Purchases and Sales Made in Q3 2023 in Ishares Semiconductor ETF (SOXX)

SOXX Quotes by TradingView

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 12, 2023 Q3 2023
Wealthcare Advisory Partners LLC

West Chester, PA
BUY
 -
117
+ 5.66%
$53.7K - $62.7K
2.19K $477K
Oct 16, 2023 Q3 2023
Herbst Group, LLC

Westport, CT
BUY
 -
115
+ 2.56%
$52.8K - $61.6K
4.61K $1.01M
Nov 09, 2023 Q3 2023
First Heartland Consultants, Inc.

BUY
 -
112
+ 12.19%
$51.4K - $60K
1.03K $225K
Nov 03, 2023 Q3 2023
Lincoln National Corp

BUY
 -
112
+ 11.09%
$51.4K - $60K
1.12K $245K
Oct 16, 2023 Q3 2023
Minich Mac Gregor Wealth Management, LLC

BUY
 -
111
+ 0.77%
$51K - $59.5K
14.6K $3.18M
Nov 01, 2023 Q3 2023
Principle Wealth Partners LLC

BUY
 -
109
+ 7.77%
$50.1K - $58.4K
1.51K $330K
Oct 25, 2023 Q3 2023
Signet Financial Management, LLC

Parsippany, NJ
BUY
 -
105
+ 12.53%
$48.2K - $56.2K
943 $206K
Nov 01, 2023 Q3 2023
Bank Of Montreal

Toronto, A6
BUY
 -
105
+ 5.45%
$48.2K - $56.2K
2.03K $444K
Nov 08, 2023 Q3 2023
Janney Montgomery Scott LLC

BUY
 -
103
+ 1.42%
$47.3K - $55.2K
7.36K $1.61M
Nov 13, 2023 Q3 2023
Jaffetilchin Investment Partners, LLC

Tampa, FL
BUY
 -
100
+ 1.73%
$45.9K - $53.6K
5.88K $1.28M
Oct 10, 2023 Q3 2023
Fny Investment Advisers, LLC

BUY
 -
100
New
$45.9K - $53.6K
100 $21.8K
Nov 06, 2023 Q3 2023
Buck Wealth Strategies, LLC

Denver, CO
BUY
 -
97
New
$44.6K - $52K
97 $21.2K
Nov 02, 2023 Q3 2023
Empirical Financial Services, LLC D.B.A. Empirical Wealth Management

BUY
 -
90
+ 6.99%
$41.3K - $48.2K
1.38K $300K
Nov 08, 2023 Q3 2023
Washburn Capital Management, Inc.

BUY
 -
90
+ 4.34%
$41.3K - $48.2K
2.17K $472K
Oct 31, 2023 Q3 2023
Fifth Third Bancorp

BUY
 -
84
New
$38.6K - $45K
84 $18.3K
Nov 03, 2023 Q3 2023
Nbc Securities, Inc.

Birmingham, AL
BUY
 -
83
New
$38.1K - $44.5K
83 $18.1K
Oct 17, 2023 Q3 2023
Founders Financial Securities LLC

BUY
 -
81
+ 15.2%
$37.2K - $43.4K
614 $134K
Oct 13, 2023 Q3 2023
Cmh Wealth Management LLC

BUY
 -
77
+ 0.47%
$35.4K - $41.2K
16.5K $3.6M
Nov 09, 2023 Q3 2023
Condor Capital Management

Martinsville, NJ
BUY
 -
71
+ 2.4%
$32.6K - $38K
3.03K $662K
Oct 23, 2023 Q3 2023
Armor Investment Advisors, LLC

BUY
 -
71
+ 1.72%
$32.6K - $38K
4.2K $917K
Oct 19, 2023 Q3 2023
Apeiron Ria LLC

BUY
 -
70
+ 2.95%
$32.2K - $37.5K
2.45K $533K
Oct 23, 2023 Q3 2023
Sheets Smith Wealth Management

BUY
 -
65
New
$29.9K - $34.8K
65 $14.2K
Nov 06, 2023 Q3 2023
Great Valley Advisor Group, Inc.

BUY
 -
65
+ 7.67%
$29.9K - $34.8K
912 $199K
Oct 23, 2023 Q3 2023
Kingswood Wealth Advisors, LLC

San Diego, CA
BUY
 -
62
+ 3.08%
$28.5K - $33.2K
2.07K $452K
Oct 18, 2023 Q3 2023
Advisory Alpha, LLC

BUY
 -
61
+ 5.54%
$28K - $32.7K
1.16K $254K
Nov 15, 2023 Q3 2023
Pacific Center For Financial Services

San Ramon, CA
BUY
 -
58
+ 9.98%
$26.6K - $31.1K
639 $139K
Nov 13, 2023 Q3 2023
Kayne Anderson Rudnick Investment Management LLC

Los Angeles, CA
BUY
 -
55
New
$25.3K - $29.5K
55 $12K
Nov 14, 2023 Q3 2023
Tyler Stone Wealth Management

Beachwood, OH
BUY
 -
55
+ 37.67%
$25.3K - $29.5K
201 $43.9K
Nov 13, 2023 Q3 2023
Howard Capital Management Inc.

BUY
 -
54
+ 2.9%
$24.8K - $28.9K
1.91K $417K
Oct 13, 2023 Q3 2023
City Holding CO

BUY
 -
52
+ 1.35%
$23.9K - $27.9K
3.9K $852K
Nov 07, 2023 Q3 2023
Western Wealth Management, LLC

BUY
 -
50
+ 5.02%
$23K - $26.8K
1.05K $228K
Nov 13, 2023 Q3 2023
Brown Brothers Harriman & CO

New York, NY
BUY
 -
50
New
$23K - $26.8K
50 $10.9K
Oct 17, 2023 Q3 2023
Impact Partnership Wealth, LLC

Kennesaw, GA
BUY
 -
50
+ 833.33%
$23K - $26.8K
56 $12.2K
Nov 13, 2023 Q3 2023
Bison Wealth, LLC

BUY
 -
50
+ 3.29%
$23K - $26.8K
1.57K $343K
Jul 19, 2024 Q3 2023
Pathway Financial Advisers, LLC

Auburn, IN
BUY
 -
48
+ 12.87%
$22K - $25.7K
421 $91.9K
Jan 02, 2024 Q3 2023
Anchor Investment Management, LLC

Columbia, SC
BUY
 -
47
+ 1.32%
$21.6K - $25.2K
3.61K $787K
Nov 14, 2023 Q3 2023
First Manhattan CO

New York, NY
BUY
 -
46
New
$21.1K - $24.6K
46 $10K
Nov 07, 2023 Q3 2023
Prosperity Financial Group, Inc.

San Ramon, CA
BUY
 -
42
+ 1.82%
$19.3K - $22.5K
2.35K $512K
Nov 14, 2023 Q3 2023
Walleye Capital LLC

Plymouth, MN
BUY
 -
42
+ 3.1%
$19.3K - $22.5K
1.4K $305K
Nov 03, 2023 Q3 2023
Summit X, LLC

Chesterfield, MO
BUY
 -
42
+ 6.09%
$19.3K - $22.5K
732 $160K
Nov 08, 2023 Q3 2023
Howe & Rusling Inc

Rochester, NY
BUY
 -
40
+ 83.33%
$18.4K - $21.4K
88 $19.2K
Nov 08, 2023 Q3 2023
Thoroughbred Financial Services, LLC

BUY
 -
38
+ 1.86%
$17.5K - $20.4K
2.08K $454K
Nov 07, 2023 Q3 2023
Oppenheimer & CO Inc

New York, NY
BUY
 -
38
+ 0.15%
$17.5K - $20.4K
24.8K $5.41M
Oct 24, 2023 Q3 2023
Eudaimonia Partners, LLC

Winchester, TN
BUY
 -
37
+ 7.86%
$17K - $19.8K
508 $111K
Oct 10, 2023 Q3 2023
Procyon Advisors, LLC

BUY
 -
35
+ 6.31%
$16.1K - $18.7K
590 $129K
Oct 24, 2023 Q3 2023
Legacy Financial Group LLC

BUY
 -
35
New
$16.1K - $18.7K
35 $7.64K
Nov 03, 2023 Q3 2023
Robinson Value Management, Ltd.

San Antonio, TX
BUY
 -
34
+ 1.65%
$15.6K - $18.2K
2.09K $457K
Nov 13, 2023 Q3 2023
Paragon Private Wealth Management, LLC

BUY
 -
32
+ 6.27%
$14.7K - $17.1K
542 $118K
Nov 01, 2023 Q3 2023
Telos Capital Management, Inc.

BUY
 -
32
+ 2.15%
$14.7K - $17.1K
1.52K $332K

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