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
|
Creative Financial Designs Inc
|
SELL
|
- |
-4- 2.38% |
$1.84K - $2.14K
|
164
$35.8K
|
|
|
Oct 25, 2023
Q3 2023
|
Telemus Capital, LLC
|
SELL
|
- |
-5- 0.57% |
$2.3K - $2.68K
|
867
$189K
|
|
|
Nov 08, 2023
Q3 2023
|
Greenup Street Wealth Management LLC
|
SELL
|
- |
-6- 0.04% |
$2.76K - $3.21K
|
14.7K
$3.21M
|
|
|
Nov 13, 2023
Q3 2023
|
Truvestments Capital LLC
Sarasota, FL |
SELL
|
- |
-7- 70.0% |
$3.22K - $3.75K
|
3
$655
|
|
|
Nov 07, 2023
Q3 2023
|
Cookson Peirce & CO Inc
|
SELL
|
- |
-8- 0.95% |
$3.67K - $4.29K
|
830
$181K
|
|
|
Nov 14, 2023
Q3 2023
|
Capital Management Associates
New York, NY |
SELL
|
- |
-8- 1.21% |
$3.67K - $4.29K
|
651
$142K
|
|
|
Nov 08, 2023
Q3 2023
|
Element Wealth, LLC
|
SELL
|
- |
-9- 8.26% |
$4.13K - $4.82K
|
100
$21.8K
|
|
|
Oct 10, 2023
Q3 2023
|
Wbh Advisory Inc
|
SELL
|
- |
-9- 1.74% |
$4.13K - $4.82K
|
508
$111K
|
|
|
Nov 15, 2023
Q3 2023
|
Front Row Advisors LLC
Tiburon, CA |
SELL
|
- |
-10- 1.68% |
$4.59K - $5.36K
|
584
$127K
|
|
|
Oct 30, 2023
Q3 2023
|
Sandy Spring Bank
|
SELL
|
- |
-11- 3.29% |
$5.05K - $5.89K
|
323
$70.5K
|
|
|
Oct 25, 2023
Q3 2023
|
Lindbrook Capital, LLC
|
SELL
|
- |
-12- 0.1% |
$5.51K - $6.43K
|
11.5K
$2.51M
|
|
|
Nov 13, 2023
Q3 2023
|
Level Four Advisory Services, LLC
Dallas, TX |
SELL
|
- |
-12- 2.76% |
$5.51K - $6.43K
|
423
$92.3K
|
|
|
Oct 18, 2023
Q3 2023
|
White Lighthouse Investment Management Inc.
|
SELL
|
- |
-15- 2.67% |
$6.89K - $8.03K
|
546
$119K
|
|
|
Oct 17, 2023
Q3 2023
|
Nikulski Financial, Inc.
|
SELL
|
- |
-15- 0.78% |
$6.89K - $8.03K
|
1.92K
$419K
|
|
|
Nov 15, 2023
Q3 2023
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
SELL
|
- |
-16- 66.67% |
$7.35K - $8.57K
|
8
$1.75K
|
|
|
Nov 02, 2023
Q3 2023
|
Coldstream Capital Management Inc
|
SELL
|
- |
-16- 2.8% |
$7.35K - $8.57K
|
555
$121K
|
|
|
Nov 14, 2023
Q3 2023
|
Hilltop Holdings Inc.
Dallas, TX |
SELL
|
- |
-18- 3.3% |
$8.27K - $9.64K
|
527
$115K
|
|
|
Oct 19, 2023
Q3 2023
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-19- 3.16% |
$8.73K - $10.2K
|
583
$127K
|
|
|
Nov 14, 2023
Q3 2023
|
Ancora Advisors, LLC
Cleveland, OH |
SELL
|
- |
-20- 47.62% |
$9.19K - $10.7K
|
22
$4.8K
|
|
|
Oct 17, 2023
Q3 2023
|
Newbridge Financial Services Group, Inc.
|
SELL
|
- |
-20- 8.3% |
$9.19K - $10.7K
|
221
$48.2K
|
|
|
Nov 15, 2023
Q3 2023
|
Harbour Investments, Inc.
Madison, WI |
SELL
|
- |
-22- 1.05% |
$10.1K - $11.8K
|
2.08K
$454K
|
|
|
Oct 18, 2023
Q3 2023
|
Koshinski Asset Management, Inc.
|
SELL
|
- |
-22- 0.69% |
$10.1K - $11.8K
|
3.15K
$688K
|
|
|
Oct 27, 2023
Q3 2023
|
Gradient Investments LLC
|
SELL
|
- |
-23- 21.3% |
$10.6K - $12.3K
|
85
$18.5K
|
|
|
Oct 10, 2023
Q3 2023
|
Ignite Planners, LLC
|
SELL
|
- |
-24- 2.19% |
$11K - $12.9K
|
1.07K
$234K
|
|
|
Oct 10, 2023
Q3 2023
|
Householder Group Estate & Retirement Specialist, LLC
|
SELL
|
- |
-26- 37.68% |
$11.9K - $13.9K
|
43
$9.38K
|
|
|
Nov 07, 2023
Q3 2023
|
Merit Financial Group, LLC
|
SELL
|
- |
-26- 1.72% |
$11.9K - $13.9K
|
1.49K
$324K
|
|
|
Oct 18, 2023
Q3 2023
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-27- 0.34% |
$12.4K - $14.5K
|
7.84K
$1.71M
|
|
|
Nov 13, 2023
Q3 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-27- 5.38% |
$12.4K - $14.5K
|
475
$104K
|
|
|
Oct 04, 2023
Q3 2023
|
Salem Investment Counselors Inc
Winston Salem, NC |
SELL
|
- |
-28- 16.18% |
$12.9K - $15K
|
145
$31.6K
|
|
|
Nov 09, 2023
Q3 2023
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-34- 1.79% |
$15.6K - $18.2K
|
1.87K
$407K
|
|
|
Nov 13, 2023
Q3 2023
|
Four Thought Financial Partners, LLC
Venice, FL |
SELL
|
- |
-36- 4.48% |
$16.5K - $19.3K
|
767
$167K
|
|
|
Nov 14, 2023
Q3 2023
|
Dz Bank Ag Deutsche Zentral Genossenschafts Bank, Frankfurt Am Main
Frankfurt Am Main, 2M |
SELL
|
- |
-38- 9.82% |
$17.5K - $20.4K
|
349
$76.2K
|
|
|
Oct 25, 2023
Q3 2023
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
SELL
|
- |
-40- 7.22% |
$18.4K - $21.4K
|
514
$112K
|
|
|
Nov 14, 2023
Q3 2023
|
Gallagher Fiduciary Advisors, LLC
Rolling Meadows, IL |
SELL
|
- |
-43- 7.19% |
$19.8K - $23K
|
555
$121K
|
|
|
Oct 24, 2023
Q3 2023
|
Ironwood Financial, LLC
|
SELL
|
- |
-46- 3.59% |
$21.1K - $24.6K
|
1.23K
$269K
|
|
|
Nov 07, 2023
Q3 2023
|
Executive Wealth Management, LLC
|
SELL
|
- |
-47- 7.59% |
$21.6K - $25.2K
|
572
$125K
|
|
|
Nov 13, 2023
Q3 2023
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-48- 0.84% |
$22K - $25.7K
|
5.64K
$1.23M
|
|
|
Oct 23, 2023
Q3 2023
|
Svb Wealth LLC
Boston, MA |
SELL
|
- |
-49- 6.64% |
$22.5K - $26.2K
|
689
$150K
|
|
|
Oct 30, 2023
Q3 2023
|
Blue Bell Private Wealth Management, LLC
|
SELL
|
- |
-53- 59.55% |
$24.3K - $28.4K
|
36
$7.86K
|
|
|
Oct 16, 2023
Q3 2023
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-55- 1.01% |
$25.3K - $29.5K
|
5.39K
$1.18M
|
|
|
Nov 13, 2023
Q3 2023
|
Bay Colony Advisory Group, Inc D
|
SELL
|
- |
-60- 3.8% |
$27.6K - $32.1K
|
1.52K
$331K
|
|
|
Oct 24, 2023
Q3 2023
|
Genesee Capital Advisors, LLC
|
SELL
|
- |
-61- 6.32% |
$28K - $32.7K
|
904
$197K
|
|
|
Nov 09, 2023
Q3 2023
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
SELL
|
- |
-63- 1.81% |
$28.9K - $33.7K
|
3.42K
$746K
|
|
|
Nov 13, 2023
Q3 2023
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-64- 4.28% |
$29.4K - $34.3K
|
1.43K
$313K
|
|
|
Oct 18, 2023
Q3 2023
|
Private Wealth Advisors, LLC
Fresno, CA |
SELL
|
- |
-67- 7.3% |
$30.8K - $35.9K
|
851
$186K
|
|
|
Oct 19, 2023
Q3 2023
|
Alpha Cubed Investments, LLC
|
SELL
|
- |
-75- 13.18% |
$34.4K - $40.2K
|
494
$108K
|
|
|
Nov 01, 2023
Q3 2023
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-78- 5.19% |
$35.8K - $41.8K
|
1.42K
$311K
|
|
|
Nov 08, 2023
Q3 2023
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
SELL
|
- |
-79- 6.11% |
$36.3K - $42.3K
|
1.21K
$265K
|
|
|
Nov 13, 2023
Q3 2023
|
Regal Investment Advisors LLC
Kentwood, MI |
SELL
|
- |
-80- 11.98% |
$36.7K - $42.9K
|
588
$128K
|
|
|
Oct 13, 2023
Q3 2023
|
Arkadios Wealth Advisors
|
SELL
|
- |
-84- 10.54% |
$38.6K - $45K
|
713
$156K
|