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
|
Franklin Resources Inc
San Mateo, CA |
BUY
|
- |
3.05K+ 84.47% |
$607K - $808K
|
6.65K
$1.41M
|
|
|
Oct 24, 2024
Q3 2024
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
3.02K+ 36.04% |
$602K - $802K
|
11.4K
$2.41M
|
|
|
Nov 14, 2024
Q3 2024
|
Iht Wealth Management, LLC
Chicago, IL |
BUY
|
- |
2.94K+ 67.21% |
$587K - $782K
|
7.32K
$1.55M
|
|
|
Oct 15, 2024
Q3 2024
|
Vontobel Holding Ltd.
|
BUY
|
- |
2.88K+ 27.16% |
$573K - $764K
|
13.5K
$2.85M
|
|
|
Oct 29, 2024
Q3 2024
|
First Interstate Bank
Billings, MT |
BUY
|
- |
2.75K+ 11.81% |
$548K - $730K
|
26K
$5.51M
|
|
|
Oct 08, 2024
Q3 2024
|
Strategic Wealth Partners, Ltd.
Independence, OH |
BUY
|
- |
2.72K+ 199.85% |
$542K - $723K
|
4.08K
$864K
|
|
|
Oct 28, 2024
Q3 2024
|
Forte Asset Management LLC
|
BUY
|
- |
2.57K+ 34.13% |
$512K - $683K
|
10.1K
$2.14M
|
|
|
Oct 24, 2024
Q3 2024
|
Traynor Capital Management, Inc.
|
BUY
|
- |
2.55K+ 7.5% |
$507K - $676K
|
36.5K
$7.72M
|
|
|
Nov 14, 2024
Q3 2024
|
Allstate Corp
Northbrook, IL |
BUY
|
- |
2.5KNew |
$498K - $664K
|
2.5K
$529K
|
|
|
Oct 16, 2024
Q3 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
BUY
|
- |
2.35K+ 10.74% |
$469K - $625K
|
24.3K
$5.14M
|
|
|
Nov 12, 2024
Q3 2024
|
Journey Strategic Wealth LLC
Summit, NJ |
BUY
|
- |
2.27KNew |
$451K - $601K
|
2.27K
$479K
|
|
|
Oct 28, 2024
Q3 2024
|
Stephens Inc
|
BUY
|
- |
2.26K+ 19.4% |
$450K - $599K
|
13.9K
$2.94M
|
|
|
Oct 15, 2024
Q3 2024
|
Zhang Financial LLC
|
BUY
|
- |
2.17K+ 239.71% |
$432K - $575K
|
3.07K
$650K
|
|
|
Oct 24, 2024
Q3 2024
|
Madison Wealth Partners, Inc
|
BUY
|
- |
2.12KNew |
$422K - $562K
|
2.12K
$448K
|
|
|
Nov 13, 2024
Q3 2024
|
Peak6 Investments LLC
Chicago, IL |
BUY
|
- |
1.99K+ 66366.67% |
$397K - $529K
|
1.99K
$422K
|
|
|
Nov 12, 2024
Q3 2024
|
Cerity Partners LLC
New York, NY |
BUY
|
- |
1.86K+ 43.45% |
$371K - $495K
|
6.15K
$1.3M
|
|
|
Oct 25, 2024
Q3 2024
|
Financial Advocates Investment Management
Olympia, WA |
BUY
|
- |
1.84KNew |
$366K - $487K
|
1.84K
$388K
|
|
|
Nov 13, 2024
Q3 2024
|
Harmony Asset Management LLC
Scottsdale, AZ |
BUY
|
- |
1.82K+ 26.71% |
$363K - $483K
|
8.63K
$1.83M
|
|
|
Nov 13, 2024
Q3 2024
|
Glenmede Trust CO Na
Philadelphia, PA |
BUY
|
- |
1.82KNew |
$362K - $482K
|
1.82K
$384K
|
|
|
Oct 15, 2024
Q3 2024
|
Tsfg, LLC
|
BUY
|
- |
1.78K+ 26.21% |
$355K - $473K
|
8.57K
$1.81M
|
|
|
Nov 12, 2024
Q3 2024
|
Activest Wealth Management
|
BUY
|
- |
1.76K+ 71.71% |
$351K - $468K
|
4.22K
$893K
|
|
|
Nov 07, 2024
Q3 2024
|
Theory Financial LLC
Fort Collins, CO |
BUY
|
- |
1.67K+ 8.66% |
$332K - $443K
|
20.9K
$4.43M
|
|
|
Oct 09, 2024
Q3 2024
|
Pacific Sun Financial Corp
|
BUY
|
- |
1.65KNew |
$329K - $438K
|
1.65K
$349K
|
|
|
Nov 14, 2024
Q3 2024
|
Executive Wealth Management, LLC
|
BUY
|
- |
1.64KNew |
$326K - $435K
|
1.64K
$346K
|
|
|
Nov 01, 2024
Q3 2024
|
Xml Financial, LLC
|
BUY
|
- |
1.62KNew |
$323K - $431K
|
1.62K
$343K
|
|
|
Nov 04, 2024
Q3 2024
|
Colonial River Wealth Management, LLC
Midlothian, VA |
BUY
|
- |
1.59KNew |
$317K - $422K
|
1.59K
$337K
|
|
|
Nov 04, 2024
Q3 2024
|
Axxcess Wealth Management, LLC
Carlsbad, CA |
BUY
|
- |
1.59KNew |
$317K - $422K
|
1.59K
$337K
|
|
|
Nov 15, 2024
Q3 2024
|
Ewa, LLC
Pittsbugh, PA |
BUY
|
- |
1.58K+ 11.73% |
$314K - $419K
|
15K
$3.18M
|
|
|
Nov 06, 2024
Q3 2024
|
Fukoku Mutual Life Insurance CO
|
BUY
|
- |
1.5KNew |
$299K - $398K
|
1.5K
$317K
|
|
|
Nov 04, 2024
Q3 2024
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
1.48K+ 6.57% |
$294K - $392K
|
23.9K
$5.06M
|
|
|
Nov 14, 2024
Q3 2024
|
Ae Wealth Management LLC
|
BUY
|
- |
1.42K+ 45.84% |
$284K - $378K
|
4.53K
$958K
|
|
|
Nov 13, 2024
Q3 2024
|
Washington Growth Strategies LLC
Washington, DC |
BUY
|
- |
1.39KNew |
$278K - $370K
|
1.39K
$295K
|
|
|
Oct 22, 2024
Q3 2024
|
Private Advisor Group, LLC
|
BUY
|
- |
1.38K+ 3.82% |
$275K - $366K
|
37.4K
$7.92M
|
|
|
Nov 08, 2024
Q3 2024
|
Moors & Cabot, Inc.
Boston, MA |
BUY
|
- |
1.37KNew |
$272K - $363K
|
1.37K
$289K
|
|
|
Oct 31, 2024
Q3 2024
|
Aj Advisors, LLC
Nashville, TN |
BUY
|
- |
1.35K+ 6.6% |
$269K - $359K
|
21.8K
$4.62M
|
|
|
Oct 28, 2024
Q3 2024
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
1.3K+ 65.87% |
$259K - $345K
|
3.27K
$692K
|
|
|
Oct 23, 2024
Q3 2024
|
Lake Street Advisors Group, LLC
|
BUY
|
- |
1.28KNew |
$255K - $340K
|
1.28K
$271K
|
|
|
Nov 12, 2024
Q3 2024
|
Blair William & CO
Chicago, IL |
BUY
|
- |
1.28K+ 6.48% |
$254K - $338K
|
21K
$4.44M
|
|
|
Nov 06, 2024
Q3 2024
|
Black Swift Group, LLC
Boulder, CO |
BUY
|
- |
1.25KNew |
$249K - $332K
|
1.25K
$265K
|
|
|
Nov 12, 2024
Q3 2024
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
1.22KNew |
$244K - $324K
|
1.22K
$259K
|
|
|
Nov 05, 2024
Q3 2024
|
Manchester Capital Management LLC
Manchester, VT |
BUY
|
- |
1.21K+ 402.33% |
$241K - $320K
|
1.51K
$319K
|
|
|
Nov 13, 2024
Q3 2024
|
Polymer Capital Management (Hk) LTD
Hong Kong, K3 |
BUY
|
- |
1.2K+ 38.84% |
$240K - $319K
|
4.3K
$910K
|
|
|
Oct 23, 2024
Q3 2024
|
New Wave Wealth Advisors LLC
Springdale, AR |
BUY
|
- |
1.18K+ 23.79% |
$235K - $313K
|
6.13K
$1.3M
|
|
|
Oct 18, 2024
Q3 2024
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
1.14KNew |
$228K - $303K
|
1.14K
$242K
|
|
|
Oct 31, 2024
Q3 2024
|
Sharper & Granite LLC
El Segundo, CA |
BUY
|
- |
1.14KNew |
$227K - $302K
|
1.14K
$241K
|
|
|
Nov 13, 2024
Q3 2024
|
Wellington Shields Capital Management, LLC
New York, NY |
BUY
|
- |
1.13K+ 2.97% |
$224K - $299K
|
39K
$8.25M
|
|
|
Nov 12, 2024
Q3 2024
|
Integrated Capital Management, LLC
Bloomfield, MI |
BUY
|
- |
1.11KNew |
$221K - $295K
|
1.11K
$235K
|
|
|
Nov 08, 2024
Q3 2024
|
Becker Capital Management Inc
|
BUY
|
- |
1.11KNew |
$221K - $295K
|
1.11K
$235K
|
|
|
Nov 13, 2024
Q3 2024
|
Natixis
Paris, I0 |
BUY
|
- |
1.1KNew |
$219K - $292K
|
1.1K
$233K
|
|
|
Oct 23, 2024
Q3 2024
|
Joseph P. Lucia & Associates, LLC
|
BUY
|
- |
1.08K+ 27.44% |
$214K - $285K
|
4.99K
$1.06M
|