Purchases and Sales Made in Q2 2025 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q2 2025. 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 |
|---|---|---|---|---|---|---|---|
|
Jul 09, 2025
Q2 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
23+ 1.73% |
$3.56K - $5.5K
|
1.35K
$321K
|
|
|
Jul 07, 2025
Q2 2025
|
Roxbury Financial LLC
Mount Arlington, NJ |
BUY
|
- |
14+ 4.47% |
$2.17K - $3.35K
|
327
$77.7K
|
|
|
Jul 16, 2025
Q2 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
10+ 0.87% |
$1.55K - $2.39K
|
1.17K
$277K
|
|
|
Jul 09, 2025
Q2 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
7+ 0.47% |
$1.08K - $1.67K
|
1.49K
$355K
|
|
|
Jul 18, 2025
Q2 2025
|
Lynx Investment Advisory
Washington, Dc, DC |
BUY
|
- |
6+ 0.18% |
$929 - $1.43K
|
3.39K
$806K
|
|
|
Jul 09, 2025
Q2 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
6+ 0.2% |
$929 - $1.43K
|
2.99K
$710K
|
|
|
Jul 08, 2025
Q2 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
4+ 0.26% |
$619 - $956
|
1.57K
$372K
|
|
|
Jul 17, 2025
Q2 2025
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$465 - $717
|
1.63K
$387K
|
|
|
Jul 18, 2025
Q2 2025
|
Lowery Thomas, LLC
San Francisco, CA |
BUY
|
- |
3+ 0.22% |
$465 - $717
|
1.35K
$322K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.13% |
$310 - $478
|
1.54K
$366K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.12% |
$310 - $478
|
1.67K
$398K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 29.41% |
$774 - $1.2K
|
12
$2.85K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9Closed |
$1.39K - $2.15K
|
0
$0
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 1.37% |
$2.63K - $4.06K
|
1.23K
$292K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 2.73% |
$2.94K - $4.54K
|
677
$161K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-28- 0.24% |
$4.34K - $6.69K
|
11.8K
$2.8M
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-41- 7.64% |
$6.35K - $9.8K
|
496
$118K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-50- 54.35% |
$7.74K - $12K
|
42
$9.98K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 31.85% |
$7.74K - $12K
|
107
$25.4K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 3.18% |
$7.74K - $12K
|
1.52K
$362K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-50- 2.46% |
$7.74K - $12K
|
1.98K
$471K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56- 4.53% |
$8.67K - $13.4K
|
1.18K
$280K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-74- 5.87% |
$11.5K - $17.7K
|
1.19K
$282K
|
|
|
Jul 18, 2025
Q2 2025
|
Madrona Financial Services, LLC
|
SELL
|
- |
-99- 7.57% |
$15.3K - $23.7K
|
1.21K
$287K
|
|
|
Jul 16, 2025
Q2 2025
|
Banque Pictet & Cie Sa
|
SELL
|
- |
-100- 3.45% |
$15.5K - $23.9K
|
2.8K
$665K
|
|
|
Jul 14, 2025
Q2 2025
|
Advisor Net Financial, Inc
|
SELL
|
- |
-100- 27.55% |
$15.5K - $23.9K
|
263
$62.5K
|
|
|
Jul 16, 2025
Q2 2025
|
Essex Financial Services, Inc.
|
SELL
|
- |
-106- 1.46% |
$16.4K - $25.3K
|
7.14K
$1.7M
|
|
|
Jul 16, 2025
Q2 2025
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-117- 1.69% |
$18.1K - $28K
|
6.8K
$1.61M
|
|
|
Jul 03, 2025
Q2 2025
|
Rda Financial Network
|
SELL
|
- |
-125- 5.25% |
$19.4K - $29.9K
|
2.26K
$537K
|
|
|
Jul 16, 2025
Q2 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-137- 5.21% |
$21.2K - $32.8K
|
2.5K
$593K
|
|
|
Jul 18, 2025
Q2 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-168- 7.7% |
$26K - $40.2K
|
2.01K
$478K
|
|
|
Jul 11, 2025
Q2 2025
|
Uma Financial Services, Inc.
|
SELL
|
- |
-177- 17.46% |
$27.4K - $42.3K
|
837
$199K
|
|
|
Jul 15, 2025
Q2 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
SELL
|
- |
-247- 2.23% |
$38.3K - $59.1K
|
10.8K
$2.57M
|
|
|
Jul 08, 2025
Q2 2025
|
Juncture Wealth Strategies, LLC
|
SELL
|
- |
-271- 4.88% |
$42K - $64.8K
|
5.28K
$1.25M
|
|
|
Jul 16, 2025
Q2 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
SELL
|
- |
-273- 22.52% |
$42.3K - $65.3K
|
939
$223K
|
|
|
Jul 17, 2025
Q2 2025
|
Beacon Capital Management, LLC
|
SELL
|
- |
-276- 61.33% |
$42.7K - $66K
|
174
$41.3K
|
|
|
Jul 15, 2025
Q2 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-281- 9.88% |
$43.5K - $67.2K
|
2.56K
$609K
|
|
|
Jul 10, 2025
Q2 2025
|
Fulton Bank, N.A.
|
SELL
|
- |
-300- 1.06% |
$46.5K - $71.7K
|
28.1K
$6.67M
|
|
|
Jul 02, 2025
Q2 2025
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-306- 4.74% |
$47.4K - $73.2K
|
6.15K
$1.46M
|
|
|
Jul 17, 2025
Q2 2025
|
Albion Financial Group
|
SELL
|
- |
-318- 8.84% |
$49.2K - $76K
|
3.28K
$779K
|
|
|
Jul 15, 2025
Q2 2025
|
Mc Adam, LLC
|
SELL
|
- |
-348- 11.16% |
$53.9K - $83.2K
|
2.77K
$658K
|
|
|
Jul 02, 2025
Q2 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-357- 28.15% |
$55.3K - $85.3K
|
911
$216K
|
|
|
Jul 11, 2025
Q2 2025
|
Cmh Wealth Management LLC
|
SELL
|
- |
-413- 1.41% |
$64K - $98.7K
|
28.9K
$6.87M
|
|
|
Jul 14, 2025
Q2 2025
|
Park Avenue Securities LLC
|
SELL
|
- |
-413- 2.21% |
$64K - $98.7K
|
18.3K
$4.35M
|
|
|
Jul 18, 2025
Q2 2025
|
O'Rourke & Company, Inc
Boston, MA |
SELL
|
- |
-421- 9.92% |
$65.2K - $101K
|
3.82K
$908K
|
|
|
Jul 14, 2025
Q2 2025
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-461- 50.88% |
$71.4K - $110K
|
445
$106K
|
|
|
Jul 09, 2025
Q2 2025
|
Sovran Advisors, LLC
San Diego, CA |
SELL
|
- |
-523- 14.53% |
$81K - $125K
|
3.08K
$731K
|
|
|
Jul 17, 2025
Q2 2025
|
Hb Wealth Management, LLC
|
SELL
|
- |
-533- 19.6% |
$82.5K - $127K
|
2.19K
$520K
|
|
|
Jul 17, 2025
Q2 2025
|
Pfg Investments, LLC
Woodbury, NY |
SELL
|
- |
-645- 4.01% |
$99.9K - $154K
|
15.5K
$3.67M
|
|
|
Jul 18, 2025
Q2 2025
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
SELL
|
- |
-750- 19.5% |
$116K - $179K
|
3.1K
$736K
|