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 31, 2023
Q3 2023
|
Lodestar Private Asset Management LLC
Alamo, CA |
SELL
|
- |
-87- 10.71% |
$40K - $46.6K
|
725
$167K
|
|
|
Nov 01, 2023
Q3 2023
|
Csenge Advisory Group
|
SELL
|
- |
-88- 5.29% |
$40.4K - $47.1K
|
1.57K
$363K
|
|
|
Oct 17, 2023
Q3 2023
|
Davenport & CO LLC
|
SELL
|
- |
-95- 6.2% |
$43.6K - $50.9K
|
1.44K
$332K
|
|
|
Oct 19, 2023
Q3 2023
|
Connecticut Wealth Management, LLC
|
SELL
|
- |
-96- 7.07% |
$44.1K - $51.4K
|
1.26K
$291K
|
|
|
Oct 10, 2023
Q3 2023
|
Davis Investment Partners, LLC
Charlotte, NC |
SELL
|
- |
-98- 11.15% |
$45K - $52.5K
|
781
$180K
|
|
|
Oct 25, 2023
Q3 2023
|
Miracle Mile Advisors, LLC
|
SELL
|
- |
-104- 2.78% |
$47.8K - $55.7K
|
3.64K
$840K
|
|
|
Oct 10, 2023
Q3 2023
|
Apella Capital, LLC
|
SELL
|
- |
-116- 16.32% |
$53.3K - $62.1K
|
595
$137K
|
|
|
Oct 30, 2023
Q3 2023
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-117- 4.07% |
$53.7K - $62.7K
|
2.76K
$636K
|
|
|
Oct 13, 2023
Q3 2023
|
Financial Management Professionals, Inc.
|
SELL
|
- |
-122- 7.03% |
$56K - $65.3K
|
1.61K
$372K
|
|
|
Nov 07, 2023
Q3 2023
|
Accredited Investors Inc.
|
SELL
|
- |
-134- 14.82% |
$61.5K - $71.8K
|
770
$178K
|
|
|
Oct 11, 2023
Q3 2023
|
Independent Wealth Network Inc.
|
SELL
|
- |
-139- 23.13% |
$63.8K - $74.5K
|
462
$107K
|
|
|
Nov 14, 2023
Q3 2023
|
Gerber Kawasaki Wealth & Investment Management
|
SELL
|
- |
-140- 1.52% |
$64.3K - $75K
|
9.04K
$2.09M
|
|
|
Oct 16, 2023
Q3 2023
|
Independence Bank Of Kentucky
|
SELL
|
- |
-145- 11.96% |
$66.6K - $77.7K
|
1.07K
$246K
|
|
|
Nov 14, 2023
Q3 2023
|
Scotia Capital Inc.
|
SELL
|
- |
-147- 7.97% |
$67.5K - $78.7K
|
1.7K
$392K
|
|
|
Dec 11, 2023
Q3 2023
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-151- 5.05% |
$69.4K - $80.9K
|
2.84K
$655K
|
|
|
Oct 11, 2023
Q3 2023
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-155- 2.15% |
$71.2K - $83K
|
7.06K
$1.63M
|
|
|
Oct 10, 2023
Q3 2023
|
Carnegie Capital Asset Management, LLC
|
SELL
|
- |
-165- 15.96% |
$75.8K - $88.4K
|
869
$200K
|
|
|
Oct 18, 2023
Q3 2023
|
Capital Market Strategies LLC
|
SELL
|
- |
-175- 7.99% |
$80.4K - $93.7K
|
2.01K
$465K
|
|
|
Oct 12, 2023
Q3 2023
|
Ifp Advisors, Inc
|
SELL
|
- |
-176- 17.51% |
$80.8K - $94.3K
|
829
$191K
|
|
|
Oct 24, 2023
Q3 2023
|
Brown Advisory Inc
|
SELL
|
- |
-180- 23.05% |
$82.7K - $96.4K
|
601
$139K
|
|
|
Nov 07, 2023
Q3 2023
|
Atria Investments LLC
Charlotte, NC |
SELL
|
- |
-196- 4.92% |
$90K - $105K
|
3.79K
$873K
|
|
|
Oct 31, 2023
Q3 2023
|
Allworth Financial LP
|
SELL
|
- |
-200- 11.04% |
$91.9K - $107K
|
1.61K
$372K
|
|
|
Oct 04, 2023
Q3 2023
|
Fulton Bank, N.A.
|
SELL
|
- |
-200- 1.54% |
$91.9K - $107K
|
12.8K
$2.95M
|
|
|
Nov 02, 2023
Q3 2023
|
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors
Westlake, OH |
SELL
|
- |
-208- 5.03% |
$95.5K - $111K
|
3.93K
$906K
|
|
|
Nov 15, 2023
Q3 2023
|
Townsquare Capital LLC
|
SELL
|
- |
-211- 16.01% |
$96.9K - $113K
|
1.11K
$255K
|
|
|
Oct 25, 2023
Q3 2023
|
Intellectus Partners, LLC
San Francisco, CA |
SELL
|
- |
-216- 9.13% |
$99.2K - $116K
|
2.15K
$496K
|
|
|
Nov 13, 2023
Q3 2023
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-226- 1.21% |
$104K - $121K
|
18.5K
$4.27M
|
|
|
Nov 03, 2023
Q3 2023
|
Cottonwood Capital Advisors, LLC
|
SELL
|
- |
-238- 3.06% |
$109K - $127K
|
7.55K
$1.74M
|
|
|
Nov 14, 2023
Q3 2023
|
Captrust Financial Advisors
Raleigh, NC |
SELL
|
- |
-262- 15.2% |
$120K - $140K
|
1.46K
$337K
|
|
|
Oct 16, 2023
Q3 2023
|
Essex LLC
|
SELL
|
- |
-270- 32.18% |
$124K - $145K
|
569
$131K
|
|
|
Nov 14, 2023
Q3 2023
|
Safeguard Investment Advisory Group, LLC
|
SELL
|
- |
-288- 10.48% |
$132K - $154K
|
2.46K
$567K
|
|
|
Oct 16, 2023
Q3 2023
|
Well Done, LLC
|
SELL
|
- |
-298- 3.3% |
$137K - $160K
|
8.73K
$2.01M
|
|
|
Nov 14, 2023
Q3 2023
|
Equitable Holdings, Inc.
New York, NY |
SELL
|
- |
-301- 7.46% |
$138K - $161K
|
3.74K
$861K
|
|
|
Nov 02, 2023
Q3 2023
|
Capital Investment Advisory Services, LLC
|
SELL
|
- |
-320- 20.89% |
$147K - $171K
|
1.21K
$280K
|
|
|
Nov 15, 2023
Q3 2023
|
Integrated Wealth Concepts LLC
|
SELL
|
- |
-323- 0.78% |
$148K - $173K
|
41.3K
$9.52M
|
|
|
Oct 18, 2023
Q3 2023
|
Roman Butler Fullerton & CO
|
SELL
|
- |
-332- 17.68% |
$152K - $178K
|
1.55K
$357K
|
|
|
Oct 12, 2023
Q3 2023
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-345- 6.42% |
$158K - $185K
|
5.03K
$1.16M
|
|
|
Nov 09, 2023
Q3 2023
|
Beaumont Capital Management, LLC
Boston, MA |
SELL
|
- |
-363- 7.49% |
$167K - $194K
|
4.48K
$1.03M
|
|
|
Oct 13, 2023
Q3 2023
|
Psi Advisors, LLC
|
SELL
|
- |
-368- 27.24% |
$169K - $197K
|
983
$227K
|
|
|
Oct 27, 2023
Q3 2023
|
First Horizon Advisors, Inc.
|
SELL
|
- |
-370- 20.41% |
$170K - $198K
|
1.44K
$333K
|
|
|
Nov 14, 2023
Q3 2023
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-373- 20.39% |
$171K - $200K
|
1.46K
$336K
|
|
|
Nov 13, 2023
Q3 2023
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-375- 0.73% |
$172K - $201K
|
50.7K
$11.7M
|
|
|
Nov 08, 2023
Q3 2023
|
Barometer Capital Management Inc.
Toronto, A6 |
SELL
|
- |
-375- 60.58% |
$172K - $201K
|
244
$56.3K
|
|
|
Nov 13, 2023
Q3 2023
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-385- 5.41% |
$177K - $206K
|
6.74K
$1.55M
|
|
|
Nov 13, 2023
Q3 2023
|
Robertson Stephens Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-389- 20.09% |
$179K - $208K
|
1.55K
$357K
|
|
|
Nov 03, 2023
Q3 2023
|
Empower Advisory Group, LLC
Greenwood Village, CO |
SELL
|
- |
-397- 37.7% |
$182K - $213K
|
656
$151K
|
|
|
Nov 03, 2023
Q3 2023
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-413- 1.11% |
$190K - $221K
|
36.9K
$8.51M
|
|
|
Nov 06, 2023
Q3 2023
|
Aveo Capital Partners, LLC
|
SELL
|
- |
-418- 37.02% |
$192K - $224K
|
711
$164K
|
|
|
Nov 14, 2023
Q3 2023
|
Cetera Investment Advisers
Schaumburg, IL |
SELL
|
- |
-425- 5.21% |
$195K - $228K
|
7.74K
$1.79M
|
|
|
Nov 14, 2023
Q3 2023
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
SELL
|
- |
-455- 36.55% |
$209K - $244K
|
790
$182K
|