Purchases and Sales Made in Q3 2025 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q3 2025. 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 29, 2025
Q3 2025
|
Forvis Wealth Advisors, LLC
|
BUY
|
- |
783New |
$186K - $212K
|
783
$226K
|
|
|
Oct 22, 2025
Q3 2025
|
Milestone Asset Management Group, LLC
Avon, CT |
BUY
|
- |
773New |
$183K - $210K
|
773
$223K
|
|
|
Oct 06, 2025
Q3 2025
|
Heartwood Wealth Advisors LLC
|
BUY
|
- |
755New |
$179K - $205K
|
755
$218K
|
|
|
Oct 07, 2025
Q3 2025
|
Focus Wealth Advisors, LLC
|
BUY
|
- |
753New |
$178K - $204K
|
753
$218K
|
|
|
Oct 30, 2025
Q3 2025
|
Wilkins Investment Counsel Inc
|
BUY
|
- |
750New |
$178K - $203K
|
750
$217K
|
|
|
Oct 20, 2025
Q3 2025
|
Jb Capital LLC
|
BUY
|
- |
745New |
$177K - $202K
|
745
$215K
|
|
|
Oct 03, 2025
Q3 2025
|
Hcr Wealth Advisors
Los Angeles, CA |
BUY
|
- |
723New |
$171K - $196K
|
723
$209K
|
|
|
Oct 24, 2025
Q3 2025
|
Citizens Financial Group Inc
|
BUY
|
- |
719+ 83.12% |
$170K - $195K
|
1.58K
$458K
|
|
|
Oct 27, 2025
Q3 2025
|
First National Corp
|
BUY
|
- |
707+ 5.2% |
$168K - $192K
|
14.3K
$4.13M
|
|
|
Oct 23, 2025
Q3 2025
|
Steigerwald, Gordon & Koch Inc.
|
BUY
|
- |
645New |
$153K - $175K
|
645
$186K
|
|
|
Oct 28, 2025
Q3 2025
|
Evolution Wealth Advisors, LLC
|
BUY
|
- |
569+ 5.62% |
$135K - $154K
|
10.7K
$3.09M
|
|
|
Oct 24, 2025
Q3 2025
|
Mgo One Seven LLC
Beachwood, OH |
BUY
|
- |
533+ 40.17% |
$126K - $145K
|
1.86K
$538K
|
|
|
Oct 10, 2025
Q3 2025
|
Selective Wealth Management, Inc.
|
BUY
|
- |
512+ 22.28% |
$121K - $139K
|
2.81K
$812K
|
|
|
Oct 29, 2025
Q3 2025
|
Root Financial Partners, LLC
Solana Beach, CA |
BUY
|
- |
453New |
$107K - $123K
|
453
$131K
|
|
|
Oct 29, 2025
Q3 2025
|
Chicago Partners Investment Group LLC
|
BUY
|
- |
422+ 10.88% |
$100K - $114K
|
4.3K
$1.24M
|
|
|
Oct 22, 2025
Q3 2025
|
Cottonwood Capital Advisors, LLC
|
BUY
|
- |
415+ 1.57% |
$98.3K - $113K
|
26.9K
$7.76M
|
|
|
Oct 09, 2025
Q3 2025
|
Focus Financial Network, Inc.
Minneapolis, MN |
BUY
|
- |
374+ 3.67% |
$88.6K - $101K
|
10.6K
$3.05M
|
|
|
Oct 20, 2025
Q3 2025
|
Mather Group, Llc.
Chicago, IL |
BUY
|
- |
338New |
$80.1K - $91.6K
|
338
$97.7K
|
|
|
Oct 22, 2025
Q3 2025
|
O'Rourke & Company, Inc
Boston, MA |
BUY
|
- |
331+ 8.66% |
$78.4K - $89.7K
|
4.15K
$1.2M
|
|
|
Oct 23, 2025
Q3 2025
|
Hb Wealth Management, LLC
|
BUY
|
- |
306+ 13.99% |
$72.5K - $83K
|
2.49K
$720K
|
|
|
Oct 30, 2025
Q3 2025
|
Wfa Asset Management Corp
Whitefish Bay, WI |
BUY
|
- |
299+ 14.59% |
$70.8K - $81.1K
|
2.35K
$679K
|
|
|
Oct 15, 2025
Q3 2025
|
Independent Wealth Network Inc.
|
BUY
|
- |
241+ 5.77% |
$57.1K - $65.3K
|
4.42K
$1.28M
|
|
|
Oct 31, 2025
Q3 2025
|
National Asset Management, Inc.
Boca Raton, FL |
BUY
|
- |
239+ 8.43% |
$56.6K - $64.8K
|
3.07K
$888K
|
|
|
Oct 23, 2025
Q3 2025
|
Benjamin Edwards Inc
Clayton, MO |
BUY
|
- |
232+ 1.58% |
$55K - $62.9K
|
14.9K
$4.3M
|
|
|
Oct 29, 2025
Q3 2025
|
Mc Adam, LLC
|
BUY
|
- |
230+ 8.3% |
$54.5K - $62.4K
|
3K
$867K
|
|
|
Oct 22, 2025
Q3 2025
|
Madrona Financial Services, LLC
|
BUY
|
- |
196+ 16.21% |
$46.4K - $53.1K
|
1.41K
$406K
|
|
|
Oct 27, 2025
Q3 2025
|
Beacon Financial Planning, Inc
Hyannis, MA |
BUY
|
- |
170+ 1.57% |
$40.3K - $46.1K
|
11K
$3.18M
|
|
|
Oct 27, 2025
Q3 2025
|
N.E.W. Advisory Services LLC
|
BUY
|
- |
155+ 6.77% |
$36.7K - $42K
|
2.44K
$706K
|
|
|
Oct 21, 2025
Q3 2025
|
Crowley Wealth Management, Inc.
Wilmington, DE |
BUY
|
- |
150+ 12.88% |
$35.5K - $40.7K
|
1.32K
$380K
|
|
|
Oct 20, 2025
Q3 2025
|
Merit Financial Group, LLC
|
BUY
|
- |
148+ 1.23% |
$35.1K - $40.1K
|
12.2K
$3.53M
|
|
|
Oct 15, 2025
Q3 2025
|
Private Trust CO Na
|
BUY
|
- |
141+ 19.8% |
$33.4K - $38.2K
|
853
$246K
|
|
|
Oct 20, 2025
Q3 2025
|
Financial Consulate, Inc
|
BUY
|
- |
127New |
$30.1K - $34.4K
|
127
$36.7K
|
|
|
Oct 16, 2025
Q3 2025
|
Willner & Heller, LLC
|
BUY
|
- |
117+ 12.53% |
$27.7K - $31.7K
|
1.05K
$304K
|
|
|
Oct 20, 2025
Q3 2025
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
116+ 2.32% |
$27.5K - $31.4K
|
5.12K
$1.48M
|
|
|
Oct 31, 2025
Q3 2025
|
Patten & Patten Inc
|
BUY
|
- |
105+ 5.21% |
$24.9K - $28.5K
|
2.12K
$613K
|
|
|
Oct 27, 2025
Q3 2025
|
Well Done, LLC
|
BUY
|
- |
97+ 8.43% |
$23K - $26.3K
|
1.25K
$361K
|
|
|
Oct 23, 2025
Q3 2025
|
Barnes Dennig Private Wealth Management LLC
Cincinnati, OH |
BUY
|
- |
91New |
$21.6K - $24.7K
|
91
$26.3K
|
|
|
Oct 21, 2025
Q3 2025
|
Fulton Bank, N.A.
|
BUY
|
- |
75+ 0.27% |
$17.8K - $20.3K
|
28.1K
$8.13M
|
|
|
Oct 29, 2025
Q3 2025
|
Arkadios Wealth Advisors
|
BUY
|
- |
73+ 3.63% |
$17.3K - $19.8K
|
2.09K
$603K
|
|
|
Oct 21, 2025
Q3 2025
|
Wealth Management Partners, LLC
|
BUY
|
- |
68+ 7.05% |
$16.1K - $18.4K
|
1.03K
$298K
|
|
|
Oct 10, 2025
Q3 2025
|
Abound Wealth Management
Franklin, TN |
BUY
|
- |
66+ 550.0% |
$15.6K - $17.9K
|
78
$22.5K
|
|
|
Oct 24, 2025
Q3 2025
|
Org Partners LLC
Roanoke, IN |
BUY
|
- |
65New |
$15.4K - $17.6K
|
65
$18.8K
|
|
|
Oct 31, 2025
Q3 2025
|
First Command Advisory Services, Inc.
|
BUY
|
- |
62New |
$14.7K - $16.8K
|
62
$17.9K
|
|
|
Oct 21, 2025
Q3 2025
|
Cresta Advisors, Ltd.
Laredo, TX |
BUY
|
- |
61+ 6.5% |
$14.5K - $16.5K
|
1K
$289K
|
|
|
Oct 17, 2025
Q3 2025
|
Hm Payson & CO
Portland, ME |
BUY
|
- |
60+ 56.6% |
$14.2K - $16.3K
|
166
$48K
|
|
|
Oct 29, 2025
Q3 2025
|
Global View Capital Management LLC
Waukesha, WI |
BUY
|
- |
59+ 5.6% |
$14K - $16K
|
1.11K
$322K
|
|
|
Oct 27, 2025
Q3 2025
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
57+ 2.38% |
$13.5K - $15.5K
|
2.45K
$707K
|
|
|
Oct 23, 2025
Q3 2025
|
Bay Colony Advisory Group, Inc D
|
BUY
|
- |
55+ 1.2% |
$13K - $14.9K
|
4.65K
$1.34M
|
|
|
Oct 10, 2025
Q3 2025
|
Lionshead Wealth Management, LLC
New York, NY |
BUY
|
- |
53+ 1.22% |
$12.6K - $14.4K
|
4.41K
$1.28M
|
|
|
Oct 06, 2025
Q3 2025
|
Hf Advisory Group, LLC
Annapolis, MD |
BUY
|
- |
50+ 5.84% |
$11.8K - $13.6K
|
906
$262K
|