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 02, 2023
Q2 2023
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
1+ 0.37% |
$401 - $517
|
274
$58K
|
|
|
Aug 03, 2023
Q2 2023
|
Accredited Investors Inc.
|
BUY
|
- |
1+ 0.11% |
$401 - $517
|
904
$191K
|
|
|
Jul 12, 2023
Q2 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-1- 0.19% |
$401 - $517
|
517
$109K
|
|
|
Jul 24, 2023
Q2 2023
|
Venturi Wealth Management, LLC
Austin, TX |
SELL
|
- |
-3- 50.0% |
$1.2K - $1.55K
|
3
$635
|
|
|
Aug 08, 2023
Q2 2023
|
Soltis Investment Advisors LLC
St. George, UT |
SELL
|
- |
-4- 0.78% |
$1.6K - $2.07K
|
506
$107K
|
|
|
Jul 07, 2023
Q2 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-5- 0.41% |
$2.01K - $2.58K
|
1.21K
$257K
|
|
|
Jul 20, 2023
Q2 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-5- 0.54% |
$2.01K - $2.58K
|
918
$194K
|
|
|
Jul 14, 2023
Q2 2023
|
Oxinas Partners Wealth Management LLC
|
SELL
|
- |
-6- 0.66% |
$2.41K - $3.1K
|
901
$191K
|
|
|
Jul 21, 2023
Q2 2023
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-7- 0.64% |
$2.81K - $3.62K
|
1.1K
$232K
|
|
|
Aug 08, 2023
Q2 2023
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-9- 0.06% |
$3.61K - $4.65K
|
15K
$3.18M
|
|
|
Aug 08, 2023
Q2 2023
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-9- 1.9% |
$3.61K - $4.65K
|
465
$98.4K
|
|
|
Jul 31, 2023
Q2 2023
|
Verus Capital Partners, LLC
Scottsdale, AZ |
SELL
|
- |
-10- 1.02% |
$4.01K - $5.17K
|
975
$206K
|
|
|
Jul 14, 2023
Q2 2023
|
Advisor Net Financial, Inc
|
SELL
|
- |
-12- 9.84% |
$4.81K - $6.2K
|
110
$23.3K
|
|
|
Jul 12, 2023
Q2 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-13- 2.12% |
$5.21K - $6.71K
|
601
$127K
|
|
|
Aug 04, 2023
Q2 2023
|
Princeton Global Asset Management LLC
|
SELL
|
- |
-15- 33.33% |
$6.02K - $7.75K
|
30
$6.35K
|
|
|
Jul 14, 2023
Q2 2023
|
Westside Investment Management, Inc.
|
SELL
|
- |
-15- 1.58% |
$6.02K - $7.75K
|
935
$198K
|
|
|
Aug 11, 2023
Q2 2023
|
Blair William & CO
Chicago, IL |
SELL
|
- |
-16- 0.25% |
$6.42K - $8.26K
|
6.51K
$1.38M
|
|
|
Aug 04, 2023
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 70.83% |
$6.82K - $8.78K
|
7
$1.48K
|
|
|
May 20, 2024
Q2 2023
|
Parallel Advisors, LLC
|
SELL
|
- |
-17- 70.83% |
$6.82K - $8.78K
|
7
$1.48K
|
|
|
Aug 03, 2023
Q2 2023
|
Appleton Group, LLC
|
SELL
|
- |
-18- 3.57% |
$7.22K - $9.3K
|
486
$103K
|
|
|
Jul 31, 2023
Q2 2023
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-22- 3.99% |
$8.82K - $11.4K
|
530
$112K
|
|
|
Aug 04, 2023
Q2 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-23- 2.18% |
$9.22K - $11.9K
|
1.03K
$219K
|
|
|
Jul 31, 2023
Q2 2023
|
Brown Advisory Inc
|
SELL
|
- |
-26- 3.22% |
$10.4K - $13.4K
|
781
$165K
|
|
|
Jul 20, 2023
Q2 2023
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-26- 5.45% |
$10.4K - $13.4K
|
451
$95.4K
|
|
|
Aug 15, 2023
Q2 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-28- 0.93% |
$11.2K - $14.5K
|
2.99K
$633K
|
|
|
Aug 10, 2023
Q2 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-30- 5.64% |
$12K - $15.5K
|
502
$106K
|
|
|
Jul 21, 2023
Q2 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-30- 2.17% |
$12K - $15.5K
|
1.35K
$286K
|
|
|
Aug 03, 2023
Q2 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-31- 1.65% |
$12.4K - $16K
|
1.85K
$390K
|
|
|
Jul 26, 2023
Q2 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-31- 1.61% |
$12.4K - $16K
|
1.9K
$402K
|
|
|
Aug 14, 2023
Q2 2023
|
Gm Advisory Group, Inc.
Melville, NY |
SELL
|
- |
-32- 0.16% |
$12.8K - $16.5K
|
20.5K
$4.35M
|
|
|
Aug 09, 2023
Q2 2023
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-34- 4.63% |
$13.6K - $17.6K
|
701
$148K
|
|
|
Aug 14, 2023
Q2 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-35- 1.88% |
$14K - $18.1K
|
1.83K
$387K
|
|
|
Jul 31, 2023
Q2 2023
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-36- 5.2% |
$14.4K - $18.6K
|
656
$139K
|
|
|
Aug 11, 2023
Q2 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-36- 4.29% |
$14.4K - $18.6K
|
803
$170K
|
|
|
Aug 03, 2023
Q2 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-40- 2.16% |
$16K - $20.7K
|
1.81K
$384K
|
|
|
Aug 14, 2023
Q2 2023
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-41- 0.2% |
$16.4K - $21.2K
|
20.5K
$4.34M
|
|
|
Jul 17, 2023
Q2 2023
|
Procyon Advisors, LLC
|
SELL
|
- |
-42- 7.04% |
$16.8K - $21.7K
|
555
$117K
|
|
|
Jul 27, 2023
Q2 2023
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-43- 2.99% |
$17.2K - $22.2K
|
1.39K
$295K
|
|
|
Aug 15, 2023
Q2 2023
|
Jaffetilchin Investment Partners, LLC
Tampa, FL |
SELL
|
- |
-49- 0.84% |
$19.6K - $25.3K
|
5.78K
$1.22M
|
|
|
May 13, 2024
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 79.37% |
$20.1K - $25.8K
|
13
$2.75K
|
|
|
Sep 12, 2023
Q2 2023
|
Farther Finance Advisors, LLC
San Francisco, CA |
SELL
|
- |
-50- 79.37% |
$20.1K - $25.8K
|
13
$2.75K
|
|
|
Aug 10, 2023
Q2 2023
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-52- 11.53% |
$20.9K - $26.9K
|
399
$84.4K
|
|
|
Jul 25, 2023
Q2 2023
|
Quattro Financial Advisors LLC
|
SELL
|
- |
-52- 4.18% |
$20.9K - $26.9K
|
1.19K
$252K
|
|
|
Aug 04, 2023
Q2 2023
|
Carmichael Hill & Associates, Inc.
|
SELL
|
- |
-54- 21.26% |
$21.7K - $27.9K
|
200
$42.3K
|
|
|
Jul 13, 2023
Q2 2023
|
Patriot Investment Management Inc.
|
SELL
|
- |
-55- 6.32% |
$22.1K - $28.4K
|
815
$172K
|
|
|
Aug 07, 2023
Q2 2023
|
Rb Capital Management, LLC
|
SELL
|
- |
-55- 8.55% |
$22.1K - $28.4K
|
588
$124K
|
|
|
Jul 27, 2023
Q2 2023
|
Financial Counselors Inc
|
SELL
|
- |
-56- 10.77% |
$22.5K - $28.9K
|
464
$98.2K
|
|
|
Jul 31, 2023
Q2 2023
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
SELL
|
- |
-60- 5.79% |
$24.1K - $31K
|
977
$207K
|
|
|
Aug 30, 2023
Q2 2023
|
Western Wealth Management, LLC
|
SELL
|
- |
-62- 5.86% |
$24.9K - $32K
|
996
$211K
|
|
|
Aug 07, 2023
Q2 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-64- 0.43% |
$25.7K - $33.1K
|
14.7K
$3.11M
|