Purchases and Sales Made in Q1 2025 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q1 2025. 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, 2025
Q1 2025
|
Rinkey Investments
San Diego, CA |
SELL
|
- |
-25- 1.67% |
$4.7K - $5.9K
|
1.47K
$425K
|
|
|
May 09, 2025
Q1 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-26- 0.82% |
$4.89K - $6.13K
|
3.14K
$907K
|
|
|
May 08, 2025
Q1 2025
|
Baker Avenue Asset Management, LP
|
SELL
|
- |
-28- 1.35% |
$5.27K - $6.6K
|
2.04K
$591K
|
|
|
Apr 21, 2025
Q1 2025
|
Psi Advisors, LLC
|
SELL
|
- |
-29- 1.05% |
$5.46K - $6.84K
|
2.72K
$787K
|
|
|
May 05, 2025
Q1 2025
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-30- 27.78% |
$5.65K - $7.07K
|
78
$22.5K
|
|
|
May 14, 2025
Q1 2025
|
Choate Investment Advisors
Boston, MA |
SELL
|
- |
-30- 2.6% |
$5.65K - $7.07K
|
1.13K
$325K
|
|
|
May 08, 2025
Q1 2025
|
Moors & Cabot, Inc.
Boston, MA |
SELL
|
- |
-30- 2.43% |
$5.65K - $7.07K
|
1.2K
$348K
|
|
|
May 14, 2025
Q1 2025
|
Creative One Wealth, LLC
Overland Park, KS |
SELL
|
- |
-30- 1.64% |
$5.65K - $7.07K
|
1.8K
$521K
|
|
|
Jul 14, 2025
Q1 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-31- 77.5% |
$5.83K - $7.31K
|
9
$2.6K
|
|
|
Apr 28, 2025
Q1 2025
|
Private Trust CO Na
|
SELL
|
- |
-31- 5.61% |
$5.83K - $7.31K
|
522
$151K
|
|
|
May 12, 2025
Q1 2025
|
Founders Financial Alliance, LLC
Raleigh, NC |
SELL
|
- |
-31- 4.25% |
$5.83K - $7.31K
|
698
$202K
|
|
|
Apr 25, 2025
Q1 2025
|
Mather Group, Llc.
Chicago, IL |
SELL
|
- |
-33- 8.89% |
$6.21K - $7.78K
|
338
$97.7K
|
|
|
May 15, 2025
Q1 2025
|
Moneta Group Investment Advisors LLC
St Louis, MO |
SELL
|
- |
-33- 1.12% |
$6.21K - $7.78K
|
2.91K
$842K
|
|
|
May 07, 2025
Q1 2025
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-39- 1.05% |
$7.34K - $9.2K
|
3.69K
$1.07M
|
|
|
Apr 23, 2025
Q1 2025
|
Western Wealth Management, LLC
|
SELL
|
- |
-41- 0.83% |
$7.71K - $9.67K
|
4.93K
$1.42M
|
|
|
May 02, 2025
Q1 2025
|
Wealthgarden F.S. LLC
El Segundo, CA |
SELL
|
- |
-45- 2.62% |
$8.47K - $10.6K
|
1.67K
$483K
|
|
|
Apr 29, 2025
Q1 2025
|
Harel Insurance Investments & Financial Services Ltd.
|
SELL
|
- |
-48- 3.46% |
$9.03K - $11.3K
|
1.34K
$388K
|
|
|
May 05, 2025
Q1 2025
|
Washburn Capital Management, Inc.
|
SELL
|
- |
-50- 0.79% |
$9.41K - $11.8K
|
6.25K
$1.81M
|
|
|
Apr 30, 2025
Q1 2025
|
Park Square Financial Group, LLC
Roswell, GA |
SELL
|
- |
-51- 3.1% |
$9.6K - $12K
|
1.6K
$461K
|
|
|
Apr 24, 2025
Q1 2025
|
Beacon Financial Advisory LLC
|
SELL
|
- |
-53- 1.49% |
$9.97K - $12.5K
|
3.51K
$1.01M
|
|
|
May 07, 2025
Q1 2025
|
Spectrum Wealth Counsel, LLC
Indianapolis, IN |
SELL
|
- |
-57- 15.97% |
$10.7K - $13.4K
|
300
$86.7K
|
|
|
Apr 16, 2025
Q1 2025
|
Tudor Financial Inc.
Dayton, OH |
SELL
|
- |
-60- 2.04% |
$11.3K - $14.1K
|
2.88K
$832K
|
|
|
May 05, 2025
Q1 2025
|
Cassaday & CO Wealth Management LLC
Mclean, VA |
SELL
|
- |
-60- 1.73% |
$11.3K - $14.1K
|
3.41K
$986K
|
|
|
Apr 29, 2025
Q1 2025
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-64- 1.65% |
$12K - $15.1K
|
3.8K
$1.1M
|
|
|
Apr 28, 2025
Q1 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-64- 5.94% |
$12K - $15.1K
|
1.01K
$293K
|
|
|
May 13, 2025
Q1 2025
|
Rathbones Group PLC
Liverpool, X0 |
SELL
|
- |
-70- 3.26% |
$13.2K - $16.5K
|
2.08K
$601K
|
|
|
Apr 23, 2025
Q1 2025
|
Koesten, Hirschmann & Crabtree, Inc.
Overland Park, KS |
SELL
|
- |
-70- 24.65% |
$13.2K - $16.5K
|
214
$61.8K
|
|
|
Apr 07, 2025
Q1 2025
|
Parallel Advisors, LLC
|
SELL
|
- |
-70- 15.02% |
$13.2K - $16.5K
|
396
$114K
|
|
|
May 14, 2025
Q1 2025
|
Chicago Wealth Management, Inc.
Chicago, IL |
SELL
|
- |
-76- 2.34% |
$14.3K - $17.9K
|
3.17K
$917K
|
|
|
May 14, 2025
Q1 2025
|
Delta Investment Management, LLC
|
SELL
|
- |
-77- 3.79% |
$14.5K - $18.2K
|
1.95K
$565K
|
|
|
Apr 16, 2025
Q1 2025
|
American Institute For Advanced Investment Management, LLP
|
SELL
|
- |
-80- 4.94% |
$15.1K - $18.9K
|
1.54K
$445K
|
|
|
May 02, 2025
Q1 2025
|
Transce3nd, LLC
Kyle, TX |
SELL
|
- |
-80- 45.45% |
$15.1K - $18.9K
|
96
$27.7K
|
|
|
May 12, 2025
Q1 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-80- 44.44% |
$15.1K - $18.9K
|
100
$28.9K
|
|
|
Jun 10, 2025
Q1 2025
|
Birchbrook, Inc.
Bangor, ME |
SELL
|
- |
-84Closed |
$15.8K - $19.8K
|
0
$0
|
|
|
Apr 28, 2025
Q1 2025
|
Strategic Financial Concepts, LLC
San Antonio, TX |
SELL
|
- |
-85- 4.13% |
$16K - $20K
|
1.98K
$571K
|
|
|
May 07, 2025
Q1 2025
|
Phoenix Holdings Ltd.
Givatayim, L3 |
SELL
|
- |
-88- 2.36% |
$16.6K - $20.8K
|
3.64K
$1.05M
|
|
|
Apr 22, 2025
Q1 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-89- 2.73% |
$16.7K - $21K
|
3.17K
$915K
|
|
|
May 15, 2025
Q1 2025
|
Caprock Group, Inc.
|
SELL
|
- |
-92- 5.32% |
$17.3K - $21.7K
|
1.64K
$473K
|
|
|
May 13, 2025
Q1 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-93- 7.63% |
$17.5K - $21.9K
|
1.13K
$325K
|
|
|
May 13, 2025
Q1 2025
|
Coldstream Capital Management Inc
|
SELL
|
- |
-99- 5.73% |
$18.6K - $23.3K
|
1.63K
$471K
|
|
|
Apr 14, 2025
Q1 2025
|
Signet Financial Management, LLC
Parsippany, NJ |
SELL
|
- |
-100- 3.55% |
$18.8K - $23.6K
|
2.72K
$786K
|
|
|
May 12, 2025
Q1 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-101- 3.7% |
$19K - $23.8K
|
2.63K
$761K
|
|
|
Apr 23, 2025
Q1 2025
|
Golden State Equity Partners
South Coast Metro, CA |
SELL
|
- |
-128- 9.43% |
$24.1K - $30.2K
|
1.23K
$355K
|
|
|
May 27, 2025
Q1 2025
|
Jacobi Capital Management LLC
|
SELL
|
- |
-134- 8.43% |
$25.2K - $31.6K
|
1.46K
$421K
|
|
|
May 06, 2025
Q1 2025
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-142- 3.03% |
$26.7K - $33.5K
|
4.54K
$1.31M
|
|
|
May 01, 2025
Q1 2025
|
Sigma Planning Corp
Ann Arbor, MI |
SELL
|
- |
-149- 0.63% |
$28K - $35.1K
|
23.3K
$6.74M
|
|
|
May 14, 2025
Q1 2025
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-151- 28.65% |
$28.4K - $35.6K
|
376
$109K
|
|
|
May 01, 2025
Q1 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-151- 11.87% |
$28.4K - $35.6K
|
1.12K
$324K
|
|
|
Apr 25, 2025
Q1 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-155- 6.37% |
$29.2K - $36.6K
|
2.28K
$659K
|
|
|
May 08, 2025
Q1 2025
|
Ifg Advisory, LLC
|
SELL
|
- |
-163- 5.07% |
$30.7K - $38.4K
|
3.05K
$881K
|