Purchases and Sales Made in Q3 2021 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Oct 22, 2021
Q3 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
106+ 1.57% |
$45.2K - $50.5K
|
6.85K
$1.48M
|
|
|
Nov 05, 2021
Q3 2021
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
BUY
|
- |
104+ 1.68% |
$44.3K - $49.6K
|
6.28K
$1.35M
|
|
|
Oct 28, 2021
Q3 2021
|
Advanced Asset Management Advisors Inc
Dublin, OH |
BUY
|
- |
100New |
$42.6K - $47.7K
|
100
$21.5K
|
|
|
Nov 12, 2021
Q3 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
98+ 5.67% |
$41.8K - $46.7K
|
1.83K
$393K
|
|
|
Nov 12, 2021
Q3 2021
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
97New |
$41.4K - $46.2K
|
97
$20.9K
|
|
|
Oct 27, 2021
Q3 2021
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
90+ 6.36% |
$38.4K - $42.9K
|
1.51K
$324K
|
|
|
Oct 26, 2021
Q3 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
85+ 23.81% |
$36.2K - $40.5K
|
442
$95.2K
|
|
|
Nov 05, 2021
Q3 2021
|
Pfg Advisors
|
BUY
|
- |
77+ 2.33% |
$32.8K - $36.7K
|
3.38K
$728K
|
|
|
Oct 13, 2021
Q3 2021
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
76+ 8.04% |
$32.4K - $36.2K
|
1.02K
$220K
|
|
|
Nov 05, 2021
Q3 2021
|
Lindbrook Capital, LLC
|
BUY
|
- |
75+ 20.49% |
$32K - $35.7K
|
441
$95K
|
|
|
Nov 12, 2021
Q3 2021
|
Beck Capital Management, LLC
Austin, TX |
BUY
|
- |
71+ 0.71% |
$30.3K - $33.8K
|
10.1K
$2.17M
|
|
|
Oct 18, 2021
Q3 2021
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
66+ 8.48% |
$28.1K - $31.5K
|
844
$182K
|
|
|
Oct 29, 2021
Q3 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
64+ 0.9% |
$27.3K - $30.5K
|
7.14K
$1.54M
|
|
|
Jun 28, 2022
Q3 2021
|
Stelac Advisory Services LLC
New York, NY |
BUY
|
- |
62+ 2.91% |
$26.4K - $29.5K
|
2.19K
$472K
|
|
|
Nov 15, 2021
Q3 2021
|
Hilltop Holdings Inc.
Dallas, TX |
BUY
|
- |
50+ 8.24% |
$21.3K - $23.8K
|
657
$142K
|
|
|
Nov 24, 2021
Q3 2021
|
Patriot Financial Group Insurance Agency, LLC
|
BUY
|
- |
50+ 12.92% |
$21.3K - $23.8K
|
437
$94.2K
|
|
|
Nov 02, 2021
Q3 2021
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
50+ 4.19% |
$21.3K - $23.8K
|
1.24K
$268K
|
|
|
Nov 12, 2021
Q3 2021
|
Washburn Capital Management, Inc.
|
BUY
|
- |
50+ 2.36% |
$21.3K - $23.8K
|
2.17K
$466K
|
|
|
Oct 15, 2021
Q3 2021
|
Bogart Wealth, LLC
|
BUY
|
- |
45New |
$19.2K - $21.4K
|
45
$9.7K
|
|
|
Nov 05, 2021
Q3 2021
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
43+ 4.3% |
$18.3K - $20.5K
|
1.04K
$225K
|
|
|
Oct 27, 2021
Q3 2021
|
Stephens Inc
|
BUY
|
- |
40+ 8.68% |
$17.1K - $19.1K
|
501
$108K
|
|
|
Nov 08, 2021
Q3 2021
|
Plante Moran Financial Advisors, LLC
|
BUY
|
- |
38+ 200.0% |
$16.2K - $18.1K
|
57
$12.3K
|
|
|
Nov 05, 2021
Q3 2021
|
Corbett Road Capital Management, LLC
Mclean, VA |
BUY
|
- |
36+ 3.85% |
$15.3K - $17.2K
|
971
$209K
|
|
|
Nov 15, 2021
Q3 2021
|
Howe & Rusling Inc
Rochester, NY |
BUY
|
- |
34+ 10.66% |
$14.5K - $16.2K
|
353
$76.1K
|
|
|
Nov 08, 2021
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 3.93% |
$14.1K - $15.7K
|
872
$188K
|
|
|
Oct 20, 2021
Q3 2021
|
Pro Vise Management Group, LLC
Clearwater, FL |
BUY
|
- |
33+ 5.43% |
$14.1K - $15.7K
|
641
$138K
|
|
|
Dec 13, 2023
Q3 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
33+ 3.93% |
$14.1K - $15.7K
|
872
$188K
|
|
|
Nov 02, 2021
Q3 2021
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
31+ 3.39% |
$13.2K - $14.8K
|
945
$204K
|
|
|
Nov 16, 2021
Q3 2021
|
Ambassador Advisors, LLC
Lancaster, PA |
BUY
|
- |
30New |
$12.8K - $14.3K
|
30
$6.46K
|
|
|
Nov 15, 2021
Q3 2021
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
27+ 2.12% |
$11.5K - $12.9K
|
1.3K
$280K
|
|
|
Oct 15, 2021
Q3 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
27+ 1.31% |
$11.5K - $12.9K
|
2.09K
$450K
|
|
|
Nov 02, 2021
Q3 2021
|
Signature Securities Group Corporation
|
BUY
|
- |
26New |
$11.1K - $12.4K
|
26
$5.6K
|
|
|
Nov 08, 2021
Q3 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
26+ 27.37% |
$11.1K - $12.4K
|
121
$26.1K
|
|
|
Nov 03, 2021
Q3 2021
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
25+ 6.7% |
$10.7K - $11.9K
|
398
$85.8K
|
|
|
Nov 08, 2021
Q3 2021
|
Princeton Global Asset Management LLC
|
BUY
|
- |
25+ 125.0% |
$10.7K - $11.9K
|
45
$9.7K
|
|
|
Nov 03, 2021
Q3 2021
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
23+ 3.63% |
$9.81K - $11K
|
656
$141K
|
|
|
Nov 09, 2021
Q3 2021
|
Jfs Wealth Advisors, LLC
|
BUY
|
- |
22New |
$9.38K - $10.5K
|
22
$4.74K
|
|
|
Oct 29, 2021
Q3 2021
|
Tci Wealth Advisors, Inc.
|
BUY
|
- |
21New |
$8.95K - $10K
|
21
$4.52K
|
|
|
Nov 04, 2021
Q3 2021
|
Cookson Peirce & CO Inc
|
BUY
|
- |
20+ 0.92% |
$8.53K - $9.53K
|
2.19K
$472K
|
|
|
Oct 06, 2021
Q3 2021
|
Mascoma Wealth Management LLC
|
BUY
|
- |
20New |
$8.53K - $9.53K
|
20
$4.31K
|
|
|
Oct 21, 2021
Q3 2021
|
Total Clarity Wealth Management, Inc.
|
BUY
|
- |
19New |
$8.1K - $9.06K
|
19
$4.09K
|
|
|
Oct 18, 2021
Q3 2021
|
Gradient Investments LLC
|
BUY
|
- |
17New |
$7.25K - $8.1K
|
17
$3.66K
|
|
|
Oct 08, 2021
Q3 2021
|
Hbw Advisory Services LLC
|
BUY
|
- |
16+ 3.57% |
$6.82K - $7.63K
|
464
$100K
|
|
|
Nov 15, 2021
Q3 2021
|
O'Dell Group, LLC
Cincinnati, OH |
BUY
|
- |
14New |
$5.97K - $6.67K
|
14
$3.02K
|
|
|
Nov 15, 2021
Q3 2021
|
Founders Financial Alliance, LLC
Raleigh, NC |
BUY
|
- |
11+ 5.16% |
$4.69K - $5.24K
|
224
$48.3K
|
|
|
Nov 03, 2021
Q3 2021
|
Harvest Group Wealth Management, LLC
|
BUY
|
- |
11New |
$4.69K - $5.24K
|
11
$2.37K
|
|
|
Oct 29, 2021
Q3 2021
|
Truvestments Capital LLC
Sarasota, FL |
BUY
|
- |
10New |
$4.26K - $4.77K
|
10
$2.15K
|
|
|
Oct 14, 2021
Q3 2021
|
Capital Asset Advisory Services LLC
Haslett, MI |
BUY
|
- |
10+ 7.81% |
$4.26K - $4.77K
|
138
$29.7K
|
|
|
Nov 04, 2021
Q3 2021
|
Pfg Private Wealth Management, LLC
|
BUY
|
- |
9New |
$3.84K - $4.29K
|
9
$1.94K
|
|
|
Nov 04, 2021
Q3 2021
|
Capital Analysts, LLC
Fort Washington, PA |
BUY
|
- |
8+ 8.79% |
$3.41K - $3.81K
|
99
$21.3K
|