Purchases and Sales Made in Q3 2024 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2024. 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 12, 2024
Q3 2024
|
Carolinas Wealth Consulting LLC
Charlotte, NC |
SELL
|
- |
-120- 37.38% |
$23.9K - $31.9K
|
201
$43.3K
|
|
|
Nov 01, 2024
Q3 2024
|
Liberty Wealth Management LLC
Oakland, CA |
SELL
|
- |
-125- 9.47% |
$24.9K - $33.2K
|
1.2K
$257K
|
|
|
Oct 24, 2024
Q3 2024
|
J.W. Cole Advisors, Inc.
|
SELL
|
- |
-125- 1.22% |
$24.9K - $33.2K
|
10.1K
$2.19M
|
|
|
Oct 16, 2024
Q3 2024
|
Trust CO Of Vermont
|
SELL
|
- |
-125- 23.81% |
$24.9K - $33.2K
|
400
$86.2K
|
|
|
Nov 04, 2024
Q3 2024
|
Apollon Financial, LLC
Mount Pleasant, SC |
SELL
|
- |
-135- 5.15% |
$26.9K - $35.8K
|
2.48K
$535K
|
|
|
Nov 12, 2024
Q3 2024
|
North Star Asset Management LLC /Nj/
Hackettstown, NJ |
SELL
|
- |
-140- 2.77% |
$27.9K - $37.2K
|
4.92K
$1.06M
|
|
|
Oct 08, 2024
Q3 2024
|
Matrix Trust CO
|
SELL
|
- |
-141- 1.9% |
$28.1K - $37.4K
|
7.27K
$1.57M
|
|
|
Oct 22, 2024
Q3 2024
|
Mfa Wealth Advisors, LLC
Pittsburgh, PA |
SELL
|
- |
-144- 18.32% |
$28.7K - $38.2K
|
642
$138K
|
|
|
Nov 14, 2024
Q3 2024
|
Synovus Financial Corp
Columbus, GA |
SELL
|
- |
-177- 5.01% |
$35.3K - $47K
|
3.36K
$724K
|
|
|
Nov 13, 2024
Q3 2024
|
Private Trust CO Na
|
SELL
|
- |
-183- 21.38% |
$36.5K - $48.6K
|
673
$145K
|
|
|
Oct 11, 2024
Q3 2024
|
Armstrong Advisory Group, Inc
Needham, MA |
SELL
|
- |
-186- 17.03% |
$37.1K - $49.4K
|
906
$195K
|
|
|
Nov 12, 2024
Q3 2024
|
Prosperity Financial Group, Inc.
San Ramon, CA |
SELL
|
- |
-191- 2.98% |
$38.1K - $50.7K
|
6.22K
$1.34M
|
|
|
Nov 05, 2024
Q3 2024
|
First Heartland Consultants, Inc.
|
SELL
|
- |
-194- 5.73% |
$38.7K - $51.5K
|
3.19K
$688K
|
|
|
Oct 29, 2024
Q3 2024
|
Angeles Wealth Management, LLC
|
SELL
|
- |
-201- 29.13% |
$40.1K - $53.4K
|
489
$105K
|
|
|
Oct 07, 2024
Q3 2024
|
Herbst Group, LLC
Westport, CT |
SELL
|
- |
-204- 1.41% |
$40.7K - $54.2K
|
14.3K
$3.08M
|
|
|
Nov 13, 2024
Q3 2024
|
Mackenzie Financial Corp
Toronto Ontario, A6 |
SELL
|
- |
-210- 9.46% |
$41.9K - $55.8K
|
2.01K
$433K
|
|
|
Oct 21, 2024
Q3 2024
|
Sweeney & Michel, LLC
Chico, CA |
SELL
|
- |
-214- 15.54% |
$42.6K - $56.8K
|
1.16K
$251K
|
|
|
Nov 04, 2024
Q3 2024
|
Oliver Lagore Vanvalin Investment Group
Flint, MI |
SELL
|
- |
-216- 20.36% |
$43K - $57.3K
|
845
$182K
|
|
|
Oct 21, 2024
Q3 2024
|
Leo Wealth, LLC
Hurst, TX |
SELL
|
- |
-223- 20.09% |
$44.4K - $59.2K
|
887
$191K
|
|
|
Nov 08, 2024
Q3 2024
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
SELL
|
- |
-223- 1.43% |
$44.4K - $59.2K
|
15.4K
$3.31M
|
|
|
Oct 15, 2024
Q3 2024
|
Asset Dedication, LLC
|
SELL
|
- |
-225- 91.84% |
$44.8K - $59.7K
|
20
$4.31K
|
|
|
Nov 14, 2024
Q3 2024
|
360 Financial, Inc.
|
SELL
|
- |
-228- 0.4% |
$45.4K - $60.5K
|
56.7K
$12.2M
|
|
|
Nov 04, 2024
Q3 2024
|
Blue Chip Partners, Inc.
|
SELL
|
- |
-241- 5.79% |
$48K - $64K
|
3.92K
$845K
|
|
|
Nov 12, 2024
Q3 2024
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
SELL
|
- |
-251- 1.13% |
$50K - $66.6K
|
22K
$4.74M
|
|
|
Nov 12, 2024
Q3 2024
|
Icon Wealth Advisors, LLC
Houston, TX |
SELL
|
- |
-252- 19.67% |
$50.2K - $66.9K
|
1.03K
$222K
|
|
|
Nov 08, 2024
Q3 2024
|
Nelson, Van Denburg & Campbell Wealth Management Group, LLC
Omaha, NE |
SELL
|
- |
-253- 2.99% |
$50.4K - $67.2K
|
8.2K
$1.77M
|
|
|
Oct 23, 2024
Q3 2024
|
Element Wealth, LLC
|
SELL
|
- |
-255- 85.0% |
$50.8K - $67.7K
|
45
$9.7K
|
|
|
Oct 11, 2024
Q3 2024
|
Novare Capital Management LLC
|
SELL
|
- |
-260- 0.81% |
$51.8K - $69K
|
31.9K
$6.87M
|
|
|
Oct 22, 2024
Q3 2024
|
Commonwealth Financial Services, LLC
Parkersburg, WV |
SELL
|
- |
-276- 20.34% |
$55K - $73.3K
|
1.08K
$233K
|
|
|
Nov 04, 2024
Q3 2024
|
Nations Financial Group Inc,
Cedar Rapids, IA |
SELL
|
- |
-277- 7.57% |
$55.2K - $73.5K
|
3.38K
$729K
|
|
|
Nov 13, 2024
Q3 2024
|
Monetary Management Group Inc
St Louis, MO |
SELL
|
- |
-300- 6.76% |
$59.8K - $79.6K
|
4.14K
$892K
|
|
|
Oct 17, 2024
Q3 2024
|
Spreng Capital Management, Inc.
|
SELL
|
- |
-305- 18.65% |
$60.8K - $81K
|
1.33K
$287K
|
|
|
Oct 28, 2024
Q3 2024
|
Interchange Capital Partners, LLC
|
SELL
|
- |
-319- 14.2% |
$63.6K - $84.7K
|
1.93K
$415K
|
|
|
Nov 07, 2024
Q3 2024
|
Pathstone Holdings, LLC
Englewood, NJ |
SELL
|
- |
-344- 20.91% |
$68.6K - $91.3K
|
1.3K
$280K
|
|
|
Oct 17, 2024
Q3 2024
|
Bartlett & Co. Wealth Management LLC
Cincinnati, OH |
SELL
|
- |
-348- 35.58% |
$69.4K - $92.4K
|
630
$136K
|
|
|
Nov 07, 2024
Q3 2024
|
Thrivent Financial For Lutherans
Minneapolis, MN |
SELL
|
- |
-350- 1.3% |
$69.8K - $92.9K
|
26.6K
$5.72M
|
|
|
Oct 25, 2024
Q3 2024
|
Pallas Capital Advisors LLC
Braintree, MA |
SELL
|
- |
-367- 3.85% |
$73.1K - $97.4K
|
9.17K
$1.98M
|
|
|
Oct 24, 2024
Q3 2024
|
Patriot Financial Group Insurance Agency, LLC
|
SELL
|
- |
-370- 12.76% |
$73.7K - $98.2K
|
2.53K
$545K
|
|
|
Oct 17, 2024
Q3 2024
|
Stratos Wealth Advisors, LLC
|
SELL
|
- |
-370- 7.6% |
$73.7K - $98.2K
|
4.5K
$969K
|
|
|
Nov 08, 2024
Q3 2024
|
Stonebridge Financial Planning Group, LLC
|
SELL
|
- |
-399- 4.64% |
$79.5K - $106K
|
8.2K
$1.77M
|
|
|
Nov 05, 2024
Q3 2024
|
Martin & CO Inc
Knoxville, TN |
SELL
|
- |
-411- 1.79% |
$81.9K - $109K
|
22.5K
$4.86M
|
|
|
Nov 14, 2024
Q3 2024
|
Goodman Advisory Group, LLC
|
SELL
|
- |
-414- 18.18% |
$82.5K - $110K
|
1.86K
$401K
|
|
|
Nov 14, 2024
Q3 2024
|
Fort Sheridan Advisors LLC
Highland Park, IL |
SELL
|
- |
-426- 25.09% |
$84.9K - $113K
|
1.27K
$274K
|
|
|
Oct 01, 2024
Q3 2024
|
First Financial Bank Trust Division
Hamilton, OH |
SELL
|
- |
-426- 4.92% |
$84.9K - $113K
|
8.24K
$1.78M
|
|
|
Oct 24, 2024
Q3 2024
|
Bristlecone Advisors, LLC
|
SELL
|
- |
-454- 2.34% |
$90.5K - $121K
|
18.9K
$4.08M
|
|
|
Oct 30, 2024
Q3 2024
|
Hf Advisory Group, LLC
Annapolis, MD |
SELL
|
- |
-495- 33.38% |
$98.6K - $131K
|
988
$213K
|
|
|
Oct 08, 2024
Q3 2024
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-507- 11.83% |
$101K - $135K
|
3.78K
$814K
|
|
|
Oct 24, 2024
Q3 2024
|
Arkadios Wealth Advisors
|
SELL
|
- |
-550- 33.8% |
$110K - $146K
|
1.08K
$232K
|
|
|
Oct 03, 2024
Q3 2024
|
Park Avenue Securities LLC
|
SELL
|
- |
-555- 4.23% |
$111K - $147K
|
12.6K
$2.71M
|
|
|
Oct 24, 2024
Q3 2024
|
Valley National Advisers Inc
|
SELL
|
- |
-558- 91.63% |
$111K - $148K
|
51
$11K
|