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 21, 2025
Q3 2025
|
Global Retirement Partners, LLC
|
BUY
|
- |
49+ 1.11% |
$11.6K - $13.3K
|
4.46K
$1.29M
|
|
|
Oct 09, 2025
Q3 2025
|
Perkins Coie Trust CO
|
BUY
|
- |
46New |
$10.9K - $12.5K
|
46
$13.3K
|
|
|
Oct 23, 2025
Q3 2025
|
Coastal Investment Advisors, Inc.
Wilmington, DE |
BUY
|
- |
46+ 306.67% |
$10.9K - $12.5K
|
61
$17.6K
|
|
|
Oct 16, 2025
Q3 2025
|
Ronald Blue Trust, Inc.
Brentwood, TN |
BUY
|
- |
44+ 39.64% |
$10.4K - $11.9K
|
155
$44.8K
|
|
|
Oct 31, 2025
Q3 2025
|
Modera Wealth Management, LLC
|
BUY
|
- |
40+ 4.15% |
$9.48K - $10.8K
|
1K
$290K
|
|
|
Oct 22, 2025
Q3 2025
|
Absher Wealth Management, LLC
|
BUY
|
- |
37New |
$8.77K - $10K
|
37
$10.7K
|
|
|
Oct 10, 2025
Q3 2025
|
Able Financial Group, LLC
Scottsdale, AZ |
BUY
|
- |
36+ 3.56% |
$8.53K - $9.76K
|
1.05K
$302K
|
|
|
Oct 17, 2025
Q3 2025
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
34+ 0.77% |
$8.06K - $9.22K
|
4.45K
$1.29M
|
|
|
Oct 17, 2025
Q3 2025
|
Harbor Asset Planning, Inc.
Belmont, MA |
BUY
|
- |
28+ 1.38% |
$6.63K - $7.59K
|
2.06K
$596K
|
|
|
Oct 31, 2025
Q3 2025
|
National Wealth Management Group, LLC
Cincinnati, OH |
BUY
|
- |
23+ 1.06% |
$5.45K - $6.24K
|
2.2K
$634K
|
|
|
Oct 27, 2025
Q3 2025
|
Magnus Financial Group LLC
New York, NY |
BUY
|
- |
23+ 0.19% |
$5.45K - $6.24K
|
11.8K
$3.42M
|
|
|
Oct 21, 2025
Q3 2025
|
Golden State Equity Partners
South Coast Metro, CA |
BUY
|
- |
22+ 1.79% |
$5.21K - $5.96K
|
1.25K
$362K
|
|
|
Oct 16, 2025
Q3 2025
|
Apollon Financial, LLC
Mount Pleasant, SC |
BUY
|
- |
17+ 0.66% |
$4.03K - $4.61K
|
2.61K
$754K
|
|
|
Oct 15, 2025
Q3 2025
|
Pensionmark Financial Group, LLC
Santa Barbara, CA |
BUY
|
- |
17+ 0.32% |
$4.03K - $4.61K
|
5.35K
$1.55M
|
|
|
Oct 14, 2025
Q3 2025
|
Key Client Fiduciary Advisors, LLC
|
BUY
|
- |
16+ 1.19% |
$3.79K - $4.34K
|
1.37K
$394K
|
|
|
Oct 29, 2025
Q3 2025
|
Beacon Financial Advisory LLC
|
BUY
|
- |
14+ 0.5% |
$3.32K - $3.8K
|
2.79K
$807K
|
|
|
Oct 21, 2025
Q3 2025
|
American National Bank
|
BUY
|
- |
14New |
$3.32K - $3.8K
|
14
$4.05K
|
|
|
Oct 16, 2025
Q3 2025
|
Nvwm, LLC
|
BUY
|
- |
9New |
$2.13K - $2.44K
|
9
$2.6K
|
|
|
Oct 20, 2025
Q3 2025
|
Gsg Advisors LLC
Mount Laurel, NJ |
BUY
|
- |
7+ 0.23% |
$1.66K - $1.9K
|
2.99K
$865K
|
|
|
Oct 31, 2025
Q3 2025
|
Partners Capital Investment Group, LLP
Boston, MA |
BUY
|
- |
6+ 0.19% |
$1.42K - $1.63K
|
3.19K
$922K
|
|
|
Oct 31, 2025
Q3 2025
|
Liberty Wealth Management LLC
Oakland, CA |
BUY
|
- |
5+ 0.43% |
$1.18K - $1.36K
|
1.17K
$338K
|
|
|
Oct 27, 2025
Q3 2025
|
Ptm Wealth Management, LLC
North Wales, X1 |
BUY
|
- |
3+ 0.19% |
$711 - $813
|
1.57K
$454K
|
|
|
Oct 14, 2025
Q3 2025
|
Brighton Jones LLC
|
BUY
|
- |
3+ 0.18% |
$711 - $813
|
1.65K
$477K
|
|
|
Oct 20, 2025
Q3 2025
|
Xml Financial, LLC
|
BUY
|
- |
3+ 0.18% |
$711 - $813
|
1.63K
$472K
|
|
|
Oct 06, 2025
Q3 2025
|
Fragasso Group Inc.
Pittsburgh, PA |
BUY
|
- |
3+ 0.2% |
$711 - $813
|
1.5K
$433K
|
|
|
Oct 27, 2025
Q3 2025
|
Gerber, LLC
Columbus, OH |
BUY
|
- |
2+ 0.16% |
$474 - $542
|
1.27K
$366K
|
|
|
Oct 22, 2025
Q3 2025
|
Ellis Investment Partners, LLC
|
BUY
|
- |
2+ 0.06% |
$474 - $542
|
3.1K
$895K
|
|
|
Oct 22, 2025
Q3 2025
|
North Star Investment Management Corp.
Chicago, IL |
BUY
|
- |
2+ 0.16% |
$474 - $542
|
1.23K
$355K
|
|
|
Oct 17, 2025
Q3 2025
|
Apella Capital, LLC
|
BUY
|
- |
1+ 0.05% |
$237 - $271
|
1.98K
$573K
|
|
|
Oct 24, 2025
Q3 2025
|
Winthrop Advisory Group LLC
|
BUY
|
- |
1+ 0.09% |
$237 - $271
|
1.14K
$330K
|
|
|
Oct 20, 2025
Q3 2025
|
Davis Investment Partners, LLC
Charlotte, NC |
BUY
|
- |
1+ 0.12% |
$237 - $271
|
846
$244K
|
|
|
Oct 23, 2025
Q3 2025
|
Valmark Advisers, Inc.
|
BUY
|
- |
1+ 0.12% |
$237 - $271
|
865
$250K
|
|
|
Oct 20, 2025
Q3 2025
|
Delta Investment Management, LLC
|
BUY
|
- |
1+ 0.06% |
$237 - $271
|
1.57K
$453K
|
|
|
Oct 28, 2025
Q3 2025
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
BUY
|
- |
1+ 0.25% |
$237 - $271
|
401
$116K
|
|
|
Oct 20, 2025
Q3 2025
|
Accurate Wealth Management, LLC
|
SELL
|
- |
-1- 0.06% |
$237 - $271
|
1.67K
$483K
|
|
|
Oct 31, 2025
Q3 2025
|
Global Assets Advisory, LLC
Orlando, FL |
SELL
|
- |
-4- 0.19% |
$948 - $1.08K
|
2.08K
$600K
|
|
|
Oct 24, 2025
Q3 2025
|
Olistico Wealth, LLC
Tulsa, OK |
SELL
|
- |
-4- 0.51% |
$948 - $1.08K
|
785
$227K
|
|
|
Oct 29, 2025
Q3 2025
|
First Financial Group Corp
Raleigh, NC |
SELL
|
- |
-5- 0.57% |
$1.18K - $1.36K
|
868
$251K
|
|
|
Oct 22, 2025
Q3 2025
|
Bcs Wealth Management
|
SELL
|
- |
-6- 0.7% |
$1.42K - $1.63K
|
849
$245K
|
|
|
Oct 23, 2025
Q3 2025
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-10- 0.4% |
$2.37K - $2.71K
|
2.49K
$718K
|
|
|
Oct 23, 2025
Q3 2025
|
Stone Crest Wealth Management, Inc.
Chandler, AZ |
SELL
|
- |
-11- 0.43% |
$2.61K - $2.98K
|
2.55K
$738K
|
|
|
Oct 31, 2025
Q3 2025
|
Copia Wealth Management
Bend, OR |
SELL
|
- |
-12- 11.11% |
$2.84K - $3.25K
|
96
$27.7K
|
|
|
Oct 20, 2025
Q3 2025
|
Bravias Capital Group, LLC
Iselin, NJ |
SELL
|
- |
-16- 0.87% |
$3.79K - $4.34K
|
1.83K
$530K
|
|
|
Oct 20, 2025
Q3 2025
|
Joseph P. Lucia & Associates, LLC
|
SELL
|
- |
-16- 0.27% |
$3.79K - $4.34K
|
5.87K
$1.7M
|
|
|
Oct 14, 2025
Q3 2025
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
SELL
|
- |
-19- 45.24% |
$4.5K - $5.15K
|
23
$6.65K
|
|
|
Oct 16, 2025
Q3 2025
|
Hbw Advisory Services LLC
|
SELL
|
- |
-20- 2.2% |
$4.74K - $5.42K
|
891
$257K
|
|
|
Oct 15, 2025
Q3 2025
|
Brookstone Capital Management
|
SELL
|
- |
-24- 0.5% |
$5.69K - $6.51K
|
4.76K
$1.38M
|
|
|
Oct 17, 2025
Q3 2025
|
Financial Partners Group, Inc
Overland Park, KS |
SELL
|
- |
-26- 0.05% |
$6.16K - $7.05K
|
49.5K
$14.3M
|
|
|
Oct 21, 2025
Q3 2025
|
Silver Oak Securities, Inc
Jackson, TN |
SELL
|
- |
-26- 1.24% |
$6.16K - $7.05K
|
2.07K
$597K
|
|
|
Oct 21, 2025
Q3 2025
|
Soa Wealth Advisors, Llc.
|
SELL
|
- |
-26- 1.29% |
$6.16K - $7.05K
|
1.99K
$574K
|