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
|
Avantax Advisory Services, Inc.
|
BUY
|
- |
499+ 12.47% |
$53K - $211K
|
4.5K
$953K
|
|
Nov 08, 2022
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
474+ 19.42% |
$50.4K - $201K
|
2.92K
$617K
|
|
Dec 13, 2023
Q3 2022
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
474+ 19.42% |
$50.4K - $201K
|
2.92K
$617K
|
|
Nov 14, 2022
Q3 2022
|
Psagot Value Holdings Ltd.
Tel Aviv, L3 |
BUY
|
- |
455+ 14.98% |
$48.3K - $193K
|
3.49K
$739K
|
|
Oct 27, 2022
Q3 2022
|
Blue Chip Partners, Inc.
|
BUY
|
- |
442New |
$47K - $187K
|
442
$93.5K
|
|
Nov 10, 2022
Q3 2022
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
431+ 14.77% |
$45.8K - $182K
|
3.35K
$709K
|
|
Oct 27, 2022
Q3 2022
|
Cwm, LLC
|
BUY
|
- |
424+ 43.76% |
$45K - $179K
|
1.39K
$295K
|
|
Nov 14, 2022
Q3 2022
|
Choate Investment Advisors
Boston, MA |
BUY
|
- |
405New |
$43K - $171K
|
405
$85.7K
|
|
Nov 14, 2022
Q3 2022
|
Fuller & Thaler Asset Management, Inc.
San Mateo, CA |
BUY
|
- |
404New |
$42.9K - $171K
|
404
$85.5K
|
|
Jan 25, 2023
Q3 2022
|
Icon Wealth Advisors, LLC
Houston, TX |
BUY
|
- |
400New |
$42.5K - $169K
|
400
$84.7K
|
|
Nov 10, 2022
Q3 2022
|
Bank Of Nova Scotia
|
BUY
|
- |
380+ 5.63% |
$40.4K - $161K
|
7.13K
$1.51M
|
|
Oct 20, 2022
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
365+ 32.39% |
$38.8K - $155K
|
1.49K
$316K
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
365+ 32.39% |
$38.8K - $155K
|
1.49K
$316K
|
|
Nov 14, 2022
Q3 2022
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
362+ 45.42% |
$38.5K - $153K
|
1.16K
$245K
|
|
Nov 02, 2022
Q3 2022
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
362New |
$38.5K - $153K
|
362
$76.6K
|
|
Oct 26, 2022
Q3 2022
|
Martin & CO Inc
Knoxville, TN |
BUY
|
- |
344+ 2.71% |
$36.5K - $146K
|
13K
$2.76M
|
|
Nov 13, 2023
Q3 2022
|
Td Waterhouse Canada Inc.
Toronto, A6 |
BUY
|
- |
327+ 1.84% |
$34.7K - $138K
|
18.1K
$3.83M
|
|
Oct 04, 2022
Q3 2022
|
Csenge Advisory Group
|
BUY
|
- |
321+ 7.15% |
$34.1K - $136K
|
4.81K
$1.02M
|
|
Nov 14, 2022
Q3 2022
|
Gerber Kawasaki Wealth & Investment Management
|
BUY
|
- |
293+ 3.18% |
$31.1K - $124K
|
9.51K
$2.01M
|
|
Nov 15, 2022
Q3 2022
|
Signature Securities Group Corporation
|
BUY
|
- |
274New |
$29.1K - $116K
|
274
$58K
|
|
Nov 07, 2022
Q3 2022
|
Mount Yale Investment Advisors, LLC
|
BUY
|
- |
270+ 5.15% |
$28.7K - $114K
|
5.52K
$1.17M
|
|
Oct 31, 2022
Q3 2022
|
Valeo Financial Advisors, LLC
|
BUY
|
- |
270+ 22.56% |
$28.7K - $114K
|
1.47K
$310K
|
|
Nov 15, 2022
Q3 2022
|
Front Row Advisors LLC
Tiburon, CA |
BUY
|
- |
250+ 63.29% |
$26.6K - $106K
|
645
$137K
|
|
Nov 08, 2022
Q3 2022
|
Valley National Advisers Inc
|
BUY
|
- |
242New |
$25.7K - $102K
|
242
$51.2K
|
|
Oct 07, 2022
Q3 2022
|
Soa Wealth Advisors, Llc.
|
BUY
|
- |
229+ 50.78% |
$24.3K - $96.9K
|
680
$144K
|
|
Oct 14, 2022
Q3 2022
|
Phocas Financial Corp.
Alameda, CA |
BUY
|
- |
225+ 32.28% |
$23.9K - $95.2K
|
922
$195K
|
|
Nov 02, 2022
Q3 2022
|
Stephens Inc
|
BUY
|
- |
218+ 19.01% |
$23.2K - $92.3K
|
1.37K
$289K
|
|
Nov 22, 2022
Q3 2022
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
204+ 24.29% |
$21.7K - $86.4K
|
1.04K
$221K
|
|
Oct 04, 2022
Q3 2022
|
Fulton Bank, N.A.
|
BUY
|
- |
203+ 2.07% |
$21.6K - $85.9K
|
10K
$2.12M
|
|
Nov 14, 2022
Q3 2022
|
Weiss Asset Management LP
Boston, MA |
BUY
|
- |
202New |
$21.5K - $85.5K
|
202
$42.8K
|
|
Nov 07, 2022
Q3 2022
|
Huntington National Bank
Columbus, OH |
BUY
|
- |
200+ 198.02% |
$21.2K - $84.7K
|
301
$63.7K
|
|
Nov 09, 2022
Q3 2022
|
First Horizon Advisors, Inc.
|
BUY
|
- |
193+ 11.2% |
$20.5K - $81.7K
|
1.92K
$406K
|
|
Nov 16, 2022
Q3 2022
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
193+ 13.85% |
$20.5K - $81.7K
|
1.59K
$336K
|
|
Nov 08, 2022
Q3 2022
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
176+ 2.16% |
$18.7K - $74.5K
|
8.32K
$1.76M
|
|
Nov 14, 2022
Q3 2022
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
163+ 17.85% |
$17.3K - $69K
|
1.08K
$228K
|
|
Oct 20, 2022
Q3 2022
|
Vigilare Wealth Management
|
BUY
|
- |
160+ 25.08% |
$17K - $67.7K
|
798
$169K
|
|
Nov 09, 2022
Q3 2022
|
Blair William & CO
Chicago, IL |
BUY
|
- |
157+ 1.44% |
$16.7K - $66.5K
|
11K
$2.34M
|
|
Mar 11, 2024
Q3 2022
|
Hobart Private Capital, LLC
Charlotte, NC |
BUY
|
- |
154+ 0.67% |
$16.4K - $65.2K
|
23.1K
$4.9M
|
|
Oct 31, 2022
Q3 2022
|
Meitav Dash Investments LTD
|
BUY
|
- |
148+ 1.59% |
$15.7K - $62.7K
|
9.44K
$2M
|
|
Nov 01, 2022
Q3 2022
|
Triumph Capital Management
|
BUY
|
- |
146+ 20.98% |
$15.5K - $61.8K
|
842
$178K
|
|
Nov 10, 2022
Q3 2022
|
Keystone Financial Group
|
BUY
|
- |
142+ 12.24% |
$15.1K - $60.1K
|
1.3K
$276K
|
|
Nov 14, 2022
Q3 2022
|
Beaumont Financial Partners, LLC
|
BUY
|
- |
142+ 9.42% |
$15.1K - $60.1K
|
1.65K
$349K
|
|
Nov 14, 2022
Q3 2022
|
Meridian Wealth Management, LLC
|
BUY
|
- |
139+ 8.51% |
$14.8K - $58.8K
|
1.77K
$375K
|
|
Oct 12, 2022
Q3 2022
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
137+ 9.23% |
$14.6K - $58K
|
1.62K
$343K
|
|
Nov 17, 2022
Q3 2022
|
Central Trust CO
Jefferson City, MO |
BUY
|
- |
135+ 168.75% |
$14.3K - $57.1K
|
215
$45.5K
|
|
Oct 21, 2022
Q3 2022
|
Morgan Jess S & CO Inc
|
BUY
|
- |
133+ 1.4% |
$14.1K - $56.3K
|
9.64K
$2.04M
|
|
Oct 21, 2022
Q3 2022
|
Beacon Financial Advisory LLC
|
BUY
|
- |
127+ 10.85% |
$13.5K - $53.8K
|
1.3K
$274K
|
|
Nov 14, 2022
Q3 2022
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
123+ 3.5% |
$13.1K - $52.1K
|
3.64K
$771K
|
|
Oct 27, 2022
Q3 2022
|
Us Bancorp \De\
|
BUY
|
- |
122+ 3.44% |
$13K - $51.6K
|
3.67K
$777K
|
|
Oct 14, 2022
Q3 2022
|
Edge Rock Capital LLC
|
BUY
|
- |
120New |
$12.7K - $50.8K
|
120
$25.4K
|