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 25, 2025
Q2 2025
|
Lodestar Private Asset Management LLC
Alamo, CA |
BUY
|
- |
1+ 0.04% |
$155 - $239
|
2.28K
$659K
|
|
|
Aug 14, 2025
Q2 2025
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
1+ 0.17% |
$155 - $239
|
600
$173K
|
|
|
Jul 24, 2025
Q2 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
1+ 0.04% |
$155 - $239
|
2.59K
$749K
|
|
|
Aug 12, 2025
Q2 2025
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
BUY
|
- |
0New |
$0 - $0
|
0
$0
|
|
|
Aug 13, 2025
Q2 2025
|
Peak6 LLC
Chicago, IL |
SELL
|
- |
-1- 25.0% |
$155 - $239
|
3
$867
|
|
|
Aug 14, 2025
Q2 2025
|
Financial Advisory Service, Inc.
|
SELL
|
- |
-1- 0.21% |
$155 - $239
|
470
$136K
|
|
|
Jul 15, 2025
Q2 2025
|
Buttonwood Financial Advisors Inc.
|
SELL
|
- |
-2- 0.13% |
$310 - $478
|
1.54K
$445K
|
|
|
Jul 15, 2025
Q2 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-2- 0.12% |
$310 - $478
|
1.67K
$483K
|
|
|
Jul 25, 2025
Q2 2025
|
Concurrent Investment Advisors, LLC
Tampa, FL |
SELL
|
- |
-3- 0.03% |
$465 - $717
|
10.6K
$3.05M
|
|
|
Sep 11, 2025
Q2 2025
|
Silicon Valley Capital Partners
|
SELL
|
- |
-5- 0.9% |
$774 - $1.2K
|
549
$159K
|
|
|
Jul 14, 2025
Q2 2025
|
Abound Wealth Management
Franklin, TN |
SELL
|
- |
-5- 29.41% |
$774 - $1.2K
|
12
$3.47K
|
|
|
Aug 08, 2025
Q2 2025
|
Financial Gravity Companies, Inc.
Lakeway, TX |
SELL
|
- |
-7- 87.5% |
$1.08K - $1.67K
|
1
$289
|
|
|
Aug 14, 2025
Q2 2025
|
Wiley Bros. Aintree Capital, LLC
|
SELL
|
- |
-9- 0.07% |
$1.39K - $2.15K
|
12.6K
$3.64M
|
|
|
Aug 04, 2025
Q2 2025
|
Creative Financial Designs Inc
|
SELL
|
- |
-9- 0.7% |
$1.39K - $2.15K
|
1.27K
$367K
|
|
|
Jul 14, 2025
Q2 2025
|
Painted Porch Advisors LLC
Santa Barbara, CA |
SELL
|
- |
-9Closed |
$1.39K - $2.15K
|
0
$0
|
|
|
Aug 01, 2025
Q2 2025
|
Advisory Alpha, LLC
|
SELL
|
- |
-10- 0.28% |
$1.55K - $2.39K
|
3.53K
$1.02M
|
|
|
Aug 15, 2025
Q2 2025
|
Morse Asset Management, Inc
Darien, CT |
SELL
|
- |
-10- 5.65% |
$1.55K - $2.39K
|
167
$48.3K
|
|
|
Aug 04, 2025
Q2 2025
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-11- 0.24% |
$1.7K - $2.63K
|
4.59K
$1.33M
|
|
|
Aug 04, 2025
Q2 2025
|
Migdal Insurance & Financial Holdings Ltd.
|
SELL
|
- |
-12- 0.22% |
$1.86K - $2.87K
|
5.52K
$1.6M
|
|
|
Aug 13, 2025
Q2 2025
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-12- 7.41% |
$1.86K - $2.87K
|
150
$43.3K
|
|
|
Aug 13, 2025
Q2 2025
|
Cresset Asset Management, LLC
Chicago, IL |
SELL
|
- |
-12- 0.52% |
$1.86K - $2.87K
|
2.29K
$662K
|
|
|
Jul 15, 2025
Q2 2025
|
North Star Investment Management Corp.
Chicago, IL |
SELL
|
- |
-17- 1.37% |
$2.63K - $4.06K
|
1.23K
$355K
|
|
|
Jul 21, 2025
Q2 2025
|
Qrg Capital Management, Inc.
Berwyn, PA |
SELL
|
- |
-19- 0.92% |
$2.94K - $4.54K
|
2.04K
$590K
|
|
|
Jul 10, 2025
Q2 2025
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-19- 2.73% |
$2.94K - $4.54K
|
677
$196K
|
|
|
Aug 04, 2025
Q2 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
SELL
|
- |
-26- 0.49% |
$4.03K - $6.22K
|
5.33K
$1.54M
|
|
|
Jul 24, 2025
Q2 2025
|
Mc Kinley Carter Wealth Services, Inc.
|
SELL
|
- |
-28- 1.73% |
$4.34K - $6.69K
|
1.59K
$459K
|
|
|
Jul 15, 2025
Q2 2025
|
Magnus Financial Group LLC
New York, NY |
SELL
|
- |
-28- 0.24% |
$4.34K - $6.69K
|
11.8K
$3.41M
|
|
|
Aug 12, 2025
Q2 2025
|
Deutsche Bank Ag\
Frankfurt Am Main, 2M |
SELL
|
- |
-35- 63.64% |
$5.42K - $8.37K
|
20
$5.78K
|
|
|
Aug 14, 2025
Q2 2025
|
Keel Point, LLC
Huntsville, AL |
SELL
|
- |
-36- 3.21% |
$5.57K - $8.61K
|
1.08K
$313K
|
|
|
Aug 15, 2025
Q2 2025
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-38- 1.17% |
$5.88K - $9.08K
|
3.2K
$925K
|
|
|
Jul 18, 2025
Q2 2025
|
Provident Wealth Management, LLC
|
SELL
|
- |
-41- 7.64% |
$6.35K - $9.8K
|
496
$143K
|
|
|
Aug 07, 2025
Q2 2025
|
Summit X, LLC
Chesterfield, MO |
SELL
|
- |
-42- 1.46% |
$6.5K - $10K
|
2.83K
$818K
|
|
|
Aug 06, 2025
Q2 2025
|
Prospera Financial Services Inc
|
SELL
|
- |
-45- 1.33% |
$6.97K - $10.8K
|
3.33K
$962K
|
|
|
Jul 22, 2025
Q2 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
SELL
|
- |
-46- 75.41% |
$7.12K - $11K
|
15
$4.33K
|
|
|
Aug 01, 2025
Q2 2025
|
Biltmore Family Office, LLC
|
SELL
|
- |
-50- 50.0% |
$7.74K - $12K
|
50
$14.4K
|
|
|
Jul 08, 2025
Q2 2025
|
Apella Capital, LLC
|
SELL
|
- |
-50- 2.46% |
$7.74K - $12K
|
1.98K
$572K
|
|
|
Jul 16, 2025
Q2 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-50- 54.35% |
$7.74K - $12K
|
42
$12.1K
|
|
|
Jul 28, 2025
Q2 2025
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
SELL
|
- |
-50- 3.18% |
$7.74K - $12K
|
1.52K
$440K
|
|
|
Jul 15, 2025
Q2 2025
|
Colonial River Wealth Management, LLC
Midlothian, VA |
SELL
|
- |
-50- 3.18% |
$7.74K - $12K
|
1.52K
$440K
|
|
|
Jul 14, 2025
Q2 2025
|
Opal Wealth Advisors, LLC
Jericho, NY |
SELL
|
- |
-50- 31.85% |
$7.74K - $12K
|
107
$30.9K
|
|
|
Jul 16, 2025
Q2 2025
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-56- 4.53% |
$8.67K - $13.4K
|
1.18K
$341K
|
|
|
Aug 06, 2025
Q2 2025
|
Aspect Partners, LLC
Fairfax, VA |
SELL
|
- |
-57- 93.44% |
$8.83K - $13.6K
|
4
$1.16K
|
|
|
Aug 13, 2025
Q2 2025
|
Russell Investments Group, Ltd.
|
SELL
|
- |
-57- 22.89% |
$8.83K - $13.6K
|
192
$55.5K
|
|
|
Aug 13, 2025
Q2 2025
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-58- 5.17% |
$8.98K - $13.9K
|
1.06K
$307K
|
|
|
Aug 14, 2025
Q2 2025
|
Paragon Private Wealth Management, LLC
|
SELL
|
- |
-64- 2.74% |
$9.91K - $15.3K
|
2.27K
$657K
|
|
|
Aug 07, 2025
Q2 2025
|
Flagship Wealth Advisors, LLC
Wakefield, MA |
SELL
|
- |
-66- 6.21% |
$10.2K - $15.8K
|
996
$288K
|
|
|
Jul 28, 2025
Q2 2025
|
Rosenberg Matthew Hamilton
|
SELL
|
- |
-68- 5.52% |
$10.5K - $16.3K
|
1.16K
$336K
|
|
|
Aug 15, 2025
Q2 2025
|
Global View Capital Management LLC
Waukesha, WI |
SELL
|
- |
-72- 6.39% |
$11.1K - $17.2K
|
1.05K
$305K
|
|
|
Jul 25, 2025
Q2 2025
|
Ellis Investment Partners, LLC
|
SELL
|
- |
-73- 2.3% |
$11.3K - $17.5K
|
3.1K
$894K
|
|
|
Jul 15, 2025
Q2 2025
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-74- 5.87% |
$11.5K - $17.7K
|
1.19K
$343K
|