Purchases and Sales Made in Q2 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2023. 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 11, 2023
Q2 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
140+ 1.56% |
$56.1K - $72.3K
|
9.1K
$1.93M
|
|
|
May 17, 2024
Q2 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
BUY
|
- |
137+ 54.8% |
$54.9K - $70.8K
|
387
$81.9K
|
|
|
Jul 06, 2023
Q2 2023
|
Apella Capital, LLC
|
BUY
|
- |
127+ 21.75% |
$50.9K - $65.6K
|
711
$150K
|
|
|
Jul 11, 2023
Q2 2023
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
124+ 8.51% |
$49.7K - $64K
|
1.58K
$335K
|
|
|
Aug 04, 2023
Q2 2023
|
Sandy Spring Bank
|
BUY
|
- |
120+ 56.07% |
$48.1K - $62K
|
334
$70.7K
|
|
|
Aug 11, 2023
Q2 2023
|
Tacita Capital Inc
Toronto, A6 |
BUY
|
- |
120New |
$48.1K - $62K
|
120
$25.4K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Adam, LLC
|
BUY
|
- |
116+ 17.52% |
$46.5K - $59.9K
|
778
$165K
|
|
|
Aug 08, 2023
Q2 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
116+ 3.45% |
$46.5K - $59.9K
|
3.48K
$737K
|
|
|
Jul 11, 2023
Q2 2023
|
Canton Hathaway, LLC
|
BUY
|
- |
116New |
$46.5K - $59.9K
|
116
$24.6K
|
|
|
Aug 09, 2023
Q2 2023
|
Equitable Trust CO
|
BUY
|
- |
103+ 10.13% |
$41.3K - $53.2K
|
1.12K
$237K
|
|
|
Jul 18, 2023
Q2 2023
|
Cutler Group LP
|
BUY
|
- |
100New |
$40.1K - $51.7K
|
100
$21.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
100New |
$40.1K - $51.7K
|
100
$21.2K
|
|
|
Jul 06, 2023
Q2 2023
|
Armstrong Advisory Group, Inc
Needham, MA |
BUY
|
- |
100+ 294.12% |
$40.1K - $51.7K
|
134
$28.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Us Bancorp \De\
|
BUY
|
- |
89+ 2.52% |
$35.7K - $46K
|
3.62K
$765K
|
|
|
Jul 26, 2023
Q2 2023
|
American Institute For Advanced Investment Management, LLP
|
BUY
|
- |
85+ 18.81% |
$34.1K - $43.9K
|
537
$114K
|
|
|
Jul 14, 2023
Q2 2023
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
83+ 6.08% |
$33.3K - $42.9K
|
1.45K
$306K
|
|
|
Aug 04, 2023
Q2 2023
|
Ifp Advisors, Inc
|
BUY
|
- |
79+ 8.53% |
$31.7K - $40.8K
|
1.01K
$213K
|
|
|
Aug 10, 2023
Q2 2023
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
76+ 9.86% |
$30.5K - $39.3K
|
847
$179K
|
|
|
Aug 03, 2023
Q2 2023
|
Thoroughbred Financial Services, LLC
|
BUY
|
- |
73+ 3.71% |
$29.3K - $37.7K
|
2.04K
$432K
|
|
|
Jul 18, 2023
Q2 2023
|
Fiduciary Alliance LLC
Greenville, SC |
BUY
|
- |
72New |
$28.9K - $37.2K
|
72
$15.2K
|
|
|
Aug 14, 2023
Q2 2023
|
Resurgent Financial Advisors LLC
Atlanta, GA |
BUY
|
- |
70+ 52.63% |
$28.1K - $36.2K
|
203
$43K
|
|
|
Aug 10, 2023
Q2 2023
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
66+ 0.72% |
$26.5K - $34.1K
|
9.18K
$1.94M
|
|
|
Aug 10, 2023
Q2 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
BUY
|
- |
63+ 6.36% |
$25.3K - $32.5K
|
1.05K
$223K
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
62+ 13.93% |
$24.9K - $32K
|
507
$107K
|
|
|
Aug 11, 2023
Q2 2023
|
Annandale Capital, LLC
Dallas, TX |
BUY
|
- |
60+ 0.61% |
$24.1K - $31K
|
9.86K
$2.09M
|
|
|
Jul 28, 2023
Q2 2023
|
Lindbrook Capital, LLC
|
BUY
|
- |
56+ 0.49% |
$22.5K - $28.9K
|
11.5K
$2.44M
|
|
|
Aug 10, 2023
Q2 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
55+ 0.7% |
$22.1K - $28.4K
|
7.92K
$1.68M
|
|
|
Jul 25, 2023
Q2 2023
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
55New |
$22.1K - $28.4K
|
55
$11.6K
|
|
|
Jul 20, 2023
Q2 2023
|
Telos Capital Management, Inc.
|
BUY
|
- |
54+ 3.76% |
$21.7K - $27.9K
|
1.49K
$315K
|
|
|
Aug 16, 2023
Q2 2023
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
52+ 5.55% |
$20.9K - $26.9K
|
989
$209K
|
|
|
Jul 18, 2023
Q2 2023
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
50+ 2.22% |
$20.1K - $25.8K
|
2.31K
$488K
|
|
|
Aug 10, 2023
Q2 2023
|
Angeles Wealth Management, LLC
|
BUY
|
- |
50+ 111.11% |
$20.1K - $25.8K
|
95
$20.1K
|
|
|
Jul 24, 2023
Q2 2023
|
Svb Wealth LLC
Boston, MA |
BUY
|
- |
49+ 7.11% |
$19.6K - $25.3K
|
738
$156K
|
|
|
Aug 03, 2023
Q2 2023
|
Delta Investment Management, LLC
|
BUY
|
- |
49+ 7.05% |
$19.6K - $25.3K
|
744
$157K
|
|
|
Aug 10, 2023
Q2 2023
|
Condor Capital Management
Martinsville, NJ |
BUY
|
- |
48+ 1.65% |
$19.2K - $24.8K
|
2.96K
$627K
|
|
|
Aug 14, 2023
Q2 2023
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
48New |
$19.2K - $24.8K
|
48
$10.2K
|
|
|
Jul 21, 2023
Q2 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
BUY
|
- |
46+ 1.12% |
$18.4K - $23.8K
|
4.14K
$876K
|
|
|
Aug 01, 2023
Q2 2023
|
Merit Financial Group, LLC
|
BUY
|
- |
45+ 3.07% |
$18K - $23.2K
|
1.51K
$320K
|
|
|
Jul 12, 2023
Q2 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
44+ 5.36% |
$17.6K - $22.7K
|
865
$183K
|
|
|
Aug 09, 2023
Q2 2023
|
Clear Investment Research, LLC
|
BUY
|
- |
43+ 74.14% |
$17.2K - $22.2K
|
101
$21.4K
|
|
|
Jul 12, 2023
Q2 2023
|
Beacon Capital Management, LLC
|
BUY
|
- |
40+ 250.0% |
$16K - $20.7K
|
56
$11.9K
|
|
|
Aug 11, 2023
Q2 2023
|
Penserra Capital Management LLC
Orinda, CA |
BUY
|
- |
39New |
$15.6K - $20.1K
|
39
$8.25K
|
|
|
Aug 11, 2023
Q2 2023
|
Wellington Shields & Co., LLC
New York, NY |
BUY
|
- |
38+ 58.46% |
$15.2K - $19.6K
|
103
$21.8K
|
|
|
Aug 08, 2023
Q2 2023
|
Archer Investment Corp
|
BUY
|
- |
38+ 28.57% |
$15.2K - $19.6K
|
171
$36.2K
|
|
|
Aug 11, 2023
Q2 2023
|
Black Rock Inc.
New York, NY |
BUY
|
- |
35New |
$14K - $18.1K
|
35
$7.41K
|
|
|
Aug 11, 2023
Q2 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
34+ 0.6% |
$13.6K - $17.6K
|
5.69K
$1.2M
|
|
|
Aug 14, 2023
Q2 2023
|
Srs Capital Advisors, Inc.
Denver, CO |
BUY
|
- |
32+ 22.86% |
$12.8K - $16.5K
|
172
$36.4K
|
|
|
Aug 09, 2023
Q2 2023
|
Sweeney & Michel, LLC
Chico, CA |
BUY
|
- |
31+ 6.43% |
$12.4K - $16K
|
513
$109K
|
|
|
Aug 03, 2023
Q2 2023
|
Pfg Investments, LLC
Woodbury, NY |
BUY
|
- |
29+ 0.66% |
$11.6K - $15K
|
4.44K
$940K
|
|
|
Aug 14, 2023
Q2 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
BUY
|
- |
28+ 4.91% |
$11.2K - $14.5K
|
598
$127K
|