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 |
|---|---|---|---|---|---|---|---|
|
Oct 10, 2024
Q3 2024
|
Retirement Planning Group
|
SELL
|
- |
-568- 4.11% |
$113K - $151K
|
13.2K
$2.85M
|
|
|
Nov 12, 2024
Q3 2024
|
Raymond James Trust N.A.
|
SELL
|
- |
-578- 24.52% |
$115K - $153K
|
1.78K
$383K
|
|
|
Nov 08, 2024
Q3 2024
|
Kraematon Investment Advisors, Inc
|
SELL
|
- |
-602- 21.19% |
$120K - $160K
|
2.24K
$482K
|
|
|
Oct 23, 2024
Q3 2024
|
Strategic Investment Solutions, Inc. /Il
Orland Park, IL |
SELL
|
- |
-621- 57.61% |
$124K - $165K
|
457
$98.5K
|
|
|
Nov 14, 2024
Q3 2024
|
New Edge Advisors, LLC
New Orleans, LA |
SELL
|
- |
-651- 1.59% |
$130K - $173K
|
40.3K
$8.68M
|
|
|
Oct 24, 2024
Q3 2024
|
Modera Wealth Management, LLC
|
SELL
|
- |
-657- 38.94% |
$131K - $174K
|
1.03K
$222K
|
|
|
Oct 28, 2024
Q3 2024
|
Nikulski Financial, Inc.
|
SELL
|
- |
-664- 9.27% |
$132K - $176K
|
6.5K
$1.4M
|
|
|
Oct 30, 2024
Q3 2024
|
Armor Investment Advisors, LLC
|
SELL
|
- |
-672- 5.43% |
$134K - $178K
|
11.7K
$2.52M
|
|
|
Nov 05, 2024
Q3 2024
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-684- 48.0% |
$136K - $182K
|
741
$160K
|
|
|
Oct 08, 2024
Q3 2024
|
City Holding CO
|
SELL
|
- |
-693- 9.77% |
$138K - $184K
|
6.4K
$1.38M
|
|
|
Nov 13, 2024
Q3 2024
|
Wealthspire Advisors, LLC
New York, NY |
SELL
|
- |
-779- 7.4% |
$155K - $207K
|
9.75K
$2.1M
|
|
|
Nov 13, 2024
Q3 2024
|
Capital Analysts, LLC
Fort Washington, PA |
SELL
|
- |
-793- 70.99% |
$158K - $211K
|
324
$69.8K
|
|
|
Nov 12, 2024
Q3 2024
|
Basso Capital Management, L.P.
Stamford, CT |
SELL
|
- |
-794- 58.95% |
$158K - $211K
|
553
$119K
|
|
|
Oct 15, 2024
Q3 2024
|
Kathmere Capital Management, LLC
Wayne, PA |
SELL
|
- |
-804- 39.41% |
$160K - $213K
|
1.24K
$266K
|
|
|
Nov 12, 2024
Q3 2024
|
Founders Financial Securities LLC
|
SELL
|
- |
-812- 17.79% |
$162K - $216K
|
3.75K
$809K
|
|
|
Oct 28, 2024
Q3 2024
|
Focus Financial Network, Inc.
Minneapolis, MN |
SELL
|
- |
-828- 25.41% |
$165K - $220K
|
2.43K
$524K
|
|
|
Nov 12, 2024
Q3 2024
|
Wintrust Investments LLC
Chicago, IL |
SELL
|
- |
-871- 84.15% |
$174K - $231K
|
164
$35.3K
|
|
|
Nov 14, 2024
Q3 2024
|
Beacon Pointe Advisors, LLC
Newport Beach, CA |
SELL
|
- |
-878- 4.91% |
$175K - $233K
|
17K
$3.66M
|
|
|
Nov 08, 2024
Q3 2024
|
Sumitomo Mitsui Financial Group, Inc.
Tokyo, M0 |
SELL
|
- |
-896- 3.71% |
$179K - $238K
|
23.2K
$5.01M
|
|
|
Nov 14, 2024
Q3 2024
|
Lido Advisors, LLC
Los Angeles, CA |
SELL
|
- |
-924- 5.98% |
$184K - $245K
|
14.5K
$3.13M
|
|
|
Nov 12, 2024
Q3 2024
|
Ci Private Wealth, LLC
Miami, FL |
SELL
|
- |
-939- 0.83% |
$187K - $249K
|
112K
$24.2M
|
|
|
Nov 06, 2024
Q3 2024
|
Portfolio Strategies, Inc.
|
SELL
|
- |
-945- 1.83% |
$188K - $251K
|
50.8K
$10.9M
|
|
|
Oct 30, 2024
Q3 2024
|
Moloney Securities Asset Management, LLC
|
SELL
|
- |
-987- 50.03% |
$197K - $262K
|
986
$212K
|
|
|
Oct 25, 2024
Q3 2024
|
Mutual Advisors, LLC
Casper, WY |
SELL
|
- |
-996- 31.35% |
$198K - $264K
|
2.18K
$470K
|
|
|
Oct 22, 2024
Q3 2024
|
U.S. Capital Wealth Advisors, LLC
Austin, TX |
SELL
|
- |
-1.02K- 13.51% |
$204K - $271K
|
6.54K
$1.41M
|
|
|
Oct 04, 2024
Q3 2024
|
Sowell Financial Services LLC
North Little Rock, AR |
SELL
|
- |
-1.04K- 6.55% |
$207K - $275K
|
14.8K
$3.19M
|
|
|
Nov 01, 2024
Q3 2024
|
Lindbrook Capital, LLC
|
SELL
|
- |
-1.05K- 3.6% |
$209K - $279K
|
28.1K
$6.06M
|
|
|
Oct 07, 2024
Q3 2024
|
Fulton Bank, N.A.
|
SELL
|
- |
-1.1K- 3.27% |
$219K - $292K
|
32.5K
$7M
|
|
|
Oct 18, 2024
Q3 2024
|
Werba Rubin Papier Wealth Management
San Jose, CA |
SELL
|
- |
-1.1K- 19.43% |
$219K - $292K
|
4.56K
$983K
|
|
|
Oct 17, 2024
Q3 2024
|
Legend Financial Advisors, Inc.
Pittsburgh, PA |
SELL
|
- |
-1.12K- 2.18% |
$224K - $298K
|
50.5K
$10.9M
|
|
|
Oct 11, 2024
Q3 2024
|
Affinity Wealth Management LLC
Wilmington, DE |
SELL
|
- |
-1.16K- 0.81% |
$231K - $308K
|
141K
$30.4M
|
|
|
Oct 07, 2024
Q3 2024
|
Kesler, Norman & Wride, LLC
|
SELL
|
- |
-1.19K- 30.31% |
$237K - $315K
|
2.73K
$588K
|
|
|
Oct 24, 2024
Q3 2024
|
Essex Financial Services, Inc.
|
SELL
|
- |
-1.19K- 13.63% |
$237K - $316K
|
7.54K
$1.63M
|
|
|
Oct 11, 2024
Q3 2024
|
Creative Planning
Overland Park, KS |
SELL
|
- |
-1.3K- 6.3% |
$258K - $344K
|
19.3K
$4.16M
|
|
|
Nov 18, 2024
Q3 2024
|
Sunbelt Securities, Inc.
Houston, TX |
SELL
|
- |
-1.35K- 16.54% |
$269K - $358K
|
6.81K
$1.47M
|
|
|
Nov 14, 2024
Q3 2024
|
Warren Averett Asset Management, LLC
Birmingham, AL |
SELL
|
- |
-1.35K- 47.74% |
$269K - $358K
|
1.48K
$318K
|
|
|
Nov 13, 2024
Q3 2024
|
Csenge Advisory Group
|
SELL
|
- |
-1.4K- 36.14% |
$279K - $371K
|
2.47K
$532K
|
|
|
Oct 23, 2024
Q3 2024
|
Mount Yale Investment Advisors, LLC
|
SELL
|
- |
-1.55K- 8.15% |
$308K - $410K
|
17.4K
$3.75M
|
|
|
Oct 08, 2024
Q3 2024
|
Brookstone Capital Management
|
SELL
|
- |
-1.59K- 20.36% |
$316K - $421K
|
6.2K
$1.34M
|
|
|
Nov 14, 2024
Q3 2024
|
Two Sigma Securities, LLC
New York, NY |
SELL
|
- |
-1.63K- 53.95% |
$324K - $431K
|
1.39K
$299K
|
|
|
Nov 05, 2024
Q3 2024
|
Oppenheimer & CO Inc
New York, NY |
SELL
|
- |
-1.82K- 2.44% |
$364K - $484K
|
73K
$15.7M
|
|
|
Oct 25, 2024
Q3 2024
|
Strategic Blueprint, LLC
Atlanta, GA |
SELL
|
- |
-1.92K- 5.85% |
$382K - $509K
|
30.8K
$6.64M
|
|
|
Oct 31, 2024
Q3 2024
|
Envestnet Portfolio Solutions, Inc.
Berwyn, PA |
SELL
|
- |
-1.95K- 34.57% |
$389K - $518K
|
3.69K
$796K
|
|
|
Nov 14, 2024
Q3 2024
|
Steward Partners Investment Advisory, LLC
|
SELL
|
- |
-2.08K- 17.46% |
$414K - $551K
|
9.82K
$2.12M
|
|
|
Oct 15, 2024
Q3 2024
|
Kfg Wealth Management, LLC
Granger, IN |
SELL
|
- |
-2.21K- 13.9% |
$441K - $588K
|
13.7K
$2.96M
|
|
|
Nov 05, 2024
Q3 2024
|
Y.D. More Investments LTD
Ramat Gan, L3 |
SELL
|
- |
-2.24K- 22.52% |
$445K - $593K
|
7.69K
$1.66M
|
|
|
Oct 23, 2024
Q3 2024
|
Wealth Enhancement Advisory Services, LLC
|
SELL
|
- |
-2.51K- 7.79% |
$500K - $666K
|
29.7K
$6.4M
|
|
|
Nov 15, 2024
Q3 2024
|
Orion Portfolio Solutions, LLC
|
SELL
|
- |
-2.69K- 75.28% |
$536K - $714K
|
883
$190K
|
|
|
Nov 12, 2024
Q3 2024
|
One Capital Management, LLC
Westlake Village, CA |
SELL
|
- |
-2.76K- 14.62% |
$549K - $731K
|
16.1K
$3.47M
|
|
|
Oct 24, 2024
Q3 2024
|
Davenport & CO LLC
|
SELL
|
- |
-2.81K- 76.04% |
$560K - $747K
|
886
$191K
|