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 |
|---|---|---|---|---|---|---|---|
|
Oct 12, 2022
Q3 2022
|
City Holding CO
|
BUY
|
- |
120+ 2.7% |
$12.7K - $50.8K
|
4.56K
$965K
|
|
|
Nov 04, 2022
Q3 2022
|
Vontobel Holding Ltd.
|
BUY
|
- |
108+ 2.04% |
$11.5K - $45.7K
|
5.4K
$1.14M
|
|
|
Oct 14, 2022
Q3 2022
|
Madrona Financial Services, LLC
|
BUY
|
- |
102+ 1.7% |
$10.8K - $43.2K
|
6.11K
$1.29M
|
|
|
Nov 15, 2022
Q3 2022
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
100+ 333.33% |
$10.6K - $42.3K
|
130
$27.5K
|
|
|
Apr 24, 2024
Q3 2022
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
88+ 0.21% |
$9.35K - $37.3K
|
41.3K
$8.74M
|
|
|
Oct 11, 2022
Q3 2022
|
Householder Group Estate & Retirement Specialist, LLC
|
BUY
|
- |
85New |
$9.03K - $36K
|
85
$18K
|
|
|
Oct 31, 2022
Q3 2022
|
Merit Financial Group, LLC
|
BUY
|
- |
80+ 3.18% |
$8.5K - $33.9K
|
2.6K
$550K
|
|
|
Nov 10, 2022
Q3 2022
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
80New |
$8.5K - $33.9K
|
80
$16.9K
|
|
|
Nov 15, 2022
Q3 2022
|
Regal Investment Advisors LLC
Kentwood, MI |
BUY
|
- |
78+ 8.0% |
$8.29K - $33K
|
1.05K
$223K
|
|
|
Oct 27, 2022
Q3 2022
|
Asset Dedication, LLC
|
BUY
|
- |
75New |
$7.97K - $31.7K
|
75
$15.9K
|
|
|
Nov 03, 2022
Q3 2022
|
Angeles Wealth Management, LLC
|
BUY
|
- |
75New |
$7.97K - $31.7K
|
75
$15.9K
|
|
|
Oct 12, 2022
Q3 2022
|
Ignite Planners, LLC
|
BUY
|
- |
70+ 4.8% |
$7.44K - $29.6K
|
1.53K
$323K
|
|
|
Nov 14, 2022
Q3 2022
|
Tradition Wealth Management, LLC
|
BUY
|
- |
58+ 232.0% |
$6.16K - $24.6K
|
83
$17.6K
|
|
|
Nov 10, 2022
Q3 2022
|
Parallel Advisors, LLC
|
BUY
|
- |
55New |
$5.84K - $23.3K
|
55
$11.6K
|
|
|
Nov 14, 2022
Q3 2022
|
Herbst Group, LLC
Westport, CT |
BUY
|
- |
51+ 1.02% |
$5.42K - $21.6K
|
5.04K
$1.07M
|
|
|
Nov 09, 2022
Q3 2022
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
50+ 68.49% |
$5.31K - $21.2K
|
123
$26K
|
|
|
Oct 13, 2022
Q3 2022
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
48+ 0.33% |
$5.1K - $20.3K
|
14.5K
$3.07M
|
|
|
Nov 10, 2022
Q3 2022
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
47+ 2.75% |
$4.99K - $19.9K
|
1.75K
$371K
|
|
|
Nov 02, 2022
Q3 2022
|
Sandy Spring Bank
|
BUY
|
- |
47+ 28.31% |
$4.99K - $19.9K
|
213
$45.1K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
42+ 11.9% |
$4.46K - $17.8K
|
395
$83.6K
|
|
|
Oct 05, 2022
Q3 2022
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
39+ 5.76% |
$4.14K - $16.5K
|
716
$152K
|
|
|
Nov 14, 2022
Q3 2022
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
36+ 5.77% |
$3.82K - $15.2K
|
660
$140K
|
|
|
Nov 09, 2022
Q3 2022
|
Ausdal Financial Partners, Inc.
Davenport, IA |
BUY
|
- |
34+ 0.99% |
$3.61K - $14.4K
|
3.48K
$736K
|
|
|
Nov 09, 2022
Q3 2022
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
33+ 1.13% |
$3.51K - $14K
|
2.95K
$623K
|
|
|
Oct 31, 2022
Q3 2022
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
31+ 3.11% |
$3.29K - $13.1K
|
1.03K
$218K
|
|
|
Oct 17, 2022
Q3 2022
|
Gps Wealth Strategies Group, LLC
|
BUY
|
- |
30New |
$3.19K - $12.7K
|
30
$6.35K
|
|
|
Nov 14, 2022
Q3 2022
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
25+ 2.65% |
$2.66K - $10.6K
|
970
$205K
|
|
|
Nov 08, 2022
Q3 2022
|
Blue Bell Private Wealth Management, LLC
|
BUY
|
- |
25+ 28.09% |
$2.66K - $10.6K
|
114
$24.1K
|
|
|
Nov 09, 2022
Q3 2022
|
Bollard Group LLC
Boston, MA |
BUY
|
- |
25+ 0.53% |
$2.66K - $10.6K
|
4.75K
$1M
|
|
|
Nov 08, 2022
Q3 2022
|
Sage Private Wealth Group, LLC
|
BUY
|
- |
25New |
$2.66K - $10.6K
|
25
$5.29K
|
|
|
Nov 03, 2022
Q3 2022
|
Global Retirement Partners, LLC
|
BUY
|
- |
21+ 3.54% |
$2.23K - $8.89K
|
614
$130K
|
|
|
Oct 11, 2022
Q3 2022
|
Davenport & CO LLC
|
BUY
|
- |
20+ 1.98% |
$2.12K - $8.47K
|
1.03K
$218K
|
|
|
Nov 21, 2022
Q3 2022
|
Sunbelt Securities, Inc.
Houston, TX |
BUY
|
- |
19+ 0.61% |
$2.02K - $8.04K
|
3.16K
$668K
|
|
|
Nov 14, 2022
Q3 2022
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
16+ 13.91% |
$1.7K - $6.77K
|
131
$27.7K
|
|
|
Nov 07, 2022
Q3 2022
|
Jnba Financial Advisors
|
BUY
|
- |
16New |
$1.7K - $6.77K
|
16
$3.39K
|
|
|
Oct 05, 2022
Q3 2022
|
Beacon Capital Management, LLC
|
BUY
|
- |
15New |
$1.59K - $6.35K
|
15
$3.17K
|
|
|
Oct 31, 2022
Q3 2022
|
Mc Clarren Financial Advisors, Inc.
State College, PA |
BUY
|
- |
14New |
$1.49K - $5.93K
|
14
$2.96K
|
|
|
Oct 31, 2022
Q3 2022
|
Telos Capital Management, Inc.
|
BUY
|
- |
13+ 0.9% |
$1.38K - $5.5K
|
1.46K
$309K
|
|
|
Oct 12, 2022
Q3 2022
|
Milestone Advisory Partners
|
BUY
|
- |
10+ 0.35% |
$1.06K - $4.23K
|
2.88K
$610K
|
|
|
Nov 14, 2022
Q3 2022
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
9+ 0.88% |
$956 - $3.81K
|
1.04K
$219K
|
|
|
Nov 09, 2022
Q3 2022
|
Capital Advisors, Ltd. LLC
|
BUY
|
- |
8New |
$850 - $3.39K
|
8
$1.69K
|
|
|
Nov 02, 2022
Q3 2022
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
BUY
|
- |
8+ 50.0% |
$850 - $3.39K
|
24
$5.08K
|
|
|
Oct 31, 2022
Q3 2022
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
7+ 0.53% |
$744 - $2.96K
|
1.32K
$280K
|
|
|
Oct 20, 2022
Q3 2022
|
Nikulski Financial, Inc.
|
BUY
|
- |
5+ 0.34% |
$531 - $2.12K
|
1.48K
$314K
|
|
|
Oct 05, 2022
Q3 2022
|
Time Scale Financial, Inc.
|
BUY
|
- |
4+ 44.44% |
$425 - $1.69K
|
13
$2.75K
|
|
|
Oct 21, 2022
Q3 2022
|
Delta Investment Management, LLC
|
BUY
|
- |
4+ 0.58% |
$425 - $1.69K
|
692
$146K
|
|
|
Oct 17, 2022
Q3 2022
|
Private Trust CO Na
|
BUY
|
- |
3+ 0.79% |
$319 - $1.27K
|
383
$81.1K
|
|
|
Oct 20, 2022
Q3 2022
|
Focused Wealth Management, Inc
|
BUY
|
- |
1New |
$106 - $423
|
1
$212
|
|
|
Oct 31, 2022
Q3 2022
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
1+ 0.16% |
$106 - $423
|
639
$135K
|
|
|
Nov 01, 2022
Q3 2022
|
Creative Financial Designs Inc
|
BUY
|
- |
1+ 0.03% |
$106 - $423
|
3.54K
$749K
|