Purchases and Sales Made in Q3 2022 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2022. 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 |
---|---|---|---|---|---|---|---|
Nov 01, 2022
Q3 2022
|
Kestra Advisory Services, LLC
|
BUY
|
- |
2.26K+ 11.69% |
$240K - $955K
|
21.6K
$4.65M
|
|
Oct 26, 2022
Q3 2022
|
Truist Financial Corp
|
BUY
|
- |
2.22K+ 22.84% |
$235K - $938K
|
11.9K
$2.57M
|
|
Nov 14, 2022
Q3 2022
|
Mml Investors Services, LLC
Springfield, MA |
BUY
|
- |
2.2K+ 11.06% |
$233K - $929K
|
22K
$4.75M
|
|
Oct 27, 2022
Q3 2022
|
Bristlecone Advisors, LLC
|
BUY
|
- |
1.98K+ 308.59% |
$210K - $836K
|
2.62K
$563K
|
|
Nov 15, 2022
Q3 2022
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
1.93K+ 60.93% |
$205K - $819K
|
5.11K
$1.1M
|
|
Nov 01, 2022
Q3 2022
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
BUY
|
- |
1.89K+ 231.57% |
$200K - $798K
|
2.7K
$582K
|
|
Oct 20, 2022
Q3 2022
|
Argi Investment Services, LLC
|
BUY
|
- |
1.87KNew |
$199K - $792K
|
1.87K
$403K
|
|
Oct 25, 2022
Q3 2022
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
1.74K+ 4.68% |
$185K - $737K
|
38.9K
$8.39M
|
|
Nov 14, 2022
Q3 2022
|
Brown Advisory Inc
|
BUY
|
- |
1.74KNew |
$185K - $736K
|
1.74K
$374K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Wealth, LLC
Pittsburgh, PA |
BUY
|
- |
1.69K+ 4.61% |
$179K - $714K
|
38.3K
$8.24M
|
|
Nov 15, 2022
Q3 2022
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
1.66K+ 4.05% |
$177K - $704K
|
42.7K
$9.21M
|
|
Oct 18, 2022
Q3 2022
|
Apeiron Ria LLC
|
BUY
|
- |
1.57KNew |
$166K - $662K
|
1.57K
$337K
|
|
Oct 25, 2022
Q3 2022
|
Ae Wealth Management LLC
|
BUY
|
- |
1.52K+ 15.5% |
$161K - $642K
|
11.3K
$2.44M
|
|
Nov 14, 2022
Q3 2022
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
1.47KNew |
$156K - $621K
|
1.47K
$316K
|
|
Nov 21, 2022
Q3 2022
|
Four Thought Financial, LLC
Venice, FL |
BUY
|
- |
1.42K+ 1461.86% |
$151K - $600K
|
1.52K
$326K
|
|
Nov 14, 2022
Q3 2022
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.25K+ 2.48% |
$132K - $528K
|
51.6K
$11.1M
|
|
Oct 18, 2022
Q3 2022
|
360 Financial, Inc.
|
BUY
|
- |
1.23K+ 7.32% |
$130K - $519K
|
18K
$3.87M
|
|
Nov 14, 2022
Q3 2022
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.21K+ 51.44% |
$129K - $513K
|
3.57K
$769K
|
|
Oct 04, 2022
Q3 2022
|
Boltwood Capital Management
|
BUY
|
- |
1.17KNew |
$124K - $493K
|
1.17K
$251K
|
|
Nov 14, 2022
Q3 2022
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
1.15K+ 30.47% |
$122K - $486K
|
4.92K
$1.06M
|
|
Nov 09, 2022
Q3 2022
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
1.1K+ 24.48% |
$117K - $466K
|
5.6K
$1.21M
|
|
Nov 08, 2022
Q3 2022
|
Banco Santander, S.A.
|
BUY
|
- |
1.1K+ 20.28% |
$117K - $464K
|
6.51K
$1.4M
|
|
Nov 14, 2022
Q3 2022
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.03K+ 53.7% |
$110K - $436K
|
2.95K
$636K
|
|
Nov 10, 2022
Q3 2022
|
Adams Wealth Management
|
BUY
|
- |
1.01KNew |
$107K - $427K
|
1.01K
$217K
|
|
Oct 11, 2022
Q3 2022
|
Kathmere Capital Management, LLC
Wayne, PA |
BUY
|
- |
1K+ 35.82% |
$106K - $423K
|
3.79K
$817K
|
|
Nov 10, 2022
Q3 2022
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
988+ 23.46% |
$105K - $418K
|
5.2K
$1.12M
|
|
Feb 14, 2023
Q3 2022
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
930New |
$98.8K - $394K
|
930
$200K
|
|
Nov 08, 2022
Q3 2022
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
927+ 7.0% |
$98.5K - $392K
|
14.2K
$3.05M
|
|
Oct 31, 2022
Q3 2022
|
Harbor Advisory Corp
|
BUY
|
- |
917+ 15.54% |
$97.4K - $388K
|
6.82K
$1.47M
|
|
Mar 17, 2023
Q3 2022
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
862New |
$91.6K - $365K
|
862
$186K
|
|
Nov 14, 2022
Q3 2022
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
860New |
$91.4K - $364K
|
860
$185K
|
|
Oct 24, 2022
Q3 2022
|
Cmh Wealth Management LLC
|
BUY
|
- |
853+ 5.58% |
$90.6K - $361K
|
16.1K
$3.48M
|
|
Nov 04, 2022
Q3 2022
|
Western Wealth Management, LLC
|
BUY
|
- |
838+ 52.61% |
$89K - $355K
|
2.43K
$524K
|
|
Oct 06, 2022
Q3 2022
|
Independence Bank Of Kentucky
|
BUY
|
- |
820+ 143.86% |
$87.1K - $347K
|
1.39K
$299K
|
|
Oct 25, 2022
Q3 2022
|
Janney Montgomery Scott LLC
|
BUY
|
- |
786+ 12.12% |
$83.5K - $333K
|
7.27K
$1.57M
|
|
Nov 03, 2022
Q3 2022
|
Creative Planning
Overland Park, KS |
BUY
|
- |
774+ 11.3% |
$82.2K - $328K
|
7.63K
$1.64M
|
|
Sep 06, 2024
Q3 2022
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
751New |
$79.8K - $318K
|
751
$162K
|
|
Nov 14, 2022
Q3 2022
|
Geneos Wealth Management Inc.
|
BUY
|
- |
746+ 55.8% |
$79.3K - $316K
|
2.08K
$449K
|
|
Nov 09, 2022
Q3 2022
|
Westside Investment Management, Inc.
|
BUY
|
- |
740+ 2387.1% |
$78.6K - $313K
|
771
$166K
|
|
Nov 10, 2022
Q3 2022
|
Global Assets Advisory, LLC
Orlando, FL |
BUY
|
- |
716New |
$76.1K - $303K
|
716
$154K
|
|
Oct 21, 2022
Q3 2022
|
Great Valley Advisor Group, Inc.
|
BUY
|
- |
693New |
$73.6K - $293K
|
693
$149K
|
|
Nov 14, 2022
Q3 2022
|
Manchester Financial Inc
|
BUY
|
- |
653+ 6.57% |
$69.4K - $276K
|
10.6K
$2.28M
|
|
Nov 10, 2022
Q3 2022
|
Rfg Advisory, LLC
Birmingham, AL |
BUY
|
- |
648New |
$68.8K - $274K
|
648
$140K
|
|
Nov 14, 2022
Q3 2022
|
Keebeck Wealth Management, LLC
Chicago, IL |
BUY
|
- |
635New |
$67.5K - $269K
|
635
$137K
|
|
Nov 07, 2022
Q3 2022
|
Level Four Advisory Services, LLC
Dallas, TX |
BUY
|
- |
633New |
$67.2K - $268K
|
633
$136K
|
|
Nov 14, 2022
Q3 2022
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
625+ 55.56% |
$66.4K - $265K
|
1.75K
$377K
|
|
Oct 14, 2022
Q3 2022
|
Toth Financial Advisory Corp
|
BUY
|
- |
617+ 6.35% |
$65.6K - $261K
|
10.3K
$2.23M
|
|
Nov 07, 2022
Q3 2022
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
529New |
$56.2K - $224K
|
529
$114K
|
|
Nov 14, 2022
Q3 2022
|
New Edge Advisors, LLC
New Orleans, LA |
BUY
|
- |
519+ 2.21% |
$55.1K - $220K
|
24K
$5.17M
|
|
Oct 26, 2022
Q3 2022
|
Capital Investment Advisory Services, LLC
|
BUY
|
- |
513+ 8550.0% |
$54.5K - $217K
|
519
$112K
|