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 11, 2022
Q4 2021
|
Us Bancorp \De\
|
BUY
|
- |
228+ 8.69% |
$99.1K - $127K
|
2.85K
$603K
|
|
|
Feb 14, 2022
Q4 2021
|
Captrust Financial Advisors
Raleigh, NC |
BUY
|
- |
222+ 18.67% |
$96.5K - $123K
|
1.41K
$299K
|
|
|
Feb 02, 2022
Q4 2021
|
Demars Financial Group, LLC
|
BUY
|
- |
221+ 4.23% |
$96.1K - $123K
|
5.45K
$1.15M
|
|
|
Feb 11, 2022
Q4 2021
|
Equitable Holdings, Inc.
New York, NY |
BUY
|
- |
217+ 11.46% |
$94.3K - $121K
|
2.11K
$447K
|
|
|
Feb 10, 2022
Q4 2021
|
Core Cap Advisors, LLC
Southfield, MI |
BUY
|
- |
217New |
$94.3K - $121K
|
217
$45.9K
|
|
|
Feb 08, 2022
Q4 2021
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
BUY
|
- |
216+ 0.45% |
$93.9K - $120K
|
47.9K
$10.1M
|
|
|
Feb 15, 2022
Q4 2021
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
201New |
$87.4K - $112K
|
201
$42.5K
|
|
|
Feb 14, 2022
Q4 2021
|
Western Pacific Wealth Management, LP
|
BUY
|
- |
200New |
$86.9K - $111K
|
200
$42.3K
|
|
|
Feb 10, 2022
Q4 2021
|
Madrona Financial Services, LLC
|
BUY
|
- |
181+ 2.29% |
$78.7K - $101K
|
8.08K
$1.71M
|
|
|
Nov 14, 2022
Q4 2021
|
Brewin Dolphin LTD
London, X0 |
BUY
|
- |
180New |
$78.2K - $100K
|
180
$38.1K
|
|
|
Jan 31, 2022
Q4 2021
|
Cwm, LLC
|
BUY
|
- |
158+ 29.37% |
$68.7K - $87.8K
|
696
$147K
|
|
|
Jan 21, 2022
Q4 2021
|
Beacon Financial Advisory LLC
|
BUY
|
- |
157+ 15.53% |
$68.2K - $87.2K
|
1.17K
$247K
|
|
|
Feb 02, 2022
Q4 2021
|
Concentrum Wealth Management
|
BUY
|
- |
153+ 1.54% |
$66.5K - $85K
|
10.1K
$2.14M
|
|
|
Feb 14, 2022
Q4 2021
|
Optiver Holding B.V.
Amsterdam, P7 |
BUY
|
- |
147New |
$63.9K - $81.7K
|
147
$31.1K
|
|
|
Mar 07, 2022
Q4 2021
|
Stephens Inc
|
BUY
|
- |
146+ 29.14% |
$63.5K - $81.1K
|
647
$137K
|
|
|
Feb 04, 2022
Q4 2021
|
New England Professional Planning Group Inc.
|
BUY
|
- |
142+ 25.96% |
$61.7K - $78.9K
|
689
$146K
|
|
|
Feb 08, 2022
Q4 2021
|
Northern Trust Corp
Chicago, IL |
BUY
|
- |
139+ 4.35% |
$60.4K - $77.2K
|
3.33K
$706K
|
|
|
Feb 03, 2022
Q4 2021
|
Executive Wealth Management, LLC
|
BUY
|
- |
132+ 22.0% |
$57.4K - $73.3K
|
732
$155K
|
|
|
May 04, 2022
Q4 2021
|
Legacy Cg, LLC
Plano, TX |
BUY
|
- |
131New |
$56.9K - $72.8K
|
131
$27.7K
|
|
|
Feb 14, 2022
Q4 2021
|
Robinson Value Management, Ltd.
San Antonio, TX |
BUY
|
- |
130+ 11.12% |
$56.5K - $72.2K
|
1.3K
$275K
|
|
|
Jan 28, 2022
Q4 2021
|
Moloney Securities Asset Management, LLC
|
BUY
|
- |
129+ 24.67% |
$56.1K - $71.7K
|
652
$138K
|
|
|
Jan 26, 2022
Q4 2021
|
Independence Bank Of Kentucky
|
BUY
|
- |
128+ 28.96% |
$55.6K - $71.1K
|
570
$121K
|
|
|
Dec 13, 2023
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
128+ 14.68% |
$55.6K - $71.1K
|
1K
$212K
|
|
|
Feb 14, 2022
Q4 2021
|
Continuum Advisory, LLC
Eagle, ID |
BUY
|
- |
128+ 14.68% |
$55.6K - $71.1K
|
1K
$212K
|
|
|
Feb 15, 2022
Q4 2021
|
Creative One Wealth, LLC
Overland Park, KS |
BUY
|
- |
126+ 6.7% |
$54.8K - $70K
|
2.01K
$425K
|
|
|
Feb 11, 2022
Q4 2021
|
Dcm Advisors, LLC
New York, NY |
BUY
|
- |
125+ 21.01% |
$54.3K - $69.5K
|
720
$152K
|
|
|
Feb 14, 2022
Q4 2021
|
Monetary Management Group Inc
St Louis, MO |
BUY
|
- |
120+ 16.0% |
$52.2K - $66.7K
|
870
$184K
|
|
|
Jan 05, 2022
Q4 2021
|
Fulton Bank, N.A.
|
BUY
|
- |
114+ 2.1% |
$49.6K - $63.3K
|
5.55K
$1.17M
|
|
|
Feb 09, 2022
Q4 2021
|
Geneos Wealth Management Inc.
|
BUY
|
- |
110+ 5.7% |
$47.8K - $61.1K
|
2.04K
$432K
|
|
|
Feb 14, 2022
Q4 2021
|
Rockefeller Capital Management L.P.
New York, NY |
BUY
|
- |
102+ 5.59% |
$44.3K - $56.7K
|
1.93K
$408K
|
|
|
Feb 11, 2022
Q4 2021
|
Personal Capital Advisors Corp
|
BUY
|
- |
100+ 10.56% |
$43.5K - $55.6K
|
1.05K
$222K
|
|
|
Feb 14, 2022
Q4 2021
|
Financial Connections Group, Inc.
|
BUY
|
- |
100New |
$43.5K - $55.6K
|
100
$21.2K
|
|
|
Feb 11, 2022
Q4 2021
|
Bcr Wealth Strategies, LLC
|
BUY
|
- |
96New |
$41.7K - $53.3K
|
96
$20.3K
|
|
|
Jan 19, 2022
Q4 2021
|
Juncture Wealth Strategies, LLC
|
BUY
|
- |
91+ 4.36% |
$39.6K - $50.6K
|
2.18K
$461K
|
|
|
Jan 26, 2022
Q4 2021
|
Creative Financial Designs Inc
|
BUY
|
- |
90+ 125.0% |
$39.1K - $50K
|
162
$34.3K
|
|
|
Feb 22, 2022
Q4 2021
|
Tyler Stone Wealth Management
Beachwood, OH |
BUY
|
- |
89New |
$38.7K - $49.5K
|
89
$18.8K
|
|
|
Jan 18, 2022
Q4 2021
|
Cmh Wealth Management LLC
|
BUY
|
- |
89+ 0.64% |
$38.7K - $49.5K
|
14K
$2.96M
|
|
|
Feb 09, 2022
Q4 2021
|
Washington Trust CO
|
BUY
|
- |
88New |
$38.3K - $48.9K
|
88
$18.6K
|
|
|
Feb 08, 2022
Q4 2021
|
Steward Partners Investment Advisory, LLC
|
BUY
|
- |
86+ 1.73% |
$37.4K - $47.8K
|
5.06K
$1.07M
|
|
|
Feb 11, 2022
Q4 2021
|
Wealthcare Advisory Partners LLC
West Chester, PA |
BUY
|
- |
86+ 12.84% |
$37.4K - $47.8K
|
756
$160K
|
|
|
Feb 07, 2022
Q4 2021
|
Harel Insurance Investments & Financial Services Ltd.
|
BUY
|
- |
85+ 0.07% |
$36.9K - $47.2K
|
117K
$24.7M
|
|
|
Feb 11, 2022
Q4 2021
|
Perigon Wealth Management, LLC
San Francisco, CA |
BUY
|
- |
85+ 10.98% |
$36.9K - $47.2K
|
859
$182K
|
|
|
Feb 14, 2022
Q4 2021
|
James Reed Financial Services, Inc.
Cleveland, OH |
BUY
|
- |
84New |
$36.5K - $46.7K
|
84
$17.8K
|
|
|
Feb 15, 2022
Q4 2021
|
Vectors Research Management, LLC
New York, NY |
BUY
|
- |
84New |
$36.5K - $46.7K
|
84
$17.8K
|
|
|
Jan 21, 2022
Q4 2021
|
Donaldson Capital Management, LLC
Evansville, IN |
BUY
|
- |
80+ 0.43% |
$34.8K - $44.5K
|
18.6K
$3.93M
|
|
|
Jan 21, 2022
Q4 2021
|
Asset Dedication, LLC
|
BUY
|
- |
75New |
$32.6K - $41.7K
|
75
$15.9K
|
|
|
Feb 15, 2022
Q4 2021
|
Salem Investment Counselors Inc
Winston Salem, NC |
BUY
|
- |
73New |
$31.7K - $40.6K
|
73
$15.4K
|
|
|
Feb 16, 2022
Q4 2021
|
Thrivent Financial For Lutherans
Minneapolis, MN |
BUY
|
- |
71+ 5.34% |
$30.9K - $39.4K
|
1.4K
$297K
|
|
|
Feb 11, 2022
Q4 2021
|
Jt Stratford LLC
Gainesville, GA |
BUY
|
- |
69+ 4.27% |
$30K - $38.3K
|
1.69K
$357K
|
|
|
Feb 09, 2022
Q4 2021
|
Charter Oak Capital Management, LLC
|
BUY
|
- |
68+ 56.2% |
$29.6K - $37.8K
|
189
$40K
|