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 |
---|---|---|---|---|---|---|---|
Oct 24, 2023
Q3 2023
|
Raymond James & Associates
St Petersburg, FL |
BUY
|
- |
455+ 1.62% |
$209K - $244K
|
28.5K
$6.58M
|
|
Nov 09, 2023
Q3 2023
|
Adams Wealth Management
|
BUY
|
- |
450+ 4.42% |
$207K - $241K
|
10.6K
$2.45M
|
|
Oct 10, 2023
Q3 2023
|
National Bank Of Canada
|
BUY
|
- |
435+ 28.41% |
$200K - $233K
|
1.97K
$453K
|
|
Nov 03, 2023
Q3 2023
|
Us Bancorp \De\
|
BUY
|
- |
432+ 11.95% |
$198K - $231K
|
4.05K
$933K
|
|
Nov 13, 2023
Q3 2023
|
Portfolio Strategies, Inc.
|
BUY
|
- |
421+ 2.8% |
$193K - $226K
|
15.4K
$3.56M
|
|
Nov 13, 2023
Q3 2023
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
385+ 37.49% |
$177K - $206K
|
1.41K
$326K
|
|
Nov 14, 2023
Q3 2023
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
BUY
|
- |
381+ 6.51% |
$175K - $204K
|
6.23K
$1.44M
|
|
Oct 30, 2023
Q3 2023
|
Insight Wealth Partners, LLC
|
BUY
|
- |
370+ 72.41% |
$170K - $198K
|
881
$203K
|
|
Nov 15, 2023
Q3 2023
|
Belpointe Asset Management LLC
|
BUY
|
- |
362+ 64.99% |
$166K - $194K
|
919
$212K
|
|
Nov 14, 2023
Q3 2023
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
353+ 36.13% |
$162K - $189K
|
1.33K
$307K
|
|
Nov 03, 2023
Q3 2023
|
Silicon Valley Capital Partners
|
BUY
|
- |
350New |
$161K - $187K
|
350
$80.7K
|
|
Nov 13, 2023
Q3 2023
|
Gm Advisory Group, Inc.
Melville, NY |
BUY
|
- |
341+ 1.66% |
$157K - $183K
|
20.9K
$4.82M
|
|
Jul 17, 2024
Q3 2023
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
323+ 4.33% |
$148K - $173K
|
7.79K
$1.8M
|
|
Nov 14, 2023
Q3 2023
|
Lido Advisors, LLC
Los Angeles, CA |
BUY
|
- |
320+ 5.23% |
$147K - $171K
|
6.44K
$1.49M
|
|
Nov 15, 2023
Q3 2023
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
315+ 1.11% |
$145K - $169K
|
28.7K
$6.61M
|
|
Nov 14, 2023
Q3 2023
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
BUY
|
- |
310+ 6200.0% |
$142K - $166K
|
315
$72.7K
|
|
Jul 22, 2024
Q3 2023
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
305+ 54.86% |
$140K - $163K
|
861
$199K
|
|
Oct 11, 2023
Q3 2023
|
Ae Wealth Management LLC
|
BUY
|
- |
288+ 2.1% |
$132K - $154K
|
14K
$3.23M
|
|
Nov 13, 2023
Q3 2023
|
Qube Research & Technologies LTD
London, X0 |
BUY
|
- |
281New |
$129K - $151K
|
281
$64.8K
|
|
Nov 09, 2023
Q3 2023
|
Ubs Group Ag
|
BUY
|
- |
278+ 0.07% |
$128K - $149K
|
398K
$91.9M
|
|
Oct 16, 2023
Q3 2023
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
278+ 1.06% |
$128K - $149K
|
26.5K
$6.1M
|
|
Nov 09, 2023
Q3 2023
|
Blair William & CO
Chicago, IL |
BUY
|
- |
273+ 4.19% |
$125K - $146K
|
6.78K
$1.56M
|
|
Nov 02, 2023
Q3 2023
|
Novare Capital Management LLC
|
BUY
|
- |
243+ 2.18% |
$112K - $130K
|
11.4K
$2.62M
|
|
Nov 08, 2023
Q3 2023
|
Pathstone Family Office, LLC
Englewood, NJ |
BUY
|
- |
240+ 54.42% |
$110K - $129K
|
681
$157K
|
|
Nov 08, 2023
Q3 2023
|
Vestor Capital, LLC
Chicago, IL |
BUY
|
- |
239New |
$110K - $128K
|
239
$55.1K
|
|
Nov 13, 2023
Q3 2023
|
Mariner, LLC
Overland Park, KS |
BUY
|
- |
238+ 2.24% |
$109K - $127K
|
10.9K
$2.51M
|
|
Nov 14, 2023
Q3 2023
|
Inter Ocean Capital Group, LLC
Nashville, TN |
BUY
|
- |
237+ 12.47% |
$109K - $127K
|
2.14K
$493K
|
|
Nov 13, 2023
Q3 2023
|
Ken Fisher
Fisher Asset Management, LLC | Camas, Wa
|
BUY
|
- |
236+ 1.83% |
$108K - $126K
|
13.1K
$3.02M
|
|
Nov 14, 2023
Q3 2023
|
Edgestream Partners, L.P.
Princeton, NJ |
BUY
|
- |
226+ 24.57% |
$104K - $121K
|
1.15K
$264K
|
|
Nov 02, 2023
Q3 2023
|
Pittenger & Anderson Inc
|
BUY
|
- |
220New |
$101K - $118K
|
220
$50.7K
|
|
Oct 31, 2023
Q3 2023
|
Teamwork Financial Advisors, LLC
|
BUY
|
- |
213+ 6.36% |
$97.8K - $114K
|
3.56K
$822K
|
|
Nov 06, 2023
Q3 2023
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
211+ 2.8% |
$96.9K - $113K
|
7.74K
$1.78M
|
|
Nov 07, 2023
Q3 2023
|
Equitable Trust CO
|
BUY
|
- |
192+ 17.14% |
$88.2K - $103K
|
1.31K
$303K
|
|
Nov 14, 2023
Q3 2023
|
Ratio Wealth Group
Denver, CO |
BUY
|
- |
186+ 4.13% |
$85.4K - $99.6K
|
4.69K
$1.08M
|
|
Nov 14, 2023
Q3 2023
|
Lowe Brockenbrough & CO Inc
|
BUY
|
- |
181+ 2.28% |
$83.1K - $97K
|
8.1K
$1.87M
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Partners, Ltd.
|
BUY
|
- |
177+ 4.61% |
$81.3K - $94.8K
|
4.02K
$926K
|
|
Oct 17, 2023
Q3 2023
|
Kfg Wealth Management, LLC
Granger, IN |
BUY
|
- |
169+ 35.06% |
$77.6K - $90.5K
|
651
$150K
|
|
Oct 24, 2023
Q3 2023
|
Stratos Wealth Advisors, LLC
|
BUY
|
- |
162+ 11.86% |
$74.4K - $86.8K
|
1.53K
$352K
|
|
Nov 06, 2023
Q3 2023
|
Keystone Financial Group
|
BUY
|
- |
158+ 11.44% |
$72.6K - $84.6K
|
1.54K
$355K
|
|
Oct 24, 2023
Q3 2023
|
Woodmont Investment Counsel LLC
Nashville, TN |
BUY
|
- |
155+ 1.34% |
$71.2K - $83K
|
11.8K
$2.71M
|
|
Nov 13, 2023
Q3 2023
|
Main Management LLC
San Francisco, CA |
BUY
|
- |
150+ 7.98% |
$68.9K - $80.3K
|
2.03K
$468K
|
|
Oct 11, 2023
Q3 2023
|
Cwm, LLC
|
BUY
|
- |
144+ 30.57% |
$66.1K - $77.1K
|
615
$142K
|
|
Oct 16, 2023
Q3 2023
|
Forte Asset Management LLC
|
BUY
|
- |
144+ 5.13% |
$66.1K - $77.1K
|
2.95K
$680K
|
|
Nov 06, 2023
Q3 2023
|
Werba Rubin Papier Wealth Management
San Jose, CA |
BUY
|
- |
143+ 7.42% |
$65.7K - $76.6K
|
2.07K
$477K
|
|
Oct 11, 2023
Q3 2023
|
Capstone Triton Financial Group, LLC
Oklahoma City, OK |
BUY
|
- |
143+ 21.0% |
$65.7K - $76.6K
|
824
$190K
|
|
Nov 14, 2023
Q3 2023
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
137+ 1.51% |
$62.9K - $73.4K
|
9.24K
$2.13M
|
|
Nov 13, 2023
Q3 2023
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
125New |
$57.4K - $67K
|
125
$28.8K
|
|
Nov 13, 2023
Q3 2023
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
125+ 7.26% |
$57.4K - $67K
|
1.85K
$426K
|
|
Nov 14, 2023
Q3 2023
|
Raymond James Trust N.A.
|
BUY
|
- |
124+ 17.64% |
$57K - $66.4K
|
827
$191K
|
|
Nov 13, 2023
Q3 2023
|
Provence Wealth Management Group
|
BUY
|
- |
122New |
$56K - $65.3K
|
122
$28.1K
|