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 10, 2024
Q1 2024
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.26K+ 200.0% |
$272K - $866K
|
1.88K
$406K
|
|
|
Apr 19, 2024
Q1 2024
|
Madrona Financial Services, LLC
|
BUY
|
- |
1.25K+ 200.0% |
$272K - $865K
|
1.88K
$405K
|
|
|
May 14, 2024
Q1 2024
|
Linscomb & Williams, Inc.
Houston, TX |
BUY
|
- |
1.25KNew |
$270K - $859K
|
1.25K
$268K
|
|
|
May 14, 2024
Q1 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
1.24K+ 171.43% |
$268K - $852K
|
1.96K
$422K
|
|
|
May 08, 2024
Q1 2024
|
Summit X, LLC
Chesterfield, MO |
BUY
|
- |
1.23K+ 137.25% |
$266K - $846K
|
2.12K
$457K
|
|
|
Apr 29, 2024
Q1 2024
|
Caprock Group, Inc.
|
BUY
|
- |
1.22K+ 200.0% |
$265K - $844K
|
1.84K
$396K
|
|
|
May 10, 2024
Q1 2024
|
Baker Avenue Asset Management, LP
|
BUY
|
- |
1.22K+ 200.0% |
$265K - $844K
|
1.84K
$396K
|
|
|
May 14, 2024
Q1 2024
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
1.21K+ 206.68% |
$262K - $832K
|
1.79K
$386K
|
|
|
Apr 24, 2024
Q1 2024
|
Dakota Wealth Management
|
BUY
|
- |
1.2KNew |
$260K - $828K
|
1.2K
$259K
|
|
|
Apr 11, 2024
Q1 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.2KNew |
$259K - $825K
|
1.2K
$258K
|
|
|
May 14, 2024
Q1 2024
|
Four Thought Financial Partners, LLC
Venice, FL |
BUY
|
- |
1.19K+ 181.74% |
$259K - $823K
|
1.85K
$399K
|
|
|
Apr 18, 2024
Q1 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.19KNew |
$257K - $818K
|
1.19K
$256K
|
|
|
May 13, 2024
Q1 2024
|
Rb Capital Management, LLC
|
BUY
|
- |
1.18K+ 200.34% |
$256K - $815K
|
1.77K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Pine Harbor Wealth Management, LLC
Silver Spring, MD |
BUY
|
- |
1.18K+ 200.34% |
$256K - $815K
|
1.77K
$382K
|
|
|
May 15, 2024
Q1 2024
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.17K+ 74.81% |
$254K - $807K
|
2.73K
$589K
|
|
|
May 02, 2024
Q1 2024
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
1.17K+ 204.74% |
$253K - $805K
|
1.74K
$374K
|
|
|
Apr 19, 2024
Q1 2024
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
1.15K+ 218.79% |
$250K - $795K
|
1.68K
$362K
|
|
|
May 15, 2024
Q1 2024
|
Walleye Trading LLC
Plymouth, MN |
BUY
|
- |
1.13K+ 30.11% |
$245K - $780K
|
4.89K
$1.05M
|
|
|
Apr 22, 2024
Q1 2024
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
1.13K+ 209.87% |
$244K - $777K
|
1.66K
$359K
|
|
|
Apr 22, 2024
Q1 2024
|
Outlook Wealth Advisors, LLC
|
BUY
|
- |
1.13KNew |
$244K - $776K
|
1.13K
$242K
|
|
|
May 09, 2024
Q1 2024
|
Councilmark Asset Management, LLC
Knoxville, TN |
BUY
|
- |
1.13KNew |
$244K - $776K
|
1.13K
$242K
|
|
|
Apr 25, 2024
Q1 2024
|
Terra Nova Asset Management LLC
|
BUY
|
- |
1.12K+ 272.82% |
$244K - $775K
|
1.54K
$331K
|
|
|
May 09, 2024
Q1 2024
|
Buckingham Strategic Wealth, LLC
Clayton, MO |
BUY
|
- |
1.12KNew |
$244K - $775K
|
1.12K
$242K
|
|
|
May 13, 2024
Q1 2024
|
Coldstream Capital Management Inc
|
BUY
|
- |
1.12K+ 200.54% |
$243K - $772K
|
1.68K
$361K
|
|
|
Apr 30, 2024
Q1 2024
|
Fountainhead Am, LLC
Warren, NJ |
BUY
|
- |
1.11KNew |
$241K - $768K
|
1.11K
$240K
|
|
|
May 06, 2024
Q1 2024
|
Banque Pictet & Cie Sa
|
BUY
|
- |
1.1K+ 200.0% |
$238K - $759K
|
1.65K
$356K
|
|
|
May 02, 2024
Q1 2024
|
Choreo, LLC
Minneapolis, MN |
BUY
|
- |
1.09K+ 200.0% |
$237K - $754K
|
1.64K
$354K
|
|
|
Apr 26, 2024
Q1 2024
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1.08K+ 200.37% |
$235K - $748K
|
1.63K
$350K
|
|
|
May 14, 2024
Q1 2024
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
1.08K+ 200.0% |
$234K - $745K
|
1.62K
$349K
|
|
|
May 07, 2024
Q1 2024
|
White Lighthouse Investment Management Inc.
|
BUY
|
- |
1.08K+ 191.99% |
$234K - $744K
|
1.64K
$354K
|
|
|
Apr 30, 2024
Q1 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
1.08KNew |
$234K - $743K
|
1.08K
$232K
|
|
|
May 13, 2024
Q1 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.07K+ 199.26% |
$233K - $741K
|
1.61K
$348K
|
|
|
Apr 18, 2024
Q1 2024
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
1.07K+ 942.11% |
$233K - $741K
|
1.19K
$256K
|
|
|
May 03, 2024
Q1 2024
|
Essex LLC
|
BUY
|
- |
1.07K+ 189.38% |
$232K - $738K
|
1.64K
$352K
|
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
BUY
|
- |
1.07K+ 303.69% |
$232K - $737K
|
1.42K
$306K
|
|
|
May 15, 2024
Q1 2024
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
1.07K+ 184.43% |
$231K - $735K
|
1.64K
$354K
|
|
|
May 08, 2024
Q1 2024
|
One Capital Management, LLC
Westlake Village, CA |
BUY
|
- |
1.07KNew |
$231K - $734K
|
1.07K
$229K
|
|
|
Apr 22, 2024
Q1 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
1.06K+ 212.6% |
$230K - $733K
|
1.56K
$337K
|
|
|
Apr 10, 2024
Q1 2024
|
Private Capital Management LLC
|
BUY
|
- |
1.06KNew |
$229K - $728K
|
1.06K
$228K
|
|
|
Apr 16, 2024
Q1 2024
|
Astoria Portfolio Advisors Llc.
|
BUY
|
- |
1.06KNew |
$229K - $728K
|
1.06K
$228K
|
|
|
May 09, 2024
Q1 2024
|
Brighton Jones LLC
|
BUY
|
- |
1.05K+ 237.33% |
$227K - $723K
|
1.49K
$321K
|
|
|
Apr 17, 2024
Q1 2024
|
Aviance Capital Partners, LLC
Naples, FL |
BUY
|
- |
1.05K+ 280.21% |
$227K - $723K
|
1.42K
$306K
|
|
|
May 02, 2024
Q1 2024
|
Mutual Advisors, LLC
Casper, WY |
BUY
|
- |
1.05K+ 41.62% |
$227K - $721K
|
3.56K
$766K
|
|
|
May 10, 2024
Q1 2024
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
1.04K+ 200.77% |
$226K - $720K
|
1.56K
$337K
|
|
|
May 01, 2024
Q1 2024
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1.04KNew |
$226K - $719K
|
1.04K
$225K
|
|
|
May 10, 2024
Q1 2024
|
Peapack Gladstone Financial Corp
Bedminster, NJ |
BUY
|
- |
1.04K+ 200.0% |
$225K - $717K
|
1.56K
$336K
|
|
|
Apr 25, 2024
Q1 2024
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.04KNew |
$224K - $714K
|
1.04K
$223K
|
|
|
Apr 24, 2024
Q1 2024
|
Activest Wealth Management
|
BUY
|
- |
1.04K+ 200.19% |
$224K - $714K
|
1.55K
$334K
|
|
|
May 15, 2024
Q1 2024
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
1.03K+ 186.46% |
$224K - $712K
|
1.59K
$342K
|
|
|
Apr 29, 2024
Q1 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
1.03K+ 197.13% |
$223K - $710K
|
1.55K
$334K
|