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 24, 2023
Q2 2023
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
28+ 4.58% |
$11.2K - $14.5K
|
640
$135K
|
|
|
Aug 10, 2023
Q2 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
28+ 5.32% |
$11.2K - $14.5K
|
554
$117K
|
|
|
Aug 01, 2023
Q2 2023
|
Spreng Capital Management, Inc.
|
BUY
|
- |
25+ 4.15% |
$10K - $12.9K
|
628
$133K
|
|
|
Jul 13, 2023
Q2 2023
|
City Holding CO
|
BUY
|
- |
25+ 0.65% |
$10K - $12.9K
|
3.85K
$815K
|
|
|
Aug 14, 2023
Q2 2023
|
Matrix Private Capital Group LLC
New York, NY |
BUY
|
- |
25+ 21.74% |
$10K - $12.9K
|
140
$29.6K
|
|
|
Aug 07, 2023
Q2 2023
|
Clearstead Advisors, LLC
Cleveland, OH |
BUY
|
- |
22New |
$8.82K - $11.4K
|
22
$4.66K
|
|
|
Aug 11, 2023
Q2 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
22+ 3.41% |
$8.82K - $11.4K
|
668
$141K
|
|
|
Aug 01, 2023
Q2 2023
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
20+ 2.68% |
$8.02K - $10.3K
|
765
$162K
|
|
|
Aug 14, 2023
Q2 2023
|
Colonial Trust CO / Sc
Spartanburg, SC |
BUY
|
- |
17+ 22.37% |
$6.82K - $8.78K
|
93
$19.7K
|
|
|
Aug 09, 2023
Q2 2023
|
Kcm Investment Advisors LLC
Greenbrae, CA |
BUY
|
- |
16+ 2.8% |
$6.42K - $8.26K
|
588
$124K
|
|
|
Aug 03, 2023
Q2 2023
|
Coldstream Capital Management Inc
|
BUY
|
- |
16+ 2.88% |
$6.42K - $8.26K
|
571
$121K
|
|
|
Sep 06, 2023
Q2 2023
|
Strategic Financial Concepts, LLC
San Antonio, TX |
BUY
|
- |
15+ 2.97% |
$6.02K - $7.75K
|
520
$110K
|
|
|
Jul 03, 2023
Q2 2023
|
First Financial Bank Trust Division
Hamilton, OH |
BUY
|
- |
15+ 0.28% |
$6.02K - $7.75K
|
5.38K
$1.14M
|
|
|
Aug 09, 2023
Q2 2023
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
15+ 2.2% |
$6.02K - $7.75K
|
698
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
15+ 11.45% |
$6.02K - $7.75K
|
146
$30.9K
|
|
|
Aug 03, 2023
Q2 2023
|
Paragon Private Wealth Management, LLC
|
BUY
|
- |
14+ 2.82% |
$5.61K - $7.23K
|
510
$108K
|
|
|
Jul 18, 2023
Q2 2023
|
Avitas Wealth Management LLC
|
BUY
|
- |
13+ 0.74% |
$5.21K - $6.71K
|
1.77K
$375K
|
|
|
Jul 18, 2023
Q2 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
12+ 0.24% |
$4.81K - $6.2K
|
5.08K
$1.08M
|
|
|
Jul 25, 2023
Q2 2023
|
Connecticut Wealth Management, LLC
|
BUY
|
- |
10+ 0.74% |
$4.01K - $5.17K
|
1.36K
$287K
|
|
|
Jul 13, 2023
Q2 2023
|
Milestone Advisory Partners
|
BUY
|
- |
10+ 0.47% |
$4.01K - $5.17K
|
2.16K
$457K
|
|
|
Sep 21, 2023
Q2 2023
|
Baystate Wealth Management LLC
|
BUY
|
- |
10New |
$4.01K - $5.17K
|
10
$2.12K
|
|
|
Aug 15, 2023
Q2 2023
|
Cornerstone Planning Group LLC
Fairfield, NJ |
BUY
|
- |
9New |
$3.61K - $4.65K
|
9
$1.9K
|
|
|
Jul 31, 2023
Q2 2023
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
8+ 0.23% |
$3.21K - $4.13K
|
3.49K
$738K
|
|
|
Aug 14, 2023
Q2 2023
|
Grand Wealth Management, LLC
Grand Rapids, MI |
BUY
|
- |
7New |
$2.81K - $3.62K
|
7
$1.48K
|
|
|
Jul 21, 2023
Q2 2023
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
7+ 0.98% |
$2.81K - $3.62K
|
723
$153K
|
|
|
Aug 04, 2023
Q2 2023
|
Ever Source Wealth Advisors, LLC
|
BUY
|
- |
7+ 28.0% |
$2.81K - $3.62K
|
32
$6.77K
|
|
|
Jul 27, 2023
Q2 2023
|
Nikulski Financial, Inc.
|
BUY
|
- |
6+ 0.31% |
$2.41K - $3.1K
|
1.94K
$410K
|
|
|
Jul 11, 2023
Q2 2023
|
Gradient Investments LLC
|
BUY
|
- |
6+ 5.88% |
$2.41K - $3.1K
|
108
$22.9K
|
|
|
Jul 13, 2023
Q2 2023
|
Macroview Investment Management LLC
|
BUY
|
- |
6+ 85.71% |
$2.41K - $3.1K
|
13
$2.75K
|
|
|
Jul 17, 2023
Q2 2023
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
BUY
|
- |
6New |
$2.41K - $3.1K
|
6
$1.27K
|
|
|
Aug 08, 2023
Q2 2023
|
Synovus Financial Corp
Columbus, GA |
BUY
|
- |
6+ 0.4% |
$2.41K - $3.1K
|
1.5K
$317K
|
|
|
Aug 14, 2023
Q2 2023
|
Tradition Wealth Management, LLC
|
BUY
|
- |
6+ 10.34% |
$2.41K - $3.1K
|
64
$13.5K
|
|
|
Aug 14, 2023
Q2 2023
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
5+ 0.93% |
$2.01K - $2.58K
|
545
$115K
|
|
|
Aug 03, 2023
Q2 2023
|
Larson Financial Group LLC
|
BUY
|
- |
5New |
$2.01K - $2.58K
|
5
$1.06K
|
|
|
Jul 18, 2023
Q2 2023
|
Signet Financial Management, LLC
Parsippany, NJ |
BUY
|
- |
4+ 0.48% |
$1.6K - $2.07K
|
838
$177K
|
|
|
Aug 11, 2023
Q2 2023
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
4+ 0.25% |
$1.6K - $2.07K
|
1.58K
$334K
|
|
|
Aug 01, 2023
Q2 2023
|
Cookson Peirce & CO Inc
|
BUY
|
- |
4+ 0.48% |
$1.6K - $2.07K
|
838
$177K
|
|
|
Aug 21, 2023
Q2 2023
|
Vital Stone Financial, LLC
Shavano Park, TX |
BUY
|
- |
3New |
$1.2K - $1.55K
|
3
$635
|
|
|
Aug 14, 2023
Q2 2023
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
3+ 0.16% |
$1.2K - $1.55K
|
1.89K
$401K
|
|
|
Aug 02, 2023
Q2 2023
|
Blue Chip Partners, Inc.
|
BUY
|
- |
2+ 0.15% |
$802 - $1.03K
|
1.3K
$274K
|
|
|
Aug 08, 2023
Q2 2023
|
Resolute Wealth Strategies, LLC
Jackson, MS |
BUY
|
- |
2+ 0.17% |
$802 - $1.03K
|
1.2K
$254K
|
|
|
Aug 14, 2023
Q2 2023
|
Gould Capital, LLC
|
BUY
|
- |
2New |
$802 - $1.03K
|
2
$423
|
|
|
Jul 17, 2023
Q2 2023
|
Beacon Financial Advisory LLC
|
BUY
|
- |
2+ 0.16% |
$802 - $1.03K
|
1.29K
$272K
|
|
|
Jul 07, 2023
Q2 2023
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
1+ 0.14% |
$401 - $517
|
720
$152K
|
|
|
Aug 13, 2024
Q2 2023
|
Glen Eagle Advisors, LLC
Kingston, NJ |
BUY
|
- |
1+ 16.67% |
$401 - $517
|
7
$1.48K
|
|
|
Aug 14, 2023
Q2 2023
|
Consolidated Portfolio Review Corp
Woodbury, NY |
BUY
|
- |
1+ 0.2% |
$401 - $517
|
495
$105K
|
|
|
Aug 02, 2023
Q2 2023
|
Mc Kinley Carter Wealth Services, Inc.
|
BUY
|
- |
1+ 0.19% |
$401 - $517
|
540
$114K
|
|
|
Jul 31, 2023
Q2 2023
|
Intellectus Partners, LLC
San Francisco, CA |
BUY
|
- |
1+ 0.04% |
$401 - $517
|
2.37K
$501K
|
|
|
Aug 02, 2023
Q2 2023
|
Executive Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$401 - $517
|
619
$131K
|
|
|
Jul 20, 2023
Q2 2023
|
C2 C Wealth Management, LLC
|
BUY
|
- |
1+ 0.16% |
$401 - $517
|
614
$130K
|