Purchases and Sales Made in Q2 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2022. 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 |
---|---|---|---|---|---|---|---|
Aug 10, 2022
Q2 2022
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-82- 0.75% |
$28.7K - $38.7K
|
10.9K
$2.38M
|
|
Aug 15, 2022
Q2 2022
|
Samalin Investment Counsel, LLC
Chappaqua, NY |
SELL
|
- |
-82Closed |
$28.7K - $38.7K
|
0
$0
|
|
Jul 26, 2022
Q2 2022
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-85- 11.0% |
$29.7K - $40.1K
|
688
$150K
|
|
Aug 08, 2022
Q2 2022
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-87- 0.32% |
$30.4K - $41K
|
27.3K
$5.95M
|
|
Jul 20, 2022
Q2 2022
|
Delta Investment Management, LLC
|
SELL
|
- |
-89- 11.45% |
$31.1K - $42K
|
688
$150K
|
|
Aug 04, 2022
Q2 2022
|
Personal Capital Advisors Corp
|
SELL
|
- |
-90- 6.89% |
$31.5K - $42.4K
|
1.22K
$265K
|
|
Aug 01, 2022
Q2 2022
|
Lindbrook Capital, LLC
|
SELL
|
- |
-100- 11.55% |
$35K - $47.2K
|
766
$167K
|
|
Aug 12, 2022
Q2 2022
|
Edmond De Rothschild Holding S.A.
Chambesy, V8 |
SELL
|
- |
-100- 2.77% |
$35K - $47.2K
|
3.51K
$766K
|
|
Aug 16, 2022
Q2 2022
|
Ibex Wealth Advisors
Lebanon, NJ |
SELL
|
- |
-116- 12.34% |
$40.6K - $54.7K
|
824
$180K
|
|
Aug 03, 2022
Q2 2022
|
Accel Wealth Management
|
SELL
|
- |
-120- 40.96% |
$42K - $56.6K
|
173
$37.7K
|
|
Aug 05, 2022
Q2 2022
|
Keystone Financial Group
|
SELL
|
- |
-120- 9.38% |
$42K - $56.6K
|
1.16K
$253K
|
|
Aug 08, 2022
Q2 2022
|
Quent Capital, LLC
|
SELL
|
- |
-120Closed |
$42K - $56.6K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Cetera Advisors LLC
Denver, CO |
SELL
|
- |
-132- 7.18% |
$46.1K - $62.3K
|
1.71K
$372K
|
|
Aug 04, 2022
Q2 2022
|
360 Financial, Inc.
|
SELL
|
- |
-142- 0.84% |
$49.6K - $67K
|
16.7K
$3.65M
|
|
Aug 10, 2022
Q2 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
SELL
|
- |
-152- 19.59% |
$53.1K - $71.7K
|
624
$136K
|
|
Aug 15, 2022
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-163- 12.64% |
$57K - $76.9K
|
1.13K
$246K
|
|
Jan 27, 2023
Q2 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-163- 12.64% |
$57K - $76.9K
|
1.13K
$246K
|
|
Aug 10, 2022
Q2 2022
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-171- 6.51% |
$59.8K - $80.7K
|
2.46K
$536K
|
|
Jul 22, 2022
Q2 2022
|
Gemmer Asset Management LLC
|
SELL
|
- |
-180Closed |
$62.9K - $84.9K
|
0
$0
|
|
Jul 14, 2022
Q2 2022
|
Arkadios Wealth Advisors
|
SELL
|
- |
-184- 20.09% |
$64.3K - $86.8K
|
732
$160K
|
|
Jul 01, 2022
Q2 2022
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-187- 3.65% |
$65.4K - $88.2K
|
4.94K
$1.08M
|
|
Jul 14, 2022
Q2 2022
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-189- 8.53% |
$66.1K - $89.1K
|
2.03K
$442K
|
|
Aug 15, 2022
Q2 2022
|
Jt Stratford LLC
Gainesville, GA |
SELL
|
- |
-197- 14.01% |
$68.9K - $92.9K
|
1.21K
$264K
|
|
Aug 01, 2022
Q2 2022
|
Western Pacific Wealth Management, LP
|
SELL
|
- |
-200Closed |
$69.9K - $94.3K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
SELL
|
- |
-201- 80.08% |
$70.3K - $94.8K
|
50
$10.9K
|
|
Mar 20, 2023
Q2 2022
|
American Portfolios Advisors
Holbrook, NY |
SELL
|
- |
-201- 23.32% |
$70.3K - $94.8K
|
661
$144K
|
|
Aug 15, 2022
Q2 2022
|
Iht Wealth Management, LLC
Chicago, IL |
SELL
|
- |
-202- 19.39% |
$70.6K - $95.3K
|
840
$183K
|
|
Aug 10, 2022
Q2 2022
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-208Closed |
$72.7K - $98.1K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-255- 28.75% |
$89.2K - $120K
|
632
$138K
|
|
Aug 12, 2022
Q2 2022
|
Wellspring Financial Advisors, LLC
Cleveland, OH |
SELL
|
- |
-259Closed |
$90.5K - $122K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-266- 16.29% |
$93K - $125K
|
1.37K
$298K
|
|
Aug 02, 2022
Q2 2022
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-283- 14.11% |
$98.9K - $133K
|
1.72K
$376K
|
|
Aug 15, 2022
Q2 2022
|
Howe & Rusling Inc
Rochester, NY |
SELL
|
- |
-283- 78.83% |
$98.9K - $133K
|
76
$16.6K
|
|
Jul 27, 2022
Q2 2022
|
Madrona Financial Services, LLC
|
SELL
|
- |
-312- 4.94% |
$109K - $147K
|
6K
$1.31M
|
|
Oct 03, 2022
Q2 2022
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-389- 11.03% |
$136K - $183K
|
3.14K
$684K
|
|
Jul 12, 2022
Q2 2022
|
Wbh Advisory Inc
|
SELL
|
- |
-397- 26.81% |
$139K - $187K
|
1.08K
$236K
|
|
Jul 20, 2022
Q2 2022
|
Wealthfront Advisers LLC
|
SELL
|
- |
-414- 17.74% |
$145K - $195K
|
1.92K
$419K
|
|
Jul 20, 2022
Q2 2022
|
Southern Capital Advisors, LLC
|
SELL
|
- |
-422Closed |
$148K - $199K
|
0
$0
|
|
Aug 10, 2022
Q2 2022
|
Mercer Global Advisors Inc
Denver, CO |
SELL
|
- |
-422- 20.85% |
$148K - $199K
|
1.6K
$349K
|
|
Jul 27, 2022
Q2 2022
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-433- 0.66% |
$151K - $204K
|
65.3K
$14.2M
|
|
Jul 15, 2022
Q2 2022
|
Mc Adam, LLC
|
SELL
|
- |
-434Closed |
$152K - $205K
|
0
$0
|
|
Aug 16, 2022
Q2 2022
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-435- 29.02% |
$152K - $205K
|
1.06K
$232K
|
|
Jul 28, 2022
Q2 2022
|
Zimmermann Investment Management & Planning LLC
|
SELL
|
- |
-437- 16.13% |
$153K - $206K
|
2.27K
$496K
|
|
Jul 14, 2022
Q2 2022
|
Marcum Wealth, LLC
|
SELL
|
- |
-444Closed |
$155K - $209K
|
0
$0
|
|
Aug 09, 2022
Q2 2022
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-449Closed |
$157K - $212K
|
0
$0
|
|
Aug 11, 2022
Q2 2022
|
Mark Sheptoff Financial Planning, LLC
Glastonbury, CT |
SELL
|
- |
-450Closed |
$157K - $212K
|
0
$0
|
|
Aug 08, 2022
Q2 2022
|
Baird Financial Group, Inc.
Milwaukee, WI |
SELL
|
- |
-454Closed |
$159K - $214K
|
0
$0
|
|
Aug 15, 2022
Q2 2022
|
Bank Of New York Mellon Corp
New York, NY |
SELL
|
- |
-459Closed |
$160K - $216K
|
0
$0
|
|
Jul 22, 2022
Q2 2022
|
Welch & Forbes LLC
|
SELL
|
- |
-466Closed |
$163K - $220K
|
0
$0
|
|
Jul 27, 2022
Q2 2022
|
Main Street Financial Solutions, LLC
|
SELL
|
- |
-475Closed |
$166K - $224K
|
0
$0
|