.93% |
$379K - $1.2M
|
2.66K
$574K
|
|
|
Apr 23, 2024
Q1 2024
|
Cookson Peirce & CO Inc
|
BUY
|
- |
1.75K+ 200.23% |
$378K - $1.2M
|
2.62K
$564K
|
|
|
Apr 18, 2024
Q1 2024
|
Diversified Trust CO
|
BUY
|
- |
1.73KNew |
$375K - $1.19M
|
1.73K
$372K
|
|
|
May 15, 2024
Q1 2024
|
Atom Investors LP
Austin, TX |
BUY
|
- |
1.73K+ 274.24% |
$374K - $1.19M
|
2.35K
$507K
|
|
|
Aug 13, 2024
Q1 2024
|
Moneta Group Investment Advisors LLC
St Louis, MO |
BUY
|
- |
1.72K+ 158.58% |
$373K - $1.19M
|
2.8K
$604K
|
|
|
May 07, 2024
Q1 2024
|
Verus Capital Partners, LLC
Scottsdale, AZ |
BUY
|
- |
1.71K+ 174.49% |
$371K - $1.18M
|
2.69K
$580K
|
|
|
Apr 30, 2024
Q1 2024
|
Secure Asset Management, LLC
|
BUY
|
- |
1.63KNew |
$354K - $1.13M
|
1.63K
$352K
|
|
|
Apr 30, 2024
Q1 2024
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
1.63K+ 222.54% |
$353K - $1.12M
|
2.36K
$509K
|
|
|
May 01, 2024
Q1 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.61K+ 13.73% |
$348K - $1.11M
|
13.3K
$2.86M
|
|
|
May 13, 2024
Q1 2024
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
1.6K+ 240.54% |
$347K - $1.1M
|
2.27K
$489K
|
|
|
May 13, 2024
Q1 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.6KNew |
$347K - $1.1M
|
1.6K
$345K
|
|
|
Apr 23, 2024
Q1 2024
|
Global Retirement Partners, LLC
|
BUY
|
- |
1.59K+ 156.43% |
$346K - $1.1M
|
2.61K
$563K
|
|
|
Apr 25, 2024
Q1 2024
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1.58K+ 212.52% |
$342K - $1.09M
|
2.32K
$500K
|
|
|
Apr 24, 2024
Q1 2024
|
Raymond James Trust N.A.
|
BUY
|
- |
1.58K+ 190.93% |
$342K - $1.09M
|
2.41K
$518K
|
|
|
May 14, 2024
Q1 2024
|
Accredited Investors Inc.
|
BUY
|
- |
1.58K+ 201.28% |
$342K - $1.09M
|
2.36K
$509K
|
|
|
Apr 24, 2024
Q1 2024
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
1.57KNew |
$341K - $1.08M
|
1.57K
$339K
|
|
|
May 14, 2024
Q1 2024
|
Allie Family Office LLC
|
BUY
|
- |
1.54K+ 155.97% |
$334K - $1.06M
|
2.53K
$545K
|
|
|
Apr 29, 2024
Q1 2024
|
Sycomore Asset Management
|
BUY
|
- |
1.54KNew |
$334K - $1.06M
|
1.54K
$332K
|
|
|
May 03, 2024
Q1 2024
|
Carnegie Capital Asset Management, LLC
|
BUY
|
- |
1.53K+ 194.66% |
$332K - $1.06M
|
2.32K
$500K
|
|
|
Apr 17, 2024
Q1 2024
|
Trilogy Capital Inc.
|
BUY
|
- |
1.51K+ 354.59% |
$327K - $1.04M
|
1.93K
$416K
|
|
|
May 17, 2024
Q1 2024
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
1.5K+ 214.1% |
$326K - $1.04M
|
2.21K
$475K
|
|
|
May 15, 2024
Q1 2024
|
Graham Capital Management, L.P.
Rowayton, CT |
BUY
|
- |
1.5KNew |
$325K - $1.03M
|
1.5K
$323K
|
|
|
May 08, 2024
Q1 2024
|
Delta Investment Management, LLC
|
BUY
|
- |
1.49K+ 199.6% |
$324K - $1.03M
|
2.24K
$483K
|
|
|
May 15, 2024
Q1 2024
|
First Manhattan CO
New York, NY |
BUY
|
- |
1.46K+ 595.12% |
$317K - $1.01M
|
1.71K
$368K
|
|
|
May 08, 2024
Q1 2024
|
Private Wealth Advisors, LLC
Fresno, CA |
BUY
|
- |
1.45K+ 194.75% |
$314K - $998K
|
2.19K
$472K
|
|
|
Apr 10, 2024
Q1 2024
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1.44K+ 199.45% |
$313K - $996K
|
2.17K
$467K
|
|
|
Apr 24, 2024
Q1 2024
|
Psi Advisors, LLC
|
BUY
|
- |
1.42K+ 174.02% |
$308K - $979K
|
2.24K
$482K
|
|
|
May 15, 2024
Q1 2024
|
Turim 21 Investimentos Ltda.
Rio De Janeiro, D5 |
BUY
|
- |
1.42K+ 3.62% |
$308K - $979K
|
40.6K
$8.74M
|
|
|
Apr 30, 2024
Q1 2024
|
Retirement Group, LLC
|
BUY
|
- |
1.4K+ 432.72% |
$304K - $967K
|
1.73K
$372K
|
|
|
Apr 30, 2024
Q1 2024
|
Hb Wealth Management, LLC
|
BUY
|
- |
1.4K+ 200.0% |
$303K - $965K
|
2.1K
$452K
|
|
|
May 03, 2024
Q1 2024
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
1.39K+ 196.75% |
$302K - $961K
|
2.1K
$453K
|
|
|
May 15, 2024
Q1 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
BUY
|
- |
1.39K+ 173.53% |
$301K - $959K
|
2.19K
$472K
|
|
|
Apr 22, 2024
Q1 2024
|
Bay Harbor Wealth Management, LLC
|
BUY
|
- |
1.39K+ 200.0% |
$301K - $957K
|
2.08K
$449K
|
|
|
Jul 30, 2024
Q1 2024
|
Ifp Advisors, Inc
|
BUY
|
- |
1.38K+ 289.52% |
$299K - $952K
|
1.86K
$400K
|
|
|
May 13, 2024
Q1 2024
|
Xtx Topco LTD
London, X0 |
BUY
|
- |
1.36KNew |
$295K - $940K
|
1.36K
$294K
|
|
|
May 20, 2024
Q1 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
1.36KNew |
$295K - $939K
|
1.36K
$293K
|
|
|
Apr 10, 2024
Q1 2024
|
Apella Capital, LLC
|
BUY
|
- |
1.36K+ 227.73% |
$294K - $934K
|
1.95K
$420K
|
|
|
May 14, 2024
Q1 2024
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
1.35K+ 200.0% |
$292K - $928K
|
2.02K
$435K
|
|
|
May 03, 2024
Q1 2024
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.34K+ 132.87% |
$291K - $925K
|
2.35K
$507K
|
|
|
Apr 19, 2024
Q1 2024
|
Apexium Financial, LP
|
BUY
|
- |
1.33K+ 200.0% |
$289K - $920K
|
2K
$431K
|
|
|
May 03, 2024
Q1 2024
|
Csenge Advisory Group
|
BUY
|
- |
1.33K+ 92.72% |
$287K - $914K
|
2.75K
$593K
|
|
|
May 29, 2024
Q1 2024
|
Pathway Financial Advisers, LLC
Auburn, IN |
BUY
|
- |
1.32KNew |
$287K - $912K
|
1.32K
$285K
|
|
|
May 10, 2024
Q1 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.32K+ 15.3% |
$286K - $909K
|
9.93K
$2.14M
|
|
|
May 15, 2024
Q1 2024
|
Concorde Asset Management, LLC
|
BUY
|
- |
1.31KNew |
$284K - $902K
|
1.31K
$282K
|
|
|
Apr 30, 2024
Q1 2024
|
Arkadios Wealth Advisors
|
BUY
|
- |
1.29K+ 216.61% |
$280K - $890K
|
1.89K
$407K
|
|
|
May 15, 2024
Q1 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
1.28KNew |
$278K - $885K
|
1.28K
$277K
|
|
|
May 09, 2024
Q1 2024
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
1.28K+ 200.94% |
$278K - $884K
|
1.92K
$414K
|
|
|
Apr 25, 2024
Q1 2024
|
Eudaimonia Partners, LLC
Winchester, TN |
BUY
|
- |
1.27K+ 192.11% |
$274K - $873K
|
1.93K
$415K
|