Purchases and Sales Made in Q3 2023 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2023. 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 14, 2023
Q3 2023
|
Tower Research Capital LLC (Trc)
New York, NY |
BUY
|
- |
1.57K+ 1365.22% |
$721K - $841K
|
1.69K
$368K
|
|
Nov 14, 2023
Q3 2023
|
Prevail Innovative Wealth Advisors, LLC
Leawood, KS |
BUY
|
- |
1.36KNew |
$626K - $731K
|
1.36K
$298K
|
|
Nov 14, 2023
Q3 2023
|
Y Intercept (Hong Kong) LTD
|
BUY
|
- |
1.33KNew |
$612K - $714K
|
1.33K
$291K
|
|
Nov 15, 2023
Q3 2023
|
Gsa Capital Partners LLP
London, X0 |
BUY
|
- |
1.2KNew |
$549K - $641K
|
1.2K
$261K
|
|
Oct 26, 2023
Q3 2023
|
Keel Point, LLC
Huntsville, AL |
BUY
|
- |
1.1K+ 127.05% |
$505K - $589K
|
1.96K
$429K
|
|
Nov 07, 2023
Q3 2023
|
Kestra Private Wealth Services, LLC
|
BUY
|
- |
1.1K+ 11.21% |
$504K - $588K
|
10.9K
$2.38M
|
|
Oct 24, 2023
Q3 2023
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.02K+ 73.3% |
$469K - $547K
|
2.41K
$527K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
BUY
|
- |
1K+ 66.67% |
$459K - $536K
|
2.5K
$546K
|
|
Oct 27, 2023
Q3 2023
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
981New |
$451K - $525K
|
981
$214K
|
|
Oct 31, 2023
Q3 2023
|
Transcend Capital Advisors, LLC
|
BUY
|
- |
945+ 177.3% |
$434K - $506K
|
1.48K
$322K
|
|
Nov 08, 2023
Q3 2023
|
Wealth Bridge Capital Management, LLC
Westerville, OH |
BUY
|
- |
899New |
$413K - $482K
|
899
$196K
|
|
Nov 03, 2023
Q3 2023
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
BUY
|
- |
875+ 23.36% |
$402K - $469K
|
4.62K
$1.01M
|
|
Nov 09, 2023
Q3 2023
|
Spc Financial, Inc.
|
BUY
|
- |
872+ 2.25% |
$401K - $467K
|
39.6K
$8.65M
|
|
Nov 08, 2023
Q3 2023
|
Wade G W & Inc
Wellesley, MA |
BUY
|
- |
862+ 18.48% |
$396K - $462K
|
5.53K
$1.21M
|
|
Nov 08, 2023
Q3 2023
|
Banco Santander, S.A.
|
BUY
|
- |
858New |
$394K - $460K
|
858
$187K
|
|
Nov 15, 2023
Q3 2023
|
Gts Securities LLC
New York, NY |
BUY
|
- |
814+ 17.48% |
$374K - $436K
|
5.47K
$1.19M
|
|
Oct 12, 2023
Q3 2023
|
Toth Financial Advisory Corp
|
BUY
|
- |
801+ 5.81% |
$368K - $429K
|
14.6K
$3.18M
|
|
Oct 24, 2023
Q3 2023
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
786+ 2.0% |
$361K - $421K
|
40.1K
$8.74M
|
|
Nov 08, 2023
Q3 2023
|
Atria Wealth Solutions, Inc.
New York, NY |
BUY
|
- |
764+ 3.36% |
$351K - $409K
|
23.5K
$5.12M
|
|
Nov 13, 2023
Q3 2023
|
Commerce Bank
Kansas City, MO |
BUY
|
- |
764+ 4.81% |
$351K - $409K
|
16.7K
$3.63M
|
|
Nov 13, 2023
Q3 2023
|
Ifg Advisory, LLC
|
BUY
|
- |
728New |
$334K - $390K
|
728
$159K
|
|
Nov 07, 2023
Q3 2023
|
Kingsview Wealth Management, LLC
Grants Pass, OR |
BUY
|
- |
701+ 10.0% |
$322K - $375K
|
7.71K
$1.68M
|
|
Nov 08, 2023
Q3 2023
|
Spinnaker Trust
|
BUY
|
- |
690New |
$317K - $370K
|
690
$151K
|
|
Oct 25, 2023
Q3 2023
|
Pennsylvania Capital Management Inc
|
BUY
|
- |
676+ 13.3% |
$310K - $362K
|
5.76K
$1.26M
|
|
Nov 13, 2023
Q3 2023
|
Rathbones Group PLC
Liverpool, X0 |
BUY
|
- |
673New |
$309K - $360K
|
673
$147K
|
|
Nov 13, 2023
Q3 2023
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
645+ 153.21% |
$296K - $345K
|
1.07K
$233K
|
|
Oct 26, 2023
Q3 2023
|
Mirae Asset Global Investments Co., Ltd.
|
BUY
|
- |
592+ 1.13% |
$272K - $317K
|
53.1K
$11.6M
|
|
Oct 20, 2023
Q3 2023
|
Brookstone Capital Management
|
BUY
|
- |
578+ 45.98% |
$265K - $310K
|
1.84K
$400K
|
|
Nov 13, 2023
Q3 2023
|
Prudential Financial Inc
Newark, NJ |
BUY
|
- |
572New |
$263K - $306K
|
572
$125K
|
|
Nov 06, 2023
Q3 2023
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
567+ 23.54% |
$260K - $304K
|
2.98K
$649K
|
|
Nov 14, 2023
Q3 2023
|
Kinloch Capital, LLC
Glen Allen, VA |
BUY
|
- |
560New |
$257K - $300K
|
560
$122K
|
|
Nov 02, 2023
Q3 2023
|
Sage View Advisory Group, LLC
Newport Beach, CA |
BUY
|
- |
544+ 29.29% |
$250K - $291K
|
2.4K
$524K
|
|
Oct 05, 2023
Q3 2023
|
Foundations Investment Advisors, LLC
|
BUY
|
- |
538New |
$247K - $288K
|
538
$117K
|
|
Nov 08, 2023
Q3 2023
|
Obermeyer Wood Investment Counsel, Lllp
Aspen, CO |
BUY
|
- |
536New |
$246K - $287K
|
536
$117K
|
|
Nov 09, 2023
Q3 2023
|
Kestra Advisory Services, LLC
|
BUY
|
- |
530+ 2.75% |
$243K - $284K
|
19.8K
$4.32M
|
|
Nov 14, 2023
Q3 2023
|
Stephens Inc
|
BUY
|
- |
530+ 25.77% |
$243K - $284K
|
2.59K
$564K
|
|
Nov 06, 2023
Q3 2023
|
Wealthstar Advisors, LLC
Plano, TX |
BUY
|
- |
527New |
$242K - $282K
|
527
$115K
|
|
Oct 10, 2023
Q3 2023
|
Activest Wealth Management
|
BUY
|
- |
514New |
$236K - $275K
|
514
$112K
|
|
Oct 19, 2023
Q3 2023
|
Merrion Investment Management Co, LLC
|
BUY
|
- |
500New |
$230K - $268K
|
500
$109K
|
|
Oct 27, 2023
Q3 2023
|
Harbor Advisory Corp
|
BUY
|
- |
498+ 8.91% |
$229K - $267K
|
6.09K
$1.33M
|
|
Nov 14, 2023
Q3 2023
|
Cetera Advisors LLC
Denver, CO |
BUY
|
- |
497+ 10.06% |
$228K - $266K
|
5.44K
$1.19M
|
|
Nov 14, 2023
Q3 2023
|
Advisory Services Network, LLC
|
BUY
|
- |
491+ 1.69% |
$226K - $263K
|
29.5K
$6.44M
|
|
Nov 01, 2023
Q3 2023
|
Wealthfront Advisers LLC
|
BUY
|
- |
491+ 17.21% |
$226K - $263K
|
3.34K
$730K
|
|
Nov 14, 2023
Q3 2023
|
Buckingham Strategic Partners
Saint Louis, MO |
BUY
|
- |
483+ 12.94% |
$222K - $259K
|
4.22K
$920K
|
|
Nov 30, 2023
Q3 2023
|
Modera Wealth Management, LLC
|
BUY
|
- |
482New |
$221K - $258K
|
482
$105K
|
|
Nov 16, 2023
Q3 2023
|
Creative Planning
Overland Park, KS |
BUY
|
- |
480+ 10.01% |
$220K - $257K
|
5.27K
$1.15M
|
|
Jul 22, 2024
Q3 2023
|
World Equity Group, Inc.
Schaumburg, IL |
BUY
|
- |
478New |
$220K - $256K
|
478
$104K
|
|
Oct 24, 2023
Q3 2023
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
472New |
$217K - $253K
|
472
$103K
|
|
Oct 10, 2023
Q3 2023
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
471+ 16.45% |
$216K - $252K
|
3.33K
$727K
|
|
Dec 01, 2023
Q3 2023
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
459+ 31.79% |
$211K - $246K
|
1.9K
$415K
|