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 05, 2024
Q3 2024
|
Prime Capital Investment Advisors, LLC
Overland Park, KS |
BUY
|
- |
1.06K+ 10.34% |
$212K - $282K
|
11.3K
$2.44M
|
|
Oct 11, 2024
Q3 2024
|
Oxler Private Wealth LLC
New York, NY |
BUY
|
- |
1.06KNew |
$211K - $281K
|
1.06K
$228K
|
|
Oct 23, 2024
Q3 2024
|
Tandem Capital Management Corp
|
BUY
|
- |
1.06KNew |
$211K - $281K
|
1.06K
$228K
|
|
Oct 16, 2024
Q3 2024
|
Good Life Advisors, LLC
|
BUY
|
- |
1.05K+ 93.59% |
$210K - $279K
|
2.18K
$469K
|
|
Oct 21, 2024
Q3 2024
|
Kingswood Wealth Advisors, LLC
San Diego, CA |
BUY
|
- |
1.03K+ 60.32% |
$204K - $272K
|
2.73K
$588K
|
|
Nov 04, 2024
Q3 2024
|
Qcm Cayman, Ltd.
|
BUY
|
- |
1.02KNew |
$203K - $270K
|
1.02K
$219K
|
|
Oct 24, 2024
Q3 2024
|
Cascade Financial Partners, LLC
San Diego, CA |
BUY
|
- |
1KNew |
$199K - $265K
|
1K
$215K
|
|
Oct 31, 2024
Q3 2024
|
David J Yvars Group
|
BUY
|
- |
988+ 3.44% |
$197K - $262K
|
29.7K
$6.4M
|
|
Oct 21, 2024
Q3 2024
|
Sequoia Financial Advisors, LLC
|
BUY
|
- |
977New |
$195K - $259K
|
977
$211K
|
|
Nov 12, 2024
Q3 2024
|
Signature Securities Group Corporation
|
BUY
|
- |
969+ 58.23% |
$193K - $257K
|
2.63K
$567K
|
|
Nov 12, 2024
Q3 2024
|
Western Wealth Management, LLC
|
BUY
|
- |
961+ 18.11% |
$192K - $255K
|
6.27K
$1.35M
|
|
Oct 08, 2024
Q3 2024
|
Kelly Financial Services LLC
Braintree, MA |
BUY
|
- |
958+ 4.5% |
$191K - $254K
|
22.3K
$4.8M
|
|
Oct 25, 2024
Q3 2024
|
Avitas Wealth Management LLC
|
BUY
|
- |
955+ 17.66% |
$190K - $254K
|
6.36K
$1.37M
|
|
Oct 17, 2024
Q3 2024
|
Summa Corp.
Tomball, TX |
BUY
|
- |
950New |
$189K - $252K
|
950
$205K
|
|
Oct 31, 2024
Q3 2024
|
Strategic Family Wealth Counselors, L.L.C.
Fairfield, NJ |
BUY
|
- |
939New |
$187K - $249K
|
939
$202K
|
|
Oct 15, 2024
Q3 2024
|
Apexium Financial, LP
|
BUY
|
- |
921+ 35.29% |
$184K - $245K
|
3.53K
$761K
|
|
Nov 21, 2024
Q3 2024
|
Anchor Investment Management, LLC
Columbia, SC |
BUY
|
- |
920+ 5.64% |
$183K - $244K
|
17.2K
$3.71M
|
|
Nov 15, 2024
Q3 2024
|
Lri Investments, LLC
Palm Beach Gardens, FL |
BUY
|
- |
918+ 612.0% |
$183K - $244K
|
1.07K
$230K
|
|
Nov 05, 2024
Q3 2024
|
Swisher Financial Concepts, Inc.
Westerville, OH |
BUY
|
- |
895+ 100.11% |
$178K - $238K
|
1.79K
$385K
|
|
Nov 13, 2024
Q3 2024
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
885New |
$176K - $235K
|
885
$191K
|
|
Oct 23, 2024
Q3 2024
|
Blackston Financial Advisory Group, LLC
The Villages, FL |
BUY
|
- |
884New |
$176K - $235K
|
884
$190K
|
|
Nov 14, 2024
Q3 2024
|
Price T Rowe Associates Inc
Baltimore, MD |
BUY
|
- |
876+ 4.2% |
$175K - $233K
|
21.7K
$4.68M
|
|
Nov 08, 2024
Q3 2024
|
River Front Investment Group, LLC
Richmond, VA |
BUY
|
- |
870New |
$173K - $231K
|
870
$187K
|
|
Oct 28, 2024
Q3 2024
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
BUY
|
- |
866+ 39.44% |
$173K - $230K
|
3.06K
$660K
|
|
Nov 12, 2024
Q3 2024
|
Wbi Investments, Inc.
|
BUY
|
- |
862+ 66.31% |
$172K - $229K
|
2.16K
$466K
|
|
Oct 16, 2024
Q3 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
854+ 24.63% |
$170K - $227K
|
4.32K
$931K
|
|
Nov 18, 2024
Q3 2024
|
Virtue Capital Management, LLC
Brentwood, TN |
BUY
|
- |
812+ 68.93% |
$162K - $216K
|
1.99K
$429K
|
|
Nov 15, 2024
Q3 2024
|
Pacific Center For Financial Services
San Ramon, CA |
BUY
|
- |
807+ 22.12% |
$161K - $214K
|
4.46K
$960K
|
|
Oct 28, 2024
Q3 2024
|
Cache Tech Inc.
Logan, UT |
BUY
|
- |
786+ 4.14% |
$157K - $209K
|
19.8K
$4.26M
|
|
Oct 28, 2024
Q3 2024
|
Adams Wealth Management
|
BUY
|
- |
786+ 4.14% |
$157K - $209K
|
19.8K
$4.26M
|
|
Nov 15, 2024
Q3 2024
|
Northeast Financial Consultants Inc
Westport, CT |
BUY
|
- |
782+ 13.83% |
$156K - $208K
|
6.44K
$1.39M
|
|
Nov 13, 2024
Q3 2024
|
Quantbot Technologies LP
New York, NY |
BUY
|
- |
771+ 74.49% |
$154K - $205K
|
1.81K
$389K
|
|
Nov 14, 2024
Q3 2024
|
Snowden Capital Advisors LLC
New York, NY |
BUY
|
- |
762+ 54.62% |
$152K - $202K
|
2.16K
$465K
|
|
Nov 04, 2024
Q3 2024
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
749+ 7.77% |
$149K - $199K
|
10.4K
$2.24M
|
|
Nov 08, 2024
Q3 2024
|
Wedbush Securities Inc
|
BUY
|
- |
745+ 12.94% |
$148K - $198K
|
6.5K
$1.4M
|
|
Oct 15, 2024
Q3 2024
|
Independent Wealth Network Inc.
|
BUY
|
- |
729+ 21.75% |
$145K - $194K
|
4.08K
$879K
|
|
Oct 22, 2024
Q3 2024
|
Mc Adam, LLC
|
BUY
|
- |
715+ 15.31% |
$142K - $190K
|
5.39K
$1.16M
|
|
Nov 01, 2024
Q3 2024
|
Corrado Advisors, LLC
Ramsey, NJ |
BUY
|
- |
712+ 12.45% |
$142K - $189K
|
6.43K
$1.39M
|
|
Nov 08, 2024
Q3 2024
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
633New |
$126K - $168K
|
633
$136K
|
|
Nov 13, 2024
Q3 2024
|
D.A. Davidson & Co.
|
BUY
|
- |
613+ 15.31% |
$122K - $163K
|
4.62K
$995K
|
|
Nov 13, 2024
Q3 2024
|
Federation Des Caisses Desjardins Du Quebec
Levis, A8 |
BUY
|
- |
604+ 2.61% |
$120K - $160K
|
23.8K
$5.13M
|
|
Oct 28, 2024
Q3 2024
|
Us Bancorp \De\
|
BUY
|
- |
586+ 4.6% |
$117K - $156K
|
13.3K
$2.87M
|
|
Oct 29, 2024
Q3 2024
|
Luken Investment Analytics, LLC
Brentwood, TN |
BUY
|
- |
582New |
$116K - $155K
|
582
$125K
|
|
Nov 07, 2024
Q3 2024
|
Mai Capital Management
|
BUY
|
- |
578+ 2.38% |
$115K - $153K
|
24.9K
$5.36M
|
|
Nov 12, 2024
Q3 2024
|
National Bank Of Canada
|
BUY
|
- |
572+ 4.42% |
$114K - $152K
|
13.5K
$2.91M
|
|
Nov 14, 2024
Q3 2024
|
Insigneo Advisory Services, LLC
Miami, FL |
BUY
|
- |
541+ 19.77% |
$108K - $144K
|
3.28K
$706K
|
|
Oct 30, 2024
Q3 2024
|
Financial Partners Group, Inc
Overland Park, KS |
BUY
|
- |
523+ 1.23% |
$104K - $139K
|
43K
$9.26M
|
|
Nov 13, 2024
Q3 2024
|
Baird Financial Group, Inc.
Milwaukee, WI |
BUY
|
- |
518+ 5.01% |
$103K - $138K
|
10.9K
$2.34M
|
|
Oct 15, 2024
Q3 2024
|
Family Legacy, Inc.
|
BUY
|
- |
516+ 4.39% |
$103K - $137K
|
12.3K
$2.64M
|
|
Nov 01, 2024
Q3 2024
|
Assetmark, Inc
|
BUY
|
- |
502+ 34.79% |
$100K - $133K
|
1.95K
$419K
|