Purchases and Sales Made in Q2 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2024. 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 07, 2024
Q2 2024
|
Pfg Advisors
|
BUY
|
- |
2.63K+ 24.55% |
$521K - $681K
|
13.3K
$2.91M
|
|
|
Jul 31, 2024
Q2 2024
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
2.44K+ 0.99% |
$484K - $633K
|
249K
$54.4M
|
|
|
Aug 15, 2024
Q2 2024
|
Creative Planning
Overland Park, KS |
BUY
|
- |
2.42K+ 13.35% |
$481K - $628K
|
20.6K
$4.49M
|
|
|
Jul 18, 2024
Q2 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
2.38K+ 39.69% |
$472K - $617K
|
8.38K
$1.83M
|
|
|
Jul 24, 2024
Q2 2024
|
Family Legacy, Inc.
|
BUY
|
- |
2.26K+ 23.82% |
$448K - $586K
|
11.7K
$2.56M
|
|
|
Aug 09, 2024
Q2 2024
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
2.16K+ 8.12% |
$428K - $560K
|
28.7K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
O'Shaughnessy Asset Management, LLC
Stamford, CT |
BUY
|
- |
2.04K+ 931.51% |
$405K - $529K
|
2.26K
$493K
|
|
|
Jul 17, 2024
Q2 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
2.04KNew |
$405K - $529K
|
2.04K
$445K
|
|
|
Jul 22, 2024
Q2 2024
|
David J Yvars Group
|
BUY
|
- |
2.01K+ 7.54% |
$400K - $522K
|
28.7K
$6.27M
|
|
|
Aug 14, 2024
Q2 2024
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
1.87K+ 15.3% |
$372K - $486K
|
14.1K
$3.08M
|
|
|
Jul 19, 2024
Q2 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.84K+ 4.54% |
$366K - $478K
|
42.5K
$9.26M
|
|
|
Aug 14, 2024
Q2 2024
|
Parallax Volatility Advisers, L.P.
San Francisco, CA |
BUY
|
- |
1.84KNew |
$365K - $477K
|
1.84K
$401K
|
|
|
Jul 15, 2024
Q2 2024
|
Roman Butler Fullerton & CO
|
BUY
|
- |
1.78K+ 20.45% |
$353K - $461K
|
10.5K
$2.28M
|
|
|
Jul 12, 2024
Q2 2024
|
Retirement Planning Group
|
BUY
|
- |
1.74K+ 14.44% |
$346K - $452K
|
13.8K
$3.01M
|
|
|
Jul 18, 2024
Q2 2024
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
1.72KNew |
$342K - $446K
|
1.72K
$376K
|
|
|
Aug 13, 2024
Q2 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
BUY
|
- |
1.7KNew |
$337K - $440K
|
1.7K
$370K
|
|
|
Jul 16, 2024
Q2 2024
|
Wealth Enhancement Advisory Services, LLC
|
BUY
|
- |
1.69K+ 5.53% |
$334K - $437K
|
32.2K
$7.02M
|
|
|
Aug 12, 2024
Q2 2024
|
Waterloo Capital, L.P.
Austin, TX |
BUY
|
- |
1.67KNew |
$332K - $433K
|
1.67K
$364K
|
|
|
Aug 12, 2024
Q2 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
1.66KNew |
$330K - $431K
|
1.66K
$363K
|
|
|
Jul 16, 2024
Q2 2024
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
1.63K+ 42.12% |
$323K - $422K
|
5.49K
$1.2M
|
|
|
Jul 18, 2024
Q2 2024
|
Silver Lake Advisory, LLC
|
BUY
|
- |
1.59KNew |
$315K - $412K
|
1.59K
$346K
|
|
|
Jul 23, 2024
Q2 2024
|
Wiley Bros. Aintree Capital, LLC
|
BUY
|
- |
1.54KNew |
$306K - $400K
|
1.54K
$337K
|
|
|
Aug 05, 2024
Q2 2024
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
1.49K+ 9.55% |
$295K - $386K
|
17.1K
$3.72M
|
|
|
Jul 10, 2024
Q2 2024
|
Selective Wealth Management, Inc.
|
BUY
|
- |
1.46KNew |
$290K - $379K
|
1.46K
$319K
|
|
|
Aug 14, 2024
Q2 2024
|
Paul Tudor Jones
Tudor Investment Corp Et Al | Stamford, Ct
|
BUY
|
- |
1.42KNew |
$281K - $367K
|
1.42K
$309K
|
|
|
Jul 24, 2024
Q2 2024
|
Mc Adam, LLC
|
BUY
|
- |
1.39K+ 42.45% |
$276K - $361K
|
4.67K
$1.02M
|
|
|
Aug 13, 2024
Q2 2024
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
BUY
|
- |
1.39K+ 840.0% |
$275K - $359K
|
1.55K
$338K
|
|
|
Aug 14, 2024
Q2 2024
|
Capital Investment Counsel, LLC
Denver, CO |
BUY
|
- |
1.38K+ 3.11% |
$273K - $357K
|
45.5K
$9.93M
|
|
|
Aug 12, 2024
Q2 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.37K+ 79.42% |
$273K - $356K
|
3.1K
$677K
|
|
|
Jul 24, 2024
Q2 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
BUY
|
- |
1.37K+ 65.33% |
$272K - $356K
|
3.47K
$757K
|
|
|
Aug 08, 2024
Q2 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
BUY
|
- |
1.36K+ 15.9% |
$270K - $353K
|
9.92K
$2.16M
|
|
|
Aug 13, 2024
Q2 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
BUY
|
- |
1.36KNew |
$269K - $352K
|
1.36K
$296K
|
|
|
Aug 14, 2024
Q2 2024
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.34K+ 9.49% |
$266K - $347K
|
15.5K
$3.37M
|
|
|
Jul 25, 2024
Q2 2024
|
Verdence Capital Advisors LLC
Hunt Valley, MD |
BUY
|
- |
1.31KNew |
$260K - $340K
|
1.31K
$286K
|
|
|
Jul 12, 2024
Q2 2024
|
Avondale Wealth Management
|
BUY
|
- |
1.3K+ 316.3% |
$258K - $337K
|
1.71K
$373K
|
|
|
Aug 13, 2024
Q2 2024
|
Prosperity Wealth Management, Inc.
San Ramon, CA |
BUY
|
- |
1.29KNew |
$255K - $334K
|
1.29K
$281K
|
|
|
Aug 09, 2024
Q2 2024
|
Perennial Investment Advisors, LLC
Los Angeles, CA |
BUY
|
- |
1.28KNew |
$254K - $332K
|
1.28K
$279K
|
|
|
Aug 01, 2024
Q2 2024
|
Northstar Advisory Group, LLC
|
BUY
|
- |
1.28K+ 7.69% |
$253K - $331K
|
17.9K
$3.9M
|
|
|
Jul 31, 2024
Q2 2024
|
Interchange Capital Partners, LLC
|
BUY
|
- |
1.27K+ 130.94% |
$253K - $330K
|
2.25K
$490K
|
|
|
Aug 13, 2024
Q2 2024
|
Ci Private Wealth, LLC
Miami, FL |
BUY
|
- |
1.27K+ 1.13% |
$251K - $328K
|
113K
$24.7M
|
|
|
Jul 16, 2024
Q2 2024
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
1.26K+ 1308.33% |
$249K - $326K
|
1.35K
$295K
|
|
|
Aug 02, 2024
Q2 2024
|
Founders Financial Securities LLC
|
BUY
|
- |
1.25K+ 37.58% |
$247K - $323K
|
4.57K
$996K
|
|
|
Aug 14, 2024
Q2 2024
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
1.24K+ 2.83% |
$247K - $323K
|
45.1K
$9.85M
|
|
|
Aug 09, 2024
Q2 2024
|
Lokken Investment Group LLC
|
BUY
|
- |
1.24K+ 20.82% |
$246K - $322K
|
7.2K
$1.57M
|
|
|
Jul 12, 2024
Q2 2024
|
Alterna Wealth Management, Inc
Houston, TX |
BUY
|
- |
1.24KNew |
$245K - $320K
|
1.24K
$270K
|
|
|
Aug 08, 2024
Q2 2024
|
Harvest Fund Management Co., LTD
Beijing, F4 |
BUY
|
- |
1.23KNew |
$243K - $318K
|
1.23K
$268K
|
|
|
Aug 08, 2024
Q2 2024
|
Johnson Investment Counsel Inc
Cincinnati, OH |
BUY
|
- |
1.21KNew |
$239K - $313K
|
1.21K
$263K
|
|
|
Jul 16, 2024
Q2 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
BUY
|
- |
1.2K+ 26.9% |
$237K - $310K
|
5.65K
$1.23M
|
|
|
Jul 12, 2024
Q2 2024
|
Capital Cs Group, LLC
|
BUY
|
- |
1.19K+ 99.75% |
$237K - $309K
|
2.39K
$521K
|
|
|
Jul 19, 2024
Q2 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
1.19K+ 28.97% |
$236K - $309K
|
5.31K
$1.16M
|