Purchases and Sales Made in Q4 2021 in Ishares Semiconductor ETF (SOXX)
This table provides information about the institutional ownership of Ishares Semiconductor ETF (SOXX) during Q4 2021. 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 |
|---|---|---|---|---|---|---|---|
|
Feb 10, 2022
Q4 2021
|
Flagship Harbor Advisors, LLC
|
BUY
|
- |
1.54K+ 129.27% |
$668K - $854K
|
2.73K
$587K
|
|
|
Feb 10, 2022
Q4 2021
|
Cresset Asset Management, LLC
Chicago, IL |
BUY
|
- |
1.54KNew |
$668K - $853K
|
1.54K
$331K
|
|
|
Feb 10, 2022
Q4 2021
|
Exencial Wealth Advisors, LLC
Oklahoma City, OK |
BUY
|
- |
1.53KNew |
$665K - $850K
|
1.53K
$330K
|
|
|
Jan 25, 2022
Q4 2021
|
J.W. Cole Advisors, Inc.
|
BUY
|
- |
1.48KNew |
$642K - $821K
|
1.48K
$318K
|
|
|
Feb 07, 2022
Q4 2021
|
New York Life Investment Management LLC
New York, NY |
BUY
|
- |
1.37KNew |
$597K - $763K
|
1.37K
$296K
|
|
|
Jan 21, 2022
Q4 2021
|
Wealthfront Advisers LLC
|
BUY
|
- |
1.3K+ 108.31% |
$566K - $724K
|
2.51K
$540K
|
|
|
Feb 02, 2022
Q4 2021
|
Fermata Advisors, LLC
Sonoma, CA |
BUY
|
- |
1.25K+ 214.29% |
$541K - $692K
|
1.83K
$393K
|
|
|
Feb 01, 2022
Q4 2021
|
Spreng Capital Management, Inc.
|
BUY
|
- |
1.24KNew |
$537K - $687K
|
1.24K
$266K
|
|
|
Jan 27, 2022
Q4 2021
|
Quattro Financial Advisors LLC
|
BUY
|
- |
1.21K+ 17.69% |
$527K - $673K
|
8.07K
$1.74M
|
|
|
Jan 20, 2022
Q4 2021
|
Kestra Advisory Services, LLC
|
BUY
|
- |
1.17K+ 6.47% |
$509K - $650K
|
19.2K
$4.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Montreal
Toronto, A6 |
BUY
|
- |
1.13K+ 99.65% |
$492K - $630K
|
2.27K
$489K
|
|
|
Feb 04, 2022
Q4 2021
|
Karp Capital Management Corp
|
BUY
|
- |
1.11K+ 3.52% |
$484K - $618K
|
32.7K
$7.06M
|
|
|
Jan 24, 2022
Q4 2021
|
Cadent Capital Advisors, LLC
|
BUY
|
- |
1.08K+ 8.72% |
$468K - $598K
|
13.4K
$2.89M
|
|
|
Feb 11, 2022
Q4 2021
|
Financial Gravity Asset Management, Inc.
|
BUY
|
- |
1.07K+ 7126.67% |
$465K - $594K
|
1.08K
$234K
|
|
|
Feb 08, 2022
Q4 2021
|
Affinity Wealth Management LLC
Wilmington, DE |
BUY
|
- |
1.05K+ 2.07% |
$455K - $582K
|
51.7K
$11.1M
|
|
|
Jan 31, 2022
Q4 2021
|
Equitable Trust CO
|
BUY
|
- |
1.02KNew |
$442K - $565K
|
1.02K
$219K
|
|
|
May 20, 2022
Q4 2021
|
Fortitude Advisory Group L.L.C.
Gig Harbor, WA |
BUY
|
- |
1.02KNew |
$442K - $565K
|
1.02K
$219K
|
|
|
Feb 01, 2022
Q4 2021
|
Traynor Capital Management, Inc.
|
BUY
|
- |
1.01K+ 2.56% |
$439K - $562K
|
40.4K
$8.72M
|
|
|
Feb 14, 2022
Q4 2021
|
Allie Family Office LLC
|
BUY
|
- |
988New |
$429K - $549K
|
988
$213K
|
|
|
Feb 07, 2022
Q4 2021
|
Benjamin F. Edwards & Company, Inc.
St. Louis, MO |
BUY
|
- |
940+ 55.26% |
$409K - $522K
|
2.64K
$569K
|
|
|
Feb 07, 2022
Q4 2021
|
Armor Investment Advisors, LLC
|
BUY
|
- |
889+ 18.74% |
$386K - $494K
|
5.63K
$1.21M
|
|
|
Jan 27, 2022
Q4 2021
|
Meridian Wealth Management, LLC
|
BUY
|
- |
888+ 82.07% |
$386K - $493K
|
1.97K
$424K
|
|
|
Jan 12, 2022
Q4 2021
|
Ifp Advisors, Inc
|
BUY
|
- |
880+ 69.57% |
$383K - $489K
|
2.15K
$462K
|
|
|
Feb 15, 2022
Q4 2021
|
Greenwood Gearhart Inc
Fayetteville, AR |
BUY
|
- |
848+ 2.26% |
$369K - $471K
|
38.3K
$8.26M
|
|
|
Jan 20, 2022
Q4 2021
|
Northstar Advisory Group, LLC
|
BUY
|
- |
834New |
$363K - $463K
|
834
$180K
|
|
|
Jan 20, 2022
Q4 2021
|
Seven Bridge Financial Group, LLC
|
BUY
|
- |
834New |
$363K - $463K
|
834
$180K
|
|
|
Feb 07, 2022
Q4 2021
|
Phoenix Holdings Ltd.
Givatayim, L3 |
BUY
|
- |
828New |
$360K - $460K
|
828
$178K
|
|
|
Feb 11, 2022
Q4 2021
|
Afg Fiduciary Services Limited Partnership
Hingham, MA |
BUY
|
- |
800New |
$348K - $445K
|
800
$172K
|
|
|
Jan 21, 2022
Q4 2021
|
Well Done, LLC
|
BUY
|
- |
758+ 11.31% |
$329K - $421K
|
7.46K
$1.61M
|
|
|
Feb 11, 2022
Q4 2021
|
Advisor Resource Council
|
BUY
|
- |
742New |
$323K - $412K
|
742
$160K
|
|
|
Feb 11, 2022
Q4 2021
|
Aveo Capital Partners, LLC
|
BUY
|
- |
733+ 41.72% |
$319K - $407K
|
2.49K
$536K
|
|
|
Feb 07, 2022
Q4 2021
|
Ameritas Advisory Services, LLC
Lincoln, NE |
BUY
|
- |
732New |
$318K - $407K
|
732
$158K
|
|
|
Feb 14, 2022
Q4 2021
|
Strategic Blueprint, LLC
Atlanta, GA |
BUY
|
- |
708+ 5.27% |
$308K - $393K
|
14.1K
$3.05M
|
|
|
Feb 15, 2022
Q4 2021
|
Hb Wealth Management, LLC
|
BUY
|
- |
700New |
$304K - $389K
|
700
$151K
|
|
|
Jun 06, 2022
Q4 2021
|
Willner & Heller, LLC
|
BUY
|
- |
683New |
$297K - $379K
|
683
$147K
|
|
|
Feb 09, 2022
Q4 2021
|
First Horizon Advisors, Inc.
|
BUY
|
- |
663+ 47.09% |
$288K - $368K
|
2.07K
$446K
|
|
|
Feb 15, 2022
Q4 2021
|
Integrated Wealth Concepts LLC
|
BUY
|
- |
657+ 28.08% |
$286K - $365K
|
3K
$646K
|
|
|
Feb 11, 2022
Q4 2021
|
Hsbc Holdings PLC
London, X0 |
BUY
|
- |
626+ 10.0% |
$272K - $348K
|
6.89K
$1.48M
|
|
|
Feb 11, 2022
Q4 2021
|
Bank Of Nova Scotia
|
BUY
|
- |
625+ 18.27% |
$272K - $347K
|
4.05K
$872K
|
|
|
Feb 04, 2022
Q4 2021
|
Atria Investments LLC
Charlotte, NC |
BUY
|
- |
624+ 17.44% |
$271K - $347K
|
4.2K
$905K
|
|
|
Jan 20, 2022
Q4 2021
|
Ae Wealth Management LLC
|
BUY
|
- |
602+ 11.28% |
$262K - $334K
|
5.94K
$1.28M
|
|
|
Feb 14, 2022
Q4 2021
|
Chicago Wealth Management, Inc.
Chicago, IL |
BUY
|
- |
601+ 3.77% |
$261K - $334K
|
16.6K
$3.57M
|
|
|
Feb 11, 2022
Q4 2021
|
Sandbox Financial Partners, LLC
Bethesda, MD |
BUY
|
- |
591New |
$257K - $328K
|
591
$127K
|
|
|
Apr 24, 2024
Q4 2021
|
Bulltick Wealth Management, LLC
Miami, FL |
BUY
|
- |
589+ 2.01% |
$256K - $327K
|
29.9K
$6.43M
|
|
|
Feb 11, 2022
Q4 2021
|
Keystone Financial Group
|
BUY
|
- |
559+ 102.19% |
$243K - $311K
|
1.11K
$238K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Wealth Management, LLC
|
BUY
|
- |
547New |
$238K - $304K
|
547
$118K
|
|
|
Mar 21, 2023
Q4 2021
|
American Portfolios Advisors
Holbrook, NY |
BUY
|
- |
538+ 62.41% |
$234K - $299K
|
1.4K
$302K
|
|
|
Jan 27, 2022
Q4 2021
|
Janney Montgomery Scott LLC
|
BUY
|
- |
536+ 7.5% |
$233K - $298K
|
7.68K
$1.65M
|
|
|
Feb 03, 2022
Q4 2021
|
Safeguard Investment Advisory Group, LLC
|
BUY
|
- |
533+ 4.04% |
$232K - $296K
|
13.7K
$2.95M
|
|
|
Feb 10, 2022
Q4 2021
|
Nwam LLC
Mercer Island, WA |
BUY
|
- |
526New |
$229K - $292K
|
526
$113K
|